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 |
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5350 Transportation Blvd. Suite 1 |
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Cleveland, OH 44125 |
| Instructor: |
Jennifer M. Ramovs, Esq. - Amicus Certified Consultant |
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| Cost: |
$225 per person |
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$200 for Members of the Cleveland Metropolitan Bar Association |
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$200 if 2 or more persons attend from your firm |
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Course Agenda |
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Introduction |
- How Amicus Attorney Works
- Navigating Throughout the Program
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Modules |
- The Office
- Dailies
- Files
- The Calendar
- Tasks
- Contacts
- Time Sheets
- ComCenter
- Library
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Office |
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Contacts |
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The Contact Index
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Finding, Sorting, Filtering, Conflict Checks
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Creating a New Contact
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Duplicate Checks
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Individual vs. Company Contacts
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Viewing Contact Information, Notes, all Files, Team Members, Related Contacts, Events, Communications
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Logging Phone Calls and Emails
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Editing and Deleting Contacts from you Index and Database |
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Files |
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File Index Views and Types
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Creating a New File
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Viewing File Information, People, Administration, Summary, Status, Reports, Notes, Events, Time Spent, Communications, Documents, Chronological List, Research, Custom |
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Calendar |
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Overview
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Views, Groups, Calendar Profiles
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Appointments - Creating, Editing, Deleting, Billing for Appointments |
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ComCenter |
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Views, Outstanding, Saving an Email, Today
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Creating New ComCenter Records
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Emails, Phone Calls, Messages
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Email Integration
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Compatibility |
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Time Sheets |
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Unposted
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Monthly
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Search
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Statistics
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New Time Entries |
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Dailies |
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Library |
- Organizing the Library
- Organizational Considerations
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Amicus and Amicus Attorney are registered trademarks of Gavel & Gown Software Inc.