how to set up warning in amicus attorney

How do I auto-merge my amicus data?

Feb 07, 2022 · How to Set-up APX in Amicus Attorney. At the Home screen click Firm Settings in the sidebar Control Panel to display the Firm Settings window. Click Abacus Payment Exchange (APX) under the Billing heading to display the Billing - Abacus Data Exchange (APX) screen. Click the Learn More / Enroll button to display the first screen of the ...

How do I add a document to an amicus record?

Amicus Attorney - User Guide; How do I Configure Amicus with Timeslips? How do I link Amicus with PCLaw? How Do I Link Amicus with QuickBooks? How do I link my Amicus with Outlook or Exchange? Amicus Attorney - User Guide July 09, 2020 13:40; Updated . Amicus Attorney Premium User Guide is a great resource for end user's how to questions.

How do I attach a HotDocs form to amicus?

Oct 20, 2013 · If you are running Amicus Attorney Premium edition an administrator should login and go to Office – Firm Settings. Click on Utilities – in the Maintenance Section. – Make a BACKUP. Make sure the backup path is set and click on Backup Now. When the backup is finished – Look at the bottom section and next to Locked Records, click on Unlock All

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.