Wise Owl Legal & and Dye & Durham
Wise Owl Legal integrates with search provider, Dye & Durham (formerly SAI Global).
This means that if Dye & Durham Searches are done via the link from Wise Owl Legal Dye & Durham will now populate the Search Results back into the Wise Owl Legal Document Module and the cost of the search into the Wise Owl Legal Disbursement Register!
If you don’t already have an Dye & Durham account, please contact the Wise Owl Helpdesk or your Dye & Durham account manager for assistance in setting one up. We note that the account must be a 'B2B' account for the integration between the systems to work.
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Note: All Disbursements come through as Draftand must be confirmed.
All Recoveries come through as draft and must be submitted.
For more information see the pages below at
How do I get my Dye & Durham searches ready for billing?
How to move records from the Dye & Durham Error Matter
Troubleshooting
If you have entered a Search into Dye & Durham with a matter reference that cannot be found within Wise Owl Legal, your search results will be recorded on the ‘Error’ Matter. These search results will need to be manually changed to the correct matter.
How to move records from the Dye & Durham Error Matter
Wise Owl Legal will alert pre-set users on the Error matter being used and will continue to give messages warning about the use of the Error matter for several days.
Details for use of the Error Matter can also be found within the Wise Owl Action Items Report (Reports > Finance > Lists > Wise Owl Action Items) or by within the Error Matter which can be accessed from the Matter Register by searching for ‘Error’.
Any documents or disbursements that are attached to the error matter need to be edited to allocate them to the correct matter number.
We recommend that someone in your office be appointed to check the error matter has been cleared on a weekly basis.
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To Clear Documents allocated to the Error Matter
Go to the Document Register > Allocate Documents
Set the Date range wide enough to find your document and set the status to Final
Use the Allocate document page to set a specific matter for this document. Once you receive a tick at the end of the line, you can navigate away and your document will be saved.
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