Capture & convert more enquiries

Easily manage your clients from initial enquiry through to case completion using Osprey, the end-to-end legal software solution that helps you win new business and build strong relationships. Capture every enquiry, increase conversion rates and digitally onboard new instructions.

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Legal Enquiry Management Software

Never miss an opportunity to convert an enquiry into a paying client with Osprey. Easily capture and manage your clients’ entire journey from one central location. Whether enquiring via phone, email or your website, easily store requests and follow-up with ease to increase new business and build stronger relationships with clients.

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Easily manage all your firm’s legal enquiries

Making it easy for your clients to enquire is the first step to winning more business. Add enquiry capture forms and quote calculator tools to your website, that are integrated with Osprey, so you can generate online leads 24/7. No matter how your client enquires, store all incoming leads and prospect data in Osprey so you have visibility of opportunities and can easily follow-up and convert prospects into paying clients.

Convert more enquiries into clients

Attracting prospects to your firm isn’t easy, which is why it’s important to capture and follow-up on every enquiry. Streamline and maximise your marketing and sales efforts with Osprey where you’ll gain full visibility of your leads and have the tools to effectively follow-up. Schedule and automate templated emails and text messages so you never miss an opportunity to secure new business. Monitor your performance using the intuitive dashboards and smart reports that enable you to make data-driven decisions to better meet your goals.

Client onboarding made easy

Managing your clients from initial enquiry through to case completion is easy with Osprey. Easily turn enquiries into cases by digitally onboarding clients so you can speed up case progression, exceed client expectations and increase profitability. Osprey is the single platform you need to manage your cases and provide quality client service, no matter yours or your client’s location.

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Key Enquiry Management Software Features

Online enquiry forms

Capture data 24/7 on your website with online enquiry forms that are integrated with your legal CRM, so all data is automatically stored, avoiding data admin.

Instant quote calculators

Designed for conveyancers, provide an instant quote to your clients using the configurable calculator you can add to your website.

Legal CRM

Secure all your prospect and client data in one centralised platform so you have full visibility of trends and opportunities.

Client web portal 

Provide a secure self-service online portal for your clients to view case progression, upload, and view documents, send data and sign agreements.

Reporting dashboards

Data-driven insight drives businesses forward and with your data centralised in one platform you can gain a 360-degree view of your firms’ performance.

Osprey integrates with your most loved business tools

Realise business efficiencies by combining Osprey with best-in-breed legal software and services so you can manage all your onboarding tasks within one platform.

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Frequently Asked Questions
  • Can I add enquiries to Osprey that don’t come through my website?

    The Osprey client intake software can be integrated into your website to offer enquiry forms and conveyancing quotes for clients. The data from those enquiry forms is automatically saved into Osprey and notifies team members of a new enquiry. This isn’t the only way to benefit from the Osprey client intake and onboarding software as you can also use it to input phone or email enquires to keep a centralised record of all potential client in one place.

  • Can I see my potential client opportunities?

    Osprey’s client intake and onboarding software is a centralised solution to store all your prospective client details and their specific enquiries. This provides a single platform to view all your opportunities so you can assign resource to follow-up and convert clients. Osprey provides a simple dashboard to help your firm gain top-level visibility of enquiries.

  • What is client intake and onboarding software?

    Enquiry management software works in conjunction with a legal client relationship management (CRM) software and assists with managing prospective clients, converting enquiries into paying clients and onboarding them to open a case. The software streamlines and automates the intake processes from capturing initial enquiries, scheduling follow-ups, collecting data, verifying details and signing contracts. Take your clients from initial enquiry to opening a case with ease.

The Osprey Approach All-in-One Solution

The complete Osprey Approach solution combines comprehensive case management, powerful practice management, legal accounting, and streamlined client management so you can run an effective and profitable firm.

Discover more features that streamline your practice management processes:

Reporting & BI

Compliance

Third-party Portal

Legal Apps

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See Osprey in action

Discover the power of Osprey Approach in a free, no obligation demonstration, and learn why thousands of lawyers trust our software solution to manage their firm. Complete the form and a member of our sales team will be in touch to find out more about your firm’s needs and to book a meeting at a time that suits you.

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