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There are different auditing mechanisms used by Wise Owl, they all create a digital paper trail, but some are focused on particular modules or scenarios  For example, the entire trust accounting system is designed from the ground up to leave an auditable, transparent digital paper trail. Other system functions and events are logged in a more generic audit log which can also be used as a digital paper trail.

TODO: reports

TODO: compliance with legal standards

Law firms can be audited at any time.  Some of the rules to remember include:

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  • Trust receipts, office copy, filed in strict numerical order

  • Trust deposit slips

  • Trust end of month reports, with one tab for each month

  • A separate tab for the trust account bank statements

Trust Accounting

TODOFor more information on Trust Accounting Audits, please see the help page at How do I prepare for a Trust Audit?

Generic Audit Log

The generic audit log is a system wide repository of events. Its purpose is to log, in a structured manner, important events in the system such as changes to matters, user logins and system updates. Records are unable to be edited once created. Audit records are only accessible to administrators of Wise Owl and help desk staff.

For more information on using the audit logs, please see Audit - Search

Audit records contain, at minimum:

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Information from the audit log is searchable via the Tools module.TODO: reports / export functions

Events Recorded

The following table lists each event audited by Wise Owl Legal:

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