Integrating Outlook and Amicus?
Amicus Attorney is a practice management software package from a company called Gavel & Gown Software.
This document will occasionally refer to different versions of Amicus and Outlook but if not otherwise specified I'll be talking about Amicus 2009 and Outlook 2007.
What Can You Expect?
- Amicus Attorney has had bi-directional synchronization with Outlook for Calendar, Contacts and Tasks since version 7. Changes made in either program will be replicated to the other.
- E-mail is fully integrated between Outlook and Amicus - you can actually see your Outlook folders within the Amicus Communications module.
- Auto-Save lets Amicus automatically save all incoming e-mail in the Person file of the sender (assuming they're listed there with an e-mail address).
Amicus Mobile lets you synchronize your Amicus files, phone calls, messages, time entries, contact lists, stickies and other data on either Windows Mobile or Blackberry. Worth noting that Amicus Mobile actually uses the native E-mail, Calendar, Contacts and Tasks functions on your mobile device and NOT any special Amicus software to sync those elements. Your device syncs with Outlook and Outlook syncs with Amicus.
What Do You Need?
Amicus Small Firm Edition
If you upgrade from the Advanced Edition you can get Amicus Small Firm Edition to synchronize with Outlook. Contacts, Calendar, Tasks and E-mail will all integrate.
Amicus-Outlook Contacts and Calendar Link
The Amicus-Outlook Contacts and Calendar Link will only work if you have...
- Amicus Attorney Server Premium Edition on the server. (version 7, 2008 or 2009)
- Amicus Attorney Workstation Premium Edition on the workstations. (version 7, 2008 or 2009)
- Amicus Attorney Outlook Contacts & Calendar Link on the workstations. (it's automatically installed when you install the Workstation software)
- Microsoft Outlook 2002 (AKA Outlook XP), 2003 or 2007.
NOTE: Exchange Server is *NOT* required.
Saving An E-mail To Amicus
- Go to the Communications tab in Amicus
- Click Outlook on the tabs near the top
- You'll see a nav pane that shows the list of Outlook folders. Select the folder that contains the message you want.
- Select the message you want to save in Amicus
- Click the "Save and Make Associations" button.
- Select the File or person you want to associate the message to (it can be more than one).
The message will now be saved in Amicus and associated to that person.
- It's important that the Windows Time Zone and Date/Time Settings on the workstations match the Amicus server.
- Be diligent about keeping your Contacts up to date - it makes the integration run more smoothly and powerfully. (especially if you use Auto-Save)
- Having trouble with Amicus crashing while you're in Outlook? Make sure you don't have it set to exchange data TOO often. Some folks get anxious and set the Outlook link in Amicus to update every minute or two. Make it 5 minutes or 10 minutes and you'll probably find it a lot more stable.
- Installing Amicus new? I really do recommend you work with an Amicus Certified Consultant to make sure it gets installed properly. To locate an Amicus Attorney Certified Consultant in your area, click here.
UNDER CONSTRUCTION - Last Updated: 03/04/2011