Press Control + F to perform a search.<\/p>\n\n\n\n
A – C<\/p>\n\n\n\n
Actions (Workflows)<\/strong> Access Template<\/strong> Activity Code (Time)<\/strong> Add-in<\/strong> Aged Debtors<\/strong> Archive<\/strong> Associates<\/strong> Backup Site<\/strong> Case Bundle<\/strong> Cash Accounting<\/strong> Client<\/strong> Client-level<\/strong> Client Number<\/strong> COM Add-in<\/strong> \/ Connector<\/strong> Convert 2 Client<\/strong> Client View<\/strong> Custom Questionnaires<\/strong> Contacts<\/strong> D – F<\/p>\n\n\n\n Deal Room \/ Document Sharing Dossier Field<\/strong> Dossier Page<\/strong> Extensions<\/strong> Extension<\/strong> (Client)<\/strong> Extension (Matter)<\/strong> Fee Earner<\/strong> File System<\/strong> \/ General File System<\/strong> Financial Access Template<\/strong> Focused Workflow Pack<\/strong> G – I<\/p>\n\n\n\n Go Live<\/strong> Integration<\/strong> J – L<\/p>\n\n\n\n Key Date<\/strong> Key Date Summary<\/strong> M – O<\/p>\n\n\n\n Main Site<\/strong> Matter<\/strong> Matter History<\/strong> Matter-level<\/strong> Matter Restriction<\/strong> Matter View<\/strong> Osprey Gateway<\/strong> Outlook Add-in<\/strong> Office 365<\/strong> Office 365 Add-in<\/strong> (Word and Outlook)<\/strong> Organisations<\/strong> Osprey Web App<\/strong> Osprey Mobile Portal App<\/strong> Online Editor<\/strong> P – R<\/p>\n\n\n\n Package<\/strong> Prospect Client<\/strong> Prospect Matter<\/strong> Remuneration<\/strong> S – U<\/p>\n\n\n\n Sideload<\/strong> Smart Actions<\/strong> System Supervisor<\/strong> Task (Workflow)<\/strong> Units (Time)<\/strong> V – Z<\/p>\n\n\n\n VAT Registration Type \/ VAT Method<\/strong> Web Portal<\/strong> Web Publishing \/ Web Enabling<\/strong> Web Questionnaires<\/strong> Workflows<\/strong> A guide to legal case management software and Osprey terminology, containing definitions of terms related to legal tech and Osprey’s features and functionality Press Control + F to perform a search. A – C Actions (Workflows)A Workflow action is the singular operation within a workflow task >, such as generating a document, composing an email, […]<\/p>\n","protected":false},"author":5696,"featured_media":0,"template":"","categories":[223],"tags":[],"class_list":["post-55316","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-welcome-introduction"],"acf":{"display_as_dashboard_announcement":false,"announcement_title":"","announcement_type":"New feature","announcement_link_text":"Learn more","announcement_image":null},"yoast_head":"\n
A Workflow action is the singular operation within a workflow task ><\/a>, such as generating a document, composing an email, or capturing of data via a questionnaire.<\/p>\n\n\n\n
An Access Template dictates what area(s) of Osprey a specific group of users can access when using Osprey from a Web Browser.<\/p>\n\n\n\n
The activity performed when recording time on a client’s matter.
I.e. Email in, Travelling, Waiting<\/em><\/p>\n\n\n\n
An installable program that enhances functionality of other programs.<\/p>\n\n\n\n
Clients who have outstanding bills to pay.<\/p>\n\n\n\n
Archiving within Osprey will hide items from general user view without deletion of data.
This can relate to archiving clients, fee earners, users and more.<\/p>\n\n\n\n
Third-parties who may be associated with a matter.<\/p>\n\n\n\n
A secondary backup URL, allowing users to access Osprey if your primary site URL is inaccessible.
https:\/\/yourfirmname<\/strong>.ospreyapproachbackup.com\/main<\/em><\/p>\n\n\n\n
A Case Bundles is a PDF documents, made up from items stored within the Matter History, created with an index and bookmarks. Also known as a court bundle. <\/p>\n\n\n\n
Method of VAT where payment of VAT is not due until the invoice has been paid.<\/p>\n\n\n\n
The person(s) requesting for your firm’s services. Usually denoted within Osprey with a unique client number.<\/p>\n\n\n\n
Client Level refers to information relating to the client and would not change between areas of law. Examples may include date of birth, passport number, nationality.<\/p>\n\n\n\n
A unique identifying number assigned to the client.<\/p>\n\n\n\n
A COM add-in is a type of program that can extend the functionality of Microsoft Office applications, such as Word, Excel, PowerPoint, and Outlook. A COM add-in can add custom commands and features to the Office user interface, such as menus, toolbars, buttons, or task panes.<\/p>\n\n\n\n
A digital onboarding portal that can be embedded into your website, allowing potential clients to raise enquiries and generate conveyancing quotes.<\/p>\n\n\n\n
Non-editable customised view of client information through workflows and the web portal.<\/p>\n\n\n\n
A customisable form that is completed via a workflow. The custom questionnaire consists of pre-defined dossier field ><\/a> information. When the questionnaire is complete, the information is automatically stored in the client or matter area. <\/p>\n\n\n\n
Third-party Individuals who can be linked to matters.<\/p>\n\n\n\n
<\/strong>Located within the Osprey Web Portal, the Deal Room provides the ability to upload and collaborate on documents. Users will see “Document Sharing” within the web portal.<\/p>\n\n\n\n
An individual field that holds data relating to the matter, such as an email address, date, value such as text or monetary amounts, contact or organisation.<\/p>\n\n\n\n
A grouping of up to twenty dossier fields, which can be linked at a client level, or to specific work type(s) to use at matter level.<\/p>\n\n\n\n
Extensions are available at two levels, Client, and Matter.
