Integrating Amicus Accounting with Amicus Attorney provides a powerful front and back office practice management solution. Initializing the integration will populate Amicus Accounting with your existing Amicus Attorney Matter Files and Client Contact information, as well as common lists (including Timekeepers, File Types, Activity Codes, Expense Codes, and Task-Based Billing Codes). Thereafter, matter File and Client Contact data will be individually exchanged in both directions. Posted Time Entries will go directly from Amicus Attorney to Amicus Accounting without the need for a separate posting exchange process.

Amicus Accounting Version 2006 integrates with:

• Amicus Attorney V+ (Advanced and Client/Server Editions)
• Amicus Attorney (Small Firm Edition)
• Amicus Attorney 7 (Standard and Premium Editions)

Amicus Accounting 2008 integration requires Amicus Attorney 2008.

No, the Integration automatically sets up the firm's Amicus Attorney Timekeepers in Amicus Accounting.

Yes, before initializing the Integration you should preface your Billing Rate Labels with a Code of B-Y followed by a hyphen. This way, for example, the Amicus Attorney Label "C-Premium" will correspond to Amicus Accounting Timekeeper Billing Rate Code "C". Do not use "A" as a prefix in any Labels because Amicus Accounting Billing Rate Code "A" always corresponds to Amicus Attorney Label "Normal". The Amicus Attorney Labels "Normal", "Flat Rate", "Non-billable", "Other", and "Contingency" do not require prefixes-these rates are not editable and are handled automatically. For full details on preparing for Integration, see the Integration Guide, available from the Help menu or Help Center.

Only Amicus Attorney Files that are Open, are not set to be Excluded, and have a Client assigned, are exchanged to Amicus Accounting. If the File is Billable, it must also have a Responsible Lawyer who is a Timekeeper. Files with the Billing Category "Vacation" or "Personal" are not exchanged.

Only Amicus Accounting Open Clients are exchanged to Amicus Attorney.

Updates to Amicus Attorney Open Files (including updates to the Client Contact information) are exchanged with the matching Amicus Attorney Client Matters, regardless of whether the Client Matter is Open or Closed, and vice versa.

Deletions are not exchanged.

The Client Contact in Amicus Accounting is updated from Amicus Attorney only when the Amicus Client information is updated from the File Details. Or, to force an exchange of information, you may perform an Accounting Exchange from the Files menu in Amicus Attorney.

In order to access Amicus Accounting screens from Amicus Attorney, you must be defined as a user in Amicus Accounting, with an exactly matching First and Last Name.

It is recommended that all new Client Matter Files be created in either Amicus Attorney or Amicus Accounting, not both. This will reduce the risk of a File being created on both sides, causing a conflict.

It is recommended that you post Time Entries from Amicus Attorney for only a single month at a time. Multiple month postings might not be compatible with your accounting method.