Category: Matter Management

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

businessman stacking blocks on top of eachother
Billing, Payments & Accounting

Building Better Client Relationships with a Trust Accounting System

Does your firm rely on a bookkeeping service to manage your books? Have you experienced data syncing issues or do you have concerns that your provider doesn’t have sufficient experience to manage your books in compliance with your state bar’s client trust (IOLTA) rules and regulations? If so, then it’s

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Person looking at their mobile phone showing Caseway's client portal
Client Engagement

Let Your Firm’s Mobile App Show Your Clients that You Care

Every lawyer has been there. You need your client to get you time-sensitive, confidential documents and they can’t get to your office. Or you’ve been told “the check is in the mail” and you need to disburse funds that aren’t there. Wouldn’t it be nice to have a convenient, secure

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man on his laptop viewing CARET Legal's document automation.
Law Firm Operations

Streamline Your Process With Document Automation

Whether you’ve been practicing for years or just starting out, you undoubtedly have multiple simple form documents that you use again and again. When you think about the time you waste replacing the information and customizing the same document for each matter, it can really add up. Want to find

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security system with lock representing the client portal security
Billing, Payments & Accounting

Keeping Client Confidentiality With Caseway Portal

With cyber security concerns on the rise, how can you safeguard sensitive information against security breaches?

To stay in contact with your clients on a regular basis, you probably use email as your preferred way to share and discuss details about their case. But as we’ve all read in the news,

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CARET Legal practice management software interface
Law Firm Operations

The Power of ONE Interface

When searching for the best legal practice management software, you need to consider which application will best improve your firm’s efficiency. One factor to look at is whether the software can take care of all your firm’s needs from a single platform. Many practice management platforms integrate with multiple third-party

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CARET Legal task management feature
Matter Management

The Importance of UI and Why It Matters to Lawyers

A User Interface, or UI, is the series of visual elements that you interact with in a software program such as buttons, icons, screens, and pages. All of these elements contribute to the functionality and usability of the application. A successful UI has to be equally appealing to the eye

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glowing bulb among unlit bulbs
Matter Management

Getting Your Legal Team to Buy Into TQM

“All anyone asks for is a chance to work with pride” – William Edwards Deming

The principles of total quality management (TQM), spearheaded by William Edwards Deming decades ago, continue to be exceptional tools for practicing attorneys. Given the competitive landscape currently facing the legal community, it is essential for any

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CARET Legal task management
Billing, Payments & Accounting

Task Management – Streamlining Your Firm’s Workflow

What are the unique steps your firm takes to complete tasks?

By now you’ve processed hundreds of new clients. You perform the same steps for every new client, but have no way of knowing their status in the process. With all the work you have on your plate, there is no

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