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Fitzentic vs spreadsheets
Fitzentic vs spreadsheets & email
Most firms begin with a shared spreadsheet, a folder of documents and an email thread per client. It works until it doesn’t — a missed deadline, a document sent to the wrong person, or no record of who changed what. Fitzentic gives you the same simplicity with the structure, security and audit a law firm actually needs.
fitzentic.com/app
Live product
| spreadsheets & email | Fitzentic | |
|---|---|---|
| One place for every matter | Tabs, folders and inboxes that drift out of sync | Every matter, document, task and message in one record |
| Key dates & limitation | A column someone has to remember to update | A firm-wide diary with reminders and supervisor escalation |
| Client confidentiality | Anyone with the file can see everything | Role-based permissions and strict need-to-know visibility |
| Document handling | Emailed back and forth, unversioned, unscanned | Requested, virus-scanned and approved with expiring links |
| Audit trail | No reliable record of who did what | Append-only log of every important action |
| Client updates | Clients phone and email for progress | A secure portal where clients self-serve |
| Getting paid | Invoices tracked in another spreadsheet | Fees, payments and client money built in |
Why firms make the move
The difference in practice.
01
Nothing slips through
Deadlines, tasks and approvals are tracked by the system, not by memory — with reminders before anything is missed.
02
Confidentiality you can prove
Tenant isolation, permissions and an append-only audit mean you can show a regulator exactly how client data is handled.
03
No migration headache
Each practice area is a ready-made template — start a matter in minutes, no rebuild, no formulas to maintain.
Other comparisons
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