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Dear Lori,
For back issues of our newsletters and the Amicus Attorney
newsletters, click on the Quick Links.
Please forward this newsletter to anyone you know who may be
interested in these tips.
If you need Amicus consulting or training help, give us a call.
Our hourly rates have always been a great value, and during the
month of September, save an additional 10%. Our consulting rates
will be going up October 1, 2005. So now is the time to let Amicus
make your firm more productive.
If you are still using Amicus Attorney Version 5 - Advanced
Edition, now is the time to upgrade to Client/Server Edition.
Through the end of September, 2005, upgrade for only $99/user - see
the special offer at the end of the newsletter.
| Populating a File's Brad with Folders |
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You probably know that you can add links to any files on
the Documents Brad page of Amicus files. You may also know
that you can add folders to the Documents Brad page. So what
are the benefits of both methods, and is one better than the
other?
Most consultants feel that adding folders to Brad pages
makes more sense than adding files. Ask yourself this
question: Does everyone remember to add every file that they
create to the Brad page of every Amicus file? More than
likely, they do not. This means that the list of files on the
Brad page is probably not complete. And if users don't realize
that it is not complete, they can get very frustrated looking
for files.
Here is what we do on our system, and what we recommend to
our clients. When a new file is created in Amicus, in addition
to creating the file, we also create a main folder for the
file on our server. We have a master folder on the server that
contains empty folders that are copied to the main case folder
on the server. (You do not have to do this, but it makes it
easier to assure that you set up all of the appropriate
folders for a new case.)
As soon as the sub-folders are created on the server, you
can drag and drop them to the new Amicus file Brad. This
creates a link to these folders, and means that every file
that is saved to the folders on the server are automatically
accessible from the Amicus file's Brad page. When you open the
Amicus file, and go to the All Documents Brad page, you will
see the names of the sub-folders. Double-click on one of the
sub-folder names, and click on View. You will see a list of
all of the files within the sub-folder, as if you went into My
Computer. You can double- click on any file to view and/or
modify the file.
One more thing - we have removed all of the Document Groups
in the Amicus Administrator for each File Type. That means
that the only selection on the Brad is Documents - All.
(Again, you do not have to do this, but it may make it easier
for users.)
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| Are you plagued with duplicate contacts in
Amicus? |
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Do you constantly see duplicate contacts in your Amicus
contact index or listed on an Amicus file? If so, you are not
alone! This is one of the most common problems that we
received calls about.
Here are some of the problems that may be causing some of
the duplicate contacts: a) improper settings for Team Members'
Palm Hot Sync options, b) synchronization problems between
Amicus & Outlook, c) improper Team Member Preference
settings (see last month's newsletter), and d) Team Members
not checking for duplicates every time they enter a new
contact.
So what do you do if you have lots of duplicate contacts in
Amicus? Your best bet is to contact an Amicus certified
consultant. You may be able to do the cleanup yourself, but a
certified consultant who has done this type of cleanup can
walk you through the steps needed to properly take care of
these duplicates problems.
Be prepared - it can be a lengthy process for your firm to
go through, but it is very important to get this cleaned up
ASAP - to avoid more problems in the future.
You are probably wondering - why can't we just delete the
duplicates? Does it hurt to leave them there? Why do we have
to go through such a big deal just to delete duplicates? Here
are some of the reasons why you should resolve these duplicate
problems:
- As Team Members keep track of phone calls, messages,
events, time, and other data, they often attach these
records to a contact - if there are two contact records with
similar information, they may be spending valuable time
trying to determine which contact to select.
- If a phone call, message, event, time, or other
information is recorded on one contact record, and then
other information is recorded on a duplicate record, you
will not be able to adequately generate a report that shows
all of the information for one contact.
- If Amicus is linked to an accounting system, all
of a client/matter's time may not be transferred to the
matter, and some of the time may not appear on the invoice -
therefore, your firm may be losing valuable billable
time.
- If a Team Member tries to delete one of the duplicates,
they may accidentally delete important information.
