Category: Matter Management

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attorney using legal matter management software
Matter Management

Law Firm Matter Management Best Practices

Law firm matter management is not just a convenience; it’s a necessity. For legal professionals, managing cases, documents, and deadlines with precision can mean the difference between success and setbacks. The right technology can revolutionize how firm operations are handled, making the choice of legal matter management software a critical

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Lawyers discussing legal case tracking software
Matter Management

Legal Case Tracking Software: The Key to Firm Productivity

How do you keep track of legal cases? Legal case tracking software simplifies case management workflows and streamlines administrative tasks, driving firm productivity to new heights. It also improves organization — reducing clerical errors, increasing client satisfaction, and contributing to a better work-life balance for attorneys. 

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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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estate planning attorney with his clients
Matter Management

Grow Your Estate Planning Practice with CARET Legal Practice Management

An aging population, increased awareness of health risks brought on by the pandemic and concerns about inflation are prompting more Americans to consider wills, estate plans and comprehensive legal guidance for their later years. However, the majority of Americans – approximately two-thirds – have not yet prepared any form of

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