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Case Management

  • Getting started
    Welcome to OspreyInstalling OspreyIntegrations
  • Using Osprey
    Accessing OspreyClients & MattersTime RecordingCase ManagementClient LedgersPortalReportsAccountingMobile & Add-insComplianceSmart ActionsConvert2Client
  • Configure Osprey
    Code SetupSystem SetupFinancial SetupCase ManagementUser DesignReport SetupTools & UtilitiesFinancial PeriodsInclude DocumentsPortal SetupReport Writer
  • Troubleshooting
  • Focused Workflows
  • Training
  • App
  • Browser

App

  • Create a Letter to a Contact or Organisation
  • Uploading Documents to matter history (APP)
  • GDPR: File Retention
  • Linking fields to your Standard Documents

Browser

  • Add Multi-Record Dossier Merge-fields to Standard Documents
  • Find Lexis Smart Forms in Osprey Approach
  • Set up and use Email Templates
  • Create and Edit Workflow Tasks
  • Enabling Tasks on Key Dates
  • Using Include Documents to Populate Headers & Footers
  • Batch Key Date ticking
  • Create a new standard document
  • Creating new Dossier Fields and Pages
  • Set up Lexis Smart Forms
  • Create a Letter to a Contact or Organisation
  • Uploading Documents to matter history (Browser)
  • GDPR: File Retention
  • Create and Edit a Workflow
  • Create Multi-line Dossier Pages
  • Add and use Formulae
  • Linking fields to your Standard Documents
Your remote training package
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