Category: Document Management

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

Stacks of papers being sorted on a desk next to a laptop and potted plant
Matter Management

Stuck in Neutral: Five Reasons Firms Fail to Scale

Has your firm’s growth stalled? Are you struggling to scale your operations or your team?

It’s often hard to pinpoint one reason why a firm seems to be stuck in neutral, cruising along but not accelerating. The cause is often a combination of things ranging from ineffective teams and poor

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woman on a conference call on her computer
Document Management

How to Foster Collaboration in Law Firms While Working Remotely

Knowing how to foster collaboration in law firms is critical for successfully managing your firm. Clients expect their attorneys to address increasingly complex issues that cross areas of expertise and jurisdictions. Continuing to adhere to monolithic models and approaches will result in frustrated and unsatisfied clients, and ultimately less revenue.

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man sitting at a computer in a server room
Matter Management

Different Types of Cloud Environments Explained

In the past few months, with employees everywhere going remote, the adoption of cloud-based technology in law firms has reached all new heights. In contrast to on-premises servers (which store a firm’s files locally), cloud-based solutions securely store files on a virtual server.

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Man holding papers while using a calculator at a desk
Matter Management

Year-End Needs a Fresh Start

It may not feel like it, but the end of the year is fast approaching! Between running reports for shareholders, generating 1099s for every vendor, and figuring out employee bonuses, there can be a lot to deal with and you don’t want to be scrambling to do it all at

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Woman typing on a laptop with a mobile phone on the desk
Law Firm Operations

Are You Guilty of These Five Email Faux Pas?

Email is one of the most popular forms of communication in modern law firms. According to the American Bar Association’s 2019 Legal Technology Survey Report, 91% of respondents used email to communicate with clients. Despite its prevalence, many attorneys aren’t using the right systems or tools to efficiently manage the

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family
Law Firm Operations

Automating Your Family Practice: One Firm’s Journey

Solo family law practitioner Bob Noone recently shared his experiences with technology over his 37+ years in practice. His interest in and willingness to adopt technology to make his practice more efficient served him well for many years before the COVID-19 pandemic hit and allowed him to seamlessly continue operating

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Attorney on his laptop using secure legal practice management software
Law Firm Operations

Security Key to Attract and Retain Clients

Due to current events, remote work has now become routine. In this new environment, many law firms have not adequately considered how to attract and retain their clients. One issue that should be of concern to every practice is cybersecurity—law firms are second only to financial institutions in being targeted

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CARET Legal's document automation on computer screen
Law Firm Operations

Document Assembly Made Efficient

Do you often draft the same type of document for different clients? Do you try to use the same one as a base? Remember the last time you had to draft a document? What steps did you take?

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