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Using Osprey
Learn how to use Osprey to manage your day to day work.
Getting started
Welcome to Osprey
Installing our apps and add-ins
Third-Party Integrations
Using Osprey
Clients & Matters
Case Management
Document & Form Production
Contacts & Organisations
Workflows
Web Access Portal
Accounting
Reporting
Compliance & GDPR
Managing users & access
Miscellaneous
Troubleshooting
Focused Workflows
Training
Clients & Matters
Add Ins
Time Recording
Case Management
Contacts & Organisations
Workflows
Web Access Portal
Accounting
Reporting
Compliance & GDPR
Managing users & access
Miscellaneous
Clients & Matters
Search for Clients
Label Printing
Convert2Client
The Global Search
Add a new Client
Edit an existing client
Add and edit matters
Conflict of interest search
Create Matter Extensions
Archive your completed client matters
Create compulsory fields in Client & Matter extensions
Set Matters for Review
Group Clients together using Group Codes
Create Client Extensions
Smart Actions – Client and Matter Import
Produce a mail merge using the Client List report
Add Ins
Using the Outlook Mobile Osprey Approach Add-in
Install and use the Office 365 Word Add-in
Use the Outlook Web Osprey Approach Add-in
Install and use the Osprey Office Add-In
Install and use the Outlook Add-In
Time Recording
Add J Codes
Time Record on your matters
Add a new Fee Earner
Mark Up Time
Writing Off and Reinstating Time
Transferring Time
Set up Standard Letter Charging
Set up private Time Recording
Create Non Chargeable Time
Smart Actions: Timesheets
Case Management
The Workflow Status Bar
Set up and use Email Templates
Use Email Signatures
Document & Form Production
Locate lost documents
Adding a Check Box into a Word document
Create a Letter to a Contact or Organisation
Use ASK and IF Statements
Display the DX number instead of the address
The Online Editor
Using Include Documents to Populate Headers & Footers
Produce a Document and Save with Time Recording
Resolve spellcheck issues
Standard Documents: Linking fields to your documents
Add Multi-Record Dossier Merge-fields to Standard Documents
Removing watermarks from merged documents
Create a new standard document
Converting numbers to text within Word
Find Lexis Smart Forms in Osprey Approach
Set up Lexis Smart Forms
Run Lexis Smart Forms in Osprey Approach
Create a Formula to Record Postcodes in Oyez
Add Formula Fields to Oyez Forms
Set up Oyez Integration
Matter History
Customise Matter History Columns
Create a Package of files in browser
Create a Package of files using the Case Management App
Customise Matter History Columns in the Case Management App
Creating Case Bundles
Subscribing to Notifications
Matter History Searches
Set up and Manage Matter History Folders
Hide file names in the Matter History
The Matter History Audit
Set up Document Permissions
Smart Actions: Matter History Notes
Dossier Fields & Pages
Create Dossier fields and pages
Create Multi-line Dossier Pages
Add and use Formulae
Create Custom Questionnaires
Key Dates
Redirect Key Dates from one fee earner to another
Batch Key Date ticking
Show Key Dates in Outlook
Contacts & Organisations
Add/Edit a Contact using the Case Management App
Add/Edit an Organisation using the Case Management App
Add/Edit a Contact using a browser
Add/Edit an Organisation using a browser
Workflows
Create and Edit Workflow Tasks
Create and Edit a Workflow
Running a Workflow
Web Access Portal
Using the Web Portal
Osprey Deal Room
Accessing the Deal room Via the Web Portal
Granting Client Access to the Web Portal
Accounting
Cheque Printing
Managing Nominal Ledgers
Posting
Understand where postings appear on Client Ledgers
Introducing Petty Cash from Bank
Paying VAT to HMRC
Understand where postings appear on Banks & Journals
Understand where postings appear on Nominal Ledgers
Understand where postings appear in Purchase Ledgers
Set up and use Requisitions
Link a Deposit Account
Add an amount to an existing cheque
Allocate outstanding Client Ledger transactions
Clear and reallocate a Client Ledger
Check and change Purchase Ledger allocations
Posting multi-line journals
Posting searches to claim VAT
Record Counsel’s Fees on legal aid matters
Write off VAT on bad debts
Use the Custom Auto Posting
VAT
Making Tax Digital (MTD)
Troubleshoot Making Tax Digital Error Messages
Amend the VAT number on your branches
Finding your VAT liabilities part way through a period
Understand VAT reports
Use Purchase Ledgers with VAT Cash Accounting
Billing
Produce and print bills
Run Aged Debtor Letters
Set up CRM6 auto-billing
CRM6 and CRM7 checklist
Smart Actions: Auto Billing
Manage Contract Work Forms list values for Legal Aid reporting
Month & Year End
Perform an automatic Bank Reconciliation
Reconcile the Bank to the Bank Statement
Run Period End checks
Perform and print a Year End
Reprint Month and Year End reports
Audit adjustments
Reports
Print the client ledger
Reprint CRM6 and CRM11 forms
All Available Reports
Run a detailed or summarised Billing Guide
Check for office credit or overdrawn client balances on the Ledger Balance report
The Interest Calculator
Set up and use Budgets
Use the Audit Trail reports
Balance the Aged Debtors to the Trial Balance Debtors
Export Civil Legal Aid reports
Financial Management
Aged Creditors
Balance Sheet
Budget Analysis
Client Reconciliation
Office Receipts
Office Receipts – Allocated
Period End Reports
Profit and Loss
Trial Balance
Year End
Batch Interest Calculation
Cheque Report
Credit Limit Warnings
Current Credit Limit Warnings
Multiple Deposit Ledger Balances
Client Financial
Aged Debtors
Reporting
Understand KPI results
Download and log into the Report Writer
Schedule Reports
Report Writer – Creating Charts
Report Writer – Conditional Formatting
All Available Reports
Report Writer – Creating Calculated Fields
Compliance & GDPR
GDPR: Performing Data Requests
GDPR: Performing Data Erasure
GDPR: File Retention
Use of the COLP/COFA functionality
Download your Osprey backup
Managing users & access
Restrict access to certain IP addresses
Set an automatic timeout for logged in users
Set up Two-factor Authentication (2FA)
Set up Access Templates
Managing Users
Access Template Breakdown
Passwords and Security
Remove stored passwords and auto-complete entries: Google Chrome
Two-factor Authentication (2FA) as standard for all customers
Unlock a Locked User
Using Google Authenticator
Miscellaneous
Use the General File System
Create a Calendar View in Outlook
Archive Fee Earners
Set up Email Signatures
Complete your training booking
Your remote training package
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