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amicus attorney manualPlease try again.Please try again.Please try again. Then you can start reading Kindle books on your smartphone, tablet, or computer - no Kindle device required. Register a free business account To calculate the overall star rating and percentage breakdown by star, we don’t use a simple average. Instead, our system considers things like how recent a review is and if the reviewer bought the item on Amazon. It also analyzes reviews to verify trustworthiness. Please upgrade your browser to improve your experience.Use our product finder to find your recommended product and how to implement it. Select a product below for a complete list of available product guides. We periodically issue Updates. Please upgrade your browser to improve your experience.Use our product finder to find your recommended product and how to implement it. Access immediate support through your AbacusNext Account Portal or call 800-726-3339. Your TAM will be available for weekly or bi-weekly project calls with you to ensure you are getting the most out of the premium service. In addition, your TAM will assist with scheduling your application upgrade at a time that meets your business needs. Upon request, we’ll also create a screen recording of the process we used to resolve your ticket, or a written step-by-step guide on how to use the software. Our Resource Library features on-demand videos that provide an overview for Amicus Online, Amicus Attorney, AbacusLaw, and tips for getting started. Home Editions are NOT supported for the computer that Amicus Server and Microsoft SQL will be installed on. Home Editions are NOT supported on a single computer that will be acting as both Workstation and Server. If running additional applications on the same computer, ensure that the computer meets all requirements and has sufficient resources for those other applications as well as the host operating system. We do not recommend that Amicus Server or SQL Server be run on the same computer as Microsoft Exchange.http://www.buergerklub-tirol.at/file/kelemahan-absensi-manual.xml
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In general, we also recommend that you install the latest service packs available for supported versions of the third-party products. Amicus Server Role Windows Server 2016, 2012 R2. There is no need to enter data twice. The Amicus Attorney-PCLaw Link provides seamless bi-directional integration, saving time while ensuring consistency. You can exchange Amicus File and Contact information with PCLaw Matter and Client information, and can map Amicus Lawyers and File Types to PCLaw Lawyers and Types of Law. A Link wizard guides you through configuration of the exchange options. The link ensures that Amicus Activities and Billing Rates are available in PCLaw and that posted Time and Expenses go directly to PCLaw without the need for a separate exchange process. You have the choice of exchanging Amicus Files individually or performing a global exchange of all Files and Contacts. The first part of this Guide is primarily written for Amicus Administrators, describing how to set up and maintain the Link. For information on daily use of the Link functions, see Using the Link on page 35. IF UPGRADING FROM AN EARLIER VERSION OF AMICUS ATTORNEY: There are some fundamental differences between the Version 7 and 2008 or higher Premium Edition accounting link initialization processes and those applied in earlier versions of Amicus Attorney. Reclassifying your data prior to database conversion may save you some steps. IMPORTANT: To configure and activate the Link with PCLaw, you must contact a PCLaw Technical Support representative for PCLaw configuration instructions and a product key (plaalink.key). Place this product key file in the appropriate Data folder.Amicus record type Exchange direction PCLaw record type Files Matters Client Contacts Clients Other Contacts (optional, one-time exchange during initialization only, not PCLaw 8.http://www.stolarstvonamieru.sk/images/data/keller-pendulum-bow-sight-manual.xmlx) Contacts Time Entries Time Sheet Time Entries (Flat Rate) Fee Sheets Expenses Expense Recovery In addition, Rates are synchronized between Amicus Attorney and PCLaw. Amicus Rates Exchange description PCLaw Rates Timekeeper Billing Rates Activity Code Rates Task-Based Billing Task Code Rates one-time exchange during initialization only, in the direction you specify one-time exchange during initialization only, in the direction you specify one-time exchange during initialization only, in the direction you specify Lawyer Rates Task Code Rates Task Code Rates Scope In some instances, the items noted above are filtered based on criteria such as their current status (e.g. Active versus Inactive). The following rules apply. PCLaw Matters are NOT