Main Topics


 Main Topics


This Help explains how to set up and administer Amicus for your firm, to streamline your practice and gain more billable time.

Topic

Description

Welcome

Welcome to Amicus Attorney

Getting Started

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.

Specifying Document Settings

Customize Document Management for the firm, User-Managed versus Amicus-Managed documents, Document Templates for Assembly and Library Resources, Encrypting Documents.

Setting up the Firm record

Specifying the communication and address information, as well as editing firm member records.

Specifying general settings

Entering the general settings for the firm.

HotDocs Advance Integration

HotDocs Advance is a web-based tool that allows you to open and manage templates created with HotDocs Author.

Customizing the Database

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.

Managing Firm Members

Add and license users, reset passwords, set Security Profile options, etc.

Importing Information

Import third-party information to Amicus Files and Contacts.

Administering the Database

Backup or restore the database, unlock records, etc.

Best Practices

Tips on administering Amicus: utilities, mass assignments, installations and updates.

 


Amicus Admin Help (April 2024)