Getting started

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

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

Coadjute

Searchflow

InfoTrack

Lexis Forms

DocuSign

Loqate

• Set up Loqate (formerly Postcode Anywhere) integration

TextAnywhere

• Send a Text Message from Osprey