Finally, an effective program that can serve as a hub for information about my clients. I have a law practice, and the most difficult aspect of having the law pracice is trying to keep everyone on the team up to date on everything that is happening, or coming up, in a case, with the least possible effort. If a client calls, I want my assistants to be able to quickly know anything new in the case, even if I have not had a chance to tell them yet at a meeting. This program integrates everything for a client: (1) It will list all of the tasks (to-dos) associated with that client along with the task deadline, so my assistants can tell a client: (a) what is being worked on and when it is scheduled to be completed, and (b) what they still need to do and when they need it completed; (2) It lists all of the upcoming events associated with a client; (c) it can quickly tell eveyone who is involved with the client’s case from judges, experts to opposing counsel; (d) it has a robusst note-taking abiltiy so that I or an assistant can quickly jot down notes about what has been happening, what needs to be discussed the next time the client is on the phone, and what has been discussed already so that I don’t have several people trying to talk to the client about the same topic. All of this in one location, that is easy to use and intuitive. There is more robust (and more expensive) law practice management software out there, but I don’t like the expense and I typically don’t need most of the features (and, realistically, they all have very steep learning curves and rarely have an intuitive interface). This program works, and it works well - within seconds of a cliet calling my assistants (or myself) knows everything that is important and is happening in a case, and can remember to remind clients of what they still need to do for us (because of court deadlines, it is important to take every opportuntity that the client is on the phone to tell the client what still needs to be done; with this program, it ie easy to know that right away).
It also integrates well with BusyCal, the companion application.
The only feature, that I fully expect to show up in a later update, is that the email integration prgram still requires the use of the default Mac Mail application. It pulls the emails associated with a contact’s email address and displays them, but it is only able to access the library created by Mac Mail; therefore, you need to have Mac Mail open and downloading emails to make use of this feature. I use Airmail, so now I have to keep the default Mail program active in the background for this feature to sync. As I said, it is a simple fix to allow a user to designate the location of the email library that the program uses to display emails, and so I’m sure that (relativiely minor) additoinal feature will show up in the near future.
The release of this product made the BusyCal/BusyContacts combindation worth the expense of both. I had not previously considered BusyCal alone to be worth the extra expense, even though it did have some nice additional features.