Category: Document Management

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

Lawyer creating a case brief template
Document Management

How to Create Automatic Case Brief Templates

One of the most time-consuming tasks for legal professionals is creating case briefs. However, with the right tools and strategies, this process can be significantly streamlined. In this blog post, we’ll guide you through creating automatic case brief templates in practice management software, using CARET Legal’s features to provide context.

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Attorney drafting documents
Document Management

Legal Drafting Software for Firms Drowning in Paperwork

Legal drafting software has become an essential tool for law firms that are struggling to manage their paperwork. With the increasing amount of legal documents and contracts that need to be drafted, reviewed, and revised, it can be overwhelming for firms to keep up with the workload. 

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Lawyers discussing how to integrate legal document automation software into their firm
Document Management

Getting Started with Law Firm Document Automation Software

Previously, the legal industry was believed to be one of the most labor-intensive professional services, caused by the sheer scale and volume of document generation and the frequent document updates required to maintain accuracy and compliance. The belief that only the most skilled and knowledgeable people in the firm were

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attorney creating a legal document
Document Management

How to Automate Legal Contract Creation at Your Firm

Automation not only accelerates the contract generation process but improves quality, ensuring that each contract is tailored to meet the nuances of every legal scenario. The pen-and-paper approach to contract drafting is quickly being replaced by automated legal contract creation, where contracts are crafted with unmatched speed, precision, and intelligence.

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organizing legal files
Document Management

How to Organize Legal Files At Your Firm Quickly and Efficiently

In legal proceedings where every document, every piece of paper, and every electronic file can hold the key to a successful case outcome, efficient law firm file management is not just crucial—it’s a game changer. If you’ve ever found yourself sifting through mountains of paperwork or scouring electronic folders to

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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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