- There are a lot of steps that need to be followed in
order to properly delete / combine duplicates - and it is
time-consuming. The best way to handle the cleanup is to
have all users remain out of Amicus until the cleanup is
completed. Many law firms do not have the personnel (and/or
time) available to do this cleanup - that's where a
certified consultant can help.
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| How to Reduce Your Computer Headaches |
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This article was originally written by Robert Spotswood, a
member of the APCUG (Association of PC Users Groups), and was
published in the November, 2004 newsletter for the GCPCUG
(Greater Cleveland PC Users Group). I have made minor
modifications to the article - mostly for readability.
Bob is a computer technician and tells us about many of the
different computer problems that he sees with his clients. We
see these problems all the time, and would much rather see our
clients spend their money on becoming more productive
with their current software!
Here is a list of the top 10 issues that you should be
familiar with - to read the complete article, click on the
link at the end of this article.
- Use a Virus Scanner
- Protect Yourself from Spyware
- Don't Open Strange E-mail Messages
- Never Respond to Spam
- Perform Regular Backups
- Help the Technician
- Get Some Computer Training
- Apply Patches Regularly
- Pay Attention to Your Computer's Security
- Give Your Computer Regular Maintenance
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| Greater Cleveland PC Users Group - Great September Mtg
planned |
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The GCPCUG (Greater Cleveland PC Users Group) has a great
meeting planned for September 8, 2005. Gene Barlow has been a
regular presenter for the last 10 years, and is going to be
presenting several products that will help us keep our
computers running with minimal problems.
Internet Security: Gene will show us the world of hackers
and how they can take advantage of our PC and our data - all
of this sometimes happening without our knowledge. Then he
will give us some great tips that we can all do to protect our
computers from these hackers.
Organizing Your Access to the Internet using Optimal
Desktop Pro: This great tool can help us organize the "Access
Points" to the information that we all need to find on the
Internet, and on our PC's. Gene will show us how to set up and
tailor our desktops using Cabinets, Drawers and Sections - by
name, icon or color to make things easier to find and
remember.
Backing up a hard drive using Acronis True Image: Backing
up our computer's hard drive is probably the most important
thing we all need to do with our computer. Gene will show us
how True Image can help schedule regular backups, both full
and incremental. (True Image received the Editors Choice Award
from PC Magazine 3 years in a row.)
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| Advanced Edition users - Upgrade to Client/Server for
$99/user |
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If you are still using the Advanced Edition of
Amicus Attorney V, here are a few good reasons to
upgrade to Client/Server Edition V+ (5.5):
- Throughout September 2005, the price is only
$99/user
- Automatic backups and "hot" backup/restore options
- Run the Amicus Administrator from a different
workstation that hosts the database
- C/S Edition is significantly faster than Advanced
Edition
- Synchronize with Microsoft Outlook
- More synchronization options with Palm
- Enhanced Security Profiles and Access Control
- Over 30 team-wide administrative reports available
Visit our Products page for more information about
the upgrade features in Amicus 5.5.
Click here to view and print
the special order form
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Free Amicus Analysis with purchase of Step by Step
Training Manual |
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Purchase at least one copy of the Step by Step Guide to
Amicus Attorney 5.5 (or Version 5.1), and schedule a free
online analysis of your Amicus system.
All you need is a High Speed Internet connection, and up to
an hour of your time (or another Amicus user in your office).
We will help you install GoToMyPC, and then review the
settings in the Amicus Administrator, and one Amicus office.
We often see the same problems occurring with many Amicus
installations - however, the analysis you receive will be
specific to your system. We will review your current Amicus
installation, and identify time or money saving issues and
opportunities that could be addressed through more advanced
utilization of the system, along with our recommendations of
work that can be done to deliver the system changes and
training to meet the overall needs of your firm.
Contact us at 216-373-7788 or send e-mail to
lorib@berenson.net to schedule your online analysis this month
- and receive a 10% discount.
If you still have Amicus Version 5.1, visit the Products
page on our website to view a list of What's New in Version
5.5.
Your price for one printed manual (and the online analysis)
is only $90, which includes Priority Mail shipping. Click here to download samples and
other information |
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