Category: Client Engagement

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

attorney and client interaction and engagement
Client Engagement

The Art of Client Engagement for Legal Professionals

Keeping up with the latest ways to connect with your clients is key to building strong and lasting growth. Many law firms are diving right in, moving away from the old-fashioned legal advice model to a more personalized experience. They’re focusing on understanding each client’s unique needs and situations. This

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Client relationship management
Client Engagement

Enhancing Trust Through Law Firm Client Relationship Management

One stand-out factor that distinguishes a thriving law firm from an average one is trust. Trust is the bedrock upon which client relationships are built and sustained, influencing retention, referrals, and ultimately, the bottom line. But, how exactly do you go about building trust? The answer lies in bettering your

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Attorney-client relationship
Client Engagement

The Future of Managing Client Relationships Is in Your Law Firm’s CRM

For law firms, the fundamentals of effective practice management remain unchanged – defining goals, objectives, processes and strategy are still the keys to success. However, the technology available to execute on those foundations has evolved tremendously. Today’s robust legal practice management systems and CRM (customer relationship management) tools can optimize

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lawyer meeting with clients
Law Firm Operations

Are You Competent? The Vital Role of Technology in Estate Planning Firms

Compliance with the American Bar Association competence rule is vital for success in estate planning law. The attorney competence requirement, outlined in Model Rule 1.1, identifies the necessary legal knowledge, skill, thoroughness and preparation for representation. Moreover, competence is not limited to legal knowledge and preparation exclusively.

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Law firm working with their legal case management system
Matter Management

The Best Legal Case Management Software Features

If you’re not already leveraging legal case management software in your practice, what’s stopping you? Case management systems are the cornerstone of better client management, enhanced efficiency and productivity, robust accountability, and comprehensive audit trails. With a centralized location, managing your legal cases becomes a breeze, allowing you to focus

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group of lawyers celebrating their legal practice management software implementation
Law Firm Operations

Biggest Hits of 2022

We are full speed ahead on 2023 goals, and 2022 is already in the rearview mirror. What a year it was! As a team we looked back on the year’s accomplishments, weighing your feedback and reviews, and the result is a list of CARET Legal users’ favorite updates and new

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