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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
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,
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
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
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
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
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
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
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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