These can display specific dossier fields on the client or matter page.<\/p>\n\n\n\n
These offer shortcuts to quickly populate selected client level dossier fields, relevant to the client. These can be set for Individuals, Companies or both.<\/p>\n\n\n\n
These offer shortcuts to quickly populate selected matter level dossier fields, relevant to the area of work.<\/p>\n\n\n\n
Person who can be assigned matters in Osprey and can time record.
This can relate to either:<\/p>\n\n\n\n\n
Document storage for non-case related documents (e.g. internal company documents<\/em>).<\/p>\n\n\n\n
Dictates what financial access a user has. This can include out-of-period postings and running Period End.<\/p>\n\n\n\n
Osprey’s pre-built workflows, each focusing on specific areas of law, which can be further amended by a system supervisor.<\/p>\n\n\n\n
The process of converting a prospect client to an active client.<\/p>\n\n\n\n
Third-party software or service embedded into the Osprey solution to utilise shared data or improve joint functionality. <\/p>\n\n\n\n
An important date throughout the course of the matter. A Key Date can also refer to an upcoming task or requirement. <\/p>\n\n\n\n
A filterable report to show key dates assigned to a specific fee earner.<\/p>\n\n\n\n
The primary URL to access your firm’s Osprey system.
https:\/\/yourfirmname<\/strong>.ospreyapproach.com\/main<\/em><\/p>\n\n\n\n
The individual case associated with the client. Clients can have multiple matters, and is denoted as \/1, \/2…<\/p>\n\n\n\n
Library of uploaded correspondence and digital files that relate to the matter, shown in reverse-chronological order.<\/p>\n\n\n\n
Details linked to the matter, such as the property price within a conveyancing matter, other side details.<\/p>\n\n\n\n
The ability to restrict access to a matter for specific users.<\/p>\n\n\n\n
Non-editable customised view of matter information through workflows and the web portal.<\/p>\n\n\n\n
An installable program that runs in the background, allowing users to produce Osprey documents in Microsoft Word from the Web Browser.<\/p>\n\n\n\n
An add-in that enable users to extract \/ import data to and from Osprey directly from Microsoft Outlook.<\/p>\n\n\n\n
Microsoft’s Online Office suite ><\/a><\/p>\n\n\n\n
An add-in designed for Office 365 online users to extract and import data between Osprey directly from Microsoft.<\/p>\n\n\n\n
3rd-Party Companies that can be associated to a matter.<\/p>\n\n\n\n
Your Osprey database when accessed from a web browser (i.e., Google Chrome, Microsoft Edge)<\/em><\/p>\n\n\n\n
Dedicated mobile portal app, available to download on Google Play and Apple App stores.<\/p>\n\n\n\n
A built-in alternative to Microsoft Word, allowing users to create and amend documents directly from Osprey.<\/p>\n\n\n\n
A collection of files collated into a single PDF, or a ZIP file, which can be sent and downloaded from a unique URL.<\/p>\n\n\n\n
A potential client which you can convert to a live client at the point of instruction.<\/p>\n\n\n\n
A matter where the client has yet not instructed the firm to act.<\/p>\n\n\n\n
The hourly charge rate for a fee earner’s time recording.<\/p>\n\n\n\n
Sideloading apps is the installation of an app on a device without using the official app store of the device’s platform (i.e. Windows Store).<\/p>\n\n\n\n
Smart Actions allows for bulk entry of data from a CSV into Osprey.
These are broken into 4 categories:<\/p>\n\n\n\n\n
User(s) with the supervisor access template assigned. <\/p>\n\n\n\n
A group of actions to be performed at a specific phase of a workflow.<\/p>\n\n\n\n
Six-minute time unit, used for time recording.<\/p>\n\n\n\n
Configuration setting to record the method of calculating VAT.<\/p>\n\n\n\n
Secure online portal allowing clients and third parties to access and exchange documents and messages, and view the progress of their matters.<\/p>\n\n\n\n
The act of sharing information to the web portal so associated clients and third-parties can view it. <\/p>\n\n\n\n
Digital questionnaires that can be completed by the client, through the client web portal.<\/p>\n\n\n\n
A schedule of tasks, containing individual actions that are performed. Some actions can be set to only run when pre-determined criteria is met.<\/p>\n","protected":false},"excerpt":{"rendered":"