Category: Billing, Payments & Accounting

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

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Law Firm Operations

Does Your Practice Management Software Spark Joy?

Inspired by the latest Netflix binge craze, “Tidying Up with Marie Kondo,” millions of Americans are decluttering. In the series, organizing expert Kondo travels to homes of stressed-out Americans to help them discard items that no longer spark joy and organize their living spaces in a meaningful way. Kondo contends

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Matter Management

Transform Your Practice by Becoming a Deming Disciple

The practice of law is complicated. A single case can involve multiple attorneys, dozens of files and hundreds of interactions among a law firm, clients, opposing counsel and courts. Given the vast scope of moving parts and operations of a legal matter, it is ripe for business process optimization.

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lawyer on his mobile phone
Matter Management

Old-School Lawyer Problems Resolved with New-School Technology

We can all clearly picture a lawyer that has been in practice for decades. They are trapped behind a desk piled high with client files, various documents, and correspondence long needed to be sorted and filed. They complain that they can’t ever find what they are looking for in the

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woman on computer with notepad
Billing, Payments & Accounting

Why CARET Legal is Even Better Suited for the Less Tech-Savvy Lawyer

The idea that legal technology could be better suited for the less tech-savvy lawyer sounds counterintuitive. The truth is that CARET Legal, next generation legal practice management software, provides lawyers who are less familiar with technology with a leg up. This is due in part to the fact that law

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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 client

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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 news,

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