Osprey Approach

RATING:

3.9

(30)

About Osprey Approach

Osprey Approach is a cloud-based solution that helps law firms streamline legal operations related to accounting, case handling, workflow management and more. Professionals can store documents, correspondence details, time entries, key dates and previous transactions in a centralized database for future reference. Features include time recording, nominal ledger, regulatory compliance, check-in/out, messaging, audit trail, access control and more. Using Osprey Approach's self-service portal, clients can access the details of ongoing matters and firms can share confidential documents with specific users, improving collaboration across the organization. Additionally, users can request clients' information using questionnaires, automate the authorization of cheque req...

Awards and Recognition

FrontRunner 2020
Software Advice's FrontRunners report ranks top products based on user reviews, which helps businesses find the right software.

Osprey Approach Pricing

Contact Osprey Approach for a pricing quote.

Free trial: 

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Osprey Approach - Case Management Matter History & Document Storage
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Osprey Approach Reviews

Overall Rating

3.9

Ratings Breakdown

Secondary Ratings

Ease-of-use

4

Customer Support

4.5

Value for money

4

Functionality

4

Most Helpful Reviews for Osprey Approach

1 - 5 of 30 Reviews

Alex

Verified reviewer

Legal Services, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2019

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.

Gary

Law Practice, 1 employee

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed May 2019

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.

Reason for choosing Osprey Approach

Familiarity, price and Osprey offering the functions I needed.

Lesley

Law Practice, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

2

FUNCTIONALITY

3

Reviewed July 2020

Fallen Behind

We moved onto this as our first case management system and were initially pleased with it. However since its "upgrade" we have become progressively disillusioned. If you want to use the desktop version its internet explorer or nothing if you want to print documents and that is very slow. The app is faster for printing documents but it does not allow bills to be printed and is difficult to use and badly laid out if you use it on the desktop. Chrome is much faster as a browser and saves time but it does not let you print anything at all. The helpdesk seems not to know what they are doing - for years we have had problems with the software just logging us out - after some three years they have finally suggested this might be because of our security on the computer (we use webroute). We also have some accounts shared by part timers - the new security makes that very difficult and Osprey are claiming that that is not allowed despite us making it very clear that we did that when we first looked

PROS

The accounts are clear and it's easy to set up new matters and search the database.

CONS

It does not provide one really good platform/browser to use it on. It is slow and unresponsive and support while superficially helpful seem unable to actually help on many occasions

Vendor Response

We are disappointed that you feel Osprey is not currently meeting your expectations and our Support & Implementation Manager has been liaising directly with you to address these concerns. Sharing user accounts is a security issue and is discouraged by the SRA. To ensure all of our customers remain safe and compliant with SRA advice, we have enabled enhanced security via two-factor authentication, which is not compatible with sharing user accounts. In addition, our software license has never permitted this. We want to work with you to enhance your use of Osprey, therefore, further training is being provided to you and your team to ensure that the requirements of QualitySolicitors Palmers are met. We are confident that after these training sessions have been completed, your issues will be fully resolved.

Replied August 2020

Lorraine

Law Practice, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2019

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

Anonymous

51-200 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed May 2019

Osprey Review

My overall experience with Osprey Approach is a positive one. The check out system is very reliable and allows for constant review of documentation. The software is aesthetically pleasing and user friendly and I would recommend this software to all colleagues.

PROS

The software is responsive to demands, which means that navigating through matters and ledgers is next to seamless, allowing for quick reviews of files and documentation. The software looks great and is incredibly user friendly.

CONS

The software can often take some time to generate a document, but that may be down to my computer speed as oppose to the software itself.