Key Features

Accounts – full Client Account, Office Account, Nominal Account and Billing functionality. Time Recording – Various methods for entering Time Recording and numerous reports for Billing and Managing Time Spent and WIP including graphical representations at log in.

Case Management – We can provide Case Management for all types of work on either a Pre-Defined or Bespoke basis. Virtual files – The paperless office can be catered for by scanning incoming post and other documents (such as photographic proof of identification) to allow for a totally “virtual file” that can be accessed from anywhere and allows Immediate Disaster Recovery by being kept off site. This also eliminates both physical and electronic storage costs and is a more efficient way of accessing your files. Virtual files can also be published online via your website for clients and associate to access as an option should you wish.

Client/Associate Access - your Osprey database can be linked to your website to allow Clients and Associates to both submit and view information.

Potential clients or referrers can submit instructions via your website ensuring that you capture any potential business introductions at the earliest stage – when they are looking at your website.

Clients and associates can then view the progress of their file by logging on with a secure user name and password that will allow them to see elements of their file that you wish them to see.

Graphical Key Performance Indicators - Bar charts showing Key Performance Indicators such as files opened, time spent, time billed, bills issued, bills paid and bills and disbursements outstanding are presented to users on the Osprey Home Page allowing performance analysis at a glance with current years figures overlaying last years figures for comparison.

Personalisation - Screens can be configured by you to suit your specific business process requirements or to simply present the page in a preferred view.