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Accounting & Reporting

Three way reconciliation
Accounting & Reporting
Client Trust Funds & Three-Way Reconciliation Report
As an attorney, there are no shortage of minefields that can land you in hot water.   While many of the dangers that lurk can be subjective or unavoidable, failing an audit of client trust funds is one that consistently strikes fear into one's heart.  Yet, keeping your trust funds in good order need not be a challenge if you employ the right process and software.
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Revenue by Referral Source report in CARET Legal
Accounting & Reporting
Do you know the “Current Truth” of your practice?
If you can’t get a real-time, 360-degree overview of your practice and its finances, you have little more than your intuition to help you make smart strategic decisions. This 360-degree knowledge is the “current truth” that informs you about your firm’s financial position and overall productivity. The trouble is, unlike mega corporations who have access to highly-customized applications and a small army of number crunchers, small (and midsize) law firms rely on disparate applications, each perform only a portion of the firm’s activities and hence there is no clear way to perform centralized reporting.
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CARET Legal mobile application
Case & Matter Management
We Love Everything About Spring… Except the Time Change
The weather’s getting warmer, the days are getting longer, and Cadbury’s famous eggs are back on the store shelves! Spring is truly in the air! Everyone here at CARET Legal is excited to see the seasons start to change, except for one thing - Daylight Savings. Sometimes it seems like we lose way more than an hour when we “spring forward” each March.
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