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There are two ways to go about entering this information into Wise Owl Legal.
The express option to speed up creation of multiple matters is to populate the data into a pre-formatted spreadsheet template (provided by us) and upload to Wise Owl Legal. This option allows you to copy and paste the details for the land that are the same e.g. Address.
The traditional front-end data entry method is fine to use, however, a bit tedious when you have to create bulk contacts and matters with similar detail. The traditional method involves creating the Developer and each purchased as a contact through the Contacts > New Contacts pages in Wise Owl. You would then create an individual matter for each purchase of land and enter in the details manually.
Express Option – Uploading your Contacts & Matters via Spreadsheet
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To download our Template for Uploading Contacts and Matters, please Click Here
Should you wish to follow an example, we include an Example Template Here
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It may take up to 5 minutes for the Import to start running and you can check its progress on the Data Import page.
Once everything has uploaded successfully, you will find the contacts and matters created by the spreadsheet within the relevant sections of Wise Owl.
Happy Uploading!