Category: Billing, Payments & Accounting

Stay up-to-date on all things legal technology, including practice management, payments, automation, and more.

CARET Legal evergreen retainers
Billing, Payments & Accounting

Is it Time to Adopt Evergreen Retainers?

What is an evergreen retainer?

An evergreen retainer is a type of security retainer. Just like other types of retainer, your client pays you a sum up front and you are able to use this money to pay your fees and expenses. The difference is with an evergreen retainer, your

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businessman stacking blocks on top of eachother
Billing, Payments & Accounting

Building Better Client Relationships with a Trust Accounting System

Does your firm rely on a bookkeeping service to manage your books? Have you experienced data syncing issues or do you have concerns that your provider doesn’t have sufficient experience to manage your books in compliance with your state bar’s client trust (IOLTA) rules and regulations? If so, then it’s

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security system with lock representing the client portal security
Billing, Payments & Accounting

Keeping Client Confidentiality With Caseway Portal

With cyber security concerns on the rise, how can you safeguard sensitive information against security breaches?

To stay in contact with your clients on a regular basis, you probably use email as your preferred way to share and discuss details about their case. But as we’ve all read in the

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CARET Legal practice management software interface
Law Firm Operations

The Power of ONE Interface

When searching for the best legal practice management software, you need to consider which application will best improve your firm’s efficiency. One factor to look at is whether the software can take care of all your firm’s needs from a single platform. Many practice management platforms integrate with multiple third-party

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Work in progress report in CARET Legal
Reporting & Analytics

Work in Progress – is it worth it, now you know…

There are so many benefits to keeping track of your time: efficiency, organization, and responsibility. Once you figure out where specifically you are spending your time, you can then determine where improvements in your time management need to be made. Budgeting your time and allotting more time for higher priority

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helmet safety
Matter Management

All Of Your Client Data Is In The Cloud … Is This Safe?

At long last, the legal sector is getting with the program. Adoption of legal technology is on the rise. Lawyers are starting to use legal practice management software to enhance the productivity of their practices. With cloud-based applications, lawyers can easily store and access all of their legal documents and

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