Practice Management Software for the Legal Profession

Transcription

1 Practice Management Software for the Legal Profession e wiseowl@wiseowl.com.au t f The Wise Owl Wise Owl Legal Software is the vision of a Legal Software Consultant who understands Australian law firms Cascade Consulting Services Pty Ltd is proud to present this innovative product to the Legal Industry Law firms have requirements specific to the legal industry and Wise Owl Legal pays careful attention to address these needs Generic accounting functions will be handled by well known accounting products Apply YOUR branding and logo! 2 1

2 Latest technology Browser based system will run on most modern browsers. 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 4 2

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4 7 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 8 4

5 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 recommend that all accounting functions be performed from a computer The degree of mobility available is customisable by each firm to match their specific requirements. 9 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 10 5

6 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 (eg Barrister or settlement agent) Safe Custody Module included (To Be Advised) 11 Matter Screen 12 6

7 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 13 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 14 7

8 Trust Register 15 Trust Receipt & Cheque Screens 16 8

9 Trust to General Transfer 17 Auditor Friendly Bank Reconciliation 18 9

10 User friendly Bank Reconciliation

11 Finance Module Time Recording Outlay recording Invoicing Productivity reporting Link to Reckon Accounts Desktop Version (formerly QuickBooks)

12 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

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14 27 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 28 14

15 Link to Accounting Reckon Accounts Business(RAB) will do what it does best and leave the legal specialist functions to stay in Wise Owl Legal Debtor management Invoices will pass to RA as 3 lines Professional Fees Outlays Recoveries Payment will be recorded in RA and flagged in WOL as paid General accounting General account bank reconciliation Credit card reconciliations Financial Statements in a format your accountant is familiar with Integration with other products will follow later in Modules Available Modules Contacts & Matters Time Recording & Billing Trust Accounting Finance with Link To Reckon Accounts Business Documents Precedent Packs (see separate list) Safe Custody (To Be Advised) Alternative link to QuickBooks Online (To be Advised) 30 15

16 Document Module Complete document management with Merge to Microsoft Word. Precedent templates (1 st release for Queensland) Family Law UCPR Qld Conveyancing (Lexon) Wills & Estates 31 Do what you do best with 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 32 16

17 Straight forward Pricing Annual Fee Priced on Simultaneous users Subscription Users can be reduced No Upgrade fees Unlimited users Unlimited fee Earners SUPPORT: Pay for ONLY what you use 10-Aug-16 e wiseowl@wiseowl.com.au t f The Complete Legal Practice Management Solution Call your Local Licenced Agent today Aug-16 e wiseowl@wiseowl.com.au t f