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
Report Setup
Tools & Utilities
Financial Periods
Include Documents
Portal Setup
Report Writer
Troubleshooting
Focused Workflows
Training
Browser
App
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)
Complete your training booking
Your remote training package
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