Calendar
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Hyperlinked Navigation
File names are now hyperlinked so you can quickly and easily access file information from your calendar and from most event lists without having to open their details. And rest assured, only those with rights to view a file will be granted access.
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New Calendar Views
New flexible views allow you to see up to a full 24-hour day. A range view allows you to see columns for as many days as you like. Select a range simply by highlighting days in the calendar. And you have the option to set your range view to omit Saturday and Sunday.
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Color Coded Events
Color code appointments and to do's based on the category assigned to the event.
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Receive Your Agenda by Email
Have your appointments and to do’s automatically emailed to you each morning.
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Workgroup Scheduling
View group calendars on the fly. Instant workgroup calendars that make it faster and easier to coordinate with your colleagues. Even without a profile you can easily look after group scheduling. Simply check off the names of the people you want to include in your view. The list is located at the top left of your calendar. The default displays all the people you work with regularly, those in your workgroup, but you can add any firm members you choose.
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Event Detail Defaults
Select whether an event is a to do or an appointment by default in addition to controlling the default view displayed. And if you work for extended periods of time on a single matter, you can also set a preference to default all new events to be automatically assigned to that matter.
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New Event Fields
New fields for tracking location, duration, time zone and completion status are available.
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New Options For Linking Events
The Premium Edition has an easier layout for selecting and configuring linked events. Link calculations can now include weeks, months and years. There are new link conditions, like scheduling an event if something else has not been marked done within a given period of time. Weekend and holiday scheduling rules can be specific to each individual link.
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Automatic Histories on Events
Now you will always be able to see who changed what, who rescheduled the meeting, who cancelled the conference call - because the Premium Edition automatically tracks histories and changes on all events.
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Appointment Settings
New all-day appointment settings can span up to a full 7 days.
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Appointment Reminders
Automatically remind attendees via Reminder Alert or email message. Decide how much warning to give and the method. You can even decide the date and time of day when you want them to be reminded. Send up to three different reminders, via email or sticky alert. For example, you can send yourself a reminder two days before, send everyone a reminder the day before, and send all firm members another reminder the morning of the event.
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Improved Change Notifications
Now you can set multiple different rules for automatically notifying others about the creation or changing of calendar events. Optionally send firm members a Sticky and outsiders an email whenever an appointment is changed. All on a per-event basis.
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People
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Referrals
From a contact record, you can see at a glance a complete list of all matter files that person has referred to your firm. And if you have Amicus Premium Billing and you are a Billing Supervisor, you can see the value of the total fees on the files each contact has referred.
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Contact Drop Zone
The new QuickEdit box on contact cards provides the fastest way possible to add contact information to your people. Simply copy-and-paste or drag-and-drop text from any application into this “drop zone” and it’s added to the contact card. Imagine – you can copy a person’s email signature straight into a contact record! Or you can just type an entire address and phone number into the drop zone – Amicus intelligently puts each element into the correct field, so you don’t have to type into all those little boxes. Amazingly fast and convenient!
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Firm Directory
All users of Amicus Attorney automatically have contact cards with special attributes. A firm directory is available in the People Module and filters on File Details make it much easier to see all the people involved in a file.
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Pictures on Contacts
The Premium Edition lets you put a face to a name. Include pictures of your contacts.
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Business Card Map
See a map to your contact's location.
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Unlimited Addresses, Phone Numbers and People Groups
Now you can list as much information on your contacts as you want. You can also have an unlimited number of people group designations.
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Designate Contacts as Individuals or Companies
Designate a contact as a company, and then link the individuals to that company. If that company moves their office and changes their contact information, all you have to do is change the contact info for the company card and it will automatically update all the individual contacts.
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Chronologies on Contacts
View a chronology of every type of record relating to a contact. Take a more "people centric" approach to your practice if you prefer.
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Customizations
Create an unlimited number of customizable fields with flexible layouts and track additional information with unlimited custom records.
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Phone Labels
Now Amicus Administrators can use a new utility to change phone labels from either Mobile to Cell or Cell to Mobile for existing contacts or firm members that are assigned this phone label. Great for standardizing data and allows for more accurate Outlook synchronizations.
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Reports
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SQL Server Reporting Services
Easily run and edit reports directly from Amicus through SQL Server Reporting Services. Sort, refresh and even access Amicus data directly from interactive reports.
