Client List

Updated Feb 25th, 2021

Who is this guide for?

Accounts Users and Accounts Supervisors

This report lists all of your clients names and addresses according to the filter options that you choose. This list can then be used for purposes outside of Osprey by exporting to Excel.

Filter Options

Fee Earner – Tick this box to select only certain fee earners, or leave unticked for all fee earners.

Work Type – Tick this box to select only certain work types, or leave unticked for all work types

Private or LA – Leave on All for all clients or select Private or Legal Aid.

Type – Choose from All Matters, Live Matters or Archived Matters.

Date Filters – Enter the date range for the matters you wish to see

Summary – if ticked doesn’t include the fee earner or work type.

List of columns produced

Summary Version	Normal Version
Client number	Client number
Client Address House	Matter number
Client Address Area	Fee Earner Code
Client Address Town	Work Type Code
Client Address County	Client Address House
Client Address Postcode	Client Address Area
Client Billing Address House	Client Address Town
Client Billing Address Area	Client Address County
Client Billing Address Town	Client Address Postcode
Client Billing Address County	Client Billing Address House
Client Billing Address Postcode	Client Billing Address Area
Client Name 1	Client Billing Address Town
Client Name 2	Client Billing Address County
Client Name 3	Client Billing Address Postcode
Client Name 4	Client Name 1
Client Name 5	Client Name 2
	Client Name 3
	Client Name 4
	Client Name 5
	Fee Earner Description
	Work Type Description