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Thank you all for joining us today and stand by for 15 action packed minutes because in today's webinar, I'm going to give you an overview of an exciting new feature that's going to be introduced as Allison said, very shortly, Abacus, and now that it's in Amicus, Amicus Court Rules. Now, Court Rules govern procedures to the conduct of business and the courts. They often concern such matters as time limitations, pleading allowed and grounds for appeal and of course each jurisdiction has it's own Court Rules.
Amicus Attorney Court Rules feature lets you create, modify, and delete court based events on your Amicus Attorney files. A court rule defines a series of standard tasks with their deadlines for a particular legal action in a particular court, federal, state, or county level. This is going to save you time and help insure that no steps in executing a client matter file are missed.
Now, creating a court rule event requires a different procedure from the standard way of creating Amicus to dos and appointments. Instead we use special functions, access from the Amicus files, and calendar modules. These functions are available only if your firm has a subscription to at least one Court Rules set. The court rule events are treated as a special class of Amicus events and each set of court rule events is treated as a group. Each event in a group contains information that relates it to the other events in the group. A reference field in each court rule event allows additional, relevant information so when a court rule feature becomes available, I get relevant information to be recorded.
Now, when the court rule feature becomes available, you won't have to install any software. You won't get special software for Court Rules. When your firm purchases subscriptions for one or more Amicus Court Rules sets, then they'll become available.
Now, just as an FYI if you're thinking of using Court Rules, make sure that your Amicus calendar, which is in firm settings, is up to date. This is very important that your calendar must be up to date. Now, just another note about Court Rules. They're treated as a special class of calendar event in Amicus and a file may have one or more groups of Court Rules on it. Now, each group will contain a trigger event, which you will see who's date determines the events the dates calculated for all of the other events in the group.
Now, an example of a trigger event could be a court appointment. A group may also contain one or more parent events who's dates determine the dates of further dependent child events.
Now, you can edit Court Rules in Amicus just like other events, however if court rule events need to be rescheduled, then it's best to use the modified court rule events function to recalculate all of the events.
Again, if people assignments need to be changed, you use the modify court rule events function, and also delete it.
Okay, you can create court rule events on a file in the files module, or in the calendar module. We are going to take a look at doing it from the files module because it's going to give us a better view of these events. Now, before you start, we're going to go in to our administration and we're going to go into firm settings. Under calendar, once you subscribe to Court Rules, and you click in here, it's going to show you all of the Court Rules that you purchased a subscription for. Now, there's a little check box show all court rule sets including unlicensed. You would get a list of every single court rule that is available. Mine are all licensed. If they are unlicensed, you would see them grayed out. This will show you at a glance how many of the Court Rules you subscribe to.
Now, this is important. If you're calculating court rule events and it falls on a weekend, what do you do? Do you move it to the Friday? Do you move it to the Monday, or do you schedule it anyway? That's up to you on how your firm operates, but that is an important firm wide setting. I'm going to leave it to schedule anyway and click okay.
Okay. Let's get right at it. Let's open our files module and let's go to the Cooperman file and open that file. Let's just expand it. Now, to get to the Court Rules set, we go to actions on the top menu bar and now you notice that we have court rule. The first step is of course to select the rule set. This is a list of all of the rule sets that we are licensed for, all of our available court rule set. Now, if there is already a rule set assigned to the file, you'll see the rule set listed on the right. Again, you can have more than one rule set on a file, but you can only load one rule set at a time.
Let's select the rule set that we want. I'm just going to select anything, California Central District, Federal rules. I have no idea what this is. Of course, you as legal professionals will know exactly which rule set you want. The link and there it is in current selection. Then click okay.
Now, next we go to actions and court rule. You can see that our rule set is selected. Now, we're going to create the court rule events. Now, many of the Court Rules of course have the subset, the action of course that you're going to trade. You're going to take and you'll see these here in the left hand side. Select the rule set that you want. Let's do bill of costs. Pick one. There it is. Select and click okay.
Now, the create court rule events window opens. At the top you're going to see the assigned file which is our Cooperman v. Cooperman file. These are all of the firm members that are going to be assigned to the events. You could change this at this point. Let's say for example, these are all of the firm members assigned to this file. If we wanted to remove any, we certainly could. I'm just going to leave them. Who is going to be assigned. You have the option to assign a contact here so that you can see these events on the contact.
Next, court rule reference. You can enter some text here, how you want it to appear on the reference field for each of the court rule events. You can put in your own text so that when you look at the events, you will know what they are.
Now, to-dos. Schedule the to-do start date when you could schedule them all to start today so they would all go on the calendar today, or you can start them X number of days before their deadline. Instead of seeing all of the Court Rules appear in my to-do list and as tasks starting today. I could say, just start them on my calendar, say for example seven days before that deadline. Now, this does not affect the events deadline at all.
There's an option at the bottom, mark past to-dos done. If you check this, any of the to-dos that have a deadline before today will be marked done, and this would be helpful if you're applying the court rule in the middle of an ongoing action.
Okay so we've set up our options. Now we click calculate. Into the calculate tab, you set the date of the trigger event. This is the date upon which all of the calculated dates will be based. You can specify the type of event. Is it an appointment or is a to-do. We could say it is an appointment. Put it on to the calendar. Say we're going to go forward to the 19th and the start time for that appointment, say it is from 10:30 to 11:30.
Now, we can give this event a title. We could say, this is going to be CR. You can give it any title you want, something that means something to you. Trigger event. Okay. You can enter any text you want into the main note of that event, just to let you know what this event is all about. You have that option. Then, when you're finished, select calculate. Okay.
Now, in the pane on the right, you'll see a list of all of the events. Note in the upper right, is the number of events in the list. Seven events are in our list. Now, for any appointments, the date is shown. There's our trigger event right there. For to-dos the deadline is shown. That's important. This Wednesday July the 19th, that is the actual date of that appointment. These are all to-dos. They are showing you the deadline date.
