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 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
Bring ups
Workflow
Reminders
Actions are attached to the Matter
Safe Custody
of deeds and documents held by client with check in and check out details.
Updates
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?
Detailed index
- Formalities
- Concepts
- FAQ's - Frequently asked questions
- Documents FAQ's
- Report FAQ's
- Finance FAQ's
- Trust Accounting FAQ's
- External Accounting System FAQ's
- Accounting System Name and External Integration
- Accounting Integration - QuickBooks Online
- Accounting Integration - Xero
- Matching Receipt Transactions in External Accounting
- Transaction ID cannot be Linked
- Found existing record in External Accounting System
- My Integration appears to be paused, How do I fix this?
- External Accounting Error - Cannot Post to Xero
- QuickBooks Online Integration Tips
- Xero Integration Tips
- Backups
- General FAQ's
- Matter FAQs
- Troubleshooting FAQ's
- How-To Guides
- How do I add multiple contacts to a matter?
- How to Most Effectively use WOL
- How-To Guides for General & Finance Transactions
- How to do End of Month checks
- How to Delete an Invoice
- How do I record time I don't charge for?
- How do I get my Dye & Durham searches ready for billing?
- How do I add more records to an existing bill?
- How do I see a split of Fee Earners on a bill?
- How do I move a disbursement if it is already posted?
- How do I refund a client for an overpayment?
- How do I change the Billing name and address on an Invoice?
- How to Complete or Delete Dye & Durham searches
- How do I delete a Discount / Adjustment Note
- How to print an Invoice in an alternate format
- How to prepare Trust account General Deposit Slip
- How to email an Invoice
- How-To Guides for Reports
- How do I declare Gross Fee Income (GFI) on my PII Questionnaire?
- Which report will give me Total time billed per month, per matter, for one client
- How do I fix productivity reports assigned to wrong fee earner?
- How to Use WOL Reports
- How do I see my Work in Progress? (Unbilled Work)
- How to create a .pdf listings for all my Data in Wise Owl
- How-To Guides for Documents
- How-To Guides for Contacts & Matters
- How to send an email directly from Wise Owl Legal?
- How do I bill a matter that has split ownership
- How do I make a Matter sensitive?
- How to Close or Archive a Matter
- How to set up a Stakeholder matter / file
- How to delete a contact and matter
- How do I perform a Conflict Check?
- How to move records from the Error Matter
- How do I create a Non Billable matter? (e.g. for Admin work)
- How to Create Matters for Development Sale (Projects)
- How do I prepare a File Cover?
- How do I set up a new Matter Type?
- How-To Guides for Trust
- How to Change a Trust Cheque Number
- How to Clear a Trust Payment or Receipt
- How to prepare a Trust End of Year Statement (Letter)
- How to Record Special Deposits / Statutory Deposits
- How do I prepare for a Trust Audit?
- How to Reverse a Trust Receipt or Payment
- How Do I Reverse or Cancel this Trust Cheque?
- How do I receipt a payment from a client in General that should have gone to Trust?
- How to Reconcile a Trust Bank Account
- How to Edit a Trust Cheque
- How-To Guides for Technical Operations
- How To Guide for Macintosh Users
- How to stop the red notification messages (load times)
- How to Create Typing Shortcuts
- How do I have multiple screens open?
- Auto fill: How do I turn off Chrome Autofill in Wise Owl?
- How to update Let's Encrypt certificate for ON Premise OWLS
- How to Create a New User
- How To update Water Tier Rates
- Video Directory
- Knowledge Base
- Page Reference
- Home - Tutorial
- Home - Welcome
- Home - Unsupported Browser
- Contact - Search
- Contact - Create
- Matters
- Trust Accounting - Trust Register
- Trust Accounting - New Trust Receipt
- Trust Accounting - New Trust Payment
- Trust Accounting - Protected Transaction Register
- Trust Accounting - New Matter Transfer
- Trust Accounting - New Bank Transfer
- Trust Accounting - Bank Reconciliation
- Trust Accounting - New Bank Reconciliation
- Trust Accounting - Cheque Register
- Trust Accounting - New Bank Deposit
- Trust Chart Of Accounts - Search
- Trust Accounting - Transit Register
- Trust Accounting - Deposit Register
