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Using Osprey
Learn how to use Osprey to manage your day to day work.
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
Accessing Osprey
Clients & Matters
Time Recording
Case Management
Client Ledgers
Portal
Reports
Accounting
Mobile & Add-ins
Compliance
Smart Actions
Convert2Client
Accessing Osprey
Create Favourites & Desktop Shortcuts for Osprey Web App
Accessing the Osprey Academy
Activating a new user
Forgotten Password
Use Single Sign on Functionality
Passwords and Security
Using Google Authenticator
Updating your Password (App)
Clients & Matters
Changing the branch of a matter
Produce a mail merge using the Client List report
Using Group Codes
Browser
Adding a New Client (Browser)
Edit an Existing Client (Browser)
Add and Edit Matters (Browser)
Searching for Clients (Browser)
Performing a Conflict of Interest Search (Browser)
Archive your Completed Client Matters (Browser)
Label Printing (Browser)
Setting Matters for Review (Browser)
GDPR: Performing Data Erasure
GDPR: Performing Data Requests
App
Adding a New Client (App)
Edit an Existing Client (App)
Add and Edit Matters (App)
Searching for Clients (App)
Performing a Conflict of Interest Search (App)
Archive your Completed Client Matters (App)
Label Printing (App)
Setting Matters for Review (App)
Time Recording
Creating Non-Chargeable Time
Browser
Printing the Time Ledger (Browser)
Time Record on your Matters (Browser)
Using J Codes (Browser)
Marking Up Time (Browser)
Transferring Time (Browser)
Time Record with Timesheets (Browser)
Writing Off and Reinstating Time (Browser)
Running a Billing Guide
App
Printing the Time Ledger (App)
Time Record on your Matters (App)
Using J Codes (App)
Case Management
Create a SearchFlow Bundle
Show Key Dates in Outlook
Add an item to the matter history
Produce a Document and Save with Time Recording
Set up Document Permissions
Browser
Using TextAnywhere (Browser)
Matter History Searches (Browser)
Use the General File System
Customise Matter History Columns (Browser)
Manage Contract Work Forms list values for Legal Aid reporting
Adding and Managing Key Dates (Browser)
Adding & Amending Organisations (Browser)
Adding & Amending Contacts (Browser)
Running a Workflow (Browser)
Run Lexis Smart Forms
Create a Package of files (Browser)
Creating Case Bundles (Browser)
Using The Workflow Status Bar (Browser)
Subscribing to Notifications (Browser)
Set up and Manage Matter History Folders (Browser)
The Online Editor
App
Upload an item to the Matter History (App)
Using TextAnywhere (App)
Matter History Searches (App)
Editing Matter History Details (App)
Customise Matter History Columns in (App)
Adding and Managing Key Dates (App)
Adding & Amending Organisations (App)
Adding & Amending Contacts (App)
Running a Workflow (App)
Performing a InfoTrack Search (App)
Submit a Searchflow Search
Create a Package of files (App)
Creating Case Bundles (App)
Using the Dossier (App)
Sending an Email (App)
DocuSign Integration
Client Ledgers
Understand where postings appear on Client Ledgers
Reading the Client Ledger – APP
Reading the Client Ledger – Browser
Run Aged Debtor Letters
Changing the branch of a matter
Browser
Using J Codes (Browser)
Reading the Client Ledger – Browser
Create a Bill Template (Browser)
Billing a Client (Browser)
Print the client ledger
Use Custom Auto Posting
The Interest Calculator
Post your Client Ledger entries
Posting Receipts from the LAA
App
Printing Bills (Browser)
Printing Bills (App)
Reading the Client Ledger – APP
Create a Bill Template (App)
Using J Codes (App)
Print the client ledger
Portal
Using the Web Portal
Osprey Deal Room
Accessing File Sharing/Upload Via the Web Portal
Granting Client Access to the Web Portal
Using The Mobile Portal App
Reports
All Available Reports
Print the client ledger
Check for office credit or overdrawn client balances on the Ledger Balance report
Accounting Reports – Agreeing Debtors figure
The Interest Calculator
Understand KPI results
Set up and use Budgets
Use the Audit Trail reports
Running a Billing Guide
Balance the Aged Debtors to the Trial Balance Debtors
Export Civil Legal Aid reports
Financial Management
Understand VAT reports
Reports: Aged Creditors
Reports: Balance Sheet
Reports: Budget Analysis
Reports: Client Reconciliation
