As you work on your matters you will most likely need to track specific information about it. For example if you have a family law practice you will need to track information such as Petitioner Respondent, Date of Marriage (DOM), Date of Separation (DOS), number of children their names, when were they born and much more information. Wouldn’t it be nice to have all this information centralized in one place?
This is where Amicus Attorney Premium underutilized custom fields are coming into play. To begin we need to know what information we need. You may already have an intake form. Start with that and you may want to add to it. Then group all the information logically so that we can have a Case Summary page, a Property page, Financial Accounts and more.
Now if you are an Amicus Administrator you will see that in the Office module there is an Administration section with a Custom Pages and Records option. There clicking on the New Custom Page will allow to create new half or full page where we can add every field that we need. The nice thing about Amicus Attorney custom fields is that it is relatively easy to use. Choose the field type e.g text, date, check box or even a pull-down list and position it where you need. Right click on the field to name it. The results can be amazing.
I have posted a few example of how far you can go in creating custom fields in Amicus Attorney Premium for Family Law and Unlawful Detainer Process. Keep in mind that once the information is in Amicus Attorney we can use it to generate documents and reports from it (I’ll cover templates in the next weeks)
If you need Amicus Attorney customization please contact us at (415) 284-2221
Paolo Broggi, IT Engineer
Amicus Attorney Certified Consultant