Category: Reporting & Analytics

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

Work in progress report in CARET Legal
Reporting & Analytics

Work in Progress – is it worth it, now you know…

There are so many benefits to keeping track of your time: efficiency, organization, and responsibility. Once you figure out where specifically you are spending your time, you can then determine where improvements in your time management need to be made. Budgeting your time and allotting more time for higher priority

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Law Firm Operations

Show Your Clients Some Love: Invoice Level Discounts

As an attorney, you are trained to keep track of every minute and bill accordingly. But what if you decide that you don’t want to bill your client for the extra time it has taken your new associate to research a topic related to their case? Or perhaps you’re feeling

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Three way reconciliation report in CARET Legal
Reporting & Analytics

Client Trust Funds & Three-Way Reconciliation Report

As an attorney, there are no shortage of minefields that can land you in hot water.   While many of the dangers that lurk can be subjective or unavoidable, failing an audit of client trust funds is one that consistently strikes fear into one’s heart.  Yet, keeping your trust funds in

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Revenue by Referral Source report in CARET Legal
Reporting & Analytics

Do you know the “Current Truth” of your practice?

If you can’t get a real-time, 360-degree overview of your practice and its finances, you have little more than your intuition to help you make smart strategic decisions. This 360-degree knowledge is the “current truth” that informs you about your firm’s financial position and overall productivity. The trouble is, unlike

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