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Hi, Welcome to our new newsletter format. We want to use this newsletter to communicate with our clients and assist you with using technology in your office. If you have useful technology suggestions, tips or tricks that you wish to share with all of us, please email them to newsletter@boxerconsulting.com and we will try to include them in future newsletters. Enjoy!
Pete
Duignan, PMP
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Contents
Timeslips
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Timeslips - (Billing & Expenses)
The most up
to date version of Timeslips is V10.5 System Release 3.
Timeslips V11 is due to be released around about August 2002 and we will bring
you more info on the new features soon. For those of you who are still running
Timeslips V8, please note that Timeslips have stated that they will be dropping
support for Timeslips V8 when Timeslips V11 is released.
Amicus Attorney (Case Management)
The most up to date version of Amicus Attorney is version 5.1.
Gavel & Gown Software, Inc. have just released version 5.1. This FREE update for
Version V customers adds the following powerful benefits including improved
e-mail dialog, enhanced third party links, multiple selection and sorting on
files and e-mails, the revolutionary Practice Packs® and much more.
Read more about the new features here.
Version 5.1
includes a link to their newest product - Amicus Assembly (purchased separately)
- powered by GhostFill, a quick, powerful, easy-to-use document assembly
solution. Read more about Amicus Assembly here.
Note: Customers currently using HotDocs document automation program with Amicus - Gavel & Gown
have stated they are continuing to support the link between Amicus and HotDocs.
Note: Customers currently using Amicus Attorney version III - On June 30th, 2002
Gavel & Gown will be discontinuing support for Amicus Attorney Version III.
Timeslips 10.5
Is there a
way to keep a previous balance or payment from appearing on a new invoice?
Q: Is there a way to keep a previous balance or payment from appearing on a new
invoice?
A: Yes, this option is set up on the Format page of Client Information. Use the
following steps to set up this option.
1. Select Names; Client Info to open the Client List dialog box.
Note: Your terminology for client may differ. If so, adjust these steps
accordingly.
2. Select the client and press Enter to open the Client Information dialog box
for that client.
3. Switch to the Format page, and in the Bill Format section, scroll down until
you see the setting for Previous and new Accounts Receivable balances and
Accounts Receivable transactions. Unmarking either or both of these settings
will prevent the respective items from appearing on a bill.
Entering a
Previous Balance
You can enter a Previous balance with the Following Steps.
1. Open Transactions
2. Select Account Receivable
3. Click on the Yellow Plus sign on the Toolbar.
4. You should now be in the Account Receivable Entry screen Select "Type"
Invoice.
5. Select the Client, Date then enter a Description.
6. Below you will see 3 Fields Fees, Costs & Interest. You can enter the
Previous Balance in 1 Field or break up the Amount into the 3 fields.
7. Save your entry.
This will enter a new Previous balance for a Client.
Amicus Attorney V
You are in
a rush. You need to quickly know what you've got on today
1. Click on Dailies
2. Click on Today's Overview
3. At a glance you can see Today's Appointments, Outstanding To Do's,
Outstanding Phone Messages and Outstanding E-mails (if E-mail integration is
turned on)
Finding out who is responsible for a file
You can find
out the Responsible Lawyer on any File in the team database (including those
which you are not assigned to) by doing a search.
1. If necessary, open the Amicus Attorney menu and choose Files.
2. From the FILES menu, select Whose File.
You see the Whose File Is It? dialog
3. In the blank text area, type in the text that pertains to your search for the
desired File.
4. To define your search according to the text you have typed, activate the
field checkboxes according to File Name, Client Name, Matter Name, Client ID,
and/or Matter ID. You may select as many checkboxes as you feel are necessary.
5. Click on Search.
The results of your search, if successful, will yield all File information
pertaining to what you have typed and the above-mentioned fields. The names of
the Responsible Lawyer and Team Members assigned to each File are shown in the
rightmost column.
After you have found who is responsible for a File, you may send Stickies to the
Responsible Lawyer and Team Members assigned to that File.
Hand on your heart now.... Yes I can happily say that:
My backup system
is working
My anti-virus files are up to date
My critical updates/patches are up to date
If not then we can help!
Talk to you
soon..........
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