Now, you can show the details. If I click the details, you'll see here the trigger event. You'll see what this actual to-do is, how it's been set so all of the details of that event. You can hide those details if you want.
Now, there are some little icons up here on the left of each event. These icons indicate what relations are defined for an event. For example, this is a parent to one or more child events. For example, the trigger event of course. This is not a child event to any other eves. This is a parent event. You can see that right there, but it is also the child event. That will let you know their relationships.
Now, when you select any of the events, you're going to see little icons. Let's select that. You'll see some little icons here. The green icon means that it is a child event. That's what it tells you, a little green icon. If there was a little brown up icon, it means that it is a parent event. Our little icons tell us if they are parent or child events.
Now, if you need to reschedule an event, you can do it right now. If you select that event, and you can then reschedule it. You would just click reschedule. Select its new date. Now, remember that this is the deadline date because it's a to-do. You can go back to any of your other events and you could reschedule them here.
Now, if we reschedule a parent event, any of the child events will automatically be rescheduled. Let's change this date to the 18th. Okay. You can see there's our little brown icon that I mentioned before. Let's reschedule. Okay. It would reschedule it for us. Okay, now what we need to do is the next step is to select the steps you want to save as events. I'm going to select them all. Okay. If you select all of the steps that we want. Now, you may not want to select all of these steps. You may have only selected steps. Then what you need to do, if you're ready to go, is create the events.
Now, to see the events of course, on a file, if we go to events, and all file events, these are our events now in Amicus. That's how we can basically use these. Now, of course, once they are events, you can modify these events and you can change them. Now, you can change them individually. For example, we could go in and change the deadline date on this. It would change it. If we wanted to reschedule any dates that were linked to it, say it had child events, you would have to go back up into your actions and Court Rules and you would have to modify your court rule events.
It's fairly easy as you can see. The main thing I've found is knowing which Court Rules to select. I'll leave that to you folks as legal professionals to do that. Again, it's going to be very simple. There's no additional software so you won't get a disk or download for Court Rules. That will come to you when you change your subscription and purchase the court rule events. There they are. These are of course going to show up in the calendar and they are going to show up on the file.
There. Allison I kept it to 15 minutes and so I think we're going to be open for some questions.
Yes. We actually received some really great questions during your presentation which was fantastic may I add.
Q: The first question is from Lauren. Is this replacing the current way Court Rules are added to matters?
A: Well, there was a program that was available that is no longer supported in Amicus. This of course is one of the reasons that we're introducing this program because of course we want you to be able to continue to use Court Rules, especially in a place like California where they are quite complicated.
You could still, of course, add events on your own. You can still use precedence if you use precedence. This doesn't effect any of the other ways that you enter events into your Amicus files. It's just a extra that you can use.
Perfect. Thank you so much for answering that.
Q: The second one is also from Laura, or Lauren, I'm not sure how to pronounce it. Is Amicus a new program?
A: No, Amicus has been around for quite a long time. Let's see. It's got to be back, around a long time before I came here. We started off actually it being written for a Mac. That's how long ago it was. It was a lawyer who worked here in Toronto and back in the paper days, he thought. Gee, we've got these new computers but I'm still using paper. He invented this program that brought all of his practice information together on his computer screen, and used it. Other firm members there, other lawyers would say, "Hey. That's kind of cool." He formed a company and he produced Amicus Attorney. It's been around for quite a long time. It's not exactly new.
Perfect. That's really interesting history. I myself never heard the history of Amicus. Thank you for sharing.
Q: The next question is from Susan. She says, the event titles do not show the topic. For example, serve objection to and then what is it to serve an objection to?
A: You can change those event titles. I didn't show that. We didn't have a lot of time. You can certainly change that and in the notes you can add things too. This is, remember the Court Rules are generic. Just like I changed the title of that first parent event to whatever I want, there are places where you can change these event labels.
Perfect. Thank you. Fully customizable.
That's what we like to hear.
Q: The next question is from Frank. Frank is asking, how often are the Court Rules updated?
A: They actually have a team of paralegals, that are constantly looking at the Court Rules. When there is an update, then they go in and they update it. Then it's released and remember these are no software to install. Once it's released, then they will update. I'm not a programmer. I can't tell you how they do this wonderful stuff automagically, but they will do it. They don't say every 10 days or every 15 days, it is when there's changes to these Court Rules, then they make the changes. Again, it's actually paralegals who understand these Court Rules that actually author these Court Rules.
Q: Perfect. The next question is from Susan again. Will the events triggered by the trial date contain more information or do we need to modify each entry created?
A: I always tell people that Amicus isn't psychic. It really doesn't know what you want to label things specifically. We can put in some generic labels, but if you want to change them, again you can go in and put in very specific labels for you. Again, just like you saw on the trigger event, I can call it exactly what I want to call it.
Great. I think that that is all the questions. Let me give somebody, going to give you guys a little bit of time to write in the last question. Going once. Going twice. Okay well I think, oh there we go.
Q: My Abacus does not look like this. No, because this is not Abacus. This is a Amicus Attorney.
A: Yeah so they're just two different programs. AbacusNext has Abacus Private Cloud. We have AbacusLaw. We have Amicus Attorney. Both our case management programs, both excellent case management programs. Depending on your firm's needs, you have lots of choice to make.
Perfect. I think that that is the last question today. Thank you so much for joining us. Again, happy St. Patrick's Day. Thank you David.
Thank you for joining us today. If you have any other questions, please feel free to email webinar@abacusnext and I can forward them on to David and make sure that we wrap everything up for you. Thank you so much. Have a wonderful day. That concludes our presentation.