Category: Matter Management

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

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

Read More →
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. 

Read More →
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.

Read More →
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

Read More →
Group of lawyers discussing compliance within their firm
Matter Management

Law Firm Compliance Made Easy With a Practice Management System

Law firm compliance can be a burden to adhere to. But, legal practice management software (LPMS) goes a long way in alleviating some of the burden. It relieves you of the constant monitoring for regulatory changes, keeping your systems updated and ensuring that your firm is always in sync with

Read More →
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

Read More →
Stay Connected