Category: Document Management

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

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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Team members discussing how to upgrade their firm's technology
Matter Management

Investing in Major Technological Upgrades

Law firms throughout the world are currently operating in unprecedented times due to COVID-19. In response, many firms have found ways to become innovative and flexible. One of the biggest adjustments for law firms has been learning to work remotely and support hybrid teams. Working remotely is not new, but

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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 make

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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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