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Client Matter Intake Form
Now
firms can ensure that all pertinent file information
is captured at the time a file is opened. When
starting a new file, the optional Client Matter
Intake Form walks you through a predetermined
list based on file type. You can also customize
your firm's Intake Forms to prompt users to
perform specific actions. Minimize errors, save
time and ensure all necessary information is
captured at the time a file is opened.
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Customized
Intake Forms
Create personalized templates consisting
of multiple screens with whichever fields
your firm deems important when creating
a new file.
With the file intake form the administrator
can choose to have specific information
entered depending on the specified file
type.
A
real estate case, for instance, would
require totally different information
than a personal injury case.
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Required
Fields
Mark certain fields as required so users
can't continue with the file intake process
without inputting the specified information.
Administrators can also set Primary Client
as a required field at the time a file is
opened. |
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Conflict
Check
Perform
a conflict check against new clients.
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Precedents
Ensure that events relative to file type
are properly scheduled from the outset
by applying a precedent.
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Document
Generation
Generate a pre-selected document such
as a standard
letter to a client requesting a retainer,
a file opening summary to use as part
of its new file administration or a file
label.
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Email
Generation
Save
time by sending a template-based email
addressed to a client.
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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.
Calendar
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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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Appointment
Times
The new appointment time display makes it
easier than ever to adjust appointment times
from day, week or range calendar views.
Set the time by simply dragging and resizing
the appointment box to the desired appointment
times. |
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Calendar
Printouts
Preview and select from a variety of calendar
print formats including:
- Day,
Week, Month, Year, Date Range
- Appointment and To Do Summary, Appointment
Details or To Do Details
- Tri-Fold
- Full Day View
- DayRunner E, Day Timer Portable or Franklin
Covey Compact
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Show
Adjournments
Appointments get postponed all the time.
Now, when an appointment gets adjourned,
you can track and view its history including
original date, rescheduled date and reasons
for adjournment from your calendar and on
the file brad. An instance remains visible
on your calendar on the original appointment
date in a disabled state with the adjourned
date appended to its title. Subsequent adjournments
of the same appointment behave in the same
manner. |
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Time
Scheduler Control
The new event details time control makes
it easier than ever to enter appointment
times. Block off time by simply dragging
and resizing the box to set the desired
appointment time. |
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Appointment Details
Grant selected individuals access to your
appointment details from the calendar instead
of just seeing your status as unavailable
regardless of whether they are assigned
to the file. And don't worry, restricted
appointments are still restricted. Users
who are granted access to other's appointments
can open and edit event details. |
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Associate
Documents and Emails to Events
Associate saved document records to an event
in your Amicus calendar for quick and easy
reference. In addition to linking documents
to an event, you can associate saved emails
to an event in your Amicus calendar for
quick and easy reference. |
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Date Range View
Some people find showing weekends in the
date range view a waste of screen space.
Now, you have the option to set your range
view to omit Saturday and Sunday. |
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Event
Detail Defaults
Select
whether an event is a to do or an appointment
by default when the event details dialog
is opened.
Control
the default view displayed when an event
details dialog is opened. Select from
files and people, change notification,
repeat, links, assistance setup, main
note, notes list, documents or history.
If
you work for extended periods of time
on a single matter, you can set a preference
to default all new events to be automatically
assigned to that matter.
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Tasks
Module
The
Tasks module gives you a centralized place to
get organized and get things done. It’s your
ultimate to do list and it couldn’t be faster
– just type and hit return. Each line becomes
a to do record in Amicus so you will never lose
track of it. Quickly
list your tasks as you think of them and refine
the details later. The ultimate tool for managing
your tasks.
