Using Osprey

Clients & Matters

• Search for Clients
• 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
• Use the Outlook Web Osprey Approach Add-in

Time Recording

• Add J Codes
• Time Record on your matters
• Add a new Fee Earner
• Set up Standard Letter Charging
• Set up private Time Recording
• Create Non Chargeable Time
• Smart Actions: Timesheets

Contacts & Organisations

Workflows

• Create and Edit Workflow Tasks

Web Access Portal

Reporting

• Understand KPI results
• Download and log into the Report Writer
• Schedule Reports

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

Miscellaneous

• Use the General File System
• Create a Calendar View in Outlook
• Archive Fee Earners