1. Amicus Billing Software Services
2. Amicus Billing Software

Whether you run your firm from the all-in-one AbacusLaw with a general ledger built in, or choose Amicus Cloud or Amicus Attorney integrating with QuickBooks, billing and invoicing is easy with included APX PayNow. What are the module that can be access by an Amicus Billing user? When emailing bills in PDF format from Amicus some external clients receive the attachment as winmail; When previewing a Bill in Amicus. Amicus Premium Billing adds billing, collections and trust to Amicus Attorney. It makes Amicus a complete practice management solution that manages both the professional and business sides of your practice. Do your work in Amicus Attorney, capture your time, and create fees, expenses, bills, trust entries and productivity reports, all within.

×

Amicus Attorney is a Registered Trademark of Gavel & Gown Software Inc., Toronto, Ontario, Canada.

Amicus Attorney

When All You Need is Practice Management and Billing…Amicus Attorney. ×

Amicus Attorney is a Registered Trademark of Gavel & Gown Software Inc., Toronto, Ontario, Canada. Pa driver's license photo id center locations.

Amicus Calendar

The Calendar in Amicus Attorney provides comprehensive scheduling that works the way you do. Manage appointments, tasks, deadlines (and more) for yourself, everyone in your workgroup or your entire firm.

×

Amicus Attorney is a Registered Trademark of Gavel & Gown Software Inc., Toronto, Ontario, Canada.

Amicus Time Keeping

Bill more time, more easily. While you work, Amicus Attorney is in the background, keeping track of what you are doing. It will often present you with a time entry, completely filled in for you. Or you can create new time entries with handy shortcuts, far easier than scribbling them out on paper.

×

Amicus Attorney is a Registered Trademark of Gavel & Gown Software Inc., Toronto, Ontario, Canada.

Amicus QB Interface

Send time entries electronically to your accounting system, so that time gets to accounting faster, more accurately, and without anyone having to retype it. Of course you must first go through an extensive 'configuration' of the link between Amicus and QuickBooks.

In our last article we wrote about Timeslips billing software. If you have identified your needs and you want to use QuickBooks for your accounting but want billing and practice management, Amicus Attorney may be the answer.

Amicus Attorney comes in two “flavors”, Small Firm Edition and Premium Edition. Small Firm Edition is designed for firms with 5 or fewer users and Amicus Premium Edition is designed for larger firms. There is also Amicus Cloud. All the products have links with QuickBooks Desktop but in different ways.

Burnham gas boiler manual. First, let’s look at what Amicus Attorney software does. Then we’ll talk about the role of QuickBooks.

Amicus Attorney lets you view and manage all of your contacts and matters, as well as your calendar and more.(Slide 1) The core of the practice management system is your matters or cases. For each matter you will have at least one client and you may have multiple contacts. Some of these contacts may be related to multiple matters. You want to be able to see everything from the perspective of the matter or from any of the contacts. With Amicus Attorneys contacts can be assigned to multiple matters with appropriate roles. Contacts can also be related to one another, with assigned roles like Accountant, Employer, or anything you decide.

When you setup an 'appointment' or 'to do', make a phone call, or create a document you can relate it to one or more contacts and files. Amicus Attorney also lets you track time, store emails and take phone messages - no more pink message slips floating around the office. Amicus Attorney also offers the ability to create documents using information from within the Amicus records, basically a simple word merge template using Amicus Attorney fields. Both products also offer a time tracker to help you capture time for work done that you might have missed. (Slide 2) Just think of the extra revenue your firm could generate solely by capturing 10 extra billable minutes a day, every day, for every member of your firm.

While there are a number of differences between Amicus Attorney Small Firm Edition and Amicus Attorney Premium Edition, key benefits of Amicus Attorney Premium Edition include:

• Ability to setup security
• Login on any installed workstation. With Amicus Attorney Small Firm Edition the login is tied to the workstation.
• Link to Outlook or Google – contacts and/or calendar. With Amicus Attorney Small Firm Edition only an Outlook link is available. Both editions will synchronize email with Outlook.
• More customization
• Amicus Premium Billing

Both Amicus Attorney Small Firm Edition and Amicus Attorney Premium Edition can link to QuickBooks. This allows you to capture your time as you work and send your time over to QuickBooks for billing. Amicus Attorney Premium Edition offers a second option – Amicus Premium Billing linked to QuickBooks. With this combination billing is done in Amicus Premium Billing. This allows for mass billing, billing with flat fee arrangements and tracking of trusts with automatic apply to invoices as well as warnings when a client trust balance is low. When the billing is done and payments are received, the information is sent to QuickBooks. The Amicus Premium Billing link is setup on a cash basis. (Slide 3) Payments received to operating or trust and money withdrawn from trust are sent to QuickBooks as journal entries to allow complete tracking of the bank accounts.

