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Getting started
Everything you need to get started in one place.
Getting started
Welcome to Osprey
Installing Osprey
Integrations
Using Osprey
Accessing Osprey
Clients & Matters
Time Recording
Case Management
Client Ledgers
Portal
Reports
Accounting
Mobile & Add-ins
Compliance
Smart Actions
Convert2Client
Configure Osprey
Code Setup
System Setup
Financial Setup
Case Management
User Design
Tools & Utilities
Financial Periods
Include Documents
Portal Setup
Report Writer
Troubleshooting
Focused Workflows
Training
Welcome to Osprey
Installing Osprey
Integrations
Focused Workflows
Welcome to Osprey
Introduction to Osprey
What training session is right for you?
Preparing for an online training session
Accessing the Osprey Academy
Which Osprey apps should you install?
Activating a new user
Accessing your Osprey Training site
Osprey Credits
Osprey Integrations
Two-factor Authentication (2FA) as standard for all customers
Project Planning
How to complete the Case Management Configuration Form
Migrating Client and Matter Data
Migrating Accounts Data
What are Shadow Sessions?
What are Access Templates?
What are Financial Templates?
Configure your PC (Users)
Configure your PC (System Admin)
Training Resources
Getting more out of Osprey
Installing Osprey
Browser
Configure your Browser
Installing the Osprey Gateway
Installing the Osprey Gateway (Remote Desktop)
Apps
Installing the Osprey App from Microsoft Store
Sideloading the Osprey App
Outlook
Install and use the Osprey COM add-in for Microsoft Outlook
Install and use the Osprey Outlook add-in for Office 365
Word & Excel
Install and use the Osprey Word add-in for Office 365
Install and use the Osprey COM add-in for Microsoft Office
General Setup
Allowing emails from Osprey on behalf of your firm
Activating a new user
Which Osprey apps should you install?
Microsoft Word Prompts and Warnings
Securing your practice with Two-factor Authentication (2FA)
Convert2Client
Convert2Client Setup
Integrations
Osprey Integrations
Coadjute
Searchflow
InfoTrack
Lexis Forms
DocuSign
Loqate
Set up Loqate (formerly Postcode Anywhere) integration
TextAnywhere
Send a Text Message from Osprey
Focused Workflows
Workflows to aid compliance
Complete your training booking
Your remote training package
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