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.
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.
Access Office -> User Management
Ensure that you make a backup first. Go to Firm Settings > Utilities > Backup Now
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)
Restart Amicus Attorney by CARET as prompted (exit Amicus Attorney by CARET and log back in)
Go to User Management and click Apply License. If the CID was already entered (as in step 3), click Update License
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