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Files
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Show Fields in File Index
Add more columns to your Index to show the Primary Client on the File, the Responsible Lawyer and whether the File is flagged to be excluded from the exchange with your accounting system. Easier to work with, easier to manage!
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Primary Client
Easily identify the Primary Client on a file which is now shown in bold on the People on the File listing.
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Classified As Client
Gain flexibility by customizing any Role on a File to be classified as a Client Role category (ie: client, contact at clients, client's accountant…). You can use this new designation to filter for Contacts assigned to a role on a file that is classified as a client role.
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Custom Pages/Records on Multiple File Types
Assign a Custom Page or Record to multiple file types. This provides more flexible customization for Administrators and better matter lifecycle management of Amicus Files. And you can switch the file type of an individual file and maintain custom field data.
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File Detail
Take full advantage of screen real estate by setting file details to open full screen by default with the navigation pane hidden. You can also open more than one file detail at a time.
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Customizations
Create an unlimited number of customizable fields with flexible layouts for each file type and track additional information with unlimited custom records.
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File to File relationships
Create associations between related files.
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Chronological List
Now you can optionally include note records in chronological lists on files.
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Expenses
Record, review and post expenses on each file for select accounting links.
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More Powerful Precedents
There are many new features for managing your precedents, including a new precedent profile dialog that allows you to view a precedent's events in a "tree" showing linked event relationships. You can also create new precedents based on old ones, edit existing ones, assign firm members or firm groups to precedents and filter your list of available precedents to display only yours.
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Documents Module
The new Documents module gives you better control of your documents making it easier than ever to locate, retrieve and work with documents - from a single consolidated location.
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Easy Access
In a single click you can open, edit and print documents, add new or delete existing documents, create time entries, check documents in or out and add them to your Favorites list for quick access. All without having to open the file or contact details!
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Filters
Use the powerful filters to segment by file type, date range, author or document group. You can also choose whether to include only your active files, your closed files or all files.
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Searches
Easily search all documents on files, contacts and events using the full-text search or the title and summary search. And for a more targeted search, from a filtered list. Search results show the document title, any associated files and/or contacts, assigned document groups, the author, and the date the document was created.
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Documents
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Enhanced Document Assembly
Document templates can be made available for use by named individual firm members. There are many new variables and more flexible document generation options, better template naming conventions and a new document template tree for easy selection.
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Document Control
Have more control over your documents through a feature called “Amicus Managed Documents”. By enabling the feature, you can have Amicus manage the location and the accessibility of all of the documents that are attached to Files, Contacts or Library Pages. This is controlled by a firm-wide setting so that you can make it mandatory for everyone to adhere to the program. Amicus will automatically create network file folders for each client/matter file. All of the documents you attach to that file will be stored in that folder, regardless of where they were created. Amicus will also manage the process of accessing those documents – making people “Check-in” and “Check-out” the documents they are working on. This ensures that a consistent version of the document is maintained when multiple people are working on a file. Managed Documents are fully indexed for fast full-text searching when you are looking for something.
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Documents on Contacts
Now when you have documents that relate to a person, but not necessarily to a specific file, you can attach the document directly to the contact.
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Smart Tags
Amicus Attorney Premium Edition is dynamically linked to all the applications in Microsoft Office. Word will recognize the names of your files and contacts as you type them, allowing you to call up their information without ever leaving your document. You can also do a time entry for drafting a document - right from the document.
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Printing
Print documents directly from a file without having to open the document.
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Full Text Search
Microsoft Indexing Service allow for incredibly fast full-text searching and retrieval.
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Communications
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Send Phone Messages by Email
Alert firm members about new phone messages via email, so you can be confident that phone messages are being received – promptly. Of course, messages will also appear in the recipients’ communications lists. And if marked urgent, a Sticky will also be sent.
In a single click, an email message, complete with all the phone message details, is automatically generated and ready to send.
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Returned Phone Messages
Optionally set your Amicus preferences to automatically note that a phone message has been returned on the phone call summary, including the date and time the message was left.
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Phone Call Dialog
Now you can see who placed a call and to whom, even conference calls. You can also classify records using the new status flags and convert phone calls to messages.
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Resizable Phone Call Dialog
Now you can resize a phone call window in the event that you need to be able to see underlying windows. A single click makes it easy to toggle between small and standard sizes. You can also use the drag feature to make it smaller or larger depending on your needs.
