Osprey Academy - Customer Support & Training

Book Training

Improve your knowledge of Osprey with our free, unlimited online training courses

General User

Recommended for Case Workers, Managers and System Supervisors

Delivered online via video conference

Duration is 2 hours

About this course

The Osprey Homepage

  • What is Osprey Approach?
  • Logging into Osprey Approach


  • The Global Search
  • Loading a Client & Matter
  • Client & Dossier Searches
  • Conflict of Interest Searches

Clients & Matters

  • Adding And a Editing Clients
  • Making Prospects Live
  • Adding and Editing Matters
  • Archiving Clients & Matters
  • Performing Credit & Money Laundering Checks

Key Dates

  • Creating and Editing Key Dates
  • The Key Date Summary

Posting Time & Attendance Notes

  • Posting a Time Entry
  • Editing Attendance Notes
  • Printing Posted Time

The Timer & Time Sheets

  • A Guide to The Timer & Time Sheets
  • Starting a New Timer
  • Pausing & Restarting a Timer
  • Posting Time From a Timer
  • Starting Timers on Blank Matters & Posting
  • Selecting Another Timer
  • Creating Time Sheets & Adding Lines
  • Saving & Deleting Time Sheets
  • Updating Your Time Sheets

The Billing Guide

  • About The Billing Guide
  • Filtering The Billing Guide
  • Viewing & Printing The Billing Guide

The Client Ledger

  • The Client Ledger Card
  • Printing the Client Ledger
  • What Is a Requisition?
  • Raising Requisitions