Technical Support for Amicus Attorney
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Legal Calendaring
Amicus Attorney provides comprehensive legal scheduling that works the way you do. Manage appointments, tasks, deadlines (and more) for yourself, everyone in your workgroup or your entire firm.
Court Date Calculator & Rules Based Calendaring
Your legal practice runs on rules. Your calendar should too. Feel secure with an organized calendar that notifies you of any changes - in the office or on the go.
Tasks and Deadlines
Amicus helps you to get organized and get things done. It’s your ultimate To-Do list. The Amicus Tasks module is so fast and easy – just type and hit return – a task is created. Editing in place means there are no extra dialogs or wasted clicks.
Link Events
With Amicus Attorney you can link events for accurate and convenient scheduling. Legal steps usually have defined timelines or deadlines. There can be many related activities, often extending over a long period of time.
Precedent Workflows
You often have to do the same series of things on matters of the same type. Some of this can be put into a checklist, although it is a moving target, as there are dependencies between steps. Amicus has a superb workflow.
Matter Management
Client matters are the building blocks of your practice – you open a file for each. Everything you do and everything you bill revolves around these files. Amicus Attorney understands this. It makes all your files and all the file content instantly accessible, better organized and much easier to use.
Contacts
The most important aspect of your practice is the people with whom you work. Amicus helps you keep track of them, contact them and keep in touch. It’s easy to organize your contacts. And you can track so much information about them.
Conflict Checking
Conflicts of interest can arise from such a wide variety of previous relationships. Only you can make the determination as to whether or not a conflict exists. You need to have everything possible in front of you when you do so.
Email and Phone Calls
Amicus helps you stay on top of all your communications. Track email, phone calls and messages in one place. Know whom you need to get back to – and whom you are waiting to hear from – with information that’s completely integrated with your files.
Document Management
Our lives are filled with documents. Contracts. Deeds. Mortgages. Pleadings. Transcripts. Filings. Registrations. Wills. Forms. So many more. All so important to the practice of law. But they can be overwhelming to keep track of.
Document Automation
Amicus not only organizes your practice – it helps you automate it too. Automating aspects of your practice will make you more efficient and profitable. It will also ensure your work is done more accurately, and reduces the risk of things being missed.
Time Capture
Bill more time, more easily. While you work, Amicus Attorney is in the background, keeping track of what you are doing. It will often present you with a time entry, completely filled in for you. Or you can create new time entries with handy shortcuts, far easier than scribbling them out on paper.
Time Entry Assistant
Amicus makes it so easy to create time entries for all the work you do. But just in case you forget to do one, the handy Time Entry Assistant helps make sure that no billable time gets lost. With a click you can see all your activities where no time entry has yet been recorded.
Practice Mobility
Amicus Anywhere is a mobile extension of Amicus Attorney. It provides a secure, instant, live connection to your Amicus software through a web browser. So whether you want to use a home PC, Mac, iPad or other tablet, you can manage your practice from wherever you are.
Smartphone Access
See and do your time entries on your smartphone, anytime, anywhere with Amicus TimeTracker. Imagine the convenience of being able to do your time entries wherever you are. Capture billable time you were losing before by recording it live on your phone!
Client Portal
In these competitive times, your clients want to feel more connected and in control of their legal work. With the Amicus Client Portal, they will. The Amicus Client Portal gives you the ability to easily share information electronically with clients.
Knowledge Management
If you can re-use elements of previous research, opinions, factums, drafting and similar items, then you can practice more efficiently and get extra value out of previous work. Easily said, but often much harder to be organized to actually accomplish.
Business Development
Bringing in new retainers is so important to building a successful practice. But it’s often hard to focus on business development activities when you are busy with active clients. Amicus helps.
Firm Management
Amicus helps everyone in your firm work together. Common information means that everyone is on the same page – and can work on the same matter simultaneously. Collaborative workflows and delegation systems simplify knowing who has to do what when.
Time and Fees
Amicus Attorney Billing provides unified time and fee management to help streamline client billing. Record your time quickly, easily and accurately. Have different billing rates and billing behavior of time entries automatically apply to Files.
Expenses
Tracking expenses is simple and easy with Amicus Attorney Billing. Quick entries capture all the details, including cross-referencing to invoice numbers. Hard and soft costs can be differentiated. Just enter unit numbers for multiple expenses and Amicus multiplies it out.
