Wise Owl Help Home
Welcome to Wise Owl Help
This site is the online manual for Wise Owl Legal Software, state of the art Practice Management for the Wise Lawyer.
Wise Owl Legal Software runs on a SQL data base on a cloud server hosted by AWS Amazon
The most important difference about Wise Owl Legal Software to any previous desktop versions of practice management software you might have used is Wise Owl Legal is Browser based. What this means to you the user is two things:
The controls to operate the system are :
using the Browser short cuts;
using the down arrow for pick lists;
there is no double click for pick lists
The security is more intense.
When you are given a log on, if you are allowed to access Wise Owl Legal Software from outside of you main office you will need to set up a browser authenticator on your phone. We will help you do this when we give you your log on.
Security settings can be controlled by job, function or user.
Wise Owl Legal Software Features include:
Contacts and Matters
Multiple clients able to be added to a matter
Extensive range of custome fields, able to be configured by type of law
Multiple addresses
Multiple email / phone contacts
Trust Accounting - compliant with all legislative and law society requirements, including:
matters,
contacts,
trust bank reconciliation,
end of month reporting.
Finance Module
time recording,
time billing,
productivity reporting,
recording of outlays,
invoicing,
link to accounting.
Documents Module
The documents module includes document templates for multiple areas of law including:
Wills & Estates
Family Law
Criminal Law
UCPR Forms (court forms)
Motor Vehicle Accidents
Conveyancing
Work Flow (to be released mid 2022)
Bring ups
Workflow
Reminders
Actions are attached to the Matter
Safe Custody (to be released mid 2022)
of deeds and documents held by client with check in and check out details.
Further product releases will be scheduled in line with client requests.
We encourage clients to provide feedback in regards to product enhancement requests and suggestions, via the online feedback with our software or by email to wiseowl@wiseowllegal.com.au.
The Wise Owl pays careful attention to not only the requirements specific to the legal industry but also the individual needs of your practice.
The Wise Owl will do his best to exceed your expectations!
Where to Next?
https://wiseowllegal.atlassian.net/wiki/spaces/WOH/pages/1871511
https://wiseowllegal.atlassian.net/wiki/spaces/WOH/pages/1867989
https://wiseowllegal.atlassian.net/wiki/spaces/WOH/pages/1870705
https://wiseowllegal.atlassian.net/wiki/spaces/WOH/pages/1871363
https://wiseowllegal.atlassian.net/wiki/spaces/WOH/pages/1872589
https://wiseowllegal.atlassian.net/wiki/spaces/WOH/pages/1871508
https://wiseowllegal.atlassian.net/wiki/spaces/WOH/pages/1871539
https://wiseowllegal.atlassian.net/wiki/spaces/WOH/pages/1871521
https://wiseowllegal.atlassian.net/wiki/spaces/WOH/pages/1870854
https://wiseowllegal.atlassian.net/wiki/spaces/WOH/pages/1870836
https://wiseowllegal.atlassian.net/wiki/spaces/WOH/pages/1872815
https://wiseowllegal.atlassian.net/wiki/spaces/WOH/pages/1871527