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Amicus Attorney® Small Firm Edition - Training

This 4 hour course is designed to assist new users and those who want to increase their productivity with Amicus Attorney®.  Training is conducted by a Certified Consultant.  Attendees will recieve an Amicus Small Firm Edition Training Manual, snacks and drinks.   Users of Amicus Attorney 2008 and previous versions will also benefit from this course.

Dates:  Check back soon for our 2010 schedule or call (216) 662-3200!
CLE: 3.50 Ohio CLE Credits
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
  • ComCenter
  • Library

Office

  • Team Member Offices
  • Tutorial Office
  • Team Update
  • Going Online / Offline
  • Customizing your Office Preferences

Contacts

  • The Contact Index
  • Finding, Sorting, Filtering, Conflict Checks
  • Creating a New Contact
  • Duplicate Checks
  • Individual vs. Company Contacts
  • Viewing Contact Information, Notes, all Files, Team Members, Related Contacts, Events, Communications
  • Logging Phone Calls and Emails
  • 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      

ComCenter

  • 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.