Accounts by Matter
Amicus Attorney Files contain all the professional information about each client matter you are working on. With Amicus Attorney Billing, just click the toggle, and you can see all the billing information too. All in one place.
Accounts by Client
Start with a list of your clients. See all their WIP, A/R, trust and retainer balances – at a glance. If a client has multiple matters with you, the balances are totaled – or you can click to see them broken down by matter. You can do much of your billing work right from the clients list if you want.
Flexible Billing
Managing your billing processes effectively is the key to running a profitable firm. Amicus Attorney Billing keeps you right on top of your billing activities at all times. And it’s so easy you won’t even realize you are billing. You can bill from anywhere – get it done where you want to.
Mass Billing
It’s a fact that billing clients regularly results in more collected revenue and fewer client issues than if you wait to bill each client separately at the end of their case. That’s why Amicus Attorney Billing makes it easy to bill many clients at once.
Collections and Payments
Clients don’t always pay promptly. No one likes chasing them, but staying on top of who is overdue, and prompting them to make their payment, is an essential part of a financially successful practice. Amicus helps.
Trust Accounts and Retainers
Manage trust accounts and meet trust account obligations using Amicus Attorney Billing. At a glance, view all activity going on and account for every dollar by file in multiple trust accounts. You can save time by creating and allocating transactions to many files at once.
E-Billing
Many insurance companies and banks require their law firm to submit invoices electronically using UTBMS codes in prescribed formats. With Amicus Attorney Billing, you can designate files as E-Billing and have time and expense entries configured.
QuickBooks Accounting
Most accountants prefer that your firm uses QuickBooks® for your general ledger and accounting. That’s why Amicus Billing has a great link with it. The dynamic link between Amicus and QuickBooks shares information between the programs automatically.
Access Control
Financial information is not something you necessarily want to share with everyone in your practice. That’s why Amicus has access controls that allow you to restrict who can see what. So you choose whether someone can see billing information at all.
Reports
Amicus Attorney Billing does a lot more than help you get the bills out. As it handles your client financial transactions, it accumulates significant information about what is happening in your practice. Amicus translates this information into insight.
Daily Billing Reminders
Amicus provides daily proactive billing reminders that help you know what you need to do to keep the financial side of your practice healthy. Each day Amicus goes through all your clients, files and invoices, and alerts you about things like files accumulating too much WIP.
Microsoft Outlook
Email
Email Integration works with Microsoft Outlook on the Workstation (client-side) or with Exchange (server-side) to handle incoming and outgoing messages, including attachments.
Supported Versions (client-side): Microsoft Outlook 2007, 2010, 2013, 2016 is required. 32-bit only.
A POP3 email account may be used if other requirements are met.
Supported Versions (server-side): Microsoft Exchange (minimum 2007 SP3) installed locally at your firm or used in a hosted configuration (including Office 365).
Contacts & Calendar
Amicus now integrates directly with Microsoft Exchange which means Outlook and Amicus are constantly communicating, even when desktop applications aren’t running. (i.e. updates to your Outlook Contacts or Calendar on a mobile device will instantly be reflected in Amicus, and vice-versa. This ensures users are always getting real-time information.)
Requires: Microsoft Exchange Server (Minimum 2007 SP3) on firm or hosted server. Amicus Attorney users can synchronize Microsoft Outlook or Google Contacts & Calendar entries directly with Amicus.
Smartphones Contacts and Calendar
Regardless of what type of smartphone you use (iPhone, Android, BlackBerry, Windows Mobile, etc.), Amicus lets you use either an Outlook/Exchange Contacts & Calendar Link or Google Contacts & Calendar Link as conduit for integration with handhelds. Choose the one that works best with your smartphone.
Other Requirements: Handheld device that synchronizes with Microsoft Exchange/Outlook or your Google account.
If using Google Sync: A valid Google Account.
Bi-directional link includes automatic polled synchronization for changes on Appointments and Contacts.
Requires: Internet access to each Firm Member’s Google Account or Google Apps Account.
Juris
Amicus Attorney features a specially formatted export template to transfer time entries to Juris. The template also enforces rules in Amicus to ensure that data is entered in a format compatible with Juris.
Integration: Time Entry Export Template compatibility.
PCLaw
The dynamic Accounting Link with PCLaw® allows you to automatically share your Client/File and Matter information between the two programs, and allows you to post your Amicus Attorney time entries directly to your Matters in PCLaw.
