1. Credenza (the Free Version): Outlook on Steroids for Lawyers
Susan Traylor,
Owner/Consultant
June 23, 2015

2. Overview What is Credenza?
Which Lawyers are the Target Market for Credenza Basic?
Demo of Credenza
FAQ About Credenza
Credenza Basic (free) vs. Pro (subscription) Versions.
Resources

3. Contacts Matters/Cases Outlook Billing/Accounting? E-mail organization
Word or WordPerfect
Contacts
(Clients, Attorneys, Parties, People)
Assemble Document
Document Management
Phone calls
Outlook
Appointments & Tasks
Track time
Reminders
Organize web research
Calendaring/Docketing
Matters/Cases

4. Contacts Matters/Cases Credenza (Basic) Conflicts Checking
Word or WordPerfect
organization
Contacts
(Clients, Attorneys, Parties, People)
Assemble Document
Document Management
Credenza (Basic)
Phone calls
Appointments & Tasks
Track time
Reminders
Export/Import to Quickbooks,
Timeslips or PCLaw
Calendaring/Docketing
Organize web research
Date Calculator
Matters/Cases

5. What Is Credenza?
A “plug-in” Practice Management Software (PMS) for Lawyers…
Who like to use Outlook & appointments & tasks, but…
Need also to easily track time, phone calls, documents, conflicts, matter management and*…
Who are not ready to move to a full- blown practice management software.
*and more with Credenza Basic. Credenza Pro (subscription) offers billing, trust accounting, “team” features, etc.

6. Credenza Basic is… Outlook on Steriods
It “plugs-in” or “adds-in” to your Outlook Menu Bar a few more options…
Outlook 2013 Menu Bar

7. Credenza Basic is…
Outlook on Steriods
Outlook 2007
Outlook 2013

8. Credenza Basic is…
Outlook on Steriods
Conflict Search

9. Credenza Basic is…
Outlook on Steriods
Date Calculator

10. Which Lawyers/Firms Can Benefit from Credenza Basic?
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.
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.

11. Demonstration of Credenza Basic

12. Is Credenza Basic a “Cloud” Solution?
Not Really.
You must subscribe* to have a “license” to use the software, and…
The data is stored on your computer.
*Credenza Basic: License is free (1 user only); Credenza Pro: License is $24.95/user

13. Is Credenza Pro a “Cloud” Solution?
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).
*Credenza Basic: License is free (1 user only); Credenza Pro: License is $24.95/user

14. Why is Credenza Basic Free?
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.
*Credenza Basic: License is free (1 user only); Credenza Pro: License is $24.95/user

15. 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.

16. Where is the Credenza Software?
Downloaded and Installed
On your local computer and…
“Added-in” to your Outlook 2003, 2007, 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”.

17. Where is the Credenza Data?
Created and Stored
On your local computer and…
“Added-in” to your Outlook 2003, 2007, or 2013
Once data is created…
It is stored in a Credenza file on your computer

18. 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.

19. More Frequently Asked Questions
qs.html

23. Resources for Credenza
CredenzaSoft
WebSite:
Go to to download a free, 15-day trial of Credenza Pro.
Training Videos

24. Resources for PMS Software
American Bar Association
ABA Legal Technology Resource Center,
Free webinars, software comparison charts, articles on technology

25. Resources for Cloud Software
AZ Law Practice Management, LLC
Susan Traylor, Certified Credenza Consultant,
(602) ,
lawpracticemanagement.com
Consultations, software demonstrations, advice on technology and practice management systems from a certified case management software consultant.