How to move records from the Error Matter

Owned by Karen McDonald
Last updated: Mar 20, 2023 by Gemma Heidemann
4 min read

 

When completing searches from integrated search partners, you need to ensure that the 'Your Matter/ File Reference field contains the matter number from Wise Owl.

This must be exactly the same as the matter number in Wise Owl including spaces, hyphens or other additions otherwise your search results will be imported to Wise Owl and assigned to an Error matter.



This help page also applies if you have accidentally used the Error Matter for records that you need to move.

Clear Here to move Search Results from the Error Matter

Clear Here to move Search Fees from the Error Matter

This error matter is a failsafe to ensure that your search results come back and allow you to allocate them after the search.

 

Please try to ensure that your matter number is always correct before doing an Dye & Durham search to aid in the time saving features of the Wise Owl Legal and Dye & Durham integration. 

If you do have search results allocated to the error matter, you will need to fix these. You will continue to get warning messages until these are resolved.

To Clear Documents allocated to the Error Matter

  1. Go to the Document Register > Allocate Documents




  2. Set the Date range wide enough to find your document and set the status to Final




  3. 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.

 

To Re-allocate Outlays (Disbursements or Recoveries) on the Error matter

This process is slightly different depending on if your law firm imports the searches as Disbursements or Recoveries.

Disbursements

  1. Go to the Disbursements Register which can be access by going to the Accounting and Finance module and then to Disbursement Register

  2. Search for the Error Matter in the Register Parameters




  3. Click on the Reference Number of the entry you need to fix

  4. Update the matter from Error Matter to the correct matter and then Save your entry. You will need to Confirm this search before it is available to be billed

 

Recoveries

  1. Go to the Recoveries Register which can be access by going to the Accounting and Finance module and then to Recover Register

  2. Search for the Error Matter in the Recover Register Parameters




  3. Click on the Reference Number of the entry you need to fix

  4. Update the matter from Error Matter to the correct matter and then Save





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.

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.