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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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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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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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Default
Type for Event Detail
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.
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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
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.
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People
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Business
Cards
Quickly and easily produce an addressed
envelope or cover letter from a contact's
business card.
New
labels indicate at a glance which of their
phone, address, and other details are
currently displayed on a contact's business
card. You can also cut and paste selected
content, the currently displayed address
and the card image from a contact's business
card.
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Group
Assignment Utility
Save time by making mass changes to contacts
and firm groups. Simply select the desired
contact(s) from the People module and right
click. You can assign or remove multiple
contacts to or from groups. Administrators
can also manage firm member groups from
the user management view. |
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Filter
Contacts by Multiple Groups
Optionally filter contacts by multiple groups.
Choose to see contacts that are in every
group selected or contacts that are in any
one or more of the selected groups. |
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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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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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 file details to open full screen
by default with the navigation pane hidden. |
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Chronological
List
Now you can optionally include note records
in chronological lists on files. |
Documents
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Printing
Print documents directly from a file without
having to open the document. |
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. |
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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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. |
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. |
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. |
Performance
Enhancements
in Sticky message processing, list displays
and dialog rendering result in overall performance
improvements.
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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. |
Advanced
Technology
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Microsoft
SQL Server
Amicus
Attorney 2010 Premium Edition supports Microsoft
SQL ServerŪ 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
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Integration
with Amicus Accounting 2010
Seamless integration with Amicus Accounting
2010. |
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Amicus Mobile 2010
Amicus Mobile 2010, 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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Third
Party Links
Amicus Attorney 2010 Premium Edition integrates
with many third-party products including:
- CompuLaw
- HotDocs
- PCLaw
- QuickBooks
- TimeSlips
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Plus
many more features that customers like you have
asked for...
To
order, or for more information: 800-472-2289
or sales@amicusattorney.com
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