Amicus logo

 

Training

 

 

 

 

 

 

 

 

 

 

 

Amicus Attorney® Premium Edition - Training

This 4 hour course is designed to give new users the essential skills they need to maximize their efficiency, and to serve as a refresher course for existing users.  Each attendee will receive an Amicus Attorney® Premium Edition Training Manual.  Course and materials have been updated to reflect the 2009 Edition. Users of Amicus Attorney 2008 and previous versions will also benefit from this course. Snacks and refreshments are included.

Dates:  Check back soon for our 2010 schedule or call (216) 662-3200!
CLE: 3.50 Ohio General CLE Credit Hours
Location: Accellis Technology Group – Training Center
5350 Transportation Blvd. Suite 1

Cleveland, OH 44125

Instructor: Jennifer M. Ramovs, Esq. - Amicus Certified Consultant
Cost: $225 per person
$200 for Members of the Cleveland Metropolitan Bar Association

$200 if 2 or more persons attend from your firm

Course Agenda


Introduction         

  • How Amicus Attorney Works
  • Navigating Throughout the Program

Modules

  • The Office
  • Dailies
  • Files
  • The Calendar
  • Tasks
  • Contacts
  • Time Sheets
  • Communications
  • Library

Office

  • Team Member Offices
  • Tutorial Office
  • Customizing your Office Preferences

Contacts

  • The Contact Index
  • Finding, Sorting, Filtering, Conflict Checks
  • Creating and Editing Contact
  • Duplicate Checks
  • Individual vs. Company Contacts
  • Viewing Contact Information, Notes, all Files, Team Members, Related Contacts, Events, Communications
  • Editing and Deleting Contacts from you Index and Database

Files

  • File Index Views and Types
  • Creating a New File
  • Viewing File Information, People, Administration, Summary, Status, Reports, Notes, Events, Time Spent, Communications, Documents, Chronological List, Research, Custom

Calendar

  • Overview
  • Views, Groups, Calendar Profiles
  • Appointments - Creating, Editing, Deleting, Billing for Appointments

Communications

  • Views, Outstanding, Saving an Email, Today
  • Creating New ComCenter Records
  • Emails, Phone Calls, Messages
  • Email Integration
  • Compatibility

Time Sheets

  • Unposted
  • Monthly
  • Search
  • Statistics
  • New Time Entries

Dailies

  • Notes
  • Dailies
  • Today's Practice Reminders
  • Today's Overview

Library

  • Organizing the Library
  • Organizational Considerations

Amicus and Amicus Attorney are registered trademarks of Gavel & Gown Software Inc.