Category: Document Management

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

employee videochatting with her team
Matter Management

Effective Collaboration in Today’s Law Practice

In the new normal since the Coronavirus, it is expected that 80% of lawyers and professionals will do some work via their smartphones. This statistic is indicative of a trend that we expect to continue for many years to come — the legal industry, like so many others, must embrace

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Three coworkers working on the firm's trust accounting
Billing, Payments & Accounting

Trust Accounting Software 101

It’s important to keep bar association regulations in mind and ultimately choose a platform that will make compliance efforts more efficient. All law firms are required to maintain accounting records for client funds deposited in trust accounts. Finding the right software solution to assist with the necessary record-keeping for those

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Woman with a face mask in an empty office
Matter Management

Returning to the Office – the New Normal

The Coronavirus (COVID-19) pandemic has disrupted normal business life currently and for the foreseeable future. “Business as usual” is no longer a realistic expectation. We should expect a new normal once people are permitted to reoccupy their office space.

What should law firms do to ensure their employees’ safety and

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Team members working together in an office
Matter Management

More to Know About Preparing for a Disaster

Our first discussion about disasters addressed several types of disasters and some basics needed to properly address disruption in normal activities. Please reference part one to learn more about disaster types and how to build a robust team.

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Employees in a meeting discussing their disaster recovery plan
Matter Management

Are You Prepared for a Disaster?

Disasters can take many forms for an organization. They might include a compromised computer, a power outage, severe weather, an active shooter situation, a bombing, or a virus. Some of these situations are not as severe as others, but all need a plan to protect employees, clients, business partners, data,

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work from home essentials such as a computer, phone, cup of coffee
Matter Management

Work-From-Home Tech Essentials

During our recent ALA webcast, The Flexible Law Firm: Is your practice ready to embrace a work from home program?, there were dozens of questions around technology solutions required for successful implementation of a work-from-home program. You need the right devices, the right processes and the right software that enforce

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woman typing on her computer at her kitchen table
Law Firm Operations

Is your practice ready to embrace a work from home program?

A work-from-home policy presents many benefits and drawbacks for a modern law firm. With a virtual law office, your firm will save on monthly rent costs and is likely to experience less employee turnover. However, remotely participating in meetings with clients and employees can be challenging when employees must rely

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lawyers at a legal tech conference
Document Management

It’s Officially TECHSHOW Time!

Next week, legal technology providers from around the world will come together in Chicago for ABA TECHSHOW. It’s always an exciting time of year with big feature announcements being made in the days leading up to the event. At CARET Legal, we don’t just make product updates to get in

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women clearing off her desk
Law Firm Operations

Does Your Practice Management Software Spark Joy?

Inspired by the latest Netflix binge craze, “Tidying Up with Marie Kondo,” millions of Americans are decluttering. In the series, organizing expert Kondo travels to homes of stressed-out Americans to help them discard items that no longer spark joy and organize their living spaces in a meaningful way. Kondo contends

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