Do you need to split your Amicus database do to individuals leaving the firm and wanting to take their Amicus data with them?

Well we can assist you in getting the database split by the number of licenses split off between the parties.

Do you need to merge your Amicus database with another Amicus database from a merger of firms or an individual joining your firm?

We can assist you in getting the databases merged together forming one database. This will permit the consolation of files, contacts for the combined operation.

Contact Ron at (513) 312-8381 for details.

 

The transfer license feature provides a way to add new Team Members in place of former Team Members and effectively transfer records from the former to the new Team Member without any supplementary licensing requirements.

Before a Team Member can be made inactive, all unposted time entries must be either posted or deleted. The license transfer will not begin if there are any unposted time entries. After posting, any accounting link Team Member settings should be changed manually. Also, any sensitive personal information should be removed, as it will be assigned to the new active Team Member. When the above procedures are completed, the former Team Member’s office should be uninstalled from the workstation.

Important: Before reassigning a license:

• Ensure all Team Members are logged out.
• It is strongly recommended that you Perform a backup of your data.

To replace an existing Team Member with a new user:
1) If you have not done so already, from Amicus Administrator, select User Management > Add/Remove Users, click the Add New user button and fill in the user details.
2)Select Users > User Management > Transfer License. The Transfer License dialog appears.
3)Select the two Team Members (one licensed and one unlicensed) you would like to switch and click OK. Depending on the volume of records in the former user’s Office, the transfer process may take some time. 4
4)Once the process is complete, you may install the new Team Member.

All necessary record reassignments are automatically made to allow the new user to assume the role of the former Team Member. The new Team Member will be assigned to the following items belonging to the former user:

• Contacts
• Files, including Responsible Lawyer assignments
• Future events that are not personal (i.e. that are not attached to a File or Contact)
• Outstanding phone messages
• Assignment on precedents where the former Team Member was set as a default
• Personal Library records
• Access Profile
• E-mails and messages not dealt with (Client/Server users only)

On completion of the transfer, the new Team Member may be installed.

 

FOR CONTACTS

In some cases, you may want to assign or remove one or more Firm Members on several Contacts. The Change Assignment function provides a convenient way to do this.
1) Select one or more Contacts in the People Index.
2) Choose Change Assignment on the Actions menu. A special version of the Select People dialog appears.
3) As usual, you may use the Show options to filter the list of Firm Members available for assigning.
4) To assign Firm Members to all the selected Contacts, select those Firm Members in the list at the left and then click the > button next to the Assign list at the right. Or, drag and drop names from one list to the other.
5) To remove Firm Members from all the selected Contacts, select those Firm Members in the list at the left and then click the > button next to the Remove list at the right. Or, drag and drop names from one list to the other.
6) Click OK. The Relationships > Firm Members lists in all the selected Contacts will be changed.

FOR FILES

In some cases, you may want to assign or remove one or more Firm Members on several Files. The Change Assignment function provides a convenient way to do this.
1) Select one or more Files in the Files Index.
2) Choose Change Assignment on the Actions menu. A special version of the Select People dialog appears.
3) As usual, you may use the Show options to filter the list of Firm Members available for assigning.
4) To assign Firm Members to all the selected Files, select those Firm Members in the list at the left and then click the > button next to the Assign list at the right. Or, drag and drop names from one list to the other.
5) To remove Firm Members from all the selected Files, select those Firm Members in the list at the left and then click the > button next to the Remove list at the right. Or, drag and drop names from one list to the other.
6) Click OK. The People On The File lists in all the selected Files will be changed.

NOTE: This function will not remove Responsible Lawyers from Files.

 

In order to activate the Fax icon on Files and Contacts in Amicus Attorney, an Administrator must first select the document template that should be used to generate a fax cover sheet.

Amicus Attorney 7

The default Firm Fax Cover Sheet can be setup by any Amicus Administrator from within the Firm Settings.

• Click on Firm Basics in the General section
• Click on the Fax Cover button and this will open the listing of available Document Templates to be used as a Fax Cover.
• Fax covers can only be selected from the listing within the DocumentAssemblyTemplates location.

Amicus Attorney V+ and Amicus Small Firm

The default Firm Fax Cover Sheet can be setup within Amicus Administrator.

• Launch Amicus Administrator.
• Select Configure from the drop-down menu, choose Other.
• On the Fax Cover tab, select the default firm fax cover sheet, then click OK.

Granting access to your Office

To grant Firm Members access to your Office:

1) Click Office Access at the right in your Person Edit dialog. (You may go to this dialog by clicking Edit at the right in the My Profile view of your Preferences dialog.) The Office Access dialog appears.
2) In the Guests section of the dialog, click the Select People buttons to add or remove Guest Assistants and/or Guest Colleagues. When you are finished, click OK.
3)Click OK in the Office Access dialog.

