Osprey training sessions
Updated Jan 2nd, 2025
At Osprey, we are dedicated to helping your team maximise the platform’s potential with unlimited training included in your contract. Our sessions cover everything from onboarding new users to mastering advanced features, ensuring your staff works efficiently and confidently. Whether you need introductory guidance or advanced support, our tailored training adapts to meet your firm’s needs.
Why choose Osprey training?
- Unlimited training included: As part of your Osprey contract, you have access to unlimited training, so you can book sessions whenever needed, with no additional costs.
- Comprehensive training materials: We provide full access to detailed guides and user manuals on all features, allowing your team to learn at their own pace.
- New user training: All new users within your firm will receive dedicated training, ensuring they get up to speed quickly and effectively.
- Flexible & tailored sessions: Whether you prefer one-on-one or group sessions, we’ll tailor the training to your specific needs and schedule.
Training can cover a variety of areas, including:
- Case Bundles
- Searching & Time Recording
- Criminal Billing & CRM Reporting
- COLP & COFA
- Focused Workflow Review (All Work Types)
Each session is designed to be flexible and specific to your needs, ensuring your team has the right skills at the right time.
Fee earners:
Zoom drop-in session every Tuesday from 10am
Fee earner: Getting started
Our Fee earner – Getting started training session is designed to help new users get up to speed with the Osprey platform.
This session provides a comprehensive overview of the key tools and features that will enable you to manage clients, matters, and time effectively, ensuring you can work more efficiently and confidently.
What you can expect from this session:
- Navigate the Osprey platform with ease
- Set up and manage new clients and matters
- Perform effective searches to find relevant information
- Manage cases from start to finish with streamlined tools
- Accurately record and track time for billing and reporting
Who’s the session for: This session is ideal for Fee earners who are new to Osprey.
Zoom drop-in session every Wednesday from 10am
Fee earner: The fundamentals
The fundamentals training session is designed to deepen your understanding of the Osprey platform by focusing on essential tools that enhance your workflow and client management.
What you can expect from this session:
- Integrate Outlook with Osprey for seamless communication
- Manage key dates efficiently
- Set up and optimise workflows to automate processes
- Work with the client ledger for accurate financial tracking
- Customise data pages to fit your specific needs
- Effectively manage contacts and organisations
Who’s the session for: This session is ideal for Fee earners who have completed the “Getting started” training session.
For Accounts:
For Supervisors:
Book training
Introduction to Osprey’s legal accounting
This Accounts session provides Osprey users with a comprehensive introduction to the key accounting features of the system. It covers essential tasks such as posting transactions to the client ledger, including client and office payments and receipts, reconciling bank accounts, and completing month-end and year-end processes.
What you can expect from this session:
- Navigate and utilise the client ledger effectively.
- Record and manage transactions, payments, and receipts.
- Generate and interpret financial reports for compliance and performance monitoring.
- Reconcile accounts accurately to maintain financial integrity.
- Manage month-end and year-end processes efficiently.
Who’s the session for: New users of Osprey and for users managing accounts and financial processes.
Book training
Mastering Osprey’s platform management
This Supervisor training session is designed for Osprey users responsible for maintaining, managing, and updating the Osprey platform. Participants will learn essential system management tasks that ensure the smooth operation of Osprey for all users, focusing on the configuration and administrative functions.
What you can expect from this session:
- Navigate the Osprey platform and manage user accounts.
- Set and adjust fee earner rates and remuneration types.
- Create and customise workflows and work types.
- Manage documents, templates, and Lexis Forms.
- Configure security settings and user permissions
- .Adjust system settings for optimal platform performance.
Who’s the session for: The Supervisor training is for new users of Osprey and those responsible for maintaining & updating the Osprey platform.
For all users of Osprey
Book training
Web portal training
This session provides all Osprey users with the knowledge to manage web-enabled features in Osprey. Learn how to control client and associate access, publish key information, and oversee portal functionality effectively.
What you can expect from this session:
- How to web enable clients and manage their access
- Publishing and unpublishing matters, documents, and key dates
- Using the client and associate portal for matter collaboration
- Logging in, resetting passwords, and managing portal access
- Submitting and managing new client enquiries
- Exploring portal features like file sharing, workflow tasks, and updates
Who’s the session for: This training is for system all Osprey users.
Ready to get started? Book your personalised training session today! Let us know what areas you’d like to focus on, and we’ll tailor the session to your requirements.