Osprey Academy
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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
Browser
App
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
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