“Thank you for the "killer app.”
“I am now fully up and running and LOVE your program. It's amazing, and I was able to export my old data, import it and customize your program with no help at all. I can now teach my assistant as not only is there no real "learning curve" [unlike the 6+ other programs I demo'ed] but I have virtually mastered it in a few days and am easily able to explain 90% of the features to her. Thank you for the "killer app".
Attorney at Law
Woodland Hills, CA
“Due to the familiar interface, users have very little learning curve”
“Credenza Pro is an add-on practice management software solution and runs as a separate program within Microsoft Outlook. Credenza Pro adds full practice management and billing capabilities and provides a central location to store and categorize client data. Due to the familiar interface, users have very little learning curve with this solution."
2013 Review of Credenza Software for Practice Management
CPA Practice Advisor June 2013.
“If you’re already using Outlook to manage your calendar, contacts and email, Credenza will take you to the next level of productivity.”
“If you’re already using Outlook to manage your calendar, contacts and email, Credenza will take you to the next level of productivity. …Credenza works seamlessly with Outlook to make your case management and billing simple. You can try out Credenza for free. Then once you’re hooked – and you will be – it costs – are you ready? $9.95 a month per user. That’s a couple of lattes!”
Nora Riva Bergman, Practice Advisor, Atticus, Inc
Res Ipsa Loquitur - Newsletter of the Clearwater Bar Association, May 2010.
"Outlook as a Billing and Practice Management System"
Credenza review in October 2011 TechnoLawyer NewsWire
Neil J. Squillante, PeerViews Inc.
TechnoLawyer NewsWire - Hot new products for lawyers and law office administrators, October 2011
“Great product with strong integration with Outlook – paid for itself in the first week of active use.”
AsquaredM Healthcare Consulting
“I find Credenza very easy to use. My current office arrangement relies on Outlook, as many law offices do, so the fit was perfect, and the price was right!”
Leppla Associates, Ltd
“A fantastic tool to manage your practice -- your contacts, documents, and time entries are all kept in one place and associated with the correct file.”
Jackson Lewis LLP
“Credenza is remarkably robust for a new program, and it is uniquely impressive. If you want to take Outlook to the level of a professional practice management system, it’s the only way to go.”
Jared D. Correia, Law Practice Management Advisor, Massachusetts LOMAP
Law Practice Today – The webzine of the ABA Law Practice Management Section, March 2010.
“A brilliant concept that makes practice management inexpensive for small offices.”
Marshall R. Fuss, Attorney at Law
“Credenza has significantly improved my ability to track e-mail communications with clients and the time spent on their issues.”
Ron Ratliff, CPA
“I depend on Outlook, but before Credenza it didn't do enough for me.”
“I depend on Outlook, but before Credenza it didn't do enough for me. I am an appraiser specializing in large commercial properties, and additionally do expert witness work for litigation. I need to be able to keep track of all of the details of my projects and the time I spend on each activity. I now use Credenza every day and would be lost without it. I can stay on top of every aspect of my day, and make sure that nothing slips through the cracks. Outlook has become a full practice management tool. Credenza forces me to be conscious of the actual time spent on each job so that I am aware of how much actual time is being used for that client’s work or problem. I've tried other programs, but nothing else comes close to doing what Credenza can.”
Edward D. Ptacek
Certified General Real Estate Appraiser, California and Nevada
“I had been searching for a while to find something that worked with Outlook and also QuickBooks. Tried Microsoft Outlook with Business Contact Manger and other tools and nothing worked...until I found Credenza. How awesome it is to capture all that lost billable time from emails and tasks and phone calls.”
Ted Smith, CPA
“Credenza has helped us capture many billable hours we might otherwise have overlooked. The integration of email, matter list and time entry is priceless.”
Stephen J. Thomas
Thomas Law Group
“The procedural and administrative time spent in starting up my solo practice was dramatically reduced through my subscription to Credenza because I was already well acquainted with Outlook and found the Credenza system builds on extant knowledge.”
Margaret Brick, Attorney & Counselor at Law
“Great program for keeping track of your time and activities. Very best in technical support. Have used their support three or four times and they have taken care of my problems with one call.”
Coose Title, LLC
“Credenza is the perfect practice management solution for small firms who previously thought it was too expensive.”
Anthony and Tate
“It provides the means for me to track my activities and time, and create relationships among documents, email, calendar and phone calls all within the same application.”
“It provides the means for me to track my activities and time, and create relationships among documents, email, calendar and phone calls all within the same application. The chronology tab in the matter may be my favorite feature. The ability to click on a matter, and then click the chronology tab to see my current status on the matter is a huge asset.”
Diane Ebersole, Practice Management Advisor, State Bar of Michigan
TechnoFeature Review: TechnoLawyer, May 2010.
“Credenza was easy to install and get up and running for all of my billing functions. I would recommend it to anyone who bills for their time.”
McLaurin & Company, LLC
“After researching various software choices for my new solo practice, I was overjoyed to learn about Credenza.”
"After researching various software choices for my new solo practice, I was overjoyed to learn about Credenza. Credenza is the perfect tool for managing client matters and keeping track of information that I can access in an instant. I consider Credenza to be the "best find" out of all my start-up purchases."
Gail H. Straith, business lawyer with 25 years of experience
(moving from a 50+ attorney firm setting to solo practice)
“The integration with Outlook really streamlines practice management.”
Cummings Andrews Mackey LLP
“As easy, intuitive and helpful as Outlook.”
John T. Longo
Citadel Consumer Litigation, PC
“Credenza is a great tool for lawyers who want to track email and client info connected with Outlook. Simple and easy to use.”
Arthur A. Busch, P.C.
“...a very satisfied Credenza customer and would not have any problem recommending your software to anyone.”
“I was very impressed with the way I was treated and the service that was provided in an effort to make Credenza work on my computer. In addition, this service was provided while I was utilizing the software during the trial period and had not made any commitments to subscribe to the service. The Credenza software has been working well and gives me the ability to better track my customers. I can now be considered a very satisfied Credenza customer and would not have any problem recommending your software to anyone.”