Osprey Academy - Customer Support & Training

Using Osprey

Learn how to use Osprey to manage your day-to-day operations and processes

Who is this guide for?

Case Workers

J Codes allow further categorisation of charges and expenses incurred during litigation, based on the experience of the litigator.

To record time with J Codes, please ensure your grade codes have been set up to your fee earner by a relevant System Supervisor.

Recording New Time

Open the Post Time Entry screen by going to Time Recording and selecting Post Time.

Enter Details for your Time Entry. To the right-hand side you will have the Phase/Task Code and Activity Code dropdowns.

Adding J Codes to existing Time Entries

Navigate to the Time Recording area to bring up the Time Ledger. You will notice there is a column headed Codes.

Click the icon in this column to add a Phase/Task and Activity. Select them from the drop-down list and then click Save.

Once saved, you will be returned to the Time Ledger and you will notice that the Phase/Task Code and the Activity Code columns now have the chosen information displayed.

You can select the pencil icon in the Codes column to amend the information if required.

Credit Limits

You can also add limits to show in Credit Limits and the reports. Under the Time Recording tab, you have the option to select Phase Limits.

Select the Add option to create a new limit.

Select a phase and then add an estimate in pounds. You can then add a percentage value at which the limit warning will appear. Click Save to add the new limit.

Linking Expense Codes to Disbursements on the Client Ledger

Navigate to the Client Ledger tab to display the client ledger for your selected file.

There is a tick box for Show Ledger Expense Codes available above the ledger table.

Tick this box and an additional two columns for Phase/Task and Exp (Expense) Code will be added to the ledger table on the far right.

Select the Add icon under the far right column to open the Add window.
Enter the relevant information here and click Save when complete.

The selected information will now be present in the client ledger table.

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