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Upgrade to Amicus Attorney 2010 Small Firm Edition

The following is a summary of some of the new features that you'll find when upgrading from
Amicus Attorney
2008 Small Firm Edition.

Amicus Attorney Small Firm Edition

If you are upgrading from another version of Amicus Attorney click here.

Calendar
Contacts
Improved Conflict Check
Client Matter Intake Form
Communications
Favorites
Dashboards
Team Member Availability
Navigation Pane
Links
Advanced Technology


Calendar

Color Coded Events
Color code appointments and to do's based on the category assigned to the event.

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.
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. Users who are granted access to other's appointments can open and edit event details.
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.

Link Email and Document to Events
Associate a saved email and document to an event in your Amicus calendar for quick and easy reference.


Contacts

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.


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.

Multiple Name Check
Save time by performing a conflict check for multiple names in a single search session.
Advanced Search
A new advanced setting offers a broader range of searchable fields including custom contact and file text fields, contact notes, note records, time entry descriptions, event title and notes, communications to/from, and many more.

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.


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. Minimize errors, save time and ensure all necessary information is captured at the time a file is opened.

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.

Required Fields
Mark certain fields as required so users can't continue with the file intake process without inputting the specified information.

Conflict Check
Perform a conflict check against new clients.

Precedents
Ensure that events relative to file type are properly scheduled from the outset by applying a precedent.

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.

Email Generation
Save time by sending an email addressed to a client.


Communications

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.


Favorites

Favorites in Dailies Dashboards
Bookmark items you use most often in Amicus by adding them as a favorite. Favorites can be used to provide quick access to your most pressing Files or Contacts. You can also bookmark Notes, Documents and Library pages. Commonly used items are never more than a click away.


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 Dashboards, you are in control!

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.

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.

Interact with Data
Easily interact with data right from your dashboards.


Team 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 team members from anywhere in Amicus Attorney. This feature is especially useful for receptionists, assistants and administrators.

Visibility
Check on the availability of other team members, including the ability to:
-
See if somebody is in or out of office and when they are due back.
-
See who is logged into Amicus and at what time and who is not logged in and what time they logged out.
-
See somebody's current availability status. You can either have Amicus auto populate your status based on your calendar (court, closing, lunch, vacation, available, unavailable) or optionally set your own status (do not disturb or other customized status).

Communication
Send email or stickies by simply selecting desired recipient(s) and right clicking anywhere in the Team Member Availability screen.
Report
Print a snapshot for tracking purposes.


Navigation Pane

Hide Navigation
Now you can take full advantage of screen real estate by choosing to hide the left hand navigation pane.


Links

Integration with Amicus Accounting 2010
Seamless integration with Amicus Accounting 2010.
 

Third Party Links
Amicus Attorney 2010 Small Firm Edition integrates with many third-party products including:
- CompuLaw
- HotDocs
- PCLaw
- QuickBooks
- TimeSlips


Advanced Technology

Windows 7
Amicus Attorney 2010 Small Firm Edition is Windows 7 compatible.
......................... 64-bit Operating System
Run Amicus Attorney 2010 Small Firm Edition on a 64-bit operating system
.


To order, or for more information: 800-472-2289 or sales@amicusattorney.com

 
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