- Getting Started
- Logging into Osprey
- The Osprey Homepage
- Searches
- Global Search
- Client Search
- Conflict of Interest Searches
- Performing a Conflict Search for a Client
- Performing a Conflict Search for a Dossier Field
- Saving Your Results
- Clients & Matters
- Add a New File
- Making Prospects Live
- Editing files
- Archiving Matters
- Matter Restrictions
- Time Recording
- Viewing the Time Ledger
- Posting Your Time
- Using Timers & Timesheets
- The Billing Guide
- The Client Ledger
- Viewing the Client Ledger
- Printing the ledger
- Requisitions
- Contacts & Organisations
- Add a New Contact
- Add a New Organisation
- Case Management: Dossier & Document Production
- Dossier Overview
- Selecting a Dossier Page
- Adding Information to the Dossier
- Document Search
- Running Documents
- Saving Documents
- Case Management: Key Dates, Matter History & Workflows
- Adding & Editing Key Dates
- Meeting Key Dates
- Adding Documents
- Adding Matter History Notes
- Customise Matter History
- Item Options
- Loading & Running Workflows
- Emailing
- Emailing from Osprey Approach
- Sending Text Messages from Osprey
- Bundles & Packages
- Creating Court Bundles
- Creating Packages
Case Worker
Recommended for Case Workers and Case Management Supervisors
Delivered online via video conference
Duration is 1 hour
About this course