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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
2009 Small Firm Edition.

Amicus Attorney Small Firm Edition

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

Calendar
Contacts
Improved Client Matter Intake Form
Favorites
Team Member Availability
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 Client Matter Intake Form

In addition to ensuring that all pertinent file information is captured at the time an Amicus file is opened, you can now customize your firm's Intake Forms to prompt users to perform specific action.

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.


Favorites

Favorites in Dailies Dashboard
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.


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:
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See if somebody is in or out of office and when they are due back.
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See who is logged into Amicus and at what time and who is not logged in and what time they logged out.
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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.


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.


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

 
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