Main Topics
Main TopicsThis Help explains how to set up and administer Amicus for your firm, to streamline your practice and gain more billable time.
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Welcome to Amicus Attorney |
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Enter general information about the firm, set up the Firm record (with communications and address information) as well as your own Firm Member record, configure shared resources, fiscal year end, shared locations, etc. |
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Customize Document Management for the firm, User-Managed versus Amicus-Managed documents, Document Templates for Assembly and Library Resources, Encrypting Documents. |
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Specifying the communication and address information, as well as editing firm member records. |
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Entering the general settings for the firm. |
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HotDocs Advance is a web-based tool that allows you to open and manage templates created with HotDocs Author. |
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Customize lists for the firm, including Time Entry activity and task codes, set up your accounting system, design custom pages and records for Files and People, customize File intake, etc. |
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Add and license users, reset passwords, set Security Profile options, etc. |
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Import third-party information to Amicus Files and Contacts. |
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Backup or restore the database, unlock records, etc. |
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Tips on administering Amicus: utilities, mass assignments, installations and updates. |
Amicus Admin Help (April 2024)
