Legal document management software for UK law firms

Legal document management software enables law firms to digitally and securely store, organise and search for documents. The software improves efficiencies across a law firm because documents can easily be edited, shared, accessed and collaborated on from a centralised location. This benefits lawyers and legal professionals because they can effectively work from anywhere, without needing to rely on the office and carry bulky physical files. It also benefits the client because they can easily collaborate on and share digital documents without relying on the post.

Your files are securely stored in the Osprey document management solution in the cloud. This means you files aren’t stored on your own server, but instead can be accessed at any time, from any device with an internet connection.

Osprey’s document management software is cloud-based and has unlimited storage so you can store as many documents as you need within Osprey.

Yes, you can build a library of pre-defined templates that you can use when creating documents so you can standardise processes and ensure your on brand and staying compliant. Documents can then be auto-populated using the data you store in Osprey so document production time can be significantly reduced.

Yes, you can add documents from another system in Osprey at any time. During your initial implementation project, your project manager can help you to migrate your existing data, documents and templates into Osprey.

Osprey Approach provides all the tools law firms need to manage clients and cases in one centralised platform. Managing your firm and cases in one place streamlines processes and improves efficiencies by reducing the need to switch between systems, duplicate data entry and administration time. Our case management solution, which includes legal document management, provides the tools to manage a case from initial enquiry to case completion.

Yes, Osprey integrates with Microsoft 365 and has a Microsoft Word add-in that allow you to access your cases and client details from within Word so you can create, edit and save documents created in Word straight into Osprey.

Osprey integrates with Lexis Smart Forms so you can have access to over 4,000 forms from within Osprey to help make completing complex legal forms easier and more cost-effective. Without needing to re-key data you can auto-populate forms using the data stored in Osprey and reduce the errors and time spent completing forms. Find out more about the integration.

Osprey integrates with the world’s leading e-signature tool, DocuSign. This means you can create documents and send them to your clients for them to sign electronically, helping you to provide a convenient and fast service that saves time and money. Find out more about the DocuSign integration.

Yes. One of the many benefits of using Osprey’s digital document management solution is you can significantly reduce the time it takes to create court bundles. In Osprey you can simply select the documents you want to include from the matter history and when you download the case bundles it’ will automatically chronologically order the documents and paginate, index and bookmark the bundle into a correctly formatted PDF file.

Yes, you can easily archive your cases and documents, which will continue to be stored and accessible on Osprey until permanently deleted. Cases can be bulk archived or done individually. When archiving, Osprey will notify you of any outstanding WIP, unpaid disbursements, and unmet key dates. Easily run a report to show archived matters by fee earner or work type and to meet compliance requirements, archived files still appear in conflict searches.