Auto-populate data in legal documents, forms, and communications

Centralised data improves operational efficiency

Significantly reduce document production time, data errors, and inconsistencies by centralising your firm’s data into one single source of truth. Securely stored in Osprey, your data can be utilised to speed up numerous processes within your business including document and form creation and client communications. Input data only once and then rely on templated email communications, Microsoft Word documents, SMS text message templates or Lexis Smart Forms to auto-populate the data you need to save you time on manual administration.

Find out more about document production >

Speed up your daily workflows

Save time

Cut down the time it takes to create documents, forms, and client communications when the personal data is added into templates automatically.

Reduce errors

Input data into Osprey only once to reduce duplication and human error across departments and processes.

Centralise data

Be confident in the data you hold about your clients and cases that helps to improve efficiencies and increase visibility.

Auto-population of data key features:  

Link fields to all templates

Link any data field to any document, form, or communication template to enable automatic input.

Use standard or custom fields  

Create custom data fields in Osprey so you can capture, store, and utilise any data your firm requires.

Utilise Microsoft Word

Continue to use the tools yours familiar with to create your documents but benefit from the Osprey and Word integration to speed up processes.

Auto-populate email templates  

Data can be auto-populated in email templates too so you can reduce the time it takes to communicate with clients in Osprey as well as Outlook.

Create formulas to combine data

Combine text fields or create sums with numerical data and merge formulas in documents and forms to further speed up case progression.

Use data with integrations  

Utilise the data you store in Osprey via our other third-party integrations too including InfoTrack, Lexis Smart Forms, Searchflow, TextAnywhere, and Coadjute.

Use the tools you love

Osprey integrates with Microsoft 365 which gives you access to the data you store in Osprey, and it’s powerful features via Outlook and Word. Securely create and edit documents, run workflows, and record time all within the tools you use everyday.

Additional Osprey integrations also help to speed up your document production processes. Data can be auto-populated in to over 4,000 forms with Lexis Smart Forms, InfoTrack forms and orders and automatically completed, and documents can be tagged for electronic signature with DocuSign.

Document & form management software for law firms

Reduce errors, ensure consistency, and save time using the Osprey document management software. The solution makes it easy to create, share, and store documents, forms, and letters so support staff and fee earners can increase productivity. Accessed in one centralised solution, the documents stored in Osprey can be auto-populated with the data you hold, electronically signed using the DocuSign integration, and shared securely via the web portal.

See our document production features in action

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 so you can run an effective and profitable firm.

Discover more features that streamline your case management processes:

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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