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Type-in-Place
Type-in-place for rapid creation and modification
of tasks (to do's). Simply enter a title,
and select the file, and the task has been
created. |
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Progressive Priority Levels
Better manage your tasks by setting to do's
to have their priority levels automatically
increase as items near their deadline. If
the to do doesn't have a deadline, then
the task's priority level will change based
on the number of days it has remained on
your list. |
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Manage
Delegated Tasks
Easily manage tasks you have assigned to
others and automatically send a status email
inquiry to follow-up. Define custom task
list profiles to include who, how and what
tasks to display. Use workgroup task views
to see tasks for firm members in your workgroup
with a single click. |
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Customizable
Views
See a list of all your tasks over a given
time period, sort it and set your priorities
- add/remove fields to customize it to work
just the way you need it to. Multiple filter
and sort options let you work with to do
lists the way you want. |
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Timeline
View
The timeline view shows to do's chronologically
across the screen, providing you with a
quick idea of the workload over a date range. |
Improved
Conflict Check
Build
a custom conflict check by picking what elements
of Amicus should be searched, including custom
fields, time entries, notes and more and save
or print results in an easy to read report.
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Multiple Name Check
Save time by performing a conflict check
for multiple names in a single search session.
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Advanced
Search
A new advanced setting offers a broader
range of searchable fields including custom
contact and file text fields, file summary,
file status, event title and notes, communications
to/from, and many more. |
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Results
Report
Conflict check results are output in an
easy to read report including an outline
of the criteria searched, a comments column,
and a separate column indicating the field
in which the match was found.
Print
the report or optionally save the results
and attach it to an Amicus File. Printouts
include the searched names(s) and the
user who ran the report in addition to
comprehensive information about any matches.
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Dashboards
Decide
what you want to see, where and how. Design
your own screens - put the information and tools
together that you want to work with. Work efficiently
when you can have all the information that is
most important to you together in one place.
Create as many dashboards as you'd like. With
the Amicus Dailies Dashboard, you are in control!
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Enhance
Visibility
Easily
design a visual display combining your
Amicus data and external information,
such as network files and folders or websites,
in a single screen. Select data views
needed to achieve your specific objectives,
be it strategic, analytical or operational.
Choose from a variety of data lists, summaries,
new record items, tools and utilities,
embedded browsers, etc. Mix several data
types or create multiple Dashboards to
support the different aspects of your
practice.
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Customize
Your View
Design a screen to visually present data
how you want it. Pick how many sections
you want displayed in your Dashboard and
use color, shape, size and borders to draw
attention to important elements or to create
visual groupings. And as your needs change,
you can modify your Dashboard to reflect
your new priorities. |
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Interact
with Data
Easily interact with data right from your
dashboards. |
Documents
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Printing
Print documents directly from a file without
having to open the document. |
People
Files
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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.
Now 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 files detail to open full screen
by default with the navigation pane hidden. |
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Manage
Closed Files
You can now show just your closed files
in the file index if you choose, and filter
to show closed files of a specific file
type or special designation. |
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Chronological
List
Now you can optionally include note records
in chronological lists on files. |
Navigation
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Floating
Toolbar
The Amicus Floating Toolbar has been revamped
so the Timer controls open in a separate
toolbar for further convenience and flexibility. |
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Global
Navigation Menu
Quickly navigate to modules and perform
frequently used functions with the right-click
menu. |
Communications
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Preview Pane
Optionally preview emails, phone calls and
phone messages using the new communications
preview pane. This resizable view allows
for a quick display of record details including
message type, sender/recipient information,
date and time, priority level, associated
file, whether there are any attachments
and message content, all in the bottom half
of your screen. |
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Universal
Inbox
Saved and unsaved emails are now shown together
– one place to look! So the Outlook® view
is optional. |
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Auto-Save
Firm Member Email
Email from selected firm members can be
auto-saved. |
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Outlook
Email Signature
Add your Outlook email signature block to
new emails initiated from within Amicus. |
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Email
Attachments
Better management of email attachments,
including the ability to set a preference
to automatically save an underlying email
when you save its attachment. |
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Email
Merge
Create customizable email messages to one
or more of your contacts using Amicus Attorney
information. Simply select the appropriate
template and have your Amicus data automatically
merged into the appropriate fields directly
into your email message. Everything you
like about Document Assembly, but now accessible
for email messages. |
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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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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 or make it bigger to
see more of your notes. 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. |
Notes/Stickies
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Date/Time
Stamp on Notes
Configure your system to automatically insert
a date/time stamp when editing main note
fields on file, contact or event details. |
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Date/Time
Stamp on Stickies
Automatically include a date/time stamp
on all new Sticky notes. |
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Default
Addresses on Stickies
Now you can specify a default firm member
to assign to new Sticky notes. |
Other
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Automatically Open Another Firm Member's
Office
Set
your preferences to automatically open
another firm member's office when you
login. This feature is useful if, for
example, you are a lawyer's assistant
and usually work in their Office.
