Amicus SFE Training for Legal Professionals (3.5 CLE) - Pittsburgh, PA
Thursday, September 30, 2010
Foster Plaza Building 5, 651 Holiday Drive Ste 300, Pittsburgh, PA 15220

8:00 am - 12:00 pm

3.50 CLE (Pennsylvania)

Registration Deadline: September 15, 2010

$225.00 Per Person. Discounts available for groups of 2 or more from the same firm. Please contact Abbie Allen for more information.

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Join us for this in-depth training course of Amicus Attorney Small Firm Edition.  Using hands-on lab exercises and real world situations, 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 Small Firm Edition Training Manual.  Course materials have been updated to version 2010, however, users of 2009 or previous versions will also benefit from this course. Snacks and refreshments are included. Seating is limited so sign up today!

This course has been approved by the Supreme Court of Pennsylvania Continuing Legal Education Board for 3.50 Hours of CLE Credits.

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
  • ComCenter
  • Library

Office
  • Team Member Offices
  • Tutorial Office
  • Team Update
  • Going Online / Offline
  • Customizing your Office Preferences

Contacts
  • The Contact Index
  • Finding, Sorting, Filtering, Conflict Checks
  • Creating a New Contact
  • Duplicate Checks
  • Individual vs. Company Contacts
  • Viewing Contact Information, Notes, all Files, Team Members, Related Contacts, Events, Communications
  • Logging Phone Calls and Emails
  • 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      

ComCenter
  • 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