Adding a New User License for Amicus Attorney by CARET

Follow these steps to license a new Amicus Attorney by CARET Firm Member

Whenever changing your Amicus Attorney by CARET subscription plan, or adding/removing the amount of licenses, updating your license information is required. Please note: you must be an Amicus Attorney by CARET Administrator to complete the steps below.

1

Find your Customer Identification Number (CID) in your welcome kit or by calling your CARET Sales Representative. The CID is always numerical and typically 8-characters long.

2

Access Office -> User Management

3

Ensure that you make a backup first. Go to Firm Settings > Utilities > Backup Now

4

Go to Firm Settings > Firm Basics to enter your CID in the appropriate field and click OK (NOTE: if the Customer ID field already contains your CID, skip to step 5)

5

Restart Amicus Attorney by CARET as prompted (exit Amicus Attorney by CARET and log back in)

6

Go to User Management and click Apply License. If the CID was already entered (as in step 3), click Update License

7

Your additional license(s) will now be available to assign to a new or existing user by clicking the box in the ‘License’ column for the desired user