Reports: Office Receipts
Reports: Office Receipts – Allocated
Reports: Period End Reports
Reports: Profit and Loss
Reports: Trial Balance
Reports: Year End
Reports: Batch Interest Calculation
Reports: Cheque Report
Reports: Credit Limit Warnings
Reports: Current Credit Limit Warnings
Reports: Multiple Deposit Ledger Balances
Reports: Cash Accounting VAT Received
Making Tax Digital (MTD)
Client Financial
Reports: Aged Debtors
Reports: Batch Aged Debtor Letters
Reports: Bills Paid by Fee Earner
Reports: Bills Rendered
Reports: Cost Transfer
Reports: Fees Journal Listing
Reports: Ledger Balance
Reports: Unpaid Bills
Reports: Unpaid Disbursements
Reports: Case Cost
Reports: Case Cost Variance
Reports: Client Funds Movement
Other Financial
Reports: Audit Trail
Reports: Purchase Ledger Allocations
Reports: Purchase Ledger Balances
Reports: Suggested PL Payments
Reports: Unposted Audit Trail
Reports: Audit Trail inc (NL/PL)
Analysis
Reports: Analysis Of Costs Received Report
Reports: Archived Matters
Reports: Archived Matters By User
Reports: Fees Analysis Report
Reports: Fees Analysis Apportioned Cost Report
Reports: Fees Analysis By Time Fee Earner Report
Reports: Key Dates Report
Reports: Live Matters
Reports: New Matters
Reports: New Matters By User
Reports: Review Periods Report
Reports: Audit Trail (Case Mgt)
Time
Reports: Current Month WIP/Disbs
Percentage Recovery
Time Spent Summary
Reports: Time Spent
Work In Progress By Time FE
Work In Progress
Miscellaneous
Client List with merge
Client List
Contract Work Reports
Nominal Code Report
Nominal Period Report
Performance Targets
Spooled Archive Ledger
Top Client – Billing Report
Top Client – New Matters Report
Top Client – WIP Report
Top User – Tasks Ticked Report
Top Users – Files Opened Report
Top Users – Letters Produced
Run the CRM6/11 report
Accounting
Deferred Time – Browser
VAT
Understand VAT reports
Finding your VAT liabilities part way through a period
Paying VAT to HMRC
Apply the VAT fuel scale charge / private disallowance
Amend the VAT number on your branches
Making Tax Digital (MTD)
Troubleshoot Making Tax Digital error messages and other problems
Billing
Printing Bills (App)
Create a Bill Template (Browser)
Printing Bills (Browser)
Run Aged Debtor Letters
Create a Bill Template (App)
Cheques
Generating and Printing Cheques
Cheque Printing Setup
Add an amount to an existing cheque
Month & Year End
Perform an automatic Bank Reconciliation
Reconcile the Bank to the Bank Statement
Run Period End checks
Run a Year End
Reprint Month & Year End Reports
Audit adjustments
CRM6 and 11
CRM6 Billing – Set up
CRM6 and CRM7 checklist
Run the CRM6/11 report
Manage Contract Work Forms list values for Legal Aid reporting
Reprint CRM6 and CRM11 forms
Nominal Ledgers
Managing Nominal Ledgers
Understand where postings appear on Nominal Ledgers
Posting multi-line journals
Posting searches to claim VAT
Client Ledgers
Printing the Time Ledger (App)
Reading the Client Ledger – APP
Reading the Client Ledger – Browser
Understand where postings appear on Client Ledgers
Billing a Client (Browser)
Use Custom Auto Posting
Changing the branch of a matter
Post your Client Ledger entries
Posting Receipts from the LAA
Customising your Client Ledger with Ledger and Posting Type views
Set up and use Requisitions
Link a Deposit Account
Allocate outstanding Client Ledger transactions
Clear and reallocate a Client Ledger
Record Counsel’s Fees on legal aid matters
Write off VAT on bad debts
Banks & Petty Cash
Understand where postings appear on Banks & Journals
Transfer money between Office Banks
Transfer money between Client Banks
Understand where postings appear in Purchase Ledgers
Check and change Purchase Ledger allocations
Introducing Petty Cash from Bank
Mobile & Add-ins
Office Suite
Configure the Osprey COM Add-in for Microsoft Office
Install and use the Osprey COM add-in for Microsoft Outlook
Auto Filing Outlook Email
Office 365
Using Osprey Approach Add-in in Outlook Mobile App
Configure the Osprey 365 Word Add-in for Office
Compliance
Use of the COLP/COFA functionality
Smart Actions
Smart Actions: Auto Billing
Smart Actions: Matter History Notes
Smart Actions: Client and Matter Import
Smart Actions: Timesheets
Convert2Client
Using Convert2Client
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