included in exchanges if they: - are Inactive or Archived, or - have the Disable Updates With Other Software option selected, or - have a Type of Law or Lawyer that has not been mapped to an Amicus File Type or Responsible Lawyer.For example, in order to successfully exchange an Amicus File of a particular File Type with a PCLaw Matter of a particular Type of Law, the File Type and Type of Law must first have been mapped. Mapping adjusts for any naming differences in the two applications. It is important to map any new common list items whenever they are added in either application. For more information, see Maintaining the Link on page 30. Amicus items Timekeepers who are Responsible Lawyers Timekeepers Billing Rates File Types Activity Codes Task-Based Billing Code Sets Task-Based Billing Task Codes Task-Based Billing Activity Codes Expense Codes PCLaw items Lawyers who are Responsible Lawyers Lawyers Rate Categories Types of Law Task Codes Types of Law Task Codes Explanation Codes Explanation Codes Amicus Firm Members are designated as Timekeepers in the Administration Profile of their Contact record.http://fscl.ru/content/boss-ge-10-manual-0 Lawyers, Responsible Lawyers, and Timekeepers To ensure the proper assignment of Responsible Lawyers in Amicus Attorney, each Amicus Timekeeper who is a Responsible Lawyer must be mapped to a PCLaw Lawyer. This is a one-to-one relationship. To ensure the proper posting of Time Entries and Expenses from Amicus Attorney to PCLaw, each Amicus Timekeeper (even the ones who are not Responsible Lawyers) must be mapped to a PCLaw Lawyer. If necessary, you can map the same PCLaw Lawyer to more than one Amicus Timekeeper.When you set up the Link, you will need to complete several steps, listed below and described in more detail throughout this Link Guide. It is assumed that you have installed and configured Amicus Attorney and have ensured that it is running properly. 1 Read this Link Guide to gain an understanding of how information in the two applications will be exchanged and matched. 2 Install PCLaw on the Amicus Attorney Application Server. Test PCLaw to ensure that it is running well. The PCLaw portion of the Link is automatically installed when you install PCLaw. 3 Ensure that date formats are set the same way in the Regional Options tab of the Windows Customize Regional Options dialog at the Amicus Attorney Server and at Workstations of Link users, and also in the PCLaw system settings. 4 Prepare your information in both applications, where necessary, as detailed in Preparing your data on page 6. 5 Run the PCLaw Link Configuration wizard in Amicus Attorney to set your options and mappings. 6 Perform the initialization. 7 Optional (RECOMMENDED): RESTARTING THE SERVER: Whenever the Amicus Attorney Application Server is restarted, someone must log in to Windows at the Server before Amicus Attorney may communicate with PCLaw. If desired, however, you may configure your system to eliminate that necessity. For details, see Configuring your system to handle Server restarts on page 31.https://lg-asesoria.com/images/94-ford-manual-transmission-fluid.pdf Administrators will need to maintain the common list mappings on an on-going basis as items are added or deleted in either application. Special preparation prior to database conversion from an earlier version of Amicus Attorney The Amicus Attorney link with PCLaw includes new processes that require that data eligible for exchange with PCLaw be clean prior to initialization. There are huge advantages to this approach. It allows for a prompt-free initialization, it avoids duplicates, and more importantly, it ensures that the link runs as smoothly as possible thereafter. Completing some preliminary reclassification and data checks PRIOR TO CONVERTING DATA FROM AN EARLIER VERSION OF AMICUS ATTORNEY will facilitate a smooth Initialization process. For details, see the Accounting Integration Consistency Checker document, available from the Technical Resource Guides section of our website. Each File must have one Primary Client. This eliminates any ambiguity as to which Client Contact on a File is the candidate for exchange with PCLaw. Database Conversion will auto-set the Primary Client flag where there is only one Client on a File. Files that have more than one Contact with a Role of Client the flag will have this flag automatically set only if one of the Clients on the File matches the Full Client Name. Below are two tips to facilitate the setting of this flag during conversion: - Prior to Database Conversion, reclassify the Role of all but the Primary Client on a File. To do this, assign those Clients on the File that are not to be exchanged with PCLaw an alternative Role On File, such as Other Client or Contact at Client. Be sure to leave one Contact designated as the Client. (An Amicus Administrator