how to merge files in amicus attorney 2009

Access* C:AmicusAmicus Attorney WorkstationInstallOfficeAddin* and right click on the setup.exe to Run As Admin. If the toolbar is there uninstall and re-run the setup as admin 7 Verify you can merge documents and that the Amicus Tasks toolbar is there.

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How do I add Amicus Attorney install guide?

Jul 21, 2020 · Step6. Access* C:\Amicus\Amicus Attorney Workstation\Install\OfficeAddin* and right click on the setup.exe to Run As Admin. If the toolbar is there uninstall and re-run the setup as admin. 7. Verify you can merge documents and that the Amicus Tasks toolbar is there.

How is an amicus appointed in a civil case?

Click the Select Fields button in the Amicus Merge Toolbar. The Select Field dialog appears, listing the fields from the Map associated with the Template. Find the Amicus variable for your firm name in the list. First, select the "Firm Information" Category. Select "Firm Name" in the list of fields and click Insert.

Where can I get help with the amicus software?

Note: Document Assembly cannot be run in both Amicus Attorney and another version of Amicus (e.g. Amicus Small Firm) on the same workstation.. If generating documents using only HotDocs (Word or WordPerfect) templates, the Amicus Merge Toolbar is not required. If you want to use HotDocs (Word or WordPerfect) templates that were created in Amicus Attorney V+ or earlier, …

What happens after the Amicus Attorney has completed the investigation?

Jun 29, 2021 · Under "Record Types" select Files (It may also appear as "Cases"). In the Cases Export frame, click Select in the Format box: Locate the Format Templates folder that were downloaded in step 2. Select Cases (matters) ‐ Export from Amicus Administrator to Clio.tpl; Click Open; Back in the Cases Export frame, click Open in the Export File box:

What is Amicus Manage?

In Amicus Manage mode, users give the documents a name, but Amicus saves the document to a central document store that it manages. Amicus creates the document folders automatically. In Amicus Manage mode to edit documents, users must sign out the document, then sign in the document when done.

What is the role of Amicus?

Amicus plays a hands-off role when you save a new document. It works pretty well, as long as everyone obeys the rules, saves the documents to the appropriate location, etc.

To export data from Amicus, follow the instructions below

The method of exporting information is contingent on which version of Amicus you are utilizing

Exporting Data out of Amicus Cloud

Amicus Cloud does not possess exporting capabilities. In order to obtain an export, you must reach out to Amicus and request a database export in either BACPAC or BAK format.

Exporting Data Out of Amicus Attorney Premium

To export, you must have access to the server and must have Microsoft SQL Server Management Studio Express installed on server prior to exporting data*

Exporting data out of Amicus Small Firm

Go to File > Reports > Matters, this can be done for Matters, Names, Events and Notes.

About the Amicus Attorney PCLaw Link

When using the PCLaw ® Link with Amicus ® Attorney, you can conveniently transfer your Amicus Attorney information with the PCLaw program's matters, and post Time Entries from Amicus Attorney to the PCLaw program.

Configuring Amicus Attorney PCLaw Link

Configuring the Amicus Attorney and the pclaw program link is a 2 step process:

Configuring the PCLaw Mobility service with Amicus Attorney

There are two options available if the firm wants to utilize both the PCLaw Mobility service and Amicus.

Testing the PCLaw Link with Amicus Attorney

Take the following steps to test the connectivity between the PCLaw Link and Amicus Attorney:

What is exchanged in the Amicus Attorney PCLaw Link

The link handles the dynamic exchange of several record types between the two programs. Amicus is the program that initiates when the data is synched. The PCLaw program does not have any settings to change the sync frequency.

What is Mapped but not Exchanged for Amicus Attorney PCLaw Link

Amicus Attorney Timekeepers are mapped to PCLaw Lawyers through Amicus Attorney rather than exchanged.

Time Entries for Amicus Attorney PCLaw Link

Time Entries are posted in one direction from Amicus Attorney to PCLaw via the Centralized Posting methods through Amicus Administrator or via the Direct Posting method from Team Member Workstations.