Getting Started > Setup Checklist

Amicus Attorney setup checklist

After installation, you need to perform the following tasks to get Amicus Attorney properly configured for day-to-day use and ensure a smooth rollout. Allot sufficient time for conversions, initialization, etc.

Important: Perform configurations from the right place. Some settings (e.g. PCLaw Link) require configuration to be done at the Amicus Attorney Application Server, some require configuration at individual workstations, and some (e.g. Outlook Contacts & Calendar Link) require configuration at both places.

Learn the Amicus Attorney product:

Read the documentation to get the most out of Amicus. The Administrator Help tells you how to set up and manage Amicus, and the User Help has detailed instructions for using all the core Amicus features.
Use the Tutorial Office to further explore Amicus. It provides a demo database in which you can try out features without affecting the firm's database and settings. See the Getting Started Guide in the Amicus Help Center.
Convert your earlier Amicus database, if applicable. For instructions, review the Small Firm Conversion Guide. Contact Amicus Attorney Technical Support if you need assistance.

Configure Firm Settings:

All General Firm Settings—basic settings (Display Name, Firm Login ID, Time Zone, etc.), Fiscal Year, E-mail Notifications, etc.—see Specifying general settings for the firm.
Document Management and Indexing settings—see Specifying document settings for the firm.
The Firm record— communication and address information for the firm—see Setting up the Firm record.
All lists according to your firm's needs—see Customizing lists and Customizing Time Entry codes.
Database backup settings—see Configuring backups (general).
Install and configure SQL Server Reporting Services, and publish the reports, if desired. See Reporting Services.
Install and configure applicable add-on products and third-party links, as needed. These could include links to an accounting system, Microsoft Outlook, etc. For an overview, see "Third-Party Links and other Solutions" topic in User Help. For detailed instructions, see the individual Guides, available from the Amicus Help Center.
Configure Security Profiles—see Working with Security Profiles.

Set up users:

Customize your own Firm Member record, as an Amicus Administrator—see Editing your Firm Member record.
Add Firm Members, including their Admin profile and other details—see Adding new users.
Amicus will run in evaluation mode for thirty days from the time of installation. Be sure to license Amicus Attorney users before the expiration of this period—see Licensing users.
Remember to advise users of the Firm ID, as well as their individual User ID and Password. If your firm is running multiple instances of Amicus Attorney, or if users require remote access, you may need to provide them with the applicable Amicus Server name. For more information, see Logging in.
Import data from another application, if desired—see Importing Information.