About this course

Accessing Osprey and Reviewing Files

• What is Osprey Approach?
• Logging into Osprey Approach

Searches

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

Clients & Matters

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

Posting time & Attendance Notes

• A Guide to The Timer & Time Sheets
• Starting a New Timer
• Pausing & Restarting a Timer
• Posting time from a Timer
• Starting Timers on Blank Matter & Posting
• Selecting Another Timer
• Creating Timesheets and Adding Lines
• Saving & Deleting Timesheets
• Updating Time Sheets

The Client Ledger

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

Basic Case Management

• Adding & Editing Key Dates
• The Key Date Summary
• Adding Items to Matter History