Appliance wide settings for legal practices. Covers Firm, Matters, Time Billings, Budget, General and Licensing.
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To access appliance settings select the tools and settings icon (the grey cog) from the top menu bar. From the settings screen, select 'Appliance Settings'.
Practice
The Firm Jurisdiction Country and the Firm Jurisdiction State will impact on the matter types for setting up of matter and also for the document precedents that are applicable.
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The Power User Name and the Power User Contact is the person who is the firm's system champion and who should be the main person to lodge support calls for the practice and should buddy up with any new users of the software.
Contacts
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The first field in the contacts area, under Manage List Definitions, indicates the number for the next new contact. This numbering system controls the reset of the auto-numbering of the contacts. TEST
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| Field Name | Default Value | Description |
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| {auto} | Template defining how new contact numbers are generated. See below for a more detailed description. | |
| Reset Contact Auto-Number on Rollover | Unchecked | If your Contact Number Template contains both Auto Number and Calendar Year parts, the system will automatically reset your next auto number on the first Contact created in the new year. The person who creates this first contact is notified when they are creating the contact and after it is saved. If this is unchecked, a notification will appear, but the system will not automatically reset the auto number. The new auto number value is determined by the Contact Auto-Number on Reset |
| Next Contact Auto-Number | 1000 | The next auto number the system will use when creating a new contact. This number will increase as you create contacts. Setting this number determines the next number used when you create a contact. Important: as contact numbers must be unique, be very careful changing this value. Changing it to a lower number without also changing your Contact Number Template may cause errors when creating new contacts. |
| Contact Auto-Number On Reset | 1000 | The auto number the system will use when the calendar year rolls over. This number will be the first used for the first contact in the new year. |
Contact Number Template
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The Contact Number Template determines how automatically generated contact numbers are created. The auto generated parts are listed below:
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The custom fields can be useful for recording information which may be useful to your specific firm, or for specific matters.
Matters
The 'Appliance Settings' around matters are the things the firm wants to demand as their default.
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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 |
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| 1 | 6 |
| 2 | 12 |
| 3 | 18 |
| 4 | 24 |
| 5 | 30 |
| 6 | 36 |
| 7 | 42 |
| 8 | 48 |
| 9 | 54 |
| 10 | 60 |
Changing the default time units here will NOT affect the time billing default units for current users. It will only affect new users. To change the default time unit for current users go to settings -> my settings.
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In order to keep the firm's productivity to a maximum, Wise Owl Legal has a handy tool for monitoring billable hours.
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As the parameters above are altered, the Monthly Budget and Annual Budget calculations automatically update. This can be useful in determining the Productivity Rate for your firm.
Terminology
The terminology tab is where the firm can decide whether they wish to call:
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If the firm chooses to change these terminologies they will apply Wise Owl wide.
Trust Accounting
The List Definitions is an extremely useful
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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
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.
Report slots?
Users And Access Rights
This section provides an overview of all users within the firm's Wise Owl Legal database.
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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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The number of Simultaneous Users allowed with the current license is also stated. The number of users in the system at any time can also be seen. This is valuable information, as there may be times where WOL needs to be in single user mode.
Product Version
Information relating to your current version of Wise Owl Legal is displayed here.
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The Wise Owl Helpdesk may require this information, from you, when addressing any problems relating to your system.
Updates
The Wise Owl Legal Appliance automatically checks for new updates each night. You do not have to manually check for updates unless directed to by Help Desk Staff.
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