Suggestions for improving Amicus Attorney.

Abacus encourages and welcomes your suggestions for the improvement of Amicus Attorney, and thanks you for all of your ideas. You agree that in making those suggestions you recognize that Abacus is not obligated to compensate you for them, and that any intellectual property in them passes to Abacus. You also commit that in providing Abacus with any such suggestions you are not infringing anyone else’s intellectual property, and will indemnify Abacus and its employees, officers, directors, and affiliated companies, for all claims, damages, losses, liabilities, costs and expenses should it ever be held liable for using your suggestions.

Download a sortable mailing list of clients into Excel

We mail a quarterly newsletter to clients who don't receive on in their bills. Right now we can't sort and download a mailing list.
Suggested by: Jackie (08 Aug, '18) Upvoted: 23 Feb Comments: 0
Under consideration Contacts

Client's change of telephone number.

When there is a client change of telephone number for update, all calls made previously change to new number. Prior calls made to the client should keep the number ...
Suggested by: Alberto (28 Jun, '19) Upvoted: 04 Apr Comments: 0
Under consideration Communications Contacts

A Contact picture to "Phone Call Details" screen

I attach pictures to contacts, but only see them when I actually open their contact – can you add their picture to the “Phone Call Details” screen when you are ...
Suggested by: David Levinson (05 Jun, '18) Upvoted: 12 Jul, '21 Comments: 0
Under consideration Contacts

Client ID should appear on your Find Duplicate Contacts feature

When you run Find Duplicate Contacts under your "actions" section of Amicus, it brings up all the duplicate contacts, and allows you to easily scroll through and ...
Suggested by: Diane A. Wright (23 Oct, '18) Upvoted: 23 Feb Comments: 1
Under consideration Contacts

Attorney representing party

Allow multiple attorneys to be associated with a contact and vice versa. We use hotdocs to create documents and it pulls from the relationship to put people on the ...
Suggested by: Richard Mann (06 May, '20) Upvoted: 26 Apr, '23 Comments: 0
Under consideration Contacts Document Assembly Files

Add a third (Marketing) module to Amicus Premium

Premium Billing exists as an additional tab add-in to Amicus Premium. I would love to see a third tab add-in to target CRM, marketing and client intake. Seamless ...
Suggested by: Rod Genders (13 Jun, '18) Upvoted: 29 Aug, '19 Comments: 1
Under consideration Contacts

Prompt conflict check with new contact cards

Like a conflict check is prompted for new files, I'd like the ability to require a conflict check for new contact cards
Suggested by: Lisa Halvorson (18 Apr, '19) Upvoted: 28 Mar Comments: 0
Under consideration Contacts

Allow Use of Custom Records Information in Document Assembly

Simply allow users to use the information stored in custom records for document assembly in Word and HotDocs.
Suggested by: Michael Savage (20 Aug, '19) Upvoted: 28 Jun, '23 Comments: 0
Under consideration Contacts Document Assembly Files

contact changes on files

periodically a client contact asks us to change its role on a a group of files - it would be helpful if there was an option to effect the change across multiple files ...
Suggested by: K. (04 Oct, '18) Upvoted: 21 Mar, '22 Comments: 0
Under consideration Contacts

Referral Source Should Associate with a Person. Not A File. People refer people not files

Currently "Matter Came to Us Because" must be entered for each new file. That info may not be known to person opening the file. Associating the referral source with ...
Suggested by: Bruce Menke (01 Sep, '18) Upvoted: 23 Feb Comments: 0
Under consideration Contacts

Add Fillable Drop Down Custom Field Option

Create an option to allow fillable drop down custom fields. Fillable drop down fields already exist in Amicus for instance for the prefix on contact records among ...
Suggested by: Michael Savage (29 Aug, '19) Upvoted: 08 Jun, '20 Comments: 0
Under consideration Contacts Files

Remember Re-Sized Columns for Custom Records

As it stands now, you can resize columns temporarily; however, they do not remain resized should you navigate away. When you come back, each row is evenly distributed ...
Suggested by: Michael Savage (29 Aug, '19) Upvoted: 23 Aug, '21 Comments: 0
Under consideration Contacts Files

Ability to Filter Custom Records

It would be nice to have the ability to filter custom records. That way, you could more easily find a particular piece of information in larger volumes of records. ...
Suggested by: Michael Savage (29 Aug, '19) Upvoted: 29 Aug, '19 Comments: 0
Under consideration Contacts Files

Add optional Column for contact roles or roles on the file when generating emails

When you generate an email from Amicus, the menu that pops up when selecting contacts only contains columns for “Name” and “Company Name”. It is hard to pick which ...
Suggested by: Michael Savage (29 Aug, '19) Upvoted: 29 Aug, '19 Comments: 0
Under consideration Communications Contacts Files

Allow narrower search when selecting file for time entry

I have a small number of large clients with many matters. Many of my contacts appear in hundreds of files. When entering time from an email or telephone call I can ...
Suggested by: Tony Marques (17 Aug, '18) Upvoted: 17 Aug, '18 Comments: 0
Under consideration Contacts