This is a copy and paste dump of the tutorial page from the Appliance. Nicole, you can edit this, or create a new page from scratch.
Welcome to Wise Owl Legal!
We recommend you read this short tutorial before you get started (it will only take about 15 minutes). It outlines the basic functionality of Wise Owl Legal, shows you how to get help and find your data.
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Common Functions
Several functions are available on nearly every page in Wise Owl Legal. All but the Launch Pad are located on the top right of every page.
Launch Pad
The Wise Owl Legal Launch Pad shows the matters and documents you are currently working on. You can access it by clicking on the Wise Owl logo on the top left of your browser.
Help
There are several ways to get help in Wise Owl Legal. The easiest is the help icon in the top right of every screen. All screens have an associated page in our help system. Every field, button and action on every page is described in detail.
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Finally, the Wise Owl Legal Community Forums are an excellent way to get answers to a wide variety of questions and problems for no additional charges. However, Wise Owl Legal does not endorse any content there; it is available as is. And the time to get answers depends on current forum activity.
Logoff and Simultaneous Users
Wise Owl Legal is licensed on a per-simultaneous user basis. This means that when you finish using Wise Owl Legal, you should click on the logout button on top right or other users may be denied access.
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However, you can have as many tabs open in one browser as you like. In fact, this is the recommended way to use Wise Owl Legal.
Feedback
At Wise Owl Legal, we set a very high standard. If you notice something wrong, something which can be improved or you have a brilliant new feature, we would like to hear about it. The scope of your feedback does not matter, we want to hear about it whether small or large (although it is obviously much easier to fix a spelling mistake than overhaul the entire Matters module).
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The Community Forums are used to discuss possible future changes and enhancements to Wise Owl Legal. You can check them regularly to voice your support (or disagreement) regarding future enhancements and changes.
Search
Wise Owl Legal has a powerful global search function available on every page. This searches everything, almost instantly, and shows the most relevent items at the top!
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TODO Additional information about advanced search functions and special keywords is available on the help site.
Billed Hours
If you use the Time Billing module, you will see a thermometer on every page. This represents how many hours you have billed today, compared to budget.
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Simply work and track your billable hours in the time billing module until the thermometer is green, and you know you are meeting your budget!
TODO Print
Many pages and data records in Wise Owl Legal can be printed as hard copies. This button will take you to a print preview page.
Depending on what data you have on your page, this may print a list, table or single data record.
Handy Tips
While using Wise Owl Legal, we recommend you keep the dashboard open as the central place to monitor your activity.
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TODO There is helpful information on the Community Forums about how different people use Wise Owl Legal.
Kayboard Shotcuts
To ensure speedy data entry, all Wise Owl pages have a variety of keyboard shortcuts.
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You can find the full list of keyboard shortcuts and a printable reference card on the help system.
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Modules
Directly below the common functions are all the Wise Owl Legal modules. This is where you will spend most of your time working with Wise Owl Legal.
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- Matters
- Trust Accounting
- Documents
- Time Billing
- Disbursements and Outlays
- Contacts
- Metrics
Tools and Settings
To the right of the modules are general tools and settings.
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Your initials appear at the far right, highlighted in blue. They also allow you to access your Own Settings. We recommend you take a quick look over these now; you can always change them as you work with Wise Owl Legal.
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Other Things to Know
Wise Owl Legal is a rich and complex system. There are many other features and options available to you.
Mobile and iPad Access
Wise Owl Legal is usable on mobile devices, iPads, and other computers outside your office.
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Depending on the size of your device, some functions and menus will appear in different places. But all functions are available on mobile devices.
Important Privacy Information
TODO A brief summary of important privacy information relating to how we store, use and share data entered in Wise Owl Legal.
The full Wise Owl Legal privacy policy is available at the bottom of every page.
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Thanks
Thank you for reading the Wise Owl Legal tutorial. We hope you have found it helpful to orientate yourself with the basic functionality of Wise Owl Legal.
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