Amicus Attorney Demo Free Training Friday

Amicus Attorney is the legal practice management solution with cloud mobility in a desktop product. Large, small, or in-between, Amicus Attorney integrates with all of your favorite applications to become a personalized lean, mean, automated machine that improves efficiency and profitability. But don't just trust us – read the transcript of our most recent demo below to find out for yourself!

Introduction

Welcome, everyone! Today, we will be doing a great demo of Amicus Attorney. Before we begin, here’s a couple of housekeeping notes: We will be taking questions throughout the webinar. Please put them in the questions box on the side of your screen ans we’ll answer them in the order they were received. It's going to be a 15-minute demo, with a 15-minute Q&A.

Today, the demo will be led by Zohra, our a senior sales engineer. With five years of experience in tech, she’s an expert Amicus Attorney expert. Again, thank you again so much for joining us on a Friday!

What is Amicus Attorney

Thank you so much, Allyson, for that nice introduction. Happy Friday, everyone. Thank you so much for joining. We're going to go live, and I will show you Amicus Attorney Premium, which is our latest and greatest case management software version to show you.

This is Amicus Attorney, our case management software. Amicus Attorney Premium provides all the core functionality legal practitioners and attorneys will need, including case file management, time entry, contacts management, communication management, notes management, document management, as well as a calendaring system to keep track of your appointments, tasks, to dos. We do have a document assembly. We also have a research library, and then powerful tools to capture your time.

Amicus Attorney Premium supports unlimited custom fields, custom records, multiple levels of access, and security controls, as well. In addition, it integrates with popular legal accounting programs, such as QuickBooks and Timeslips, as well as other products, such as DropBox and Google Calendar. In short, it's a great case management software that suits and meets the needs of small to large firms. In addition, Amicus Attorney helps you do more, stay organized, and collaborate better with your team.

To go live, and I'll show you some of the features. To start off, the main screen that you see here is called Office, or the Dashboard Screen. It just gives you a quick overview of your appointments, phone call messages, time ticket entries, tasks, quick tips, and then as well as upcoming holidays, and much more. By default, the desktop refreshes every 15-minutes, but you can definitely go ahead and increase that, so if you want to refresh every minute or so, you can do that as a user.

On the left hand side, you can see that we have additional features, such as Dailies, Favorites, Files, Calendars, Tasks, People, Time Sheets, Notes, Communication, Document Management, and then we have a Library section. To start off, I'm going to show you the core feature, and that is File Management. The File Management feature that I have highlighted is basically the file module of Amicus Attorney is where you coordinate all activities that are related to your client's profile. Not only it does provide you with extensive capabilities for managing your file information, but it also provides you with powerful tools for working with this information.

By that, what I mean is I'm going to just go ahead and select one of the sample files that I already have in the database. I'm going to just click on this case, and then this is the Detail window. The Detail screen that shows me on the left hand side file facts. On the right hand side, it shows my client that is linked to this case, and then far right is a summary of information of all the information, such as notes that I have. If I click on the status report, it shows me on the right hand side the status reports that I have already entered for this case.

If I click on the second tab, this is where all my notes or communictions that I have stored, or any new ones I want to add get stored under the Notes section. I can easily click on this Add a New File, or if I want to add new notes, I can simply just click on the Add button. I can unlimited tabs here. On the left hand side, these are the tabs.

Notes are one of the tabs. I can click on My Notes. Those are the notes that as an operator, you have stored them privately, or those are notes that you have entered. For instance, all file notes show everyone, all the users, notes that have been captured. As well as I do have Related Files section. These are additional informaiton, such as Events. I will be able to see on the right hand side all of the appointments that I have been capturing, to dos, reminders, and upcoming appointments and hearings and arbitration dates, so any kind of events that have been completed or any upcoming events, I would be able to see that on the right hand side.

As well as I can capture my time as I'm creating a new calendar appointment entry under this case. I do have another section called Time Spent. This shows me all my posted and as well as unposted bills that I have captured. I can also click on New to capture New Billable Time. It's as easy as that.

Communication is another tab where I can see all the email communication. Because Amicus Attorney Premium integrates with Outlook fully, and as well as Google, you'll be able to see all the communications. On this specific screen, you'll be able to see all your emails that you have received and sent via Outlook or Microsoft Exchange. It fully integrates, so you'll be able to see all your email communications.

As well as I do have a Document Management tab that shows all my documents that I have been working on. Date and time stamped, those documents, I can see who created them. I can arrange them by an upgrade then if I like to. This is a document management tab where if I want to assemble a standard list of documents, Amicus Attorney Premium helps me add those documents, as well as insert merge fields, so that way it automatically fills out my case and contact information, and it automatically autofills those forms for me, so I don't have to enter the information manually. It's compatible with Microsoft Word, as well as pdf, Word, or Word Perfect, and you can store those documents right in Amicus Attorney Premium.

I do have another tab here called Research. That is specifically for any research that I have done for this case. Those could be like unique knowledge management for the case. That information can be used at any time if you want to go back and research or add additional researches that you have done, and that would be available on the right hand side, my Library page, basically.

I also have Custom Pages. As the user, you do have the tools to add additional tabs or custom pages to this list. There are no limitations, as I mentioned, you can always go back and add as many custom pages as you like. There are no limitations as far as the fields and custom pages.

I also want to mention that as the user, you can always link and attach any kind of documents, notes, and allow collaboration between your clients and the case that you have been working on. As part of Amicus Attorney Premium, you get a client portal. A client portal is basically a client collaboration. It allows clients to access that information. The client can securely log into the portal and be able to see documents, notes, and case related information that you have shared with them in that specific case that you are fighting, or on their behalf.

