Credenza Practice Management: An innovative add-in for Microsoft Outlook. Credenza expands Outlook by adding dimensions that professionals need to manage their practices more effectively.

Application Description

Credenza Software is dedicated to providing the best possible practice management solution for professionals who use Microsoft Outlook. Ideal for Lawyers, Accountants, Consultants, Engineers and any other professionals who need to be able to organize their
information around client files.



Credenza expands Outlook by adding dimensions that professionals need to manage their practices more effectively.



Open a file in Outlook for each client, matter, project or case you work on Organize in that file all related Outlook emails, contacts, appointments, tasks and notes
See all your documents on the file Keep time entries for your billable time Make notes of phone calls Track web-based research or information Keep track of whatever other information you want on each file using custom fields
See a complete chronology Everywhere in Outlook you can see the file that items relate to Practice management utilities and reports Automated inbox controls Share information with an assistant, colleague or an entire firm


Credenza helps professionals be better organized, allowing them to be much more on top of a professional practice with it, compared to working with just Outlook.


And the key thing is, it works as part of Outlook, so professionals retain all the benefits and depth of Outlook, and don’t have to change anything they are now doing.



For those who bill for their time, Credenza makes it easy to do time entries as they work.  For example:



Bill for emails or phone calls with a click. Know at a glance which emails have been billed. Get a time entry when you mark a task done. Send time entries electronically to your accounting program.


All within familiar Outlook.



Credenza can be a personal organizer for a professional, or a multi-user practice management system for an entire firm. Information about a professional practice can be shared with one or more other Credenza users, while personal information in Outlook remains
private. Everything on files is shared with those assigned to them, including emails and documents, so that professionals can work together more effectively. An assistant can manage someone’s calendar, tasks can be assigned between colleagues, phone messages
taken and much more.



Credenza teams can be any combination of people who work together: a professional and assistant, two partners, a workgroup or an entire firm of hundreds of people. Team members do not have to be in the same office – they can be anywhere in the world, as long
as they can connect to the Internet.



Credenza is available as a quick easy download, and can be tried for free. After that it is licensed for an extremely low monthly subscription that includes unlimited email tech support.




For more information please go to www.CredenzaSoft.com