Pages in this Section
File SummariesPhone Calls
Time Entries
To Do's
The client's Amicus File Summary is the default view when opening a client's file in Amicus. It is also located on Side I of the client's file in hard copy. This summary contains an overview of the facts, issues, status and taxable years involved in any given case. It also contains the previous student attorney's suggested method of resolution and recommendations as to how to proceed. The summary should serve as a guide on how to proceed, but you should not rely on it as an infallible course of action. It is possible that the File Summary may have pertinent information missing. Take a fresh approach to the case and determine what the next action should be, consult your supervisor and proceed accordingly.
During the semester it is a student attorney's responsibility to continually update the File Summary for all significant developments. Thse include: petitions filed, documents submitted to the IRS, statutory notices received, etc....
