Conveyancing Client & Case Management Software

Our conveyancing case management software is designed to automate manual processes, reduce compliance errors, and help UK law firms deliver exceptional client service. Digitalise and streamline your enquiry capture, client onboarding and case management for both residential and commercial transactions.

Trusted by law firms across the UK

Why conveyancers use Osprey

Gain the competitive edge by automating and streamlining processes.

One single platform

From initial enquiry to case completion, you’ll get your work done faster in Osprey’s complete conveyancing software solution.

Improved scalability

Automating admin tasks and digitalising client onboarding increases resource, so you can easily manage more clients and grow revenue.

Increase referrals & recommendations

Automate tasks so you can focus on delivering excellent client service that will ensure you receive referrals and recommendations for other services across your firm.

Automate conveyancing tasks with dedicated apps and workflows

Access dedicated conveyancing software, mobile apps and workflows, all built by property lawyers, so you can focus on the work that matters. Configurable workflows enable you to automate repetitive manual tasks such as scheduling update emails to estate agents, producing completion statements and scheduling key dates & task reminders. Osprey’s specialised conveyancing features improve the client experience by making your conveyancing cases run smoothly.

Digitally connecting you and your client

Meet the changing demands of clients and stay relevant in a competitive market with Osprey. You can offer instant conveyancing quote calculators on your website, a fully digital onboarding process with client web portals and real-time updates and collaboration with connected communication tools. Osprey’s trusted conveyancing software allows your firm to deliver transparent and valuable services to your clients no matter where you’re both located.

Effortless collaboration with a secure web portal

Easily share and edit data and documents with clients and third parties using the Osprey secure web portal. Share real-time updates on the progress of a transaction to keep all parties up-to-date and informed without endless emails or phone calls. Collaborate on documents by posting questionnaires that capture data and populates forms and contracts to be securely shared for clients to sign, review, and edit alongside all other associates. Streamline your communication and document sharing across all parties in the transaction to speed up case progression, increase efficiencies and enhance client service.

Seamless integrations

You have better things to do than data entry, that’s why Osprey integrates with leading search and legal document providers so you can complete your conveyancing cases quicker.


Digitalise the conveyancing process so you can run a more profitable firm that focuses on the client, not administration. Order digital AP1 searches, AML checks and SDLT submissions while digitising your onboarding process, all from within a single, powerful platform with the InfoTrack integration.


Coadjute is digitally connecting conveyancers with all parties involved in the property transaction, enabling firms to easily collaborate and share key details more securely.


Osprey integrates with Searchflow, the market-leading provider of conveyancing search solutions, to improve the efficiencies of your conveyancing processes.  


Get your work done faster with the world’s number one way to sign electronically. DocuSign is trusted by millions and, when integrated with Osprey, law firms can offer clients a fast and effective digital service that saves time and money.

Conveyancing software key features:

Specialised workflows

Our conveyancing workflows detail all the key stages of your conveyancing case from instruction to completion, saving you precious resource. Each workflow is configurable to your firm and is integrated with our key conveyancing partners.

Automatically generate forms

Fields inside legal conveyancing forms and precedents can be automatically populated with data from the client and matter. Digitally store and manage your documents for a more efficient process.

Conveyancing mobile app 

Our dedicated conveyancing app puts our end-to-end legal system into the palm of your hand, allowing you the flexibility to work from anywhere, at any time.

Instant quote calculators

Self-service tools for your website, such as instant quote calculators, provide a quick and transparent service that potential clients require, making them a great way to win new business.

Improved security 

Securely share bank details in our web portal, rather than via email in TA13 forms or estate agent invoices.

Frequently Asked Questions
  • What is conveyancing software?

    Conveyancing software is used by conveyancers to help organise and effectively manage their cases. This includes everything from document production and time recording, to billing, invoicing, client onboarding and reporting. Conveyancing case management software centralises all your data, documents and files into one platform to help your firm stay compliant, improve productivity and deliver quality client service. This enables processes to be automated and workflows to be streamlined, so your time is freed up to focus on your clients and achieving your goals.

  • Is Osprey suitable for my law firm?

    Yes. Osprey is suitable for all law firms, no matter their size or work conducted. Osprey Approach provides conveyancing law firms or departments with specific digital tools to manage transactions and clients. With dedicated conveyancing quote calculators, automated workflows and apps, your team will have everything they need to get more work done, faster. In addition, Osprey integrates with market-leading business tools and property software to ensure you maximise efficiencies.

  • Do you integrate with other specialist conveyancing software solutions?

    Osprey integrates with market-leading business tools and specialist conveyancing software to ensure you maximise efficiencies. We integrate with InfoTrack, Coadjute, SearchFlow and many more so Osprey can become the central platform to manage your property cases. Order property searches, create property reports, run identity checks and connect with third parties in the property transaction with our integration partners.

  • Is Osprey connected to the Coadjute Network?

    Osprey is one of the first case management software suppliers to be connected to the Coadjute Network, which helps our customers lead the way and stay ahead of their competitors. Coadjute enables you to securely and seamlessly connect to third parties in the property transaction. Find out more about our Coadjute integration.

  • Do you offer specialised conveyancing workflows?

    Yes. We offer workflows for residential sale, purchase, remortgage and transfer of equity. We also offer commercial property workflows to assist with freehold purchase, sale and leasing (lessor and lessee). All of our workflows are customisable, so you can ensure they suit the needs of your firm.

  • Can I complete property searches within Osprey?

    Osprey integrates with both InfoTrack and Searchflow, leading property search providers that help to digitalise your conveyancing processes. When integrated with Osprey, you reduce manual admin as the data you store in Osprey is automatically populated in the property order forms. The completed searches, reports and data is sent straight back to Osprey and saved in the matter history.
    Find out more about the services they offer and the features of the integration for both InfoTrack and Searchflow.

  • Do other conveyancers use Osprey?

    Yes. We have many customers with both residential and commercial property departments. Find out more from our customer by reading their success stories.

The Osprey Approach All-in-One Solution

The complete Osprey Approach solution combines comprehensive case management, powerful practice management, legal accounting, and streamlined client management – enabling your firm to run a streamlined and profitable operation that exceeds client expectations.

  • Case Management Software

    Improve efficiency, productivity, and profitability with an effective, centralised legal case management software that ensures regulatory compliance and reduces human errors. Osprey is a true end-to-end system that manages the case management lifecycle from initial query to completion.

    Find out more about case management >

  • Practice Management Software

    Our powerful, multi-device cloud-based software has helped thousands of lawyers to run a profitable firm and deliver excellent client care. With a comprehensive suite of features built into our software, all areas of your legal practice will be connected and streamlined to maximise success.

    Find out more about practice management software >

  • Legal Accounting Software

    Without time-consuming admin tasks, you can speed up the month-end processes and run a streamlined accounts department with ease. Our legal billing software allows you to centralise your accounts into one system, which reduces errors, improves productivity, and provides the visibility you need to drive your firm forward.

    Find out more >

  • Client Management Software

    Exceed your clients’ expectations and provide a convenient and modern onboarding and case management experience using Osprey Approach. The software helps you to balance driving efficiencies for the firm whilst delivering excellent client care.

    Find out more about client management >

See Osprey in action

Discover the power of Osprey Approach in a free, no obligation demonstration, and learn why thousands of lawyers trust our software solution to manage their firm. Complete the form and a member of our sales team will be in touch to find out more about your firm’s needs and to book a meeting at a time that suits you.

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