how to add an additional attorney to an amicus file

Please use the Amicus account of the user who has all of the Files and Contacts. 1 Open the Files module. 2 Filter your files e.g All FilesActive FilesInclude Closed Files. You can also assign files associated with a specific lawyer, a specific File Type etc.

Full Answer

How do I add a contact in amicus billing user guide?

Log onto Amicus Application Server computer, as a user with Windows “Administrators” Group rights. Shut down all running programs. If you downloaded the Amicus Attorney DVD image, double-click setup.exe in the extracted contents. Or, if you have a physical DVD, insert it into disk drive of the computer. The setup program should start automatically.

How do I transfer files from one amicus account to another?

However, these new users will not be able to use Amicus Attorney until you have allocated a license to them. 1. To add a user, choose User Management on the navigation list in the Office module. The User Management view appears. 2. To add a user, choose User Management on the navigation list in the Office module.

How do I write up/down transactions in amicus?

So, basically, capture additional information at the time of file creation. In addition to that you can use the new file intake management function in Amicus to specify certain actions that need to be taken at the time of file creation, be it generating a retainer letter, generating an email, running a conflict check, et cetera.

How do I adjust a bill in amicus?

1. Open the Files module. 2. Filter your files e.g All Files\Active Files\Include Closed Files. You can also assign files associated with a specific lawyer, a specific File Type etc. 3. Highlight the Files you wish to assign to the user (s) Hint: If you want to select all Files, select the first File in the list, scroll to the bottom of the ...

Adding a Firm Member to New Files automatically

This will automatically assign a Firm Member to all new files you create. It#N#will NOT assign the Firm Member to existing Files.

Adding a Firm Member to new Contacts automtaically

This will automatically assign a Firm Member to all new people\contacts you create. It will NOT assign the Firm Member to existing People.