Category: Matter Management

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

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lawyer working on automating documents
Law Firm Operations

From Possibility to Profitability

Many software offerings in legal tech claim to be all-in-one solutions, but in reality they rely on third-party integrations to bring a semi-holistic product to the market. These offerings overpromise and underdeliver, leaving you with workarounds versus true workflows. You find yourself with gaps and data disparities to reconcile, and

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person working on a secure legal practice management mobile application
Matter Management

Meeting Legal Clients’ Digital Security Expectations

When news breaks about businesses being hacked, it usually focuses on big social media or technology companies like Facebook or Microsoft. However, experts say cyber criminals also consider government agencies, financial institutions and law firms to be high-value targets. In fact, the American Bar Association reports that one-third of law

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legal practice management software data migration
Matter Management

Preparing for Legal Practice Data Migration

Legal management software is essential to the functionality of your law firm. Managing and prioritizing legal tasks for your team can be a daunting task without it – but, updating your software can be daunting as well. After relying on the same legal management software for years, it can seem

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the cost of a legal practice management system
Law Firm Operations

Law Practice Management: There Are Cost Savings in the Cloud

While most law firms understand that cloud-based practice management is an option for them, many still hesitate when it comes to adopting new technologies, according to the 2021 ABA Legal Technology Survey Report. Twenty-five percent of the lawyers surveyed said their firm doesn’t use cloud services. Those holding out are

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