Practice Management Software for the Legal Profession

Transcription

1 Practice Management Software for the Legal Profession The Wise Owl Story Wise Owl Legal Software is the vision of a Karen McDonald Legal Software Consultant who understands Australian law firms Wise Owl was sparked by clients encouragement of Karen to develop the ultimate product for law firms. Wise Owl Legal Practice Management Software is the vision of Karen McDonald (Legal Applications Specialist) from (Brisbane) brought to life by Chris Herrmann and the team at (North Sydney) who are Providers of Exception IT services This vision has taken many years to come to fruition and it is with great pride we present the result of that vision to you. 2 1

2 Wise Owl Legal Practice Management Software for the Wise Lawyer Has been created as the result of our Years of Experience and Industry Knowledge Supporting Law Firms to be more Efficient & Profitable We Listened to Lawyers We Researched with Lawyers We are proud to present to you the Rolls Royce of Legal Practice Management Products Customised to show your unique branding 3 Browser Based Wise Owl Legal runs on a Web Browser. It will therefore run on most modern technology. 4 2

3 Technology Wise Owl Legal is developed using state of the art Microsoft Technology The system is provided to Law firms via either: Option 1 A separate computer supplied by us in YOUR office OR Option 2 Accessing it via the Wise Owl Hosted Server. It is accessed via web browser, which means there is no workstation installation required on individual computers. Browser based system; uses existing workstations* * Microsoft XP will be unsupported by Microsoft from March 2014, so all firms should upgrade to avoid virus infections 5 6 3

4 Previous Screen Matters Trust Time & Fees Documents Contacts Statistics Reports Settings Current User Finance 7 Today s Time Log out Help Pages Contact Help Desk Print current report 8 4

5 Security Wise Owl Legal has a sophisticated security model, which can be as simple or complex as an individual firm requires Inbuilt Two Factor authentication will allow mobility for those who need it The security settings can be controlled by job function or by user Your specific requirements will be examined in our implementation questionnaire 9 Mobility The user interface to Wise Owl Legal is a web browser, this means that content of Wise Owl Legal can be viewed on A Windows PC An Apple computer An IPad An Android tablet We do recommendthat all accounting functions be performed from a computer The degree of mobility available is customisable by each firm to match their specific requirements. 10 5

6 Productivity for You the Lawyer All YOU need to know about your files in ONE application Flexibility to deal with simple matters/files through to the most complex Chronological file history at your fingertips Simple letters can be immediately merged from Wise Owl Legal, saving on administrative overheads 11 Matters & Clients Features of Wise Owl Legal Matters & clients include: Full matter description of unlimited characters Ability to have multiple clients attached to a matter One client is nominated as the principal client Firms can choose their own matter numbers and client numbers The contact system include the ability to add third parties on to a matter (egbarrister or settlement agent) Safe Custody Module soon to be available 12 6

7 Matter Screen 13 Contact Management Full contact details in one place for all your contacts, clients and otherwise Contact type list fully customisable Able to export contacts of a certain type ideal for marketing or mail outs Multiple addresses, phone numbers, addresses Recognition of entity type 14 7

8 Trust Accounting Trust accounting system compliant with The Legal Profession Act 2007 and The Legal Profession Regulation 2007 Complete trust reporting Complete Bank Reconciliation function in plain English terms Transit register for Transit Money (i.e. third party cheques held by a law firm) Ability to protect trust funds Ability to account for Controlled Money and Power Money Trust Transfer Screen 15 Trust Register 16 8

9 Trust Screens 17 Trust to General Transfer 18 9

10 Auditor Friendly Bank Reconciliation 19 User friendly Bank Reconciliation 20 10

11 21 Finance Module Time Recording Outlay recording Invoicing Productivity reporting Link to Reckon Accounts Desktop Version (formerly QuickBooks) Intuit QBO (QuickBooks Online) - April

12 Accredited Wise Owl Legal Software Consultant 1/69 Secam Street Mansfield Qld Nov-16 e wiseowl@wiseowl.com.au t f Time & Billing Time Recording - ability to select Time Units (default 6 minutes) spell checker on timer recording data entry sheet Practice Metrics to show time recorded, time billed and time collected (funds banked for fees) Outlay recording Outlays can be input by Cheque, Credit Card or Recovery screens and will pass to your nominated accounting software Invoicing Invoicing will allow the complete or partial billing of time and outlays on a file Invoice will show as paid or unpaid and pass to your nominated accounting software 24 12

13 Time Sheet Register 25 Finance Screen 26 13

14 Disbursement Screen

15 Productivity Estimated Release June 2014 Practice Graphs Productivity Reporting State of the art productivity showing Day by day performance against time budgets Weekly & monthly performance by Fee Earners Practice wide / department wide statistics for Managers 29 Link to Accounting Recognised accounting products will do what they do best and allow the legal specialist functions to stay in Wise Owl Legal Debtor management Invoices will pass to Accounting as 3 lines Professional Fees / Outlays / Recoveries Payment will be recorded in WOL and passed to Accounting as paid General accounting General account bank reconciliation Credit card reconciliations Financial Statements in a format your accountant is familiar with; Cash or Accrual; Accounts Receivable (Debtors) & Accounts Payable (Creditors) fully functional in both WOL & Accounting Fully functional integration with Reckon Accounts Business Integration with QuickBooks Online (QBO) due for release 1 Apr

16 Modules Available Modules Contacts & Matters Time Recording & Billing Trust Accounting Finance with Link To Reckon Accounts Business Document Creation Precedent Packs (see separate list) Safe Custody (Coming soon) Link to QBO (QuickBooks Online) expected 1 Apr Document Module Complete document management with Merge to Microsoft Word. Precedent templates Family Law UCPR Qld Conveyancing (Lexon) Wills & Estates Many more to come Accredited Wise Owl Legal Software Consultant 1/69 Secam Street Mansfield Qld Nov-16 e wiseowl@wiseowl.com.au t f

17 Focus on Law, what you do best Leave the admin to Wise Owl Legal. Browser based system Use your existing workstations You are in control System resides in Your Office or Our Data Centre On going seamless updates 33 Straight forward Pricing Annual Fee Priced on Simultaneous users Subscription Users can be reduced No Upgrade fees Unlimited named users Unlimited Fee Earners SUPPORT: Pay for ONLY what you use 34 17

18 The Complete Legal Practice Management Solution Call today on e: 35 18