Opening another Firm Member's Office

When you want to see or change information in another Firm Member's Office:

1) Close all dialogs to make sure that your information is saved.
2) Choose Open Another Office in the navigation list of your Office window. The Select Office dialog appears.
3) The Firm Members who have granted you access to their Office are listed. Select a Firm Member and click OK. The other Firm Member's Office opens. You can now look up information and perform tasks, as determined by your usual security permissions and further limited by your current status as Guest Assistant or Guest Colleague (as determined by the Office Owner).

Returning to your own Office

When you are finished working in another Firm Member's Office, you can return to your own Office:

1) Close all your dialogs to make sure that your information is saved.
2) Choose Return To My Office in the navigation list of the Office window. Your own Office opens.

 

 

When you link Amicus Attorney to a third party accounting program (PCLaw, Timeslips or QuickBooks) you must physically login to the server each day

(NOTE: You cannot login through a remote utility but must physically be present at the server). If the server restarts and a user does not log into the server then Amicus will not be able to talk to the accounting program. Once a user logs into the server the required access will be available to allow the programs to talk to one another.*

As a workaround to prevent the need to login to the server each day the DCOM can be configured to allow access without having to physically login to the server. The DCOM will allow access in a remote manner, so that Amicus will be granted the required access.

For further information regarding the configurations please review the appropriate Amicus Attorney Link Guide for the accounting program being used or contact Gavel & Gown Technical Support.

*This is a tip specifically for Firm Administrators

 

 

The NOTES module of both Amicus V+ and Amicus 7 is the natural evolution of what most of us have come to know and love, the "sticky". Stickies were (and are) efficient ways of sending non critical data around the office as an instant message of sorts. Now, with Notes, the sticky has evolved into a more useful method of not only sending non critical messages throughout the office (i.e. "Shirley, could you bring me the 'Smith v Jones' file, please"), but now the NOTE can be saved, printed or even better, converted to another record. So now NOTES can act more as an electronic legal pad of sorts

To use NOTES effectively, go to your notes module and simply start typing. Type anything: reminders, notes to a file, thoughts, instant messages, etc. When you have finished your thought, either hit SAVE to do something with the note later (causing your note to stay on your UNSAVED NOTES list), or click Details to save the note to a file, send the note as a Sticky or convert the note (and it's entire contents) to an appointment, to-do, phone call, phone message, email, or time entry. Thus, NOTES provides a fast and easy way to get data into Amicus Attorney when your day proves to be quite hectic (as they all do), and you can go back and redistribute your thoughts later.

So, now you can discard your legal pad and get your data into Amicus Attorney faster and more efficiently with the new NOTES module. For assistance with Notes or other Amicus Attorney functions, contact us.

Amicus Attorney 5 - Productivity Tips - - Unleash the power of Amicus Attorney by exploring the more advanced features such as document generation, linked events, customization and the Library. Get your questions answered and improve your firm's efficiency so that you can do more, bill more, and go home early.

• Duration 1 Hour
• Instructor Carmen Relatores
• Cost $80.00 per individual

Learn Outlook, PowerPoint, Excel, Access and Word

The Microsoft Office suite of applications is often at the heart of law firm operations. Yet few lawyers and legal staffers use these programs efficiently. Here is your chance to become more proficient when using these crucial office tools.

Microsoft® Word - Tips and Tricks – Unlock the Power of Your Ideas with MS Word 2003 - In this session you will learn tips and tricks to help you use your word processor more efficiently. Produce professional documents with ease as we show you how to insert documents & change formats with the click of the mouse. Customize Word to work the way you do and learn how to use Autocorrect, Spelling and the Grammar tool to keep all of your writing error free. Plus much more!

• Duration 1.0 Hour
• Instructor Karen Lankisch
• Cost $80.00 per individual

Microsoft® Word 2003 I This Webinar will help you to maximize your productivity using Microsoft® Word. You will learn many shortcuts and options for enhancing everything you do in Word. The topics covered include creating, editing and formatting characters, paragraphs and documents, enhancing and customizing documents such as autocorrect, autotext, page numbering, headers and footers as well table, charts, diagrams and templates.

• Duration 1.5 Hours
• Instructor Karen Lankisch
• Cost $95.00 per individual

Microsoft® Word 2003 II This Webinar will take the Microsoft® Word user to the next level. You will learn advanced Word features including merging documents, selecting and sorting data, adding visual elements such as border, lines and watermarks, creating specialized indexes, and forms, as well as macros and styles.