may need to add these alternative People Roles from Firm Settings if they don t already exist in your Role On File list.) - Alternatively, confirm that the name of one of the Clients matches exactly with the Full Client Name field on the Amicus File. Files that are not to be exchanged should be marked Excluded. We recommend that you also exclude the corresponding PCLaw Matter by selecting the Disable Updates with Other Software option. Each Primary Client must have a unique Client ID. If two or more Clients have the same Client ID, there is a risk that Files and Clients may become cross-linked, resulting in data corruption. Ensure that Files to be exchanged have the correct Client and Matter IDs.Common lists It is not necessary that corresponding common list item names match exactly in each application, as the Link Configuration wizard will permit items to be mapped. For example, Litigation - Civil Civil Litigation. In addition, the Common Lists Alignment dialogs of the wizard permit you to directly add some list items from one program to the other. Amicus common lists PCLaw common lists Add to Amicus via the wizard Add to PCLaw via the wizard Timekeepers who are Responsible Lawyers Lawyers who are Responsible Lawyers No No Timekeepers Lawyers No No Billing Rates Rate Categories YES YES File Types Types of Law YES YES Activity Codes Task Codes YES YES Task-Based Billing Code Sets Types of Law YES No Task-Based Billing Task Codes Task Codes YES YES Task-Based Billing Activity Codes Explanation Codes YES YES Expense Codes Explanation Codes Yes, two-way PCLaw data Optionally, perform a database integrity check in PCLaw. Ensure that the Amicus File Preference that specifies the Firm Members to be automatically assigned to new Files is set properly for each Responsible Lawyer. Although the Link Configuration wizard provides convenient adding and mapping functions, you might find it useful to first delete unused items, and rename or edit some common list items. TIP: If the Pre-Initialization Check fails on any Files that the initializing Amicus Administrator is Restricted from viewing or editing, the error log will simply report restricted rather than the specific Short File Name. We therefore recommend that all Files be made accessible to that Amicus Administrator for the period of initialization. On each File, either remove Restrictions or assign the Amicus Administrator and ensure they have Edit rights. For the exchange of various Rates, decide which side has the most accurate data and should therefore priority. Check that Client IDs and Matter IDs match on both sides. Print out any Archived Matters in PCLaw, and then either Close or Exclude any corresponding Files in Amicus, to help avoid the creation of duplicate records. It will be necessary to exclude some Files from exchange. For instructions on how to exclude Amicus Files, see Excluding an Amicus File from the Link on page 37. For instructions on how to exclude PCLaw Matters, see your PCLaw documentation. IMPORTANT: We recommend that you exclude Amicus Non-Billable Files (including Vacation and Personal Files) from the exchange. Any Time Entries exchanged would not be marked Non-Billable in PCLaw. You are now ready to proceed to configuring the Link. Configuring the Link The Link Configuration Wizard helps you step through basic options, link and exchange preferences, common list alignment (where you can add file types, activity and expense codes, etc.A Pre-Initialization Check is run automatically before initialization. The Wizard is available to Amicus Administrators from the Firm Settings dialog, accessible from the Office module. Follow the steps below: 1 IMPORTANT: Perform the configuration at your Amicus Attorney Application Server. This will enable you to see the PCLaw login dialog. Be sure to select the Store Password option so that exchanges can be performed from other PCs afterward. Note that a Remote Desktop connection is not suitable for the configuration process. 2 Choose Firm Settings on the navigation list in the control panel of the Office module. The Firm Settings view appears. The Accounting System view of the details dialog appears. 8 Select PCLaw in the accounting system list box. 9 Click Configure to run the Link Configuration wizard. Complete each of the multi-dialog steps in order, as described in the following sections.You can click Print Settings to print your settings. Complete the configuration steps as described in the following sections. The completion status of each step is shown at the right. Step 1 - Set the data source for the Link Click Step 1 in the Welcome dialog of the Link Configuration wizard. The Data Source dialog appears. 