The Six Essential Document Management Features to Expect in Your Practice Management System By Seth Rowland

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1 The Six Essential Document Management Features to Expect in Your Practice Management System By Seth Rowland Practice management systems are designed to organize information about your clients and your cases. A well-designed practice management system enables you to do to more than just manage your workload, plan your calendar, and bill your time. It can also help you gather customized data... Amicus Attorney 2011 makes it easy to record your time. In an ideal world you would be recording your time as you work, but in case you forgot,... My law practice has 10 attorneys and 15 support staff that are constantly in and out of the office. Our receptionist tries to keep track of everyone but often, people leave the office and don t get marked as out on our board. Can Amicus help with this? Yes! Amicus lets everyone see at a glance whether staff are available. The Firm Member Availability tool assists you when trying to contact, locate or... Amicus Attorney 2011 makes it easy to record your time. In an ideal world you would be recording your time as you work, but in case you forgot,... ABA Techshow 2011 April 11-12, 2011 Chicago, IL Free Expo Pass See Complete Event Listings Sending Bills to an Alternate Address When creating client invoices in Amicus Accounting, the address for these bills defaults to the client or the "Mail to" address found in the client matter details screen. Did you know that...

.. Amicus Attorney 2011 makes it easy to record your time. In an ideal world you would be recording your time as you work, but in case you forgot,.

2 The Six Essential Document Management Features to Expect in Your Practice Management System By Seth Rowland Practice management systems are designed to organize information about your clients and your cases. A well-designed practice management system enables you to do to more than just manage your workload, plan your calendar, and bill your time. It can also help you gather customized data about your clients and cases, organize your calls, notes, and and manage all your documents. That s right! You might not need to buy a dedicated document management system (DMS). The most advanced practice management systems contain features that enable you to create documents, save those documents to folders with specific names, and create profiles that link these documents to the applicable client/matter. This white paper discusses the six essential document management features your practice management system should offer....

It can also help you gather customized data about your clients and cases, organize your calls, notes, and email and manage all your documents. That s right!

3 "My law practice has 10 attorneys and 15 support staff that are constantly in and out of the office. Our receptionist tries to keep track of everyone but often, people leave the office and don t get marked as out on our board. Can Amicus help with this?" Yes! Amicus lets everyone see at a glance whether staff are available. The Firm Member Availability tool assists you when trying to contact, locate or schedule something immediate for someone in the firm. This valuable tool tells you when someone is logged into Amicus, whether they are physically in or out of the office and when they are expected back. You can set this tool to let Amicus automatically determine your current availability based on your Amicus Calendar, or use one of the customizable settings to show your current availability to suit your needs, such as Working from Home or Do Not Disturb. Amicus Attorney Premium Edition users can also set their workload status helpful for teams where members assign work to others. And with a simple right-click you can send the person you are looking for an or a sticky note. Firm Member Availability Receptionists, assistants and administrators will find the Firm Member Availability especially useful.

Amicus lets everyone see at a glance whether staff are available. The Firm Member Availability tool assists you when trying to contact, locate or schedule something immediate for someone in the firm.

4 Amicus Attorney 2011 makes it easy to record your time. In an ideal world you would be recording your time as you work, but in case you forgot, the helps you recover lost time quickly and easily. The displays a list of items for which no time entries have yet been recorded for your specified date range, such as completed to do s, appointments, phone calls, s, notes and documents. You can even choose to include items without a file assigned. From there, you can create the time entries one by one or mass create them in a single click using the Time Saver. Amicus will auto-fill all the relevant information for you. The also helps you manage the list to exclude your personal items with a simple right-click Ignore option. Need more info about the item? You can open it directly from the list. And don t worry about missing anything while you re working in the, just refresh your data. This invaluable tool will give you peace of mind that you have billed for all your time.

You can even choose to include items without a file assigned. From there, you can create the time entries one by one or mass create them in a single click using the Time Saver.

5 Amicus Attorney 2011 makes it easy to record your time. In an ideal world you would be recording your time as you work, but in case you forgot, the helps you recover lost time quickly and easily. The displays a list items for which no time entries have yet been recorded for your specified date range, such as completed to do s, appointments, s, notes and documents. From there, you can create the time entries one by one or mass create them in a single click using the Time Saver. Amicus will auto-fill all the relevant information for you. Maybe you have several items that were created before the file was opened. You can choose to include items in the list that have no file assigned, then use the simple right-click Add to File option. Need more info about the item? You can open it directly from the list. This invaluable tool will give you peace of mind that you have billed for all your time.

From there, you can create the time entries one by one or mass create them in a single click using the Time Saver. Amicus will auto-fill all the relevant information for you.

6 Sending Bills to an Alternate Address When creating client invoices in Amicus Accounting, the address for these bills defaults to the client or the "Mail to" address found in the client matter details screen. Did you know that Amicus Accounting allows you to automatically submit bills to an address other than the default? Simply open the client record in Amicus Accounting, and on the billing tab fill in an alternate address. When this client is next billed, Amicus Accounting will automatically recognize the new address and update the printed bill accordingly. What's more, you can optionally enter a different name in the Client Contact field to have bills addressed to the attention of a third party related to the file. Client Matter Details - Client Details Client Matter Details - Billing Amicus Accounting 2011 Overview FREE TRIAL

Simply open the client record in Amicus Accounting, and on the billing tab fill in an alternate address.

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