Category: Matter Management

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

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Matter Management

You’re Making Your Clients Nervous with Weblinks

Why are you emailing your clients weblinks to documents? They’re not supposed to click on unknown links. It’s making them nervous. Even if you’re using popular apps like dropbox to share files, you can’t be sure your client will trust the link. Nor should they. They might think it’s a

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registered email
Matter Management

PROVE IT!

How can you prove what really happened behind closed doors?

Can we ever know what happened in a meeting behind closed doors, with no recording devices and no third party witnesses? Probably not.

Is email a clearer way to communicate a complex message? Not always….

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data protection with key
Matter Management

Pentagon Emails Used in Spoofing Scam

Most business owners don’t know how easy it is to send a fake email that appears to come from a colleague, vendor or even a public figure. This is one of many common misconceptions about email security and delivery. Here are some other common assumptions that are made every day…

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Billing, Payments & Accounting

Why CARET Legal is Even Better Suited for the Less Tech-Savvy Lawyer

The idea that legal technology could be better suited for the less tech-savvy lawyer sounds counterintuitive. The truth is that CARET Legal, next generation legal practice management software, provides lawyers who are less familiar with technology with a leg up. This is due in part to the fact that law

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Communications tab in CARET Legal
Matter Management

Take Your Clients’ Pulse by Reviewing Communications

As a conscientious professional, you constantly strive to satisfy your clients. After all, a happy client can lead the way to great referrals and more business. To achieve this, you must be responsive and attentive, while establishing a sense of trust that your client can rely on you to help

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Law Firm Operations

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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