Customizing the Datatase

Customizing the Database

Standard settings in Amicus Attorney meet the needs of most legal professionals in their day-to-day activities. However, an Amicus Administrator can customize the information within the program to meet the firm's specific requirements.

Changes to items that can be customized are best done before entering client and matter information into the database. While you can modify these items at any time, existing data may be affected.

You can:

Specify General settings for the firm (basic settings, Fiscal Year, Shared Resources, shared drive for the firm's shared documents, shared drive for the firm's document templates, and e-mail settings). See Specifying general settings.
Customize item lists for list boxes, see Customizing lists.
Customize Time Entry attribute lists, including activities and rates. See Customizing Time Entry codes.
Set up your accounting system and, if necessary, create a custom time entry format, see Setting up the accounting system.
Customize the Firm News page and Message of the Day in the Dailies module. See Firm News and Message of the Day in the Dailies.
Design Custom Fields, Pages, and Records for the Files and People modules. See, Designing Custom Fields, Pages and Records.
Customize File Intake Forms. See Designing New File Intake Forms.
Configure the administrative settings for the Outlook/Exchange Contacts & Calendar and E-mail Links. See Configuring the Outlook/Exchange Links.
Resolve File Referrals. See Resolving File Referrals.