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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.
TODO Should we have tutorials for users migrating from particular competing products?
TODO Images / screenshots for each element
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Note The help pages are not included in searches. However, the help site has its own (quite similar) search function.
TODO Additional information about advanced search functions and special keywords is available on the help site.
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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.
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In addition, we recommend you open a tabs for each matter you are working on, one for tracking your time and one to track personal metrics and graphs. There is no limit to the number of tabs you can keep open at once; many power users will have over 10!
TODO There is helpful information on the Community Forums about how different people use Wise Owl Legal.
Kayboard Shotcuts
To ensure speedy ensure efficient data entry, all Wise Owl pages have a variety of keyboard shortcuts.
TODO Short list of most common keyboard shortcuts.
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- Matters
- Trust Accounting
- Documents
- Time Billing
- Disbursements Accounting and OutlaysFinance
- Contacts
- MetricsPerformance
- Reports
Tools and Settings
To the right of the modules are general is the tools and settings icon.
The General Tools module contains various system wide functions which are not part of any other module. They include technical diagnostics, import and export functionality, and audit logs. (Some of these will only be available to privilaged privileged users.)
Appliance wide Settings are only available to administrators, directors and privilaged users. These set Appliance wide policy.
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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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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We would also like to hear your feedback about how this tutorial may be improved.
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