1 Enable PCLaw for exchanges: a At the Server, start PCLaw and log in to the Set of Books. Also enter a PCLaw username and password.In this step, you set general initialization and exchange preferences for the Link. Step 2a - Initialization options Specify whether Amicus or PCLaw takes priority during initialization.A Global Exchange includes all Files and Contacts added or modified since the last exchange in either Amicus or the accounting application. We recommend that you choose a time that is off-hours, and does not conflict with other scheduled services, such as automatic backups your firm may have scheduled, or the Amicus Daily Checks routines which run at midnight. Select a Firm Member who has been granted Amicus security access to Firm Files and Contacts. Because this user s login session will be in use whenever a Global Exchange occurs, it is important to schedule a time when they will not require access to Amicus. Specify whether Amicus or PCLaw takes priority in exchanges. Then click Next. Step 2c Additional Options In the Expenses section, specify whether users can post Expenses from Amicus to PCLaw. For more information about Expenses, see Working with Expenses on a File on page 41. Then click Finish. The Welcome dialog reappears. In the Match Criteria section, select the option if you want a secondary check on names done during initialization. If you do NOT select this option, minor differences in the names (e.g. Chris vs. Christopher, or punctuation) will not cause the match to fail, and will result in the names from one application overwriting those in the other application during initialization (according to your Priority preference in Step 2a), even if the names are quite different.In this step, you map and add (where supported) shared list items to ensure that they are available in both Amicus and PCLaw. NOTE: The following mapping dialogs include an Auto button that enables you to quickly and automatically map matching items. Step 3a - Map the Timekeepers who are Responsible Lawyers After an informational dialog, the Align Responsible Lawyers dialog appears. Map the PCLaw Lawyers to Amicus Timekeepers, for Responsible Lawyer assignment. Each Amicus Timekeeper who is a Responsible Lawyer must be mapped to a PCLaw Lawyer. You can have more Lawyers in PCLaw than Timekeepers in Amicus, or vice versa. A PCLaw Lawyer can be mapped to only one Amicus Timekeeper, and vice versa. Then click Next. Step 3b - Map PCLaw Lawyers with Amicus Timekeepers Map the PCLaw Lawyers to Amicus Timekeepers, for Time Entry and Expense posting. All Amicus Timekeepers must be mapped, even the ones who are not Responsible Lawyers. A PCLaw Lawyer can be mapped to more than one Amicus Timekeeper, and vice versa. Then click Next. Step 3c - Map PCLaw Rate Categories with Amicus Billing Rates Map the PCLaw Rate Categories to Amicus Billing Rates. Add new PCLaw Rates (with Nicknames) or Amicus Billing Rates if necessary. Then click Next. A second page appears.For example, consider a case in which all 20 Amicus Billing Rates have been mapped to PCLaw Rate Categories. If the exchange is from PCLaw to Amicus, he will get 8 Amicus Billing Rates, as mapped. If the exchange is from Amicus to PCLaw, he will not lose any of his 8 Rate Categories in PCLaw. When you are finished with this dialog, click Next.Add new PCLaw Types of Law (with Nicknames) or Amicus File Types if necessary. Default File Type If the Link has not yet been initialized, and you have many Amicus Files that do not have a File Type, you can select the default File Type to be assigned during initialization.Add new PCLaw Task Codes or Amicus Activity Codes if necessary. (If you wish to add, edit, or delete Amicus Activity Codes within the corresponding Amicus Firm Settings dialog, click the List button at the upper right.) Rate Value priority If the Link has not yet been initialized, specify whether Amicus or PCLaw takes priority in the Rate Value exchanges for these Codes during initialization. Then click Next. Time Entries with a blank Activity Code If you wish to allow users to post Time Entries that have a blank Activity Code, be sure to assign a default Task Code (such as BW, for Billable Work) to all Matters. You can use the Global Change feature in PCLaw to perform this task. Step 3f - Map PCLaw Types of Law with Amicus Task-Based Billing Code Sets Map the PCLaw Types of Law to Amicus Task-Based Billing Code Sets. Add new Amicus Code Sets if necessary. Only the PCLaw Types of Law that are used for Task-Based Billing need to be mapped.Add new PCLaw Task Codes or Amicus Task-Based Billing Task Codes if necessary. (If you wish to add, edit, or delete Amicus Task-Based Billing Task Codes within the corresponding Amicus Firm Settings dialog, click the List button at the upper right.) Rate Value priority If the Link has not yet been initialized, specify whether Amicus or PCLaw takes priority in the Rate Value exchanges for these Codes during initialization. Then click Next. TIP: If Task-Based Billing is not used at your firm, it is not necessary to map these codes. Simply ignore, and click Next.NOTE: The rate values for Expense Code and Explanation Code are not automatically aligned. You must align them manually. Step 4 - Read about the field mapping and matching criteria Click Step 4 in the Welcome dialog of the Link Configuration wizard to read about mapping and matching, and to set one option.An Amicus Administrator performs the initialization (i.e. the first exchange). 