Osprey Approach: Comprehensive, Intergrated & Excellent!

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.

Overall a decent case management product

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.

User experience

It is relatively easy to get used to. Flexibility in use would make UX better

Pros

it is relatively quick, even when the network is struggling the software is usually responsive.

Cons

The software is not flexible. Search options are not user friendly. Several tasks must be carried out manually for example time stamps requires about 5-7 manual steps to complete a simply task such as sending an email. Folders do not tend to hold documents or correspondence - everything seems to appear on one page. Unable to select and delete more than one item from Osprey once uploaded

a good case management system

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

It is brilliant

Pros

Very intuitive to use and the customer service is fantastic. I can work from home or just about anywhere with Osprey Approach. I cannot recommend it enough.

Cons

I cannot think of a thing. I am not sure about the online documents creator and editor but that is the way things are since every browser apart from Internet Explorer gave up support for ActiveX plugins.