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Improved Workflow
Tasks Module
The
Tasks module gives you a new centralized place
to get organized and get things done. It couldn't
be easier to make a list of what you have to
do - just type and hit return. Once you do,
each task is a to do record in Amicus, and you
will never lose track of it. Jot
down new tasks as you think of them and refine
the details later. Managing the task list for
yourself and your team has never been easier.
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Manage
Tasks (To Do's)
See
all of your to do’s across any range of
time or files in one easy to manage list.
Even those you have assigned to other
members of your team. Sort them. Change
priorities or dates. Reassign them. Check
their status. Manage delegated tasks.
All in one place.
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Type-in-Place
Type-in-place for rapid creation and modification
of tasks (to do's). In a list row, simply
enter a title, select the file and the
task has been created.
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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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Improved
Conflict Check
With
the new and improved Conflict Check you can
rest assured that you are performing a thorough
conflict check that can be saved or printed
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, contact notes,
note records, time entry descriptions, 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
(.txt or .doc) 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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Outlook Synchronization
With Outlook Synchronization, any Contacts,
Calendar Appointments and Tasks/To Do’s
that are created in Amicus Attorney will
also appear in your Microsoft Outlook, and
vice versa. |
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Preview
Pane
Optionally preview phone calls, phone messages
and emails 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 Signature
Automatically include an email signature
in new emails that you send directly from
Amicus Attorney. Define your own Amicus
email signature block when initiating new
emails from within Amicus. |
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 of fields based on file type. This new
and sophisticated intake form reduces the number
of mouse clicks and the amount of navigation
otherwise required.
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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. |
Documents
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Windows Explorer Folder View on Files
Documents
on files can be dynamically synchronized
with Windows Explorer - just associate
a folder (on your hard drive or your network)
with a matter, and all documents placed
in that folder will automatically appear
in Amicus! Within this view you can take
full advantage of Windows Explorer functionality
including using shortcut menu commands.
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Contacts
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Contact Merge
You might find from time to time that more
than one contact record has been created
for the same person. Team members can now
combine information from two contact records
into one directly from their own contact
index, rather than having to rely on the
team administrator. |
Links
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Integration
with Amicus Accounting 2009
Seamless integration with Amicus Accounting
2009. |
Advanced Technology
64-bit
Operating System
Now you can run Amicus Attorney 2009 Small
Firm Edition on a 64-bit operating system. |
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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