Category: Billing, Payments & Accounting

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

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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CARET Legal task management
Billing, Payments & Accounting

Task Management – Streamlining Your Firm’s Workflow

What are the unique steps your firm takes to complete tasks?

By now you’ve processed hundreds of new clients. You perform the same steps for every new client, but have no way of knowing their status in the process. With all the work you have on your plate, there is no

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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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gift box
Law Firm Operations

Show Your Clients Some Love: Invoice Level Discounts

As an attorney, you are trained to keep track of every minute and bill accordingly. But what if you decide that you don’t want to bill your client for the extra time it has taken your new associate to research a topic related to their case? Or perhaps you’re feeling

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LEDES Electronic Invoices for Law Firms UTMBS
Billing, Payments & Accounting

Electronic / LEDES Invoices with UTBMS Codes

Every day there is more evidence that in order to stay competitive, lawyers need to harness technology to streamline their processes. The more sophisticated the client, the less tolerance they have for inefficiency. In our never ending quest to provide the right tools for law firms, CARET Legal is thrilled

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Three way reconciliation report in CARET Legal
Reporting & Analytics

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

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Revenue by Referral Source report in CARET Legal
Reporting & Analytics

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

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CARET Legal mobile application
Law Firm Operations

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

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