Feature Tour

Import/Export

If you already have some of your practice information in electronic format, it should not be difficult to get it into Amicus Attorney. What is required is that you must export the information from where you have it now into what is called a "delimited text file." Almost all databases have this capability. From there it is straightforward to import it into Amicus Attorney.

Amicus Attorney uses customizable import templates to bring in your data. These provide great flexibility in working with almost any kind of delimited or fixed character position import file, field types (e.g., text, numbers, dates) and in any order.

A number of sample import templates are provided, including standard ones for converting data from other programs like AbacusLaw®, Time Matters®, Ecco®, Act!® and Outlook®. Data can be imported from accounting systems as well.

Imported records can be assigned to specific members of your team in a batch, or if the import file contains firm member information the assignments can come from the import. Import templates also allow you to define merge strategies, so that if imported records match certain criteria in records that are already in Amicus Attorney, it can decide whether to merge them, ignore one or the other, duplicate them or stop and ask you what to do. As a result you can repeatedly import batches of data from the same source, knowing that only the changes in the data will come into Amicus Attorney.

Amicus Attorney has similar templates and flexible configuration capabilities for exporting as well.