The link is not perfect but does a good job of giving you more power for billing while reducing duplicate data entry. The limitations of the link include:

Amicus Billing Software Services

• You cannot create expense entries in Amicus from checks written in QuickBooks. Some firms view this as a plus as it offers a cross check - you can easily run reports to double check that all entries are in both systems.
• Any transactions that require a physical check require an extra step in QuickBooks to write the check since the entry that comes over is a check and you can’t write a check from a journal entry. This includes withdrawal from trust to pay the firm or a third party.
• There are easy work-arounds which are documented in materials available from this author.

Amicus Cloud also links to QuickBooks desktop edition.

Examine your firm needs:

• Manage cases and contacts
• Calendar management
• Time capture
• Billing requirements
• Number of users
• Tracking trust accounts

And then decide which solution will most benefit your firm. While it may sound like a lot to decide, there is a network of Amicus Certified Consultants that can help. If you want to see if there’s someone local, go to http://amicusattorney.com/consultants/find. Of course you may also obtain more information from Amicus at: http://amicusattorney.com/

Editor's Note: If you are in Connecticut, or willing to consider working with someone remotely, you may wish to contact Caren at 203-254-7736.

_{Amicus Attorney is a Registered Trademark of Gavel & Gown Software Inc., Toronto, Ontario, Canada.}

Amicus Attorney integrates with your favorite applications into a lean, mean, automated machine that improves efficiency and profitability.

Amicus Billing Software

Designed for legal professionals who want the best, Amicus Attorney integrates practice information into a single automated system for improved efficiency and profitability. It’s superior functionality and intuitive approach, combined with an equally-powerful suite of services, is flexible and scalable for firms of all sizes.

Amicus Attorney Is Here to Help You Reach and Exceed Your Goals.

