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Precedents

 

Similar types of cases will often follow similar procedures. Amicus Attorney allows you to save some or all of the appointments and to do's from one transaction as a precedent. The precedent can then be used on any other file, bringing over the tasks you select. In this way, you can save time and effort by re-using your work. If your firm workflow changes, your precedents can be updated with easy controls for adding, changing or removing events.

For example, you can set up all of the steps in a real-estate transaction and reuse them the next time you deal with a similar case.