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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
Report Setup
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
Quick Links
Preparing for an Online Training session
Accessing the Osprey Academy
Project Planning
Introduction to Osprey
Supervisor & Accounts Setup
Preparing for Go Live
Getting more out of Osprey
Installing Osprey
Browser
Installing the Osprey Gateway
Configure Microsoft Edge
Configure Google Chrome
Configure Mozilla Firefox
Apps
Sideloading the Osprey App
Outlook
Configure the Osprey COM Add-in for Microsoft Outlook
Configure: Osprey Outlook Add-in for Office 365
Use the Outlook 365 Add-in With Outlook Online
Word & Excel
Configure the Osprey COM Add-in for Microsoft Office
Configure the Osprey 365 Word Add-in for Office
General Setup
Administrators: Preparing for Osprey
Getting Started: Quick-Setup Guide
Get Started: Install the Osprey Approach Apps
Allowing emails from Osprey on behalf of your firm
Microsoft Word Prompts and Warnings
Securing your practice with Two-factor Authentication (2FA)
Two-factor Authentication (2FA) as standard for all customers
Convert2Client
Convert2Client Setup
Integrations
Osprey Integrations
InfoTrack
Coadjute
DocuSign
Searchflow
Loqate
Set up Loqate (formerly Postcode Anywhere) integration
TextAnywhere
Send a Text Message from Osprey
Focused Workflows
Complete your training booking
Your remote training package
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