Q3 – 1.37.5 – Osprey maintenance and updates
Updated Oct 25th, 2024
Q3 ’24-25 Release Notes
The first Q3 software update release covers several improvements and a new integration launch.
Key updates are:
- Perfect Portal integration
- Workflow updates
- System improvements
The Q3 updates will only be available in the Osprey Browser. For more information on why the updates aren’t available in the app, please see our sunsetting announcement information here.
PLEASE NOTE: We recommend deleting your browser cache in order to experience the best version of the update. If you’re unable to see the changes, or it’s not working as you’d expect, please delete your browser cache to refresh Osprey.
Osprey Browser – v1.37.5
Q3 updates and enhancements include:
New Perfect Portal integration
We are pleased to announce the launch of the Perfect Portal integration. This award-winning digital enquiry management and client onboarding platform streamlines the process from initial enquiry to case completion when integrated with Osprey.
Key features of the Perfect Portal integration:
- Convert prospect clients into active matters
Allows users to convert a prospect client from Perfect Portal directly into an active matter in Osprey.
- Duplicate check before client creation
The integration checks for existing clients in Osprey before creating a new client, preventing duplicates. - Automatic population of client and case data
Ability to map Perfect Portal fields to corresponding Osprey fields
- Case status updates shared with Perfect Portal
Osprey workflows share case status updates with Perfect Portal, keeping clients informed.
- Support for multiple work types
It supports converting various work types from Perfect Portal to Osprey as listed below.
Workflow updates
- Description filtering when adding new action types
Description filtering is now available when adding new action types to workflow tasks (ie – Send standard letter, Produce Lexis Document etc).
- Show action details when adding criteria
Relevant action details are displayed when adding criteria to workflow tasks.
- Show additional details in the workflow task preview window
Additional key date and task details are now visible in the workflow task preview window.
- Show additional details in the workflow task overview window when running a workflow
Additional information is displayed in the workflow task overview window during workflow execution.
- Changes to workflow status bar in matter history record
The workflow status bar now includes the previous value in the matter history record where applicable.
System improvements
- Interest calculator
Resolved the issue with incorrect ordering in the interest calculator. - Export P/E fees analysis by fee earner to Excel
Fixed the issue preventing proper export of fees analysis by fee earner to Excel. - Audit trail
Several audit trail enhancements applied, including:- Corrected functionality of the currency filter.
- Added J Type postings.
- Removed UNPDISB from the audit trail.
For further information & support
If you need more information or support on the new updates, please contact our support team who will be happy to help. Submit a support ticket, or call us on 0330 060 4940.