Only Amicus Attorney Files that are Open, are not set to be Excluded, and have a Client assigned, are exchanged to Amicus Small Firm Accounting. If the File is Billable, it must also have a Responsible Lawyer who is a Timekeeper. Files with the Billing Category "Vacation" or "Personal" are not exchanged.
Only Amicus Small Firm Accounting Open Clients are exchanged to Amicus Attorney.
Updates to Amicus Attorney Open Files (including updates to the Client Contact information) are exchanged with the matching Amicus Attorney Client Matters, regardless of whether the Client Matter is Open or Closed, and vice versa.