Client Matter Files
Client matters are the building blocks of your practice – you open a file for each. Everything you do and everything you bill revolves around these files. Amicus Online understands this. It makes all your files and all the file content instantly accessible, better organized and much easier to use.
By just clicking on a file you can see all the associated people, appointments, tasks, documents, emails, phone calls, time spent, expenses, bills and more. Plan the next steps. Organize the work. Review the history. Report to your client. Everything is at your fingertips.
Files are a tremendous organizational tool. They help you see everything that you are doing in the context of any given client matter. For example, you send and receive hundreds of emails. They are all in your inbox or sent items. But there are so many of them!
If you want to see just the ones related to the Widgetco matter, go to its File – there they are. All the Widgetco documents are there too. As is everything else. So you can work in context, knowing that anything you do will appear anywhere else it needs to, and will be available to everyone else who is working on the file as well.
Unlimited Custom Fields
In addition to the many standard types of information organized for you by Amicus Online, you can keep track of anything and everything else you want on any client matter file. Want to track something special for this type of matter?
On the fly you can click and create a custom field for it.
You can have an unlimited number of custom fields, available in any form – dates, numbers, text, drop-down lists, checkboxes, and more. Each type of matter can track different custom information, according to what is appropriate for that type of legal work. This provides an unprecedented amount of flexibility for your particular practice.