LPM Tip

“Holy Credenza, Batman!”

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. 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, e-mail, 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 three 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 five minutes. There is a fifteen-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 Web site. The site is excellent, providing explanatory videos, FAQ's and concise descriptions of Credenza's capabilities. As Robin would say, "Holy Credenza, Batman!"

This tip is courtesy of the State Bar of Michigan.

Published November 2, 2010

--------------------------------------------------------------------------

For more helpful tips, join the MBA's Law Practice Management Section. Call MBA Member Services at (617) 338-0530 to join.

To learn more about the Law Practice Management Section, contact Co-Chairs Andrea Goldman or Rodney Dowell.