The American Academy of Estate Planning Attorneys (AAEPA) offers the CounselPro8 practice management system, a comprehensive approach to operating a firm.
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Amicus Attorney by CARET
Score9.9 out of 10
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Amicus Attorney is a legal practice management platform which focuses on growth and business development, from AbacusNext in San Diego.
American Academy of Estate Planning Attorneys, Inc
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CARET (Abacus Data Systems, Inc. )
Amicus Attorney can probably be deployed very well in a law office that has a manager specifically dedicated to making it run smoothly, and who can keep track of the contacts, etc. In our firm, no one can spend the time to do this, so the information stored by Amicus gets a little disorganized, which has the effect of slowing us down
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
American Academy of Estate Planning Attorneys, Inc
No answers on this topic
CARET (Abacus Data Systems, Inc. )
Very efficient calendaring with sync to Outlook calendar (option of Exchange or Outlook level synchronization).
Case management including contacts, emails, documents, etc. to keep everything in one consolidated place.
Document automation including Word merging or HotDocs (third party). Take case data including custom pages and fields and instantly create documents based on templates with ease.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
American Academy of Estate Planning Attorneys, Inc
No answers on this topic
CARET (Abacus Data Systems, Inc. )
In the time that I have been with my firm, we have not used any other comparable software. As a result I can't compare it to anything else that is out there
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
American Academy of Estate Planning Attorneys, Inc
No answers on this topic
CARET (Abacus Data Systems, Inc. )
Large software investment, if not properly configured and utilized this can be a time and money vacuum.
If law firm does not have a consistent personality among employees, buy-in may be difficult as it's a significant workflow change for users.
Can greatly benefit law firm if used properly and across board for all employees. Uniform data organization for cases and custom pages add to personalizing software for firm.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info