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Phone Auto Dialer Setting
Easily
customize your analog phone modem settings
directly from your communications preferences.
The AutoDialer feature automatically dials
a displayed phone number when you click
the phone icon in Phone Call Details or
on a person's Business Card.
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Dynamic Group Assignment
Firm
group assignments are constantly changing.
Now you can assign files, events and contacts
to firm groups that are dynamic to their
current membership. For example, a file
to which the Real Estate firm group is
assigned will be accessible by the current
members of that group. If a firm member
is later added to the group, they will
gain access. If a firm member is later
removed from the group, they will lose
access. And don't worry about the past
- the list of firm members in a group
assigned to a past appointment reflects
the group's membership as of the date
of that event.
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Guest
Access
Now individuals can grant blanket access
to all other firm members to log into
their office as an assistant or colleague
without the need to revisit and edit settings.
Administrators
can also grant selected firm members with
Guest access ensuring that new staff can
be added to a firm member's profile without
having to manually make the change at
each workstation. Every time a new person
is granted access, a Sticky is sent to
the appropriate firm members advising
them of this and allowing them the opportunity
to adjust their own settings should they
not agree with the change.
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Colleague
vs. Assistant
Not sure about the differences between a
Guest Assistant and a Guest Colleague? An
easy explanation is available on-screen
when you make the setting. |
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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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Custom
Page Designer
Two new standard design elements have been
added to the custom page and record designer,
Line and Frame, to assist with the design
of custom pages and records by offering
the ability to group elements as you see
fit. |
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Improved
Custom Field Editor
New editor for Custom Fields with drop-down
lists. Now administrators also have the
ability to move data from one custom field
to another. |
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Quick
Match for Files & People
Assign files or contacts just by typing
the start of their names in any blank file
or person field – Amicus fills them in,
without the need for a selection dialog. |
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Auto-Mapping
in Links – avoids lengthy steps
In the mapping dialogs of the accounting
link wizards and the Outlook contact & calendar
link wizard, clicking the new auto button
enables you to quickly and automatically
map matching items. |
Performance
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Enhanced
Document Assembly
Performing document and email merge is now
more efficient than ever. The new template-specific
output setting ensures that only the information
required by the selected template will be
used as the data source for the merge. |
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Faster
Server Performance
Full “multi-threading” throughout means
that server operations take better advantage
of your server’s CPU and work more quickly
than ever before. Multiple simultaneous
operations can be performed without bottlenecks
– meaning that you never have to wait for
another user. |
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Faster
Workstation Performance
After login the Amicus Attorney 2010 Premium
Edition performs routine tasks much faster
than version 7. |
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Improved
Outlook Synchronization
New Outlook synchronization architecture
that makes it easier than ever to link with
Outlook or your mobile device – including
your Palm®. Using Outlook as the conduit
for all PDA links has made it possible to
provide substantial “behind the scenes”
improvements. |
Advanced
Technology
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Microsoft
SQL Server
Amicus
Attorney 2010 Premium Edition supports Microsoft
SQL Server® 2008 (32 bit and 64 bit). |
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Microsoft
.NET 3.5
Amicus
Attorney 2010 Premium Edition supports Microsoft
.NET Framework 3.5. |
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Windows
7
Amicus
Attorney 2010 Premium Edition is Windows
7 compatible. |
Links
Plus
many more features that customers like you have
asked for...
To
order, or for more information: 800-472-2289
or sales@amicusattorney.com
|
