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Addicted to Outlook: Credenza Takes Microsoft Outlook Deeper

By Cynthia Hsu, Esq. on June 01, 2011 | Last updated on March 21, 2019

Are you addicted to your Outlook Calendar and Inbox? Do you go through withdrawal when you can't connect to Outlook's folders away from the office? Credenza might be the application that you are looking for.

An add-on to the popular e-mail application, Credenza offers a variety of different solutions - file management, time recording, and data encryption, to name a few. Many seem perfect for attorneys.

Utilizing the Credenza application seems to also be great for consolidating applications. So, what are some of the features?

Manage your client files by case, client, or project: The Credenza application lets you customize and organize your files in Outlook via case, client or project into separate and unique "files." This way, if you're working on a specific client matter, you can save all the Outlook information into that client matter file, including all your appointments, calls, notes, and e-mails. This way, if you want to look up what you've done on the case, if can just open up that one client matter file.

Track your time: Credenza offers the ability to generate time sheets within Outlook. The timesheets you generate can be linked to meetings or other events on your calendar, or to phone conversations you have through the Outlook application. That's right - you have the option of actually using Outlook to dial phones, like a call to a client, where you can subsequently record the number of minutes you spend on the phone call. At the end of the call, you'll have the ability to save the time to the system.

Make notes on phone calls: If you use Credenza, you can also use the software to take notes on the phone call while you are in the call in Outlook. This means that when you look up the previous calls you've made, there will be clear notes on what took place during the phone meeting.

Legal Research: You can also link any research you do to your Outlook using Credenza, which will let you bookmark and link to research articles on the "Research Assistant" tab.

If you're an attorney that always uses Outlook, Credenza might be an application worth looking into.

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