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System Setup

  • 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
  • User Access
  • Integrations

User Access

  • Restrict access to certain IP addresses
  • Set an automatic timeout for logged in users
  • Set up Two-factor Authentication (2FA)
  • Managing User Access Templates
  • Managing Users
  • Access Template Breakdown
  • Two-factor Authentication (2FA) as standard for all customers
  • Unlock a Locked User
  • Enable Matter Restrictions

Integrations

  • Set up Searchflow Integration
  • Set up Loqate (formerly Postcode Anywhere) integration
  • DocuSign Anchor Text
  • Setting up Text Anywhere Integration
  • Send a Text Message from Osprey
  • Setting Up InfoTrack Integration
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