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Dashboard
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.
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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. 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. |
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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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. |
Mobile
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Integration
with Amicus Mobile 2009
Amicus Mobile 2009, a Premium Edition add-on,
is now available for Windows Mobile and
BlackBerry. 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. |
Calendar
Files
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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. |
Tasks
Module
The
Tasks Module is the ideal 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 in Amicus
so you will never lose track of it. But that’s
just the start. The
real beauty is in what you can do with your
tasks list.
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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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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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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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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. |
People
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Contact
Drop Zone
The new QuickEdit box on contact cards provides
the fastest way possible to add contact
information to your people. Simply copy-and-paste
or drag-and-drop text from any application
into this “drop zone” and it’s added to
the contact card. Imagine – you can copy
a person’s email signature straight into
a contact record! Or you can just type an
entire address and phone number into the
drop zone – Amicus intelligently puts each
element into the correct field, so you don’t
have to type into all those little boxes.
Amazingly fast and convenient! |
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Contact
Basics
The new Contact Basics view provides convenient
access to information fields and allows
you to edit them in place so you can update
contact information more quickly than ever
before. |
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. |
Documents
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Link
Documents to Events
Associate saved document records to an event
in your Amicus calendar for quick and easy
reference. It's much more convenient when
the meeting agenda, draft agreement, transcript
or other relevant document is there in your
calendar with the event it relates to. |
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Printing
Print documents directly from a file without
having to open the document. |
Advanced
Technology
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64-bit Operating System
Now you can run Amicus Attorney 2009 Premium
Edition Application Server on a 64-bit operating
system. |
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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
Benchmark testing shows that on average
after login the 2009 Premium Edition performs
routine tasks 10 to 25% 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. |
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Improved
Offline Synchronization
Offline synchronization has been rebuilt
from the ground up, taking advantage of
new features in .NET 2.0 and SQL 2005, and
resulting in faster, better offline performance. |
Other
Links
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Integration
with Amicus Accounting 2009
Seamless integration with Amicus Accounting
2009. |
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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