Today's issue of TL NewsWire covers a cloud practice management system with a new client portal (see article below), PDF software with legal features, an iOS calendar and task management app, and a cloud storage service with an iPhone scanner. Don't miss the next issue.
Clients want good outcomes for their matters, but that's no longer enough. They also want to access their file and communicate with you when convenient for them. This level of attention requires a client portal but not just any portal. Your client portal should work with your existing software, and offer deep functionality that you and your clients won't outgrow.
Amicus Cloud … in One Sentence
Amicus Cloud is a practice management system that now includes a secure, customizable client portal.
The Killer Feature
After you enable the client portal in Amicus Cloud, you can link to it from your website. To create a seamless experience for your clients, the client portal features your firm's name and logo. Even the login and password reset pages contain your firm's branding. Like the rest of Amicus Cloud, the client portal works in all desktop and mobile web browsers.
After the initial setup, you can invite clients to create an account. You can share just about anything in Amicus Cloud — documents, calendar events, notes, tasks, etc. Amicus Cloud displays a different icon for shared items so that you know their status at a glance. You can view all shared items in a list in the new Portal tab.
In addition to sharing information, you can also collaborate and communicate with clients. For example, you and your clients can exchange notes. You can also assign tasks and create custom records for clients to fill out. A dashboard and email notifications keep you and your clients apprised of these communications and other activity. Also, Amicus Cloud contains a client portal audit trail, and can send you a daily email message showing all client portal activity.
"Clients today have different expectations," Abacus Data Systems' Vice President, Software Engineering Chris Cardinal told me. "They want the ability to send you documents, review documents you've drafted, and receive updates. They also want secure electronic communications. With the new Client Portal, you can give all of this to them. Not only will this profoundly impact the way law firms operate, but also clients will feel more connected and in control of their legal work."
Other Notable Features
According to Cardinal, Amicus Cloud sets itself apart from other cloud practice management applications through its desktop-like features. For example, cloud applications typically limit you to one screen at a time. By contrast, Amicus Cloud's multitasking technology enables you to open and resize multiple windows all within the same browser tab. You can minimize tabs along the bottom of Amicus Cloud for fast recall.
Another example — Amicus Cloud's Precedent Workflows combine document assembly with project management. This enables you to automate any process in your law firm, including generating Word documents with client information and stored clauses.
What Else Should You Know?
Amicus Cloud uses integrations to extend its abilities. Key among these is Microsoft Exchange, Office 365, and Dropbox as they enable you to store all client-related email and documents in Amicus Cloud without changing any of your current habits. Amicus Cloud costs $49.95 per user per month ($45 if you're on an annual contract). Learn more about Amicus Cloud.
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