Our customers made these suggestions for improving Amicus Cloud. Suggestions for improving Amicus Cloud.
Abacus encourages and welcomes your suggestions for the improvement of Amicus Cloud, 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.
Inter-office messaging ("Stickey Notes" that we had in Amicus Small Firm)
In Amicus Small Firm we had the option of creating a stickey note to "post" on someone else's calendar.
Allow assignment of tasks to multiple users
Certain tasks can be assigned to more than one user. The current program only allows a task to be assigned to one user.
Auto-identifying duplicate contacts
For whatever reason, we have multiple entries for the same exact contact. We've checked all of our settings and all are shared. Yet this still happens. As we create a ...
Under consideration
Microsoft Onedrive
Be able to access Microsoft Onedrive from Amicus Online like you can with Dropbox.
Color Code Appointments
It would be helpful if we could assign colors to different types of appointments as in Outlook.
Add the ability to text clients directly from AO
An overwhelming majority of my clients find the portal cumbersome and don't use it. So making appointments visible through the portal is useless. It would be great to ...
Add-in to save email messages and create time entries inside Outlook
Create a utility that would let me associate email messages to client files right from Outlook. Let me create and edit time entries for those email messages in Outlook.
Docusign integration
Integrate DocuSign and documents into Amicus for fee agreements etc.
Charge interest on overdue invoices
Add the ability to charge interest on overdue invoices
Custom invoice layouts / More invoice layouts
It would be great to be able to save our own billing formats and to show the entire billing history at the bottom of an invoice.
Allow two names like a husband and wife John Smith and Mary Jones as addressees and file names,
The spouses could be treated like a company name, just a descriptor or as two joined contacts. Similarly, the billing party might not be the client, Give more ...
Mailing labels
The ability to create mailing labels for a mass mailing to selected contacts
Add Chronology tab to file navigation to see combined list of items
Allow me to access a client file, and then look at notes, tasks, and appointments
Bulk Download from Documents
Often times I desire to download a number of documents at the same time. Preparing a medical record binder would be one of those times. Referring a file out to ...
Return of Retainer
Add a feature in billing to allow the return of the remainder of client's retainer.
Add documents from the file to an e-mail
When creating an e-mail to get documents from the client file or even general documents and attach to the e-mail instead of only being able to attach documents from ...
Ability to Create Invoice and Receive Payment in One Step
As I understand how the system works now, I need to create a time entry, then create an invoice for the time entry and then I'm able to receive payment. This will ...
Allow administrator to set billing rates for all users
It would be better for the administrator to set the billing rates for all users. Currently, the administrator can only create the billing label, and each user is ...
Rules Based Calendaring
Add rules based Calendaring to the Amicus Online version
Can We Have A "Save" Button In Addition To "Save & Close" ?
Often I want to save something that I'm working on but also keep working on it. I want to save it, but not close it. It's a pain to have to close it and reopen it ...
Under consideration
Delete all future tasks and appointments when a file is closed.
Over time, tasks and appointments accumulate in a file - such as trial dates. If I settle that case, I usually do not need any future events. When a file is closed, ...
Allow copy and paste of contact fields
Allow copying data from contacts to another contact, so one does not have to retype the entire entry if adding an other contact from the family or a firm
Add events to Mobile App
Let me see appointment details in the Mobile App.
Adding Different Contacts From The Same Organization
Every time I have to add a new solicitor or prosecutor or probation officer, I have to re-enter all of their business contact info, which is exactly the same business ...
Intake
Add an Intake Feature - The Client Completes Intake Form within the System and their Info Automatically populates in the system; as well the document automation function.
Set a primary phone number
Let me set a primary phone number rather than always showing the contact's business number when I view their matter.
Linking Emails to Multiple Files
Some emails are important and relevant to more than one file. It would be helpful if we could link the same email to multiple files.
Have an transaction to reverse a payment
Although it does not happen often there is no way to back out a payment received when there is an NSF check.
Customizable file status options
Let me customize the list of file status options when categorizing a matter.
Middle Names For Contacts
Creating legal documents often requires including middle names, but the Contacts doesn't have middle names.
Provide for three initials for timekeepers
We are limited to two initials for timekeepers. Two timekeepers have the same first and last initial and the billing can become indistinguishable.
Ability to create form documents for multiple files at once
In Amicus Desktop, you could select several files at once to create form documents using merge fields. Very convenient for creating file folders, mass client ...
Create subfolders under each folder in the document section of a file
Whenever we receive a new case, we create its respective "File". Once we begin to receive documents related to the case, we save them in the File under "Documents". ...
Add options to "follow up" other than just "tasks"--i.e. allow to set appointment, schedule call etc
Add options to "follow up" other than just "tasks"--i.e. allow to set appointment, schedule call etc
Select multiple items for single, bulk time entry
I want to select 5 emails or 5 documents, etc., and do one time entry that is tied to all of those items.
Auto-Populate a PDF Template or Online Form
It would be helpful if I could upload an Adobe PDF form as a template and auto-populate it from Amicus Online fields. It would be even better if you could figure out ...
Show Actual Email On Follow-Up Reminder
When sending email and marking for follow-up, when following-up it would be helpful to see the actual email immediately as opposed to having to go into the file and ...
The Ability to add a new contact to a file from the Mobile App
Should be able to add a new contact for a file from the mobile app. The ability to remove a contact would be good too.
Ability to highlight
Add the ability to highlight certain notes on General File
Set default calendar view / remember last calendar view
Let me set a preference for a default calendar view because if typically like to view the week at a glance and I don't want to have to manually change from the day ...
Allow an email to be assigned to more than 1 file
Each client has there own file at our firm. We may have several clients on one case, I would like to be able to assign an email to more than 1 case
Adobe Acrobat Add-In
Much like the Microsoft Word Add-In, it would be helpful if, in Adobe Acrobat, we had a toolbar to upload a PDF directly to an Amicus file
Modify Client Payment Distribution Report
Report should total payments by billing attorney not responsible attorney
Report showing time and billing by each timekeeper
There is not a report that shows time and billing by each timekeeper independently. The reports show fees received and values worked by the main timekeeper on each ...