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.

Consolidate Duplicate Emails

There are times when a single email is sent to multiple people within the firm (we actually encourage this by have emails address that forward to all support staff) ...
Suggested by: Michael Savage (29 Aug, '19) Upvoted: 25 Apr Comments: 2
Under consideration Communications Files

High light notes in Status and Summary section

High light notes in status or summary. So that when others are looking they can get the important info super fast.
Suggested by: Doreen (04 Sep, '18) Upvoted: 27 Mar Comments: 1
Under consideration Files

Improve viewability of custom pages and records

Allow custom pages and records to be viewed full screen in the files module, as opposed to on only half the screen alongside other information, and enable dynamic ...
Suggested by: Matthew Yoeli (15 Jun, '18) Upvoted: 26 Jan, '23 Comments: 5
Under consideration Files

Preview Contacts before adding to file

We should be able to view a contact card before entering a file. A lot of times we have many cards for the same provider but different locations, and you cannot pick ...
Suggested by: Mary C. (10 Sep, '18) Upvoted: 26 Jan, '23 Comments: 3
Under consideration Files

Auto-reciprocate lawyer and client roles on files

On a file, when a person's role is defined as a lawyer(or a party), and then the person's client (or lawyer) is selected, it would be nice to not have to then go to ...
Suggested by: Beverly J. Cox (22 Aug, '18) Upvoted: 24 Oct, '23 Comments: 2
Under consideration Files

Add events via right-click on file list

In the FILES view, You should be able to "right click" on a file (without opening the entire file) and have an option to add an event.
Suggested by: Kirsten Barranti (07 Nov, '18) Upvoted: 23 Feb Comments: 0
Under consideration Files

Allow selection of custom page display on opening a contact or a file window

Amicus Small Firm allowed me to select a default page to display on opening a contact or file window.
Suggested by: Scott Wood (14 Jun, '18) Upvoted: 20 Aug, '19 Comments: 1
Planned Files

Sort by headings in Files/Documents.

Add option to set a default view in Files/Documents, then sort by headings.
Suggested by: Vicki Reimer (10 Jul, '18) Upvoted: 15 Nov, '22 Comments: 6
Under consideration Files

Whose Find Box

It would be great if you could just hit "enter" after typing in the "whose file" box instead of having to select search with your mouse. It is very inconvenient to ...
Suggested by: Anna (14 Aug, '18) Upvoted: 29 Feb Comments: 0
Under consideration Files

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 search function to the Status and Summary page

Status pages can be very long & because there is no way to emphasize text entries it can be difficult to find words. It would be helpful to be able to search just ...
Suggested by: Cheryl Nolen (03 Dec, '18) Upvoted: 29 Feb Comments: 0
Under consideration Files Search

Pop Up Window Alert

Would like to add a pop up window that comes up when you open a file giving an alert message we can customize. Example, if a client dies, would want to notify the ...
Suggested by: Marc Vaccarino (06 Apr, '21) Upvoted: 31 Jan Comments: 0
Under consideration Files

Integrate OneNote

I use Onenote to take both in office and trial notes and it would be greta if they could be intregated into Amicus so that the notes do not have to be printed and ...
Suggested by: Richard Mann (08 Jun, '20) Upvoted: 08 Aug, '23 Comments: 0
Under consideration Files Notes

Display long text entries in custom fields as wraped text so you can see all the information

As it stands now, you can only view one row of information at a time and if the information becomes too large for the column it just disappears behind the next ...
Suggested by: Michael Savage (29 Aug, '19) Upvoted: 12 Aug, '21 Comments: 1
Under consideration Files

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

Document View

The new update won't allow the "view" to default to details, only to icons. It is much easier to read in the detail setting so now every time we go in and out of a ...
Suggested by: Lori B (29 Nov, '18) Upvoted: 23 Feb Comments: 0
Under consideration Document Management Files

Ability to Filter Chronology Page/Unified Chronology Page

It would be modify the Chronology Page view on a file. Such as filtering record types and/or allowing displays of additional information in the email or note so you ...
Suggested by: Michael Savage (29 Aug, '19) Upvoted: 06 Dec, '22 Comments: 0
Under consideration Files Reports

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

Allow Different Defaults Based on File Type

Under Preferences/Files/New Entries, allow different defaults based on the file Type - different persons assigned to different file types.
Suggested by: Paige Jones (01 Mar, '19) Upvoted: 14 Apr, '22 Comments: 0
Under consideration Files Preferences

Creating Event from email on File

When I am in an email that I have already saved to a file it would be helpful if, when creating a new event from that email, that the associated file and contact were ...
Suggested by: Laird French (08 Feb, '19) Upvoted: 14 Apr, '22 Comments: 0
Under consideration Calendar Communications 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 Add/Remove/Reorder Custom Records Columns from View

Not all the information stored in custom records may be important to see in their main view and being able to hide irrelevant information can be useful.
Suggested by: Michael Savage (29 Aug, '19) Upvoted: 29 Aug, '19 Comments: 0
Done 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

Adding Contacts to new custom fields for file types

I was unable to find "Contacts" as a core field when creating custom pages for file types in the latest upgrade to Amicus Premium.
Suggested by: David Levinson (13 May, '19) Upvoted: 13 May, '19 Comments: 0
Under consideration Files