- Documents - Register
- Finance - Home
- Time Billing - Register
- Accounting & Finance - Time Billing
- Finance - Pending External
- Disbursement - Register
- Recoveries - Register
- Invoice - Register
- Receipt - Register
- Lists
- Report - List
- User - Edit
- Search Integration
- Tools and Settings - Index
- Settings - Appliance
- Tools - Technical Diagnostics
- Audit - Detail
- Audit - Search
- Import - Schedule New
- Launch Pad - Performance
- Launch Pad - Index
- Error - Error Page
- Settings - Index
- Settings - My Settings
- Settings - Setup
- Settings - Install Update
- Settings - Site
- Settings - Water Entity Property
- Contact Us
- Legal
- Release Notes
- 0.5 - Contacts
- 0.4 - Licensing and User Logins
- 0.6 - Matters
- 0.7 - Trust Accounting
- 1.0 - Trust Accounting
- 1.1 - Two-Factor Authentication
- 1.9 - Beta
- 2.0 - General Availability
- Release Notes 2.0.2.0
- Release Notes 2.0.12.6
- Release Notes 2.0.12.13
- Release Notes 2.0.7.0
- Release Notes 2.0.12.3
- Release Notes 2.0.12.2
- Release Notes 2.0.7.16
- Release Notes 2.0.7.9
- Release Notes 2.0.15.0
- Release Notes 2.0.12.5
- Release Notes 2.0.3.0
- Release Notes 2.0.13.0
- Release Notes 2.0.20.3
- Release Notes 2.0.8.0
- Release Notes 2.0.12.14
- Release Notes 2.0.7.2
- Release Notes 2.0.18.0
- Release Notes 2.0.14.0
- Release Notes 2.0.11.0
- Release Notes 2.0.4.0
- Release Notes 2.0.12.4
- Release Notes 2.0.9.0
- Release Notes 2.0.7.3
- Release Notes 2.0.7.17
- Release Notes 2.0.17.1
- Release Notes 2.0.12.15
- Release Notes 2.0.7.6
- Release Notes 2.0.16.0
- Release Notes 2.0.6.0
- Release Notes 2.0.7.13
- Release Notes 2.0.12.10
- Release Notes 2.0.18.3
- Release Notes 2.0.18.2
- Release Notes 2.0.10.1
- Release Notes 2.0.0.0
- Release Notes 2.0.7.8
- Release Notes 2.0.12.7
- Release Notes 2.0.19.0
- Release Notes 2.0.20.0
- Release Notes 2.0.19.1
- Release Notes 2.0.6.1
- Release Notes 2.0.12.1
- Release Notes 2.0.1.0
- Release Notes 2.0.5.0
- Release Notes 2.0.18.1
- Release Notes 2.0.12.12
- Release Notes 2.0.20.4
- Release Notes 2.0.7.10
- Release Notes 2.0.12.9
- Release Notes 2.0.7.12
- Release Notes 2.0.7.14
- Release Notes 2.0.12.11
- Release Notes 2.0.17.0
- Release Notes 2.0.16.1
- Release Notes 2.0.12.0
- Release Notes 2.0.12.8
- Release Notes 2.0.14.1
- Release Notes 2.0.7.15
- 3.0 - Documents
- Release Notes 3.18.0.22
- Release Notes 3.17.0.8
- Release Notes 3.16.4.13
- Release Notes 3.16.4.11
- Release Notes 3.16.4.9
- Release Notes 3.16.4.8
- Release Notes 3.16.4.4
- Release Notes 3.16.3.2
- Release Notes 3.16.3
- Release Notes 2.0.93.0
- Release Notes 2.0.95.0
- Release Notes 3.6.0
- Release Notes 3.10.0
- Release Notes 3.2.2
- Release Notes 3.5.0
- Release Notes 3.3.2
- Release Notes 2.0.92.0
- Release Notes 3.4.0
- Release Notes 2.0.91.0
- Release Notes 2.0.94.0
- Release Notes 2.0.99.0
- Release Notes 3.4.2
- Release Notes 3.16.2
- Release Notes 3.8.0
- Release Notes 2.0.98.0
- Release Notes 3.3.0
- Release Notes 3.0.0
- Release Notes 3.1.0
- Release Notes 3.12.0
- Release Notes 3.5.2
- Release Notes 3.16.0
- Release Notes 2.0.100.0
- Release Notes 3.9.0
- Release Notes 3.11.0
- Release Notes 3.15.0.0
- Release Notes 3.7.0
- Release Notes 3.3.1
- Release Notes 2.0.90.0
- Release Notes 2.0.96.0
- Release Notes 3.13.0
- Release Notes 3.2.0
- Release Notes 3.4.1
- Release Notes 3.14.0
- Release Notes 3.2.1
- Release Notes 3.5.1
- 4.0 - Xero Integration
- 2022.3 - Safe Custody and Dye & Durham Branding
- 2023
- 2024
- 2025
- 2026
- Release Notes for Outlook Helper
- Wise Owl Report Updates
- Documents Templates Available
- ACT (AU) Document Templates
- AU | Uniform Civil Procedure Rules by State
- Australian Federal Templates
- NSW (AU) Document Templates
- NT (AU) Document Templates
- QLD (AU) Document Templates
- QLD Criminal
- Qld Court Forms (UCPR)
- Queensland Land Title Forms
- QLD Wills & Estates Administration (QWEA)
- Qld Wills & Estates Litigation
- QLD Conveyancing
- QLD Conveyancing - BCCM (Body Corporate and Community Management)
- QLD Conveyancing - OSR
- QLD DV (Domestic Violence)
- QLD P & E (Planning and Environment)
- QLD POA (Power of Attorney)
- QLD Personal Injuries
- Queensland Civil and Administrative Tribunal (QCAT) Forms
- SA (AU) Document Templates
- Vic (AU) Document Templates
- WA (AU) Document Templates
- x Template <Jurisdiction> <Form Type> Forms
- Routine Letters