1 IMPORTANT: Back up both the PCLaw database and the Amicus database. 2 Prepare your data in both applications (as outlined earlier in this Guide). 3 Ensure that all users are logged out of both Amicus and PCLaw. 4 To start initialization, first click Step 5 in the Welcome dialog of the Link Configuration wizard. Click Begin Initialization in the Your Initialization Checklist dialog. 5 Pre-initialization Check: The Link checks Amicus data consistency to ensure that initialization will produce good results. TIP: The following checks are done on eligible Amicus Files (Files that are Open, are not flagged as Excluded, and have a mapped Responsible Lawyer). If you wish to deal with some Files individually AFTER initialization, flag them as Excluded from exchange. In earlier versions there was no concept of a Primary Client on a File. Premium Edition lets the user designate a specific Client for exchange. During Database Conversion to Premium Edition, the Primary Client will be automatically set provided there is only one Client assigned to a File. If there is more than one Client, then this designation is not made at the time of Conversion. The PCLaw Link Pre- Initialization Check makes a more granular attempt at determining the Primary Client based on a variety of criteria involving Full Client Name and Client ID compared against all Clients assigned on the File: If a File does not have a Primary Client, and the name in the Full Client Name field matches one of the Contacts on the File, then that Contact is assigned as the Primary Client. If a Primary Client on a File has only a Last Name (i.e. no First Name, Initials, or Company Name) then they are switched from an Individual to a Company, and their name is moved from the Last Name field to the Company Name field.Basic checks: The following issues are checked for in Amicus Attorney: two or more Files that have the same Matter ID Files that do not have a both a Client ID and a Matter ID Files that do not have a Primary Client Files that do not have a Responsible Lawyer who is a Timekeeper two or more Primary Clients that have the same Client ID Primary Clients that have different Client IDs on different Files Results: If the Pre-initialization Check fails, errors will be noted in an error log on the Amicus Attorney Application Server). All issues must be resolved before initialization can take place. Any exceptions encountered at this stage will not cause initialization to fail but will be detailed in the error log: PCLaw Matters (based on Matter ID) that are closed or excluded that match an Amicus File eligible for exchange, or vice versa. Matching PCLaw Matters where the Amicus Primary Client or the Client ID does not match the PCLaw Client. (Mismatched Client names are the most common exception. See Preparing your data on page 6). PCLaw Matters whose Responsible Lawyer is not mapped to an Amicus Timekeeper. PCLaw Matters with a Type of Law that is not mapped to an Amicus File Type. The link can be used immediately following completion of the initialization process, including posting time and expenses, and performing global and per-file exchanges. However, Amicus Files with discrepancies will be skipped during global or per-file exchanges until the necessary adjustments are made. TIP ON EXPOSING CLIENT IDS: You can expose the Client ID field for Contacts in the People Index by right-clicking on the column header, and selecting Show Fields. If you have security rights to see all Firm Contacts, be sure to select that filter option in the Control Panel, otherwise you will be seeing only your Contacts.The following sections describe how records are matched, and how fields are mapped in order to facilitate the proper supply of information to the records that are updated or created in the other application. For a complete list of field mappings, see Preparing your data on page 6. Exchange methods There are two exchange methods: Individual File exchange involves a single Amicus File (and its Primary Client Contact record) with the corresponding PCLaw Matter and Client. Individual File exchange is performed from the Accounting Link Details view of the File Detail in Amicus Attorney. Global exchange involves additions or modifications since the last exchange in either database involving all eligible Amicus Files and Contacts and PCLaw Matters and Clients Exchange direction