As a Certified Consultant for Amicus Attorney, I have been spending some time upgrading firms to the newest release of their Premium Edition software. The 2015 version boasts some pretty exciting enhancements so I wanted to share some of my top favorite features.
1) Updated interface
The product development team at Gavel & Gown revamped the look and feel of Amicus Attorney with this release. Many of the familiar buttons, drop-downs, and lists have a more flat and simplified look in the desktop application. A minimalized UI allows you to focus on the functions of the program and makes shortcuts easier to access.
The modern interface is one that will simplify the look of your Amicus Attorney office. If you have not seen the new look of Amicus Attorney yet, check out this two-minute video displaying the new sleek format.
2) Client Portal
A central feature in the new release is the client portal allowing for firms to connect directly with their clients. With an Amicus Maintenance Plan you can create a client log-in with a secure entry point that is branded with your firm’s name and image. Sharing documents, file chronology, updating instructions or next steps on the case will be easily accessible by your clients. Your firm can select which cases are shared along with which records will appear on a file making communications with clients easy. Your clients can also upload their documents or add notes directly from the client portal
3) Control of Firm Member Roles
This is one of the features that we in the Amicus Certified Consulting community have been asking for. Firms used to feel limited when assigning firm members to a case with only one person being assigned the responsible lawyer and everyone else being considered a ‘firm member’. With this new feature, firms can assign attorneys and support staff custom roles on the file. You’ll no longer be questioning who is assigned to which files and who is the secondary chair or primary paralegal assigned. This is also helpful with precedents and workflows because you can now assign a precedent dynamically based on the role assigned on the case – instead of a specific person.
Here’s a quick demo of how to set up internal roles on files in Amicus Attorney 2015:
4) Interactive Chronology
The chronological list available on any file is a go-to feature for many firms working within Amicus. The list organizes all related records on a file into a singular chronological list. Within the Premium 2015 edition, we now see options for sorting based on date, firm member or subject. Meaning if I need to view all event appointments or time records on a case I can easily perform a sort rather than running reports. Each of the records is a hyperlink allowing for quick access to update records or printing the lists.
5) Billing Improvements
Firm administrators using Amicus Billing 2015 will see improvements throughout the program. Splitting bills simplifies the bill requests often seen in the field if a family or couple would like to split costs. Retainer alerts also allow legal professionals to set and be reminded of file limitations in terms of billing. If you’re using Amicus Billing today, check out the new reports and bill layouts available as they are all designed to simplify the billing process.
As with any annual update, Amicus Attorney’s developer have also repaired a series of bugs or prompts, which you can check out here.