Category: Law Firm Operations

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

ways to get more client referrals for your law firm
Law Firm Operations

5 Tips on Getting More Client Referrals for Your Law Firm

As much as marketing will improve your law firm’s ability to build clientele, nothing is as valuable to bringing in prequalified clients than a referral from an outside source. Whether this source is a former client, another attorney, or a close friend or family member, the benefits of sitting down

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Three way reconciliation report in CARET Legal
Reporting & Analytics

Client Trust Funds & Three-Way Reconciliation Report

As an attorney, there are no shortage of minefields that can land you in hot water.   While many of the dangers that lurk can be subjective or unavoidable, failing an audit of client trust funds is one that consistently strikes fear into one’s heart.  Yet, keeping your trust funds in

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woman on her laptop working on Notes feature in CARET Legal
Law Firm Operations

Say Goodbye to Sticky Notes

Freakonomics Radio recently did a really interesting podcast about handwriting. During the episode, they talked to regular people and experts about the pros and cons of moving from a pen and paper society to a digital one. Here at CARET Legal, we have an on-going debate about pen and paper

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Revenue by Referral Source report in CARET Legal
Reporting & Analytics

Do you know the “Current Truth” of your practice?

If you can’t get a real-time, 360-degree overview of your practice and its finances, you have little more than your intuition to help you make smart strategic decisions. This 360-degree knowledge is the “current truth” that informs you about your firm’s financial position and overall productivity. The trouble is, unlike

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Is your new hire on track billboard on bus stop
Law Firm Operations

Is Your New Hire On Track?

You are ambitious. You want your law firm to grow from an all-consuming practice to a thriving business. But how? Once you realize that your time is better spent doing those things you can’t offload – namely, enhancing your knowledge and reputation in your practice area and cultivating relationships with

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CARET Legal mobile application
Law Firm Operations

We Love Everything About Spring… Except the Time Change

The weather’s getting warmer, the days are getting longer, and Cadbury’s famous eggs are back on the store shelves! Spring is truly in the air! Everyone here at CARET Legal is excited to see the seasons start to change, except for one thing – Daylight Savings. Sometimes it seems like

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