Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Use this Table of Contents to link to the next section

Table of Contents

...

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.

...

In addition to the help site, the Wise Owl Legal Helpdesk is available during business hours to assist you.     You can access this using the envelope icon. Image Removedimage-20240806-063043.pngImage Added

Important Support incidents for general assistance may incur additional fees and charges depending on your subscription.

...

The Feedback button is available next to the helpdesk button.   Image Removedimage-20240806-063114.pngImage Added   All subscription levels may make unlimited feedback submissions.

...

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. Image Removedimage-20240806-063202.pngImage Added

The thermometer starts red each morning and will turn green when you have met your budget.

...

Depending on your Wise Owl Legal subscription and access rights, some modules listed here may be unavailable or restricted.     From left to right, they are:

  • Contacts

    image-20240806-063914.pngImage Added
  •  Matters 

    Image Removedimage-20240806-063725.pngImage Added
  • Trust Accounting 

    Image Removedimage-20240806-063747.pngImage Added
  • Documents 

    image-20240806-063814.pngImage Added
  • Workflow

    Image Removedimage-20240806-064225.pngImage Added
  • Time Billing 

    Image Removedimage-20240806-063839.pngImage Added
  • Accounting and Finance 

    Image Removed
  • Contacts 

    Image Removed
  • Performance 

    Image Removed
  • image-20240806-063859.pngImage Added
  • Reports 

    Image Removedimage-20240806-064337.pngImage Added

Tools and Settings

To the right of the modules is the tools and settings icon. 

...