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Clients & Matters

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