• Duration 1.5 Hours
• Instructor Karen Lankisch
• Cost $95.00 per individual

Microsoft® Excel – Tips & Tricks – Learn more about this essential spreadsheet & analysis program. Excel 2003 offers the ability to create, calculate, & manipulate data for all legal professionals. We’ll teach you everything you need to know including budget building, payroll tables, charts, graphs, formulas, data tables, and a whole lot more!

• Duration 1.0 Hour
• Instructor Karen Lankisch
• Cost $80.00 per individual

Microsoft® Excel 2003 I This Webinar will help you to maximize your productivity using Microsoft® Excel. You will learn many shortcut and options for enhancing everything you do in Excel. The topics covered include preparing and formatting a worksheet, using AutoSum, writing and inserting formulas including absolute and relative cell referencing, creating charts and enhancing the display of worksheets..

• Duration 1.5 Hours
• Instructor Karen Lankisch
• Cost $95.00 per individual

Microsoft® Excel 2003 II This Webinar will take the Microsoft® Excel user to the next level. You will learn Excel features including advanced formatting techniques, creating and editing templates, and using advanced functions..

• Duration 1.5 Hours
• Instructor Karen Lankisch
• Cost $95.00 per individual

Microsoft® Excel 2003 III This Webinar will focus on advanced features of Microsoft® Excel. You will learn advanced features including working with lists, creating pivot tables and charts as well as what-if analysis..

• Duration 1.5 Hours
• Instructor Karen Lankisch
• Cost $95.00 per individual

Microsoft® PowerPoint – Tips & Tricks – Create demonstrative evidence by unleashing the power of MS PowerPoint. When it comes to using technology in the courtroom, we can show you how to put custom animations into your slides, add speaker notes and handouts, and use design templates to enhance your platform for your case in any mediation or trial.

• Duration 1.0Hour
• Instructor Karen Lankisch
• Cost $80.00 per individual

Microsoft® PowerPoint 2003 I This Webinar will take help the user to maximize productivity using Microsoft® PowerPoint. You will learn how to create, edit, format and enhance a presentation. Other topics will include inserting images, adding sound and transitions will be covered..

• Duration 1.5 Hours
• Instructor Karen Lankisch
• Cost $95.00 per individual

Microsoft® PowerPoint 2003 II This Webinar will take the Microsoft® PowerPoint user to the next level. You will learn advanced PowerPoint features such as customizing and managing presentations, integrating Word, Excel and PowerPoint as well as using the photo album feature and Microsoft® Producer.

• Duration 1.5 Hours
• Instructor Karen Lankisch
• Cost $95.00 per individual

Microsoft® Outlook - Tips and Tricks – Take back control of your inbox - Learn the tips and tricks that will help you use the full power of Outlook to manage your email. We will cover reminder flags, using mail favorites, rules, setting up your Address book, signatures and other preferences to customize your account. Discover how to schedule appointments, save names, addresses, phone numbers and create and modify your own Journal. Find information at the touch of a button and stop wasting time not knowing how to maximize the usability of this organizational tool!

• Duration 1.0 Hour
• Instructor Karen Lankisch
• Cost $80.00 per individual

Microsoft® Access 2003 I This Webinar will focus on the basic features of Microsoft® Access. You will learn how to create, maintain and query a database. Creating forms and reports using the wizard will be covered.

• Duration 1.5 Hours
• Instructor Karen Lankisch
• Cost $95.00 per individual

Microsoft® Access 2003 II This Webinar will take the Microsoft® Access user to the next level. You will learn how to enhance tables, create advanced queries, and custom forms and reports.

• Duration 1.5 Hours
• Instructor Karen Lankisch
• Cost $95.00 per individual

Microsoft® Access 2003 III This Webinar will focus on advance features of Microsoft® access. You will learn how to integrate access with the Web and other programs, use the query wizards, create action queries, table relationships, and use macros to automate tasks.

• Duration 1.5 Hours
• Instructor Karen Lankisch
• Cost $95.00 per individual

 

Below is a list of the current versions of important law office software supported by Cooperative Network Integrators, Inc..

Amicus Attorney: Downloads

• Amicus Attorney 7: build 7.07 (SP2)
• Amicus Attorney V: v 5.1.1
• Amicus Attorney V+: v. 5.5.1
• Amicus Attorney V+ with Accounting Integration ONLY: v. 5.8.x
• Amicus Attorney X: v. SP1.1
• Amicus Small Firm: v. 5.8.x

Amicus Accounting:

Amicus Accounting: release 2006.2

Microsoft Office:

• Click here and select Check for Updates.

Corel Word Perfect:

• Click here then select your version.

email: rcarter@cni-incorporated.com

phone: 513-755-1377

web: http://www.cni-incorporated.com