Amicus PE Training for Legal Professionals (3.5 CLE) - Cleveland, OH
Thursday, October 21, 2010
5350 Transportation Blvd. Ste 1, Cleveland, OH 44125

1:00 pm - 5:00 pm

3.50 CLE (Ohio)

$225.00 Per Person

Discounts available for groups of 2 or more from the same firm. Please contact Abbie Allen for more information.

Amicus logo 

Join us for this in-depth training course of Amicus Attorney Premium Edition. Through real world experiences and hands-on lab exercises, you will become a proficient user of the Amicus Attorney program. This 4 hour course gives new users the essential skills they need to maximize their efficiency, and serves as a refresher course for existing users.

In order to provide maximum benefit to each participant, this class is limited to groups of 15 or fewer attendees and is instructed by a Gavel & Gown® Certified Consultant. Attendees will receive an 80+ page Amicus Attorney Premium Edition Training Manual.  Course materials have been updated to version 2010, however, users of 2009 or previous versions will benefit from this course. Snacks and refreshments are included.

The deadline to register is 1 week before the course.

Questions? Contact Abbie Allen at aallen@accellis.com or (216) 662-3200 x108.

Course Agenda

Introduction         

  • How Amicus Attorney Works
  • Navigating Throughout the Program

Modules
  • The Office
  • Dailies
  • Files
  • The Calendar
  • Tasks
  • Contacts
  • Time Sheets
  • Communications
  • Library

Office
  • Team Member Offices
  • Tutorial Office
  • Customizing your Office Preferences

Contacts
  • The Contact Index
  • Finding, Sorting, Filtering, Conflict Checks
  • Creating and Editing Contact
  • Duplicate Checks
  • Individual vs. Company Contacts
  • Viewing Contact Information, Notes, all Files, Team Members, Related Contacts, Events, Communications
  • Editing and Deleting Contacts from you Index and Database

Files
  • File Index Views and Types
  • Creating a New File
  • Viewing File Information, People, Administration, Summary, Status, Reports, Notes, Events, Time Spent, Communications, Documents, Chronological List, Research, Custom

Calendar
  • Overview
  • Views, Groups, Calendar Profiles
  • Appointments - Creating, Editing, Deleting, Billing for Appointments

Communications
  • Views, Outstanding, Saving an Email, Today
  • Creating New ComCenter Records
  • Emails, Phone Calls, Messages
  • Email Integration
  • Compatibility

Time Sheets
  • Unposted
  • Monthly
  • Search
  • Statistics
  • New Time Entries

Dailies
  • Notes
  • Dailies
  • Today's Practice Reminders
  • Today's Overview

Library
  • Organizing the Library
  • Organizational Considerations