Osprey Approach

About Osprey Approach
The all-in-one legal accounting, practice, and case management software solution that makes running your law firm easier.
Osprey Approach is a trusted software partner to SME law firms nationwide, who utilise the software and support services to save time, run a profitable firm, enhance client service, and ensure compliance.
Osprey Approach is a fully integrated solution that provides legal accounting, time recording, billing, client management, business intelligence, client portal, configurable sector-specific workflows, document production and case management features and functionality.
All your firm’s data, documents, and communications are centralised into one system helping you reduce errors, streamline processes, and stay compliant whilst delivering a quality client service. Securely hosted, and accessible via your internet browser, you can manage a hybrid team easily and improve collaboration across departments.
Osprey integrates with market-leading business tools including Microsoft 365, Lexis Smart Forms, InfoTrack, DocuSign, and TextAnywhere.
Osprey support & training
To help make running a law firm easier, Osprey provides all law firms and their teams with ongoing software support and training. Access unlimited training, telephone-first support, and regular check-ins from your success manager to ensure the software is helping you meet your business goals and achieve a return on your investment.
Key benefits of Osprey Approach
Osprey Approach software helps law firms to:
-Improve profitability
-Increase efficiencies
-Enhance client service
-Mitigate risk
-Be agile
-Empower employees
-Go paperless
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Reviews
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- Industry: Legal Services
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Osprey Approach: Comprehensive, Intergrated & Excellent!
Reviewed on 2019/04/30
Overall experience is excellent. The software is fast, easy to use and the support team is...
Overall experience is excellent. The software is fast, easy to use and the support team is excellent. The training is very comprehensive and when utilised properly and fully, a firm can benefit greatly from it.
Pros
Osprey is entirely web-based which makes access very easy, across all devices. The reporting and accounts function is very comprehensive and helps with accounts rule compliance. The integration between the accounts and the case management is seamless so nothing goes missing.
Cons
There is a requirement for a good internet connection as the software is web-based. However this is not a criticism per-se.
- Industry: Law Practice
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Overall a decent case management product
Reviewed on 2019/05/05
I was introduced to Osprey at a previous job. When I set up my own firm I stuck with Osprey because...
I was introduced to Osprey at a previous job. When I set up my own firm I stuck with Osprey because it does everything I need (and probably a fair bit more). I have been courted by alternatives but the additional benefits of those systems do not justify their higher costs.
Pros
Does most of what I need well, including document production and accounts. Has a lot more features I do not use or have the time to set up. Recent upgrade to Osprey Approach is a huge improvement over the previous version.
Competitively priced (despite a recent hike).
Cons
Too many features/functions are difficult to find and Osprey need to do something to stop the system reverting to a previous client's details when changing pages just because the matter number has not been entered on the matter history page.
The minimum subscription is 3 licences when I only need 2. It's still cheaper than alternatives though.
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 1.0 /10
Fallen Behind
Reviewed on 2020/07/20
We moved onto this as our first case management system and were initially pleased with it. However...
We moved onto this as our first case management system and were initially pleased with it. However since its "upgrade" we have become progressively disillusioned. If you want to use the desktop version its internet explorer or nothing if you want to print documents and that is very slow. The app is faster for printing documents but it does not allow bills to be printed and is difficult to use and badly laid out if you use it on the desktop. Chrome is much faster as a browser and saves time but it does not let you print anything at all.
The helpdesk seems not to know what they are doing - for years we have had problems with the software just logging us out - after some three years they have finally suggested this might be because of our security on the computer (we use webroute). We also have some accounts shared by part timers - the new security makes that very difficult and Osprey are claiming that that is not allowed despite us making it very clear that we did that when we first looked
Pros
The accounts are clear and it's easy to set up new matters and search the database.
Cons
It does not provide one really good platform/browser to use it on. It is slow and unresponsive and support while superficially helpful seem unable to actually help on many occasions
Response from Pracctice
We are disappointed that you feel Osprey is not currently meeting your expectations and our Support & Implementation Manager has been liaising directly with you to address these concerns.
Sharing user accounts is a security issue and is discouraged by the SRA. To ensure all of our customers remain safe and compliant with SRA advice, we have enabled enhanced security via two-factor authentication, which is not compatible with sharing user accounts. In addition, our software license has never permitted this.
We want to work with you to enhance your use of Osprey, therefore, further training is being provided to you and your team to ensure that the requirements of QualitySolicitors Palmers are met. We are confident that after these training sessions have been completed, your issues will be fully resolved.
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 5.0 /10
A love hate relationship
Reviewed on 2019/05/22
The overall experience has been okay.
The overall experience has been okay.
Pros
It is relatively easy to add in new templates, providing you know the codes to put in titles and names and things. It makes it somewhat easy to find all the information on that client.
Cons
The new update. I found the older version to be much easier to use.
- Industry: Law Practice
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
a good case management system
Reviewed on 2019/05/22
Pros
what i like most about this software is that it is user friendly and easy to train staff on the relevant features of the case management system and also if there are any issues the support staff are quick and helpful
Cons
There are a few issues with losing documents if the intranet goes down and perhaps a few more features could be added to the system in relation to emails as in documents attached to them - at the moment you can just import emails in but when sending emails all the documents attach. Also as a law firm the bundle package needs to be updated
Osprey Approach FAQs
Below are some frequently asked questions for Osprey Approach.Q. What type of pricing plans does Osprey Approach offer?
Osprey Approach offers the following pricing plans:
- Starting from: £75.00/month
- Pricing model: Subscription
- Free Trial: Not Available
Contact Osprey Approach for a pricing quote.
Q. Who are the typical users of Osprey Approach?
Osprey Approach has the following typical customers:
2–10, 11–50, 51–200, 201–500
Q. What languages does Osprey Approach support?
Osprey Approach supports the following languages:
English
Q. Does Osprey Approach support mobile devices?
Osprey Approach supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Osprey Approach integrate with?
Osprey Approach integrates with the following applications:
Docusign, InfoTrack, Microsoft 365, Microsoft Outlook, Microsoft Word, TextAnywhere
Q. What level of support does Osprey Approach offer?
Osprey Approach offers the following support options:
Email/Help Desk, Knowledge Base, Phone Support
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