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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 The message includes the name of the Search, a link to the PDF document of the search and a link to the disbursement or recovery created from the search. (Disbursement or Recovery will be based on your settings at time of SAI Global set up in the OWL)
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. If it is entered as a recovery, it will come through as two lines of recovery.
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.
All Recoveries come through as draft and must be submitted.
For more information see the pages below at
How do I get my SAI searches ready for billing?
How to move records from the SAI Global Error Matter
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.
How to move records from the SAI Global Error 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.
To Clear Documents allocated to the Error Matter
- Go to the Document Register > Allocate Documents
- Set the Date range wide enough to find your document and set the status to Final
- Use the Allocate document page to set a specific matter for this document. Once you receive a tick at the end of the line, you can navigate away and your document will be saved.