Workflows configured to your law firm’s needs
Streamline and standardise your law firm’s processes using our configurable workflow software. Edit our various pre-built templates or easily create your own with our no-code builder. Implement effective business habits today with our focused workflows to start increasing the efficiency of your operations.
Run an efficient law firm
Standardise processes
Ensure your team are following on-brand, compliant, and efficient processes by building streamlined workflows.
Increase visibility
Take control of your firm’s operations by implementing workflows that provide a clear view of the status of a case and the next steps.
Speed up tasks
Take the admin and guesswork out of progressing a case and run workflow tasks that saves time, reduce errors, and improves client service.
Functionality to build your own workflows:
Drag & drop tasks
Select from a list of tasks and actions and drag and drop them into your workflow.
Set criteria
Apply criteria and ‘and / or’ logic to certain action types to determine if the action will run or not based on the data held on the client’s matter.
Configure run sequence
Build the workflow so it always runs in sequence or can be skipped or edited as it’s progressed.
Set work-type defaults
Work types can be configured to automatically load the default workflow when a case is opened.
Sync tool
Even customised workflows receive top-level updates so you can be sure forms and actions are up to date and compliant.
Pre-built template library
Access over 50 pre-built workflows for 12 practice areas.
30+ Workflow Actions
Workflows are created by connecting a series of tasks which contain induvial actions. To build your own or edit our existing ones, you can choose from over 30 actions to add to your workflows to help you progress cases or complete specific processes. These include but aren’t limited to:
Send emails or text messages
Display a message or prompt to the user
Create a templated document
Add a keydate or schedule a reminder
Allocate a questionnaire to capture data
Post time on tasks
Legal workflow software
Complete tasks quicker by streamlining and automating administration tasks which makes scaling simple, helps to reduce errors, and frees up fee earner and support staff’s workloads. The Osprey workflow software not only improves productivity for departments but increases control and visibility for managers so you can be confident service is consistent and of high quality.
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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 case management processes:
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.