Category: Matter Management

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

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

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CARET Legal is in the cloud
Matter Management

Making Your Move to “The Cloud”

Unless you’ve been living off the grid, by now you’ve most likely heard the term that has been catching fire around the world: “the cloud.” But what is it exactly and how are these “tech-savvy” people using it? As it turns out, you are probably using “the cloud” on a

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helmet safety
Matter Management

All Of Your Client Data Is In The Cloud … Is This Safe?

At long last, the legal sector is getting with the program. Adoption of legal technology is on the rise. Lawyers are starting to use legal practice management software to enhance the productivity of their practices. With cloud-based applications, lawyers can easily store and access all of their legal documents and

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email module in CARET Legal
Law Firm Operations

How to Avoid the Perils of Auto-Complete

Have you ever woken up from a late night panic wondering if you sent an email to the right Susan?
Scenario:

It’s a busy Friday afternoon. You have so many emails to get to before you go away for the weekend (which you’ve been looking forward to all week).

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conference room
Matter Management

How Relationships Can Propel Your Practice

Practicing law is more than advocating for clients by appearing in court, negotiating and preparing contracts or signing papers. The key to running a successful firm is managing and developing the business. Certainly, being a knowledgeable and highly-skilled attorney is essential to attracting and retaining clients, but it takes more

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email smart suggest
Law Firm Operations

Who is Francine McGillicuddy and why is she writing to me?

Have you ever received an email from someone and couldn’t quite put your finger on who they were? Did you later find out that the email contact was a member of the case that you are working on? Your firm is consistently dealing with cases, clients, and other related individuals

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woman on her laptop working on Notes feature in CARET Legal
Law Firm Operations

Say Goodbye to Sticky Notes

Freakonomics Radio recently did a really interesting podcast about handwriting. During the episode, they talked to regular people and experts about the pros and cons of moving from a pen and paper society to a digital one. Here at CARET Legal, we have an on-going debate about pen and paper

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Is your new hire on track billboard on bus stop
Law Firm Operations

Is Your New Hire On Track?

You are ambitious. You want your law firm to grow from an all-consuming practice to a thriving business. But how? Once you realize that your time is better spent doing those things you can’t offload – namely, enhancing your knowledge and reputation in your practice area and cultivating relationships with

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