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Custom Records
Premium Edition users can also take advantage of Custom Records to track any additional type of information required for their practice. A custom record is a group of custom (and standard) fields collected together for a defined purpose. You can have as many custom records as you like, shown in lists on each file. Use summary and total fields across lists of custom records for calculations. For example, Personal Injury attorneys could define medical expense records and see a running total on each file. Corporate attorneys might define special records for tracking specialized information on each shareholder in a company, cross-referencing them to contacts and producing a list of total shares. The possibilities are endless, allowing for complete new practice systems to be built on the framework of Amicus Attorney. |
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