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If you are a solo or small firm and you haven’t found a practice management software application to meet your needs and your budget, check out Credenza at http://www.credenzasoft.com. This new application developed by Gavel & Gown Software, Inc. has been developed as an Outlook add-in and quite frankly, it is pretty amazing! Granted, it is not a full blown, all encompassing practice management application but it can do a lot.
Credenza will allow you to create a matter and link all documents, email, appointments, notes, phone call records to the matter. From the matter tab you can view a chronological list of all of the items associated with the matter. When you install Credenza, it adds time tracking capabilities. Time entries can be electronically posted to your accounting system. The application also allows collaboration between 3 users. Credenza can produce reports, check conflicts, calculate dates, and more.
This is not a SaaS application. It is software which is downloaded and installed on your computer. The download and install process took less than 5 minutes. There is a 15 day free trial available and the ongoing cost is $9.95 per month. You may cancel your subscription at any time.
If you are searching for a management tool and use Outlook for your email, this product is worth a visit to their website. The site is excellent, providing explanatory videos, FAQ’s and concise descriptions of Credenza’s capabilities. As Robin would say, "Holy Credenza, Batman!"
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