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Credenza (the Free Version):Outlook on Steroids for Lawyers
Susan Traylor,Owner/Consultant
June 23, 2015
Overview
What is Credenza?Which Lawyers are the Target
Market for Credenza Basic?Demo of CredenzaFAQ About CredenzaCredenza Basic (free) vs. Pro
(subscription) Versions.Resources
3
Contacts
Appointments & Tasks
Reminders
Matters/Cases
Document Management Assemble Document
Track time
Phone calls
Organize web research
(Clients, Attorneys, Parties, People)
Calendaring/Docketing
Word or WordPerfect E-mail organization
Outlook
Billing/Accounting?
4
Contacts
Appointments & Tasks
Reminders
Matters/Cases
Document Management Assemble Document
Track time
Phone calls
Organize web research
(Clients, Attorneys, Parties, People)
Calendaring/Docketing
Word or WordPerfect E-mail organization
Credenza (Basic)
Conflicts Checking
Date Calculator
Export/Import to Quickbooks,Timeslips or PCLaw
What Is Credenza?
1. A “plug-in” Practice Management Software (PMS) for Lawyers…
2. Who like to use Outlook email &
appointments & tasks, but…
4. Who are not ready to move to a full-blown practice management software.
3. Need also to easily track time, phone calls, documents, conflicts, matter management and*…
*and more with Credenza Basic. Credenza Pro (subscription) offers billing, trust accounting, “team” features, etc.
Credenza Basic is…
Outlook 2013 Menu Bar
Outlook on Steriods
It “plugs-in” or “adds-in” to your Outlook Menu Bar a few more options…
Credenza Basic is…
Outlook 2007
Outlook 2013
Outlook on Steriods
Credenza Basic is…
Conflict SearchOutlook on Steriods
Credenza Basic is…Outlook on Steriods
Date Calculator
Which Lawyers/Firms Can Benefit from Credenza Basic?
1. All lawyers who use Outlook* who want an easy way to track time, phone calls, conflicts (and do not need to share with other lawyers/staff in their firm) and easy access to documents… at no cost.
2. All sole practitioner lawyers who use Outlook* and who are looking for a practice management software solution, … at no cost.
*Outlook must be installed on your computer.
Demonstration of Credenza Basic
Is Credenza Basic a “Cloud” Solution?
*Credenza Basic: License is free (1 user only); Credenza Pro: License is $24.95/user
Not Really.◦You must subscribe* to have a “license” to use the software, and…
◦The data is stored on your computer.
Is Credenza Pro a “Cloud” Solution?
*Credenza Basic: License is free (1 user only); Credenza Pro: License is $24.95/user
Yes. It is a hybrid.◦You must subscribe* to have a “license” to use the software, but…
◦Your data is stored on your computer, while…
◦Your data is shared across the Microsoft Azure network (cloud).
Why is Credenza Basic Free?
*Credenza Basic: License is free (1 user only); Credenza Pro: License is $24.95/user
The vendor, CredenzaSoft, is so confident that you will like Credenza Basic, that you will soon see the value and benefit and want to upgrade to the paid version, Credenza Pro.
Licensing Credenza
Download a free 15-day trial of Credenza Pro, after which time you can continue to use Credenza “Basic” once you “License” it as Free Basic.
Where is the Credenza Software?
Downloaded and Installed◦On your local computer and…◦“Added-in” to your Outlook 2003, 2007,
2010 or 2013
Once downloaded & Installed…◦It can be “enabled” or “disabled” as you
wish
*Outlook must be installed on your computer. Credenza is a “add-in”.
Where is the Credenza Data?
Created and Stored◦On your local computer and…◦“Added-in” to your Outlook 2003, 2007,
2010 or 2013
Once data is created…◦It is stored in a Credenza file on your
computer
Will Credenza Run on a Mac?
If you can run Outlook on your Mac*, you can run Credenza
*Credenza does not work in Outlook for Mac; however, it does work on Macs where the Microsoft application Outlook is run using an emulator such as Parallels.
More Frequently Asked Questions
http://www.credenzasoft.com/faqs.html
http://www.credenzasoft.com/comparison.html
Resources for Credenza
CredenzaSoft
WebSite:Go to www.CredenzaSoft.com to download a free, 15-day trial of Credenza Pro.
Training Videos http://www.credenzasoft.com/tutorial.html
Resources for PMS Software
American Bar Association
ABA Legal Technology Resource Center, http://www.americanbar.org/groups/departments_offices/legal_technology_resources/resources/charts_fyis/casemanagementcomparison.html Free webinars, software comparison charts, articles on technology
Resources for Cloud Software
AZ Law Practice Management, LLC
Susan Traylor, Certified Credenza Consultant, (602) 753-7591, [email protected], www.az lawpracticemanagement.com
Consultations, software demonstrations, advice on technology and practice management systems
from a certified case management software consultant.
