Tutorials

Showreels

  • OspreyTM Version 6.3 Showreel
  • Outlook Connector Showreel
  • OspreyTM Version 7 Showreel

Version 6.3 New Features

  • How to Add an Item to Matter History
  • How to Email an Item
  • How to Edit a Standard Letter
  • How to Create a Court Bundle
  • How to Create Packages

Clients & Matters

  • How to Create a Client and Matter
  • How to Edit Client Details
  • How to Add and Edit a Matter
  • How to Archive and Restore a Matter
  • How to Add Telephone Numbers
  • How to Use Matter Extensions
  • How to Use Client Extensions
  • How to View and Print the Matter Summary

Searches

  • How to Search by Client Number
  • How to Search by Matter Description
  • How to Search Using the Detailed Client Search
  • How to Run a Conflict of Interest Search

Standard Letters

  • How to Run a Standard Letter
  • How to Edit a Standard Letter

Contacts & Organisations

  • How to Create a Contact
  • How to add an organisation
  • How to Edit and Delete Contacts and Organisations

Matter History

  • How to Preview an Item
  • How to Download an Item
  • How to Check In & Check Out Items
  • How to Clone an Item
  • How to Add a New Item
  • How to Edit the Details of an Item
  • How to Subscribe to Notifications for an Item
  • How to Delete an Item
  • How to Upload an Item
  • How to Email an Item
  • How to Edit a Standard Letter
  • How to Create a Court Bundle
  • How to Create Packages

Email

  • How to Email a Client

Dossier

  • How to Enter and Edit Matter Level Dossier Information
  • How to Enter and Edit Client Level Dossier Information
  • How to Use the Dossier Search

Workflows

  • How to Load a Workflow
  • How to Run a Workflow Stage
  • How to Remove a Workflow
  • How to Run IHT Forms in Osprey

Time Recording

  • How to Create a Time Sheet
  • How to Edit the Bill Template
  • How to Post a Time Sheet
  • How to Post a Time Entry
  • How to Select, Edit and Delete a Timer
  • How to Create a Timer for a Current Matter
  • How to Create a Timer; Matter to be Selected Later
  • How to Print the Time Ledger Card
  • How to View and Print the Billing Guide

Key Dates

  • How to Create, Edit and Delete Key Dates
  • How to View Key Dates
  • How to View the Key Date Summary

Supervisor

  • How to Add and Set Up a New Fee Earner
  • How to Create a New User
  • How to Reset and Edit a Password
  • How to Create an Access Template
  • How to Edit the Cheque Template
  • How to Edit the Label Template
  • How to Create a Standard Letter
  • How to Edit the Details of a Standard Letter
  • How to Create Dossier Fields & Lists (Dossier Setup Part 1)
  • How to Create Dossier Pages & Link Fields (Dossier Setup Part 2)
  • How to Add Dossier Fields to Letters (Dossier Setup Part 3)
  • How to Create Client & Matter Extensions
  • How to Install the Silverlight Control
  • How to Use Include Documents

The Outlook Connector

  • How to Add and Save Key Dates
  • How to Email from Outlook Using Contacts from Osprey
  • How to Email a Package
  • How to Export Emails from Outlook into Osprey
  • How to Post Time and Save to the Matter History Using Outlook

The Word Add-In

  • How to Set Up & Log Into the Word Add-In
  • How to Run & Save Standard Letters
  • How to Open & Edit Matter History Documents
  • How to Run Workflows

Training Sessions (YouTube)

  • Case Management User & Matter History
  • General Users