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Table of Contents |
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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.
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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.
Important Support incidents for general assistance may incur additional fees and charges depending on your subscription.
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The Feedback button is available next to the helpdesk button. All subscription levels may make unlimited feedback submissions.
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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.
The thermometer starts red each morning and will turn green when you have met your budget.
Simply work and track your billable hours in the time billing module until the thermometer is green, and you know you are meeting your budget!
Many pages and data records in Wise Owl Legal can be printed as hard copies. This button will take you to a print preview page.
Depending on what data you have on your page, this may print a list, table or single data record.
Handy Tips
While using Wise Owl Legal, we recommend you keep the dashboard open as the central place to monitor your activity.
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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
Matters
Trust Accounting
Documents
Workflow
Time Billing
Accounting and Finance
Contacts
Performance
Reports
Tools and Settings
To the right of the modules is the tools and settings icon.
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