As well as Amicus Attorney comes with Amicus Anywhere. Amicus Anywhere is a web version of Amicus Attorney Premium, a web version of this desktop software that you are seeing. You can use your live Amicus Anywhere data from anywhere via a browser. Whether you're using Chrome, whether you're using Firefox, Internet Explorer, it's fully compatible. You can access your case information, client information, documents, as well as you can access your time sheets, tasks, to dos when you're outside the office. It gives you mobility, and it's compatible with any device at anywhere, any time.

We also provide as part of Amicus Attorney a Billing section. On the Billing section of the program, what you can do is you can capture your time, as well as you can capture clients' fees and expenses. It also allows you to receive those payments. You can view payment receipts. You can create those invoices right out of the system. It supports all types of billing format codes, such as hourly billing, contingency, monthly, minimum fees, those are all supported, as well as you can manage your trust accounts for your firm. It's accounts that you are managing for your clients or trust accounts that are managed, as well.

You can run tons of reports after you have billed your clients. You can run reports to see productivity. You can see clients' expense reports, clients' listing reports, clients' account ledger, as well as work and product reports. These are all the reports that Amicus Attorney offers, as well as much more. Based on your requirements, based on your descriptions of reports that you will need, we can definitely help you create and generate those reports, as well.

In summary, Amicus Attorney creates a file management, document management, people management, basically a list of all your contacts, your vendors, your defendants, your own clients that you want to enter, you can definitely use the people management. The People Management module of Amicus Attorney Premium is basically where the information about all the people you're keeping in touch with getting stored, so you can run a conflict of interest check, as well, and as well as share client information via that client portal feature.

There is a Global Search feature, as well, in Amicus Attorney. The Global Search feature allows you to find any kind of information regarding your case, regarding your contact, regarding your calendar and events, as well as documents. Any kind of information that you are searching for, I like to call this like a Google search for Amicus Attorney, where you can use this to find any kind of information on files, firm, as well as any information that is stored in your database.

Amicus Attorney uses SQL database as a back engine, so any kind of information that you are storing, you can run reprots on, as well, such as client information, if you want to extract, you can extract those on the reports, or contact information, or as well as notes. All the information that you are storing in your Amicus Attorney Premium, you can always run reports on, as well.

That basically concludes our first session of the live demo, which, in summary, is the calendaring management that fully integrates with your Outlook. You have the document management. You have contact management, as well as notes management. Then you do have the last portion of the library, which is the research library, which is a unique knowledge management tool that stores a database of all information, such as research material, that your firm has accumulated. Using this library, you can keep all your information resources at your fingertips. The resources that you're storing, it includes documents, memos, notes, and other computer files, as well as online services. If you're finding a website online, you can use the library to store and keep all of your notes in a single repository.

In short, this case management tool gives the entire firm, all your staff members, a shared repository, where everyone on a daily basis can come to use Amicus Attorney to access all the case and client related information, and it's visible to all the users and has synchronization tools with other softwares, as well, such as if you want to use QuickBooks for your accounting, you can continue to integrate your Amicus Attorney with QuickBooks, and many more accounting software.

Q&A

At this time, what I'd like to do is I see a set of questions. This is my favorite part of the session, the Q & A session. I will go ahead and read some of the questions that I have received, and I will answer them. Go ahead, if you have questions, please message me right now.

Q: The first question is from Mike, and Mike is asking, "Can I share documents that I have received from my clients, can I share those documents and store them in the document management tab inside Amicus Attorney?"

A: Yes, any kind of documents that you are receiving from your clients, you can simply just pull up your client's case, and under that matter or their case, you have the documents assembly section, and you can easily attach those documents, and it will be linked. Again, it's a shared database, so all the users will have access to a list of the documents that you have received or sending to your client, and it will be stored right under their case.

Q: Another question is from Anna, and Anna is asking, "Can I insert merge fields into those Word templates within the case management software?"

A: Yes, you can create your own documents, and you can insert pretty much any kind of fields that exist in your database. You can insert those fields, so that way, going forward, the fields are custom designed, and it pulls information based on the case that you have selected, and then as well as the contacts. It automatically fills out the information for you. Great question.

Q: Another question is, "Is the version 2017 or 2016?"

A: This is our latest version of Amicus Attorney. This is 2016, but we are releasing 2017 version in a few weeks, so that's a great question because we have done a lot of enhancements, and we are just in the middle of finalizing those new features that are coming up. These are very exciting times. The 2017 version is releasing in a few weeks.

Q: Another quesiton is from Laura, and she's asking, "Can you create merge fields on pdf forms or just Word?" Pdf forms, as well.

A: That's a great question, Laura. Yeah. Word and pdf form.

Q: Another question is from Larry. Larry is asking, "What kind of database does Amicus Attorney run on?"

A: It runs on SQL server, and so the SQL database is what is used on the back end as far as the database goes.

Q: I have another question from Craig. Craig is asking, "On the Contact Management, can I search by different criteria and send them an email based on the criteria that I have selected?"

A: Yes, the People Management, you can filter based on a selection or group of people, and then based on that, it uses your Outlook, because we integrate with Microsoft Outlook, and you'll be able to send to those who you have selected. You can send an email to all.

I don't see any more questions. It looks like that wraps up today's webinar. If you have additional questions, or if you would like to learn more about Amicus Attorney, or any other products that Abicus provides, please feel free to go to our website, and that's www.abacusnext.com. I also have my information on the screen here, so please feel free to call me or email me, and I'll be happy to provide you more information regarding   Attorney Premium, as well as Abacus Private Cloud, Abacus Law, Abacus Billing and Accounting Software, and other products that we offer. Thank you so much for joining today, and again, happy Friday. Have a great weekend!