Adding Intelligence > Working with Precedents

Working with Precedents

Similar types of legal cases often follow similar workflows or procedures. For example, in a real estate purchase, you may always follow certain steps in a set order.

You can save a number of steps as a Precedent. A saved Precedent contains a series of Appointments and To Do's involved in a transaction (e.g. a real estate sale or purchase). You can then reuse a saved Precedent on other Files.

A good time to create a Precedent is after you complete a transaction on a File on which you have built up a list of the Events involved in the transaction. You can review this list in the All Events view of the File Details window, and decide which Appointments and To Do's to include in the Precedent. If you are in doubt about including an Event, it is best to leave it in; you can always delete it later.

Precedents may be simple at first, and you can build on them gradually. Amicus lets you reuse your work so that you can become more efficient.

Learn by Video – Amicus Attorney Precedents Overview

Working with Precedents from the Tasks module

Precedents can also be created, viewed, and applied from the Tasks module. For details, see Working with Precedents from the Tasks module.