Amicus Attorney Cloud Edition was officially released in October 2012 and has since made strides with offering new features to optimize a user’s experience. Their developers have kept Amicus Attorney’s traditional desktop version tools like firm reports and calendar sharing while offering some web-based efficiencies such as the recent activity list or a global search completed in seconds. One of the greatest perks firms utilizing a cloud based program will see is bypassing the traditional down-time of a software upgrade whereby Gavel & Gown can push out their latest features to Amicus Cloud users in a moment’s notice. Today marks the latest batch of updates users will see available in their Amicus Cloud office.
QuickBooks Link & Posting Report
Within Amicus Cloud, firms have the ability to send time entries to an existing billing system through a template designed to work with PCLaw, Timeslips, etc. This way an office can take advantage of the time entry ease in Amicus and easily exchange to a desktop version of their previous billing program. Starting today, firms can easily integrate with QuickBooks offering them an opportunity to post time and expenses along with trust and payment transactions entered in Amicus Cloud. Gavel & Gown also formatted a specially designed report for QuickBooks users to identify transactions that have exchanged called the ‘Posting Report.’ The report details the file and the associated general journal entry that is done in QuickBooks. Run the report by posting and transaction date. This report allows users to be aware of when time entries have been finalized and allows firms to continue with the ease of Amicus Attorney time and billing functions.
Within the contact list, users can now quickly search their firm’s contact repository or people list with the new Contact Quickfind. Next to where we could previously sort a contact list is a new search field where contact names, phone numbers, email addresses and client ids can all be reviewed for your search criteria.
Another new release is the ability to easily add email attachments to outgoing messages. Amicus Cloud contains your actual Microsoft Exchange mailbox meaning users will find the ease of email generation and linking those emails directly to a file a huge time saver. Simply begin the email from your Amicus email module and when the file upload window appears select each attachment, select upload and repeat. Once your list of attachments begins to grow, a scroll bar will appear for users to review all attachments.
Multiple File Upload
Much like the shared email repository in a file creates efficiencies for firm members; the document management system allows users to upload documents off their machine and into the cloud. The process was previously limited to a ‘one document at a time’ system which has now been replaced whereby we can select multiple documents to upload or with versioning capabilities they can also update existing ones. Begin within your file or case and move to the documents module. Select the Add/Update button which will launch a Windows prompt to select a document to upload. You can now click on individual documents and hold the CTRL or SHIFT key to batch upload a series of documents.
IE 10 Support
A last new feature announced is that Amicus Cloud now fully supports the use of Microsoft Internet Explorer 10.
In summary, we can now find contacts with the Quickfind tool, add handfuls of attachments to an email message, upload a multitude of documents with ease or fully integrate their Amicus office with QuickBooks. Keep in mind, this was just Gavel & Gown’s latest batch of new features released and more is still to come. Users can learn more about these and any new features by accessing the Help menu-What’s New topic. Offices considering Amicus Attorney Cloud edition for their practice management system can watch an on-demand demonstration here or visit www.amicus-cloud.com for a free trial account.
Colleen D. Heine assists attorneys and legal professionals in improving workflow and creating efficiencies throughout their firm. She is a Certified Independent Consultant for Time Matters and Amicus Attorney at Accellis Technology Group. Prior to becoming a Software Consultant, she worked for a consumer protection agency and for a national deposition and litigation organization. Colleen has a Bachelor’s of Science from Bowling Green State University.