Amicus Attorney
Practice Management Software
A Quick Overview of Amicus Attorney
Client matters are the building blocks of your practice - you open a file for each. Everything you do and everything you bill revolves around these files. Amicus Attorney understands this. It makes all your files and all the file content instantly accessible, better organized and much easier to use.
By just clicking on a file you can see all the associated people, appointments, tasks, documents, research, time spent, e-mails, phone calls and more - or a complete chronology of everything. Draft documents. Plan the next steps. Review the history. Report to your client. Quickly produce different types of status reports. Customize your own pages of information to track whatever you need in your practice. You can even save some or all of the steps of a typical transaction as a “precedent” to re-use next time you have a similar case. Or link events according to the legal rules. Everything is at your fingertips.
Calendar - manage your day
The Calendar in Amicus Attorney provides comprehensive scheduling that works the way you do. Manage appointments, tasks, deadlines (and more) for yourself, everyone in your workgroup or your entire firm.
The Calendar is flexible and allows you to display your information in a wide variety of formats. Create and save customized calendar profiles, identify and schedule shared resources or use the handy date calculator. Link events for rescheduling together. Automate your court docketing. Convenient group scheduling allows for easy identification and scheduling of everyone’s calendars.
Flexible appointment reminders make sure you never miss an appointment.
E-mail notification of new and changed events means that nothing slips though the cracks.
Keep track of the people in your practice
The people module is a truly flexible and powerful contact manager and Customer Relationship Management (“CRM”) tool that stores information about all of the people you interact with in your practice.
For each person you can see complete contact information including lists of events, communications, files, documents, relationships and more. Start a phone call or a letter, send an e-mail or go to a web page with one click of the mouse.
Stay in touch with clients easily with valuable business development tools and reminders.
Conflict of interest checking will help you reduce risk in your practice.
Universal communications management
Stay on top of all your communications. Track e-mail, phone calls and messages in one place. Know whom you need to get back to - and whom you are waiting to hear from - with information that’s completely integrated with your files. So with a single click from a phone message you can remind yourself of who they are, what their file is about, and what was last done. You’re more in control when it’s all in one place!
One-click time entries ensure you bill for all of your communications, including your e-mails, whether sent or received.
Amicus Attorney integrates with Outlook® so completely that Outlook’s e-mail view actually appears within Amicus Communications. So you have the best of both worlds, with no compromise: all the features of Outlook e-mail and all your Amicus information at your fingertips. All your e-mails can be tracked, automatically cross-referenced to files and available for one-click billing.
Keep track of your time
Bill more time, more easily. While you work, Amicus Attorney is in the background, keeping track of what you are doing. It will often present you with a time entry, completely filled in for you. Or you can create new time entries with handy shortcuts, far easier than scribbling them out on paper. Use the floating timer toolbar if you like - it’s available in any application.
Send time entries electronically to your accounting system, so that time gets to accounting faster, more accurately, and without anyone having to retype it. Ensure that bills never go out without all your time on them. See the time on a file. See cross-sections of your time by activity, file type, date range and more. Review your time by day, week, month or year. Be alerted when you have forgotten time entries. Check out how your billable hours compare with your goals for the year.
Take note!
Use the “magic” legal pad for fast recording of any action item, note, fact or task.
Record anything at any time as a note. No details dialog to call up, no buttons to click, no selections to make - just get that thought down while you are thinking of it. Then later, you can cross-reference the note to a particular file, or convert it into a different type of record. Or send notes as messages to colleagues.
Eliminate the clutter of paper notes around your desk.
Save time using Favorites
Bookmark the items you use most often in Amicus by adding them as a favorite.
The Favorites Module holds anything in Amicus that you use on a frequent basis. Just right-click on any list to add the item as a favorite.
Favorites can be used to provide quick access to your most pressing Files or Contacts. Also holds Notes, Documents, Library pages, and even your Internet Explorer favorites. Commonly used items are never more than a click away.
Integrated knowledge management
The Library in Amicus Attorney is a unique knowledge management tool that integrates legal research into your client matter files and the balance of your practice management. Using the Library, you can keep all of your information resources, such as research memos, opinion letters, factums, online services and Internet or Intranet sites at your fingertips.
The Library is a firm-wide repository for research and expertise. You can store information in personal and firm-accessible sections that grow with your practice. It can also act as a gateway to online legal research and other resources and allows you to track access to paid services.
The incredibly flexible organization structure can be tailored to your specific needs. All library information can be filtered and searched.
Amicus – in your documents
Amicus Attorney 7 is dynamically linked to the applications in Microsoft Office®. So you can access your Amicus information without ever leaving the document you are working on.
Save your document to a file in Amicus from within Word® or any other Office application. Do a time entry for working on a document without ever leaving the document. Word will even recognize the names of your Amicus files and contacts as you type, creating links back to even more Amicus information. For example, you can click on someone’s name in a document to insert their address, make an appointment with them or bring up their full contact information. Or select any topic in your document and search across Amicus for more information about it. Many of these features are available in WordPerfect® too.
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