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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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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
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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BlackBerry
Originally launched on the Windows Mobile
platform, Amicus Mobile 2009 is now available
for BlackBerry! This add-on is available
exclusively for use with Amicus Attorney
2009 Premium Edition. |
Calendar
Files
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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. |
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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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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