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Case Management

  • Getting started
    Welcome to OspreyInstalling OspreyIntegrations
  • Using Osprey
    Accessing OspreyClients & MattersTime RecordingCase ManagementClient LedgersPortalReportsAccountingMobile & Add-insComplianceSmart ActionsConvert2Client
  • Configure Osprey
    Code SetupSystem SetupFinancial SetupCase ManagementUser DesignTools & UtilitiesFinancial PeriodsInclude DocumentsPortal SetupReport 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
Your remote training package
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