Amicus Migrations: Preparing Matters for Export

Amicus Migrations: Preparing Matters for Export

To prepare your Amicus matters for backup, you should ensure that each matter has an associated "primary client". The following query will indicate what matters in your firm do not have associated clients:

  1. SELECT
  2. *
  3. FROM
  4. [File]
  5. WHERE 1=1
  6. AND ID != 0
  7. AND PrimaryClientPeopleId = 0

For each matter listed, you should edit the matter in Amicus and associate a primary client. To do that, first go to your client list in Amicus and double click on a matter.

When the matter opens up, right click on "Summary" and select Admin > Accounting.

Once here, click on the green person icon to select the Primary Client.

 

 

 

 

 

 

 

 

 


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