About Amicus Attorney >  Main Topics


Main Topics


This Help explains how to use the many features of Amicus Attorney, to streamline your practice and gain more billable time.

Topic Description

About Amicus Attorney

About Amicus Attorney and What's New in this version.

Getting Around in Amicus Attorney

Covers Amicus Basics.

Setting Up Your Office

Customize your Amicus Office (preference settings)

Dailies

Stay informed by viewing today's practice reminders, and an overview of today's events and communications.

Favorites

Quickly access the records you use frequently.

Files

Manage all activities related to your client master files.

People

Manage details on your clients and other work contacts.

Calendar

Manage Appointments and To Do's, use the Calendar views.

Tasks

Manage To Do's (Tasks) centrally.

Time

Manage Time Entries (time slips or dockets).

Notes

Manage Notes that can be associated or converted into other records.

Communications

Manage incoming and outgoing Phone Calls, Phone Messages, and E-mails.

Library

Manage a system of research materials and links.

Search

Perform global searches in Amicus.

Common Functions

Use functions that appear throughout Amicus, entering Dates and People, selecting  Files, inserting Time Stamps, performing Spell Checks, running Reports, printing lists and details, using the Amicus Tasks toolbar, and Amicus Anywhere.

Documents

Manage documents associated with Files and Contacts, perform document searches, and work with the Documents module.

Document Assembly

Set up and generate documents containing information from your Amicus records.

Amicus-Managed

A powerful document management setting included with Amicus Attorney. This option offers a Firm more controlled settings and Amicus manages the location of save documents.

Sharing Practice Information

Use Amicus access control; Guest access to an Office; Record Restrictions; Work with records as part of a tem; Share Files and Items including invoices with Clients via the Client Portal.

Adding Intelligence

Use Intelligence Assistance DO button in Events, link Events, and create and apply Precedents.

Keyboard Shortcuts

Use <CTRL> and Function keys to navigate and work more quickly.

Third-Party Links and Other Solutions

Links and integrations with add-on and third-party products.

 

Related Topics

  1. About Amicus Attorney

  2. What's New

 

                                                                                                      

Amicus Attorney User Help (April 2024)