The link also features the Account Inquiry option.
Supported Versions: PCLaw 12, 13, 14, or 15.
CompuLaw
Automatically schedule your court dockets according to State and Federal court rules. By licensing CompuLaw’s court engine for use with Amicus, you can schedule hundreds of related dates in just seconds. All the appropriate deadlines are instantly entered on your calendar and in your client’s file.
Integration: Full rules integration – enhanced integration Requires: CompuLaw® Date Calculation Software (V10) and CompuLaw Court Rule Sets. SQL Server Express or a full-use SQL Server. (For Offline Workstations, see the CompuLaw Guide.).
Dropbox
The integration with Dropbox® lets you add and edit documents within Dropbox. It creates folders for all your client files in Dropbox, so when you add a document to that folder it appears in Amicus – automatically associated with that client file.
Anyone with access to that file in Amicus can now access the documents making it easy to collaborate.
Requires: Amicus Server and Internet access to firm Dropbox account. Firm Members require Dropbox account with share rights to applicable firm Dropbox folders to add/edit documents.
Worldox
Integration with Worldox® allows you to take full advantage of the document management capabilities of that application within your Amicus environment. Client and Matter information is exported to Worldox from eligible Amicus Files.
You have easy access to Worldox documents on Amicus Client Matter Files and Amicus Library resources, as well as the powerful search capabilities of Worldox.
Supported Versions: Worldox GX (OR-1 or later), GX2, GX3 or GX4.
Microsoft Word
Amicus works with Microsoft® Word® for document assembly template merge, associating documents to Amicus files, contacts, or library items, and checkin/checkout. Smart tags in Word are also supported. Must be installed with Macro Support.
Supported Versions: Word 2007 SP3, 2010, 2013 or 2016. 32-bit only – Integration with Microsoft Office 64-bit Editions is not supported.
WordPerfect
Amicus works with Corel® WordPerfect® for document assembly template merge and associating documents to Amicus files. Must be installed with Macro Support. Supported Versions: WordPerfect X4, X5, X6 or X7.
HotDocs
Amicus works with HotDocs® document automation software with both Word and WordPerfect for document assembly template merge and associating documents to Amicus files. Must be installed with Macro Support.
Supported Versions: HotDocs 2006, 2007, 2008, 2009, 10 or 11.
Timeslips
The dynamic Accounting Link with Timeslips® allows you to automatically share your Client and File information between the two programs, and allows you to post your Amicus Attorney time entries directly to your Clients in Timeslips. The link also features the Account Inquiry option.
Supported Versions: Timeslips 2015, 2016, or 2017; Timeslips Premium.
Tabs3
Amicus Attorney features a specially formatted export template to transfer time entries to Tabs3. The template also enforces rules in Amicus Attorney to ensure that data is entered in a format compatible with Tabs3.
An additional Tabs3 utility program is required (available from Software Technology, Inc.).
Integration: Time Entry Export Template compatibility.
QuickBooks
The dynamic Accounting Link with QuickBooks® products allows users to automatically share information between the two programs, minimizing the amount of data entry. Client/Files in Amicus Attorney exchange with Customer: Jobs in QuickBooks, Vendors are optionally exchanged to Amicus, and time entries are posted directly to QuickBooks.
Supported Versions: QuickBooks Pro, Premier, and Enterprise versions currently supported by Intuit, up to and including Version 2016 (U.S. & Canadian Windows versions only).
Other Accounting Options
Amicus Attorney also provides templates that work with the following accounting programs: Brief Accounting®, Elite®, Legal Vision®, Canterbury Lighthouse®, Verdict, PCLaw Remote.
Integration: Time Entry Export Template compatibility If you don’t see your accounting system in the list, you can still have it work with Amicus Attorney.
If your accounting system has the ability to import, then you can create a custom template in Amicus Attorney that will allow you to post your time entries to your accounting system.
SQL Reporting Services
Run and edit reports directly from Amicus through SQL Server Reporting Services. Sort, refresh and access Amicus data directly from interactive reports.
Required: SQL Reporting Services installed on Amicus Database Server.
For Report Authoring, SQL Reporting Services Report Builder version compatible with your SQL Server Reporting Services is required.
PDF Integration
An Amicus Toolbar available directly from within Adobe® Acrobat® and Adobe Reader®provides great workflow for those who scan documents.
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