The Link Configuration wizard allows you to set which application takes priority for the purposes of those records types that involve a bi-directional exchange during initialization. You can also set the priority for subsequent exchanges. Match Criteria Eligible records that meet the scope requirements (see Scope on page 3) are matched based on the Key Identifiers in each record. This matching is not case sensitive, but spaces and punctuation do matter. If a match is not found, the Link will create a new record, so that there are corresponding records in both databases. If one match is found, either the Amicus record or PCLaw record is updated. Where a record has been changed in both applications, conflicts are resolved based on the Link priority options set by the Amicus Administrator. If more than one match is found, an error is logged. NOTE: PCLaw and its API allow Matter IDs up to 12 characters long. For an Amicus File to match a PCLaw Matter, the Client ID and Matter ID in each record must match. This matching is not case sensitive. Each Amicus Client is identified by a Client ID. The Client ID is a property of a Contact record there is only a single Client ID per Contact record, and multiple Contact records cannot have the same Client ID Assigning a Contact who has a Client ID as the Primary Client on a File determines the Client ID for that File. Additionally, a secondary check on Client Name is optionally done during initialization. Amicus File field Client ID Matter ID Full Matter Name PCLaw Matter field Client ID Matter ID Matter Description Responsible Lawyer (optional in record updates) Responsible Lawyer (optional in record updates) File Type (only in new records) 1 Type of Law (only in new records) 1 File Opened Date (only in new records) 1 Date Opened (only in new records) 1 File Billing Rate Use Task-Based Billing Matter Default Rate Use Task-Based Billing Task-Based Billing Set Type of Law Matter Billing Address 2 Matter Billing Address 2 1 Updates are not supported. 2 This field is shown in the Billing Info view of the File Details in Amicus. The Matter Secondary Billing Address, if any, is not exchanged or shown. Responsible Lawyer assignments The Responsible Lawyer assignment is exchanged always in new records. If the Amicus Administrator has set the Link option to do so, the Responsible Lawyer assignment is also exchanged when an Amicus File or PCLaw Matter is updated. Firm Member assignments to Amicus Files If a new Amicus File is created from a PCLaw Matter, the Matter s Responsible Lawyer is assigned to the File. In addition, the Firm Members who are specified in that Responsible Lawyer s Amicus Preferences as the ones to be assigned by default to new Files are assigned to the File. Client record match criteria A Client in PCLaw is the equivalent of an Amicus Primary Client on a File. NOTE: PCLaw and its API allow Client IDs up to 6 characters long. Key identifiers Amicus-to-PCLaw exchange: The Link considers only the Primary Client on Amicus Files that are eligible for exchange (see Scope on page 3), and checks for a PCLaw Client ID that matches the Amicus Client ID. (If unsuccessful, the Link creates a new Amicus Contact record for the client.) PCLaw-to-Amicus exchange: This exchange considers only the PCLaw Clients who have Matters that are eligible for exchange (see Scope on page 3), and checks for an Amicus Client ID that matches the PCLaw Client ID. If a Contact match is not found this way, then the following match criteria are used, based on whether the Amicus Contacts and PCLaw Clients are considered to be companies or individuals: - Companies: If the PCLaw Client has a Last Name only, a Firm Name only, or a Last Name and Firm Name but no First Name, then an Amicus Contact record must be a Company. NOTE: If a PCLaw Client has a Last Name only (with or without a Firm Name), and its PCLaw Display As status is Person, the Link considers the Client to be a company. To avoid confusion, we therefore recommend that you avoid this combination of PCLaw settings. Key Identifier fields if the PCLaw Client has a Last Name and First Name: Amicus Contact field First Name Last Name Home Phone or Primary Phone Home Address City or Primary Address City PCLaw Client field First Name Last Name Home Address City Phone format As noted above, Phone information may be part of the Key Identifier for PCLaw-to-Amicus record match criteria. Amicus Phone information is divided into four components: Country Code, Area Code, Local Number, and Extension. PCLaw Phone information is in one, undivided field. A PCLaw Client who has a Last Name and First Name (with or without a Firm Name), and also has the PCLaw Display As status of Person, is considered an individual. All other PCLaw Clients are considered companies. An Amicus Contact is designated as either an Individual or a Company.