Category: Matter Management

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

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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Attorney on his mobile phone wearing his Apple Watch
Matter Management

Never Miss a Beat With CARET Legal’s Dedicated Apps

As a complete cloud-based solution, CARET Legal allows you to access your firm’s data from any device with internet access whether you’re in the office, courtroom or at home. Using CARET Legal’s native iOS and Android apps, you can keep track of upcoming meetings and appointments, retrieve contact information and

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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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the transition to a new legal practice management system
Law Firm Operations

Transitioning to a New LPM? Don’t Get Stuck in the Past

Change is never easy, but often necessary to stay relevant in today’s fast-paced environment. Firms should regularly review how things are done and look for ways to improve. An especially good time to do this is when implementing new law practice management (LPM) software. Firms that cling to outdated or

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Group of people discussing their disaster plan
Law Firm Operations

A Few More Important Things About Preparing for a Disaster

Our first discussion about disasters covered types of disasters and some basics needed to properly address a disruption in normal activities, including how to build a robust team. We subsequently outlined how to make use of staging areas, alternative facilities, and working from home in the second article.

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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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Man on his laptop looking at CARET Legal's dashboard
Matter Management

Equipping More Firms for Remote Work

Over the past week, we’ve spoken with dozens of firms who are reliant on server-based practice management solutions. Many are grappling with how to best navigate these uncertain times. How can they serve their clients while keeping employees safe when they are tethered to legacy systems for matter-related data? Remote

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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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