Wise Owl Legal & SAI Global
Wise Owl Legal now integrates with search provider, SAI Global.
This means that if SAI Global Searches are done via the link from Wise Owl Legal SAI Global will now populate the Search Results back into the Wise Owl Legal Document Module and the cost of the search into the Wise Owl Legal Disbursement Register!
If you don’t already have an SAI Global account, please contact the Wise Owl Helpdesk or your SAI Global account manager for assistance in setting one up.
If you have an existing SAI Global account and wish to set up the connection between Wise Owl Legal and SAI Global, contact the Wise Owl Helpdesk or your SAI Global account manager and we will work together to ensure your appliance settings are appropriately configured.
Using SAI Global Search Manager in Wise Owl
Access to the SAI Global Search Manager can be found either on the Document Register or within a Matter.
Selecting the SAI Global button from either of these two locations will take you into the SAI Global Document Search page where you can enter in details to send through to SAI Global.
The Matter ref will auto populate through if you are in a matter when you select the SAI Global button. If you are in the Document Register, you will need to type this in yourself. The Matter Search allows you to find your matter easily if you don't know the matter number and will also populate down into the Matter Ref field.
The Username will default to the person logged in to Wise Owl Legal and this person will also be alerted when the Search is complete and Documents/Disbursements are fed back through into the Owl.
Search Jurisdiction will depend on the type of search you are doing.
Search Page gives a list of the available areas to search within SAI Global. If you select none, then you will need to enter in your matter details manually.
Once you have checked all the settings, you can press ‘Search SAI Global’ on the bottom left of the page to begin your search within SAI Global’s Search Manager.
If you had included your Wise Owl Legal Matter Number as the Matter Reference, this will populate through the Matter Reference within SAI Global. If not, please ensure that your Matter Reference matches exactly back to the Wise Owl Matter Number. From here, use SAI Global Search Manager as per normal.
More Information for SAI Global Search Manager can be found at https://www.saiglobal.com/Property/Products/SearchManager/
Once you have finalised your search within SAI Global, Wise Owl will perform a synchronisation behind the scenes to collect information based on the searches you have requested. Depending on the search you have done, this may take a couple of minutes.
When your search has been processed, you will receive a notification on your Wise Owl Legal page. This notification will continue to stay on your Wise Owl Legal page until you close the message.
There is also a Wise Owl Legal system setting that allows a default user to be alerted to these messages if required.
The message includes the name of the Search, a link to the PDF document of the search and a link to the disbursement created from the search.
The disbursement will have two lines for each search, one for a Product fee and one for a service fee. This is due to differences in the GST Code for the two lines.
Your PDF Document can be found on the Document register or on the Matter Page underneath the Documents Tab. From here, you will be able to treat it as a normal document including editing the metadata and viewing or downloaded as necessary.
Your Appliance settings will determine if the Document created from the search will be draft or final. If they are coming through as draft, your office will need to check to ensure that the documents are finalised.
Note: All Disbursements come through as Draft and must be confirmed.
Troubleshooting
If you have entered a Search into SAI Global with a matter reference that cannot be found within Wise Owl Legal, your search results will be recorded on the ‘Error’ Matter. These search results will need to be manually changed to the correct matter.
Wise Owl Legal will alert pre-set users on the Error matter being used and will continue to give messages warning about the use of the Error matter for several days.
Details for use of the Error Matter can also be found within the Wise Owl Action Items Report (Reports > Finance > Lists > Wise Owl Action Items) or by within the Error Matter which can be accessed from the Matter Register by searching for ‘Error’.
Any documents or disbursements that are attached to the error matter need to be edited to allocate them to the correct matter number.
We recommend that someone in your office be appointed to check the error matter has been cleared on a weekly basis.
