Phone Calls
All phone calls received from or placed to clients should be recorded in Amicus to create a record of communication with the client. In addition to recording the fact that a phone call was received or placed, the information exchanged should be included in the description at a level that future student attorneys and supervising attorneys can understand the nature of the call.
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From the client’s file, click on the telephone icon in the client’s address/telephone info on the left side of the file; This will open the “Phone Call Details” dialog box;
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Select “To” or “From” in the upper left corner;
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Click on the person icon and select the proper contact;
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Change the date if call is being entered after the fact;
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Choose “Spoke,” “Left Message,” “No Answer,” etc. from drop down menu;
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If you spoke, include a brief summary of the information exchanged in the "Phone Call Details" dialogue box.
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Select “Do a Time Entry” at the bottom of the “Phone Call Details” dialog box;
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Enter time rounding up in 10ths of an hour in the lower right corner (.1 = 6 mins. i.e. 10 X 6 = 60 mins. or 1 hour);
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Click “OK”;
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If asked “Do you want to combine them?” regarding multiple time entries, always choose “No”;
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Click “OK” in the right corner of the “Phone Call Details” dialog box; and
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Choose “Save and Close” at the bottom right hand corner of the file when exiting.
Note: Record all attempted contacts whether or not successful, and never delete a phone message in Amicus.
