Main Topics


Main Topics


 

Topic

Description

What's new in the Help?

Help topics that have been added or revised recently. For an illustrated review, click What's New on the Help navigation bar.

Basics

Welcome to Amicus Cloud. What's in the main views. How to use the Home page, details windows, and reminders.

Files

Organize your work under files (case/matter files or other projects). Record basic file information and link related matter.

Email

Manage your appointments. View day, week, and month schedules for yourself and others in the firm.

Tasks

Manage your assigned tasks.

Contacts

Manage your contact list..

Phone Calls

Record the duration and details of calls you make or receive.

Doc Mgmt

Manage the documents on your files.

Doc Assembly

Manage the document templates, and generate documents and emails.

Time & Expenses

Keep track of your time. Manage your time entries and client recoverable expenses.

Billing

Create draft bills for time and expenses on files, finalize bills and create invoices, and receive payments on finalized bills.

QuickBooks Desktop

Initialize and use the Amicus Cloud - QuickBooks Link.

QBO Link

Initialize and use the QBO (QuickBooks Online) Link

Precedent WF

Create standard precedent workflows that, when applied to files, generate a series of appropriately timed and assigned appointments and tasks..

Tools, Reports, and Import Search for information, run reports, import data, use the Word Add-in, etc.
Client Portal Client Portal for clients to see their shared files and the shared items on them.
Other Activities Control your Amicus® session, edit your user profile, etc.
Administration As the firm's Amicus administrator: Add users, Maintain the firm's Amicus license, etc.
TimeTracker See and do your Time Entries Anytime, Anywhere, even from your smartphone.

 

LEGAL

Copyright © 2012-2022 AbacusNext. All rights reserved. www.abacusnext.com

Use of the software is subject to the terms of the license agreement.

AMICUS and AMICUS ATTORNEY are registered trademarks, and Amicus Cloud and AMICUS TIMETRACKER are trademarks, of AbacusNext.

All other trademarks referenced are the property of their respective owner. AbacusNext  disclaims any proprietary interest in trademarks other than its own.


Amicus Cloud (July 2023)

Copyright