Appliance wide settings for legal practices. Covers Firm, Matters, Time Billings, Budget, General and Licensing.
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'Manage Matter Types' allows users to view, edit, and add matter types.
Time
In the time drop down menu the firm can nominate how many minutes per unit.
Firms have been known to use 1 minute units, 6 minute units, 10 minute units and 15 minute units. At Wise Owl Legal we strongly recommend using 6 minute units, unless there is a good reason to use otherwise. Whilst 6 minute units may seem confusing at first, once it is understood it is extremely practical.
| Units | Minutes |
|---|---|
| 1 | 6 |
| 2 | 12 |
| 3 | 18 |
| 4 | 24 |
| 5 | 30 |
| 6 | 36 |
| 7 | 42 |
| 8 | 48 |
| 9 | 54 |
| 10 | 60 |
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If your firm does not have express permission in writing to use EFT transfers, do not tick this box.
Finance
To do Some firms will not have a need for the Approved Status hence an option to turn it off. This decision should be made on commencement of using WOL but can be changed at any stage.
1. Go to the Settings & Tools Cog on the top menu
2. Open the Finance Bar be clicking on it
3. Tick 'Hide Approved Invoice Status'
General
To do - manage list definitions
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