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Manage Email
Optionally view your Outlook embedded directly in your Amicus Communications module. If you manage multiple Outlook mailboxes you have access to all of them. Cc and Bcc capabilities have been added in addition to enhanced attachment handling and improved auto save settings. You can see at a glance whether an email is marked as urgent or if has been saved to Amicus, and to what file.
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Email Attachments
Save document attachments to a file at the same time as saving the email message.
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Photos on Email
If a contact or firm member has a photo included in their contact record, that photo will automatically display in the email dialog providing a nice visual reminder of who the message is from.
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Firm Member Availability
Trying to contact, locate or schedule something for another firm member and don't have the time to track them down? You can now check on the current availability of all firm members from anywhere in Amicus Attorney. This feature is especially useful for receptionists, assistants and administrators. It is also helpful for firms who delegate work amongst paralegals, articling students, junior associates and for teams who share resources.
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Filters
Filter the firm member availability list to show all firm members or just your workgroup. You can also look up specific firm members.
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Visibility
You can also view at a glance another firm member's workload status (heavy, medium, light).
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Mobility
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Integration with Amicus Mobile 2012
Amicus Mobile, a Premium Edition add-on, enables you to connect real-time to your Amicus server and work with your files, do time entries, make notes, schedule appointments, record phone calls and more. Your colleagues back at the office see your work right away and vice versa.
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Use Any Desktop In The Office
If you need to use someone else’s desk, you can log into Amicus from any PC in your firm and have it behave as if you are at your own desk. So you’re not tied to any machine. Great for working from a boardroom, for people with two offices, or those who share desks.
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Connect From Anywhere
You can install Amicus Attorney on your home PC, then connect to your office and use it across the Internet. Just set up your office network to allow secure remote connections (it’s built into recent versions of Windows). Then log in from anywhere you have installed Amicus and work with it as if you were there! Ideal for satellite offices as well.
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Private Networks
Work over virtual private networks (VPNs). If your firm has chosen to implement terminal services (e.g. Citrix Systems), Amicus will be equally comfortable.
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Other
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Streamlined Licensing
Licensing Amicus is easier than ever. With the new fully automated process, all you have to do is submit your request and your license file is automatically transmitted to your Amicus Server and applied overnight.
And if you don’t want to wait until the next day, your Amicus Administrator can easily apply the license immediately with just a single click.
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Custom Information
Add an unlimited number of custom fields available in over a dozen different formats including: Line, Frame, Text, Memo, Drop-down lists, Checkboxes, Numeric, Currency, Percent, Date, Time, Look-up (People, Files, Firm Members, Events), Path/URL, Email, SSN, SIN, Graphic. You can set default values and screen hints, and even choose to have certain custom fields included in conflict of interest checks.
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Custom Records
Track any additional type of information required with Custom Records. A custom record is a group of custom (and standard) fields collected together for a defined purpose. You can have as many custom records as you like, shown in lists on each file. Use summary and total fields across lists of custom records for calculations. For example, Personal Injury attorneys could define medical expense records and see a running total on each file. Corporate attorneys might define special records for tracking specialized information on each shareholder in a company, cross-referencing them to contacts and producing a list of total shares.
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Custom Field Output
Working with your custom field information outside Amicus just got easier. Now you can output formatted information from custom fields and custom records into Microsoft Word or Excel with just a few clicks. No need to create a separate merge template.
Whether from a single file or across multiple files, simply pick the type of data you want and choose your format. From there, you can easily work with your data. Sort it or copy and paste it into another document.
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Access
Amicus Attorney has multiple levels of access control so you can be confident everyone can see what they need to, but suitable levels of privacy are maintained. Access to Amicus itself is secured with two unique ID’s and a password. Once logged in, you can only access information that you have created or been assigned to. For example, only those who are assigned to files can see the contents of those files, unless you have specifically been granted access at the administrator level to see everything in the firm. Or if you want everyone to see everything, this can be set up as well, without the need to make multiple assignments.
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Security
Amicus Attorney Premium Edition extends security and makes it entirely customizable by your firm. Define security profiles for each individual or group in your firm, establishing what types of records they can see and what controls and actions they can use. In addition, you can mark any of your own records as restricted so no one else can see them.
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Files/People Auto-Complete Feature
When assigning files or contact records, you can now start typing a short file name or person’s name (instead of clicking the select files or select people icon), and Amicus will display a drop-down list of your matching files or people. Click one to select it. Very useful when you are adding a new phone message, adding events, associating selected notes etc.