• Legal Calendaring: Amicus Attorney provides comprehensive legal scheduling that works the way you do. Manage appointments, tasks, deadlines (and more) for yourself, everyone in your workgroup or your entire firm.
• Court Date Calculator & Rules Based Calendaring: Your legal practice runs on rules. Your calendar should too. Feel secure with an organized calendar that notifies you of any changes - in the office or on the go.
• Tasks and Deadlines: Amicus helps you to get organized and get things done. It’s your ultimate To-Do list. The Amicus Tasks module is so fast and easy – just type and hit return – a task is created. Editing in place means there are no extra dialogs or wasted clicks.
• Link Events: With Amicus Attorney you can link events for accurate and convenient scheduling. Legal steps usually have defined timelines or deadlines. There can be many related activities, often extending over a long period of time.
• Precedent Workflows: You often have to do the same series of things on matters of the same type. Some of this can be put into a checklist, although it is a moving target, as there are dependencies between steps. Amicus has a superb workflow.
• Matter Management: 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 Attorney understands this. It makes all your files and all the file content instantly accessible, better organized and much easier to use.
• Contacts: The most important aspect of your practice is the people with whom you work. Amicus helps you keep track of them, contact them and keep in touch. It’s easy to organize your contacts. And you can track so much information about them.
• Conflict Checking: Conflicts of interest can arise from such a wide variety of previous relationships. Only you can make the determination as to whether or not a conflict exists. You need to have everything possible in front of you when you do so.
• Email and Phone Calls: Amicus helps you stay on top of all your communications. Track email, phone calls and messages in one place. Know whom you need to get back to – and whom you are waiting to hear from – with information that’s completely integrated with your files.
• Document Management: Contracts. Deeds. Mortgages. Pleadings. Transcripts. Filings. Registrations. Wills. Forms. So many more. All so important to the practice of law. But they can be overwhelming to keep track of.
• Document Automation: Amicus not only organizes your practice – it helps you automate it too. Automating aspects of your practice will make you more efficient and profitable. It will also ensure your work is done more accurately, and reduces the risk of things being missed.
• Time Capture: Bill more time, more easily. While you work, Amicus Attorney is in the background, keeping track of what you are doing. It will often present you with a time entry, completely filled in for you. Or you can create new time entries with handy shortcuts, far easier than scribbling them out on paper.
• Time Entry Assistant: Amicus makes it so easy to create time entries for all the work you do. But just in case you forget to do one, the handy Time Entry Assistant helps make sure that no billable time gets lost. With a click you can see all your activities where no time entry has yet been recorded.
• Practice Mobility: Amicus Anywhere is a mobile extension of Amicus Attorney. It provides a secure, instant, live connection to your Amicus software through a web browser. So whether you want to use a home PC, Mac, iPad or other tablet, you can manage your practice from wherever you are.
• Smartphone Access: See and do your time entries on your smartphone, anytime, anywhere with Amicus TimeTracker. Imagine the convenience of being able to do your time entries wherever you are. Capture billable time you were losing before by recording it live on your phone!
• Client Portal: In these competitive times, your clients want to feel more connected and in control of their legal work. With the Amicus Client Portal, they will. The Amicus Client Portal gives you the ability to easily share information electronically with clients.
• Knowledge Management: If you can re-use elements of previous research, opinions, factums, drafting and similar items, then you can practice more efficiently and get extra value out of previous work. Easily said, but often much harder to be organized to actually accomplish.
• Business Development: Bringing in new retainers is so important to building a successful practice. But it’s often hard to focus on business development activities when you are busy with active clients. Amicus helps.
• Firm Management: Amicus helps everyone in your firm work together. Common information means that everyone is on the same page – and can work on the same matter simultaneously. Collaborative workflows and delegation systems simplify knowing who has to do what when.
• Time and Fees: Amicus Attorney Billing provides unified time and fee management to help streamline client billing. Record your time quickly, easily and accurately. Have different billing rates and billing behavior of time entries automatically apply to Files.
• Expenses: Tracking expenses is simple and easy with Amicus Attorney Billing. Quick entries capture all the details, including cross-referencing to invoice numbers. Hard and soft costs can be differentiated. Just enter unit numbers for multiple expenses and Amicus multiplies it out.
• Accounts by Matter: Amicus Attorney Files contain all the professional information about each client matter you are working on. With Amicus Attorney Billing, just click the toggle, and you can see all the billing information too. All in one place.
• Accounts by Client: Start with a list of your clients. See all their WIP, A/R, trust and retainer balances – at a glance. If a client has multiple matters with you, the balances are totaled – or you can click to see them broken down by matter. You can do much of your billing work right from the clients list if you want.
• Flexible Billing: Managing your billing processes effectively is the key to running a profitable firm. Amicus Attorney Billing keeps you right on top of your billing activities at all times. And it’s so easy you won’t even realize you are billing. You can bill from anywhere – get it done where you want to.
• Mass Billing: It’s a fact that billing clients regularly results in more collected revenue and fewer client issues than if you wait to bill each client separately at the end of their case. That’s why Amicus Attorney Billing makes it easy to bill many clients at once.
• Collections and Payments: Clients don’t always pay promptly. No one likes chasing them, but staying on top of who is overdue, and prompting them to make their payment, is an essential part of a financially successful practice. Amicus helps.
• Trust Accounts and Retainers: Manage trust accounts and meet trust account obligations using Amicus Attorney Billing. At a glance, view all activity going on and account for every dollar by file in multiple trust accounts. You can save time by creating and allocating transactions to many files at once.
• E-Billing: Many insurance companies and banks require their law firm to submit invoices electronically using UTBMS codes in prescribed formats. With Amicus Attorney Billing, you can designate files as E-Billing and have time and expense entries configured.
• QuickBooks Accounting: Most accountants prefer that your firm uses QuickBooks for your general ledger and accounting. That’s why Amicus Billing has a great link with it. The dynamic link between Amicus and QuickBooks shares information between the programs automatically.
• Access Control: Financial information is not something you necessarily want to share with everyone in your practice. That’s why Amicus has access controls that allow you to restrict who can see what. So you choose whether someone can see billing information at all.
• Reports: Amicus Attorney Billing does a lot more than help you get the bills out. As it handles your client financial transactions, it accumulates significant information about what is happening in your practice. Amicus translates this information into insight.
• Daily Billing Reminders: Amicus provides daily proactive billing reminders that help you know what you need to do to keep the financial side of your practice healthy. Each day Amicus goes through all your clients, files and invoices, and alerts you about things like files accumulating too much WIP.
• Total Practice Management: Your law practice is both a profession and a business. Amicus provides you with one integrated solution for managing both. You don’t have to look at two different systems – it’s all in one place. The seamless integration provides unprecedented visibility, control, and the best possible workflow.
• External Programs: Amicus Attorney compatibility with external programs.