Getting Started
- Logging into Osprey
- The Osprey Approach Homepage
- Two Factor Authentication
- Your User Profile Page
- Logging Out of Osprey
Client & Matter Searches
- The Global Search
- Client & Matter Searches
- The Wildcard Search
Conflict of Interest Searches
- Client Conflicts
- Dossier Data Conflicts
- Saving Conflict Checks
Adding Clients & Matters
- Adding Individual Clients
- Adding Company Clients
- Additional Named Clients
- Communication Details
- Adding the First Matter
Matter Restrictions
- Restricting Individuals
- Restricting Groups
Posting Time
- Posting Time
- Viewing the Time Ledger
The Timer & Timesheets
- Using Timers on a Current Matter
- Using Timers on a Blank Matter
- Posting Time from the Timer
- Using Timesheets
Client Ledger & Requisitions
- Viewing the Client Ledger
- The Client Ledger Summary
- Client Ledger Requisitions
Contacts & Organisations
- Adding Contacts & Organisations
- Editing Contacts & Organisations
- Linking a Contact to an Organisation
The Dossier
- Selecting a Dossier Pages
- Adding Information to a Dossier Page
Document Production & Osprey Gateway
- Installing the Gateway
- Logging into the Gateway
- Browser Setup
- Running Documents
- Saving Documents to Matter History
The Matter History
- Uploading Documents
- Adding Notes
- Customising the Matter History
- Searching the Matter History
- Matter History Item Options
- Matter History Folders
Key Dates & Workflows
- Adding Key Dates
- Editing Key Dates
- Meeting Key Dates
- The Key Date Summary
- Loading Workflows
- Running Workflows
Sending Emails & Text Messages from Osprey
- Sending Emails from Osprey
- Sending Emails from Matter History
- Including Matter History Items in Emails
- Sending Text Messages in Osprey
Bundles & Packages
- Creating Court Bundles
- Downloading Court Bundles
- Creating Packages
- Sending Packages from Osprey