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Date Entry Formats
Date entry format options have been added for international firms allowing you to use whatever your regional settings are (e.g. Day Month Year, Month Day Year).
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Currency Displays
Expanded currency options now include Pounds and Euros. You can also choose where to have the currency symbol appear and whether to use a decimal or comma separator.
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Help Center
The Help Center provides ready access to a variety of useful information including user and administrator help, various guides, web update information and links to support, product information, consultant locator, training courses and the like.
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Many to Many Relationships
Have multiple files or contacts on the same record. For example a single phone call can be related to 3 files and 5 contacts, even associate multiple firm members.
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New Amicus-Wide Searches
The Amicus-wide search will search across all modules and record types and bring back results in a single view. Find things no matter where they are stored. Or define and reuse sophisticated searches that give you insight into your practice.
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Group By
The "group by" feature allows you to manage large lists more effectively by breaking them down into categories.
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Audio Reminder Alerts
We have added a variety of audio options to choose from or optionally select your own audio recordings.
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Resizable Views in All Modules
Now all the module views in Amicus can be sized to fit whatever window you want to put them in – with useful data areas, not just graphics.
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Colleague and Assistant Guest Access
Two levels of guest access are now available to suit your needs.
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Administrative Functions
Now administrative functions are provided within the same program as user functions. Administration can also be done from any workstation or even over the web given the user has sufficient rights. Many configurations are done through easy to use wizards. A flexible user management view, improved security profiles, a new licensing model and new utilities make administration a breeze.
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Links
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Amicus Premium Billing 2012
Add billing, collections and trust to Amicus Attorney Premium Edition 2012 making it a complete practice management solution that manages both the professional and business sides of your practice.
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Third Party Links
Amicus Attorney Premium Edition 2012 integrates with the latest version of many third-party products including:
- Outlook
- Word
- WordPerfect
- HotDocs
- PCLaw
- QuickBooks
- Timeslips
- CompuLaw
- Adobe Acrobat
- Worldox
- Google
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Customized Time Entry Export Formats
The Accounting Profile Wizard gives you more flexibility for defining custom time entry export formats. And for formats that require a header row, you can customize the header names. You can also specify what value to output for the Billable/Non-Billable field.
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Accounting Synchronization
PCLaw, Timeslips and Quickbooks users can optionally configure a global synchronization to automatically occur daily at a specified time.
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Worldox Integration
Integration with Worldox lets you take full advantage of the document management capabilities of that application within your Amicus environment. Client and Matter information is exported from eligible Amicus Files. You have easy access directly to Worldox documents from Amicus Files and Library resources, as well as the powerful Worldox search.
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Google Sync
Synchronize your Amicus appointments and contacts directly with all Android devices or with any other system that uses Google Sync services, from iPads to Blackberrys. You also have the option to sync everything, or you can individually select which Amicus appointments and contacts you want to include. You can even set up an Amicus calendar in Google.
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Amicus In Microsoft Office and WordPerfect
Amicus Attorney is dynamically linked to the applications in Microsoft Office®. Access your Amicus information without ever leaving the document you are working on. Save your document to a file in Amicus from within Word® or any other Office application. Do a time entry for working on a document without ever leaving the document. Word will even recognize the names of your Amicus files and contacts as you type, creating links back to even more Amicus information. Many of these features are also available in WordPerfect®.
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In-Context Information
The integration with Microsoft Office applications means you can access your Amicus Library information, even while working in Word. When reviewing a document, you can highlight a point of law, click the Search button in the Amicus add-in toolbar, and you can see all of the Library information that your firm has accumulated on the subject. It could be a link to web research or maybe an opinion letter one of your partners had done on a similar matter.
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Custom Accounting
Amicus Attorney offers links to many leading accounting systems and also offers the ability to create custom templates to work with other programs. Well beyond an import/export process, custom links work with anything from main frames to Access® databases, and configures Amicus Attorney to match your system's requirements.
The easy-to-use custom accounting template wizard makes it so you can use virtually any accounting program in conjunction with Amicus Attorney. As long as your system has an import capability, Amicus Attorney can work with it.
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Firm Member Exchange to Outlook
A new option in the Outlook contacts & calendar link enables you to now include firm members when exchanging Amicus people/contacts to Outlook as contacts. This is beneficial to those who use Outlook in a three-way configuration link with their handheld device.
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