Appliance wide settings for legal practices. Covers Firm, Matters, Time Billings, Budge, 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.
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Finance
To do
General
To do - manage list definitions
Reporting
To do
As a default all Wise Owl Legal reports will have the Wise Owl Legal logo. Your company can upload a customised report logo to appear instead of this logo if desired.
Once your company logo is uploaded click save changes, and the image should now be visible.
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Each user has a number of roles assigned to them, determining their level of access. These roles can be changed at any time depending on the specific circumstances of the firm.
This subsection can be quickly accessed through tools and settings icon > tools > manage users.
License
This section provides all the data pertaining to your Wise Owl Legal licence.
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