Timekeeping & Billing

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 good order need not be a challenge if you employ the right process and software.

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 mega corporations who have access to highly-customized applications and a small army of number crunchers, small (and midsize) law firms rely on disparate applications, each perform only a portion of the firm’s activities and hence there is no clear way to perform centralized reporting.

The weather’s getting warmer, the days are getting longer, and Cadbury’s famous eggs are back on the store shelves! Spring is truly in the air! Everyone here at CARET Legal is excited to see the seasons start to change, except for one thing - Daylight Savings. Sometimes it seems like we lose way more than an hour when we “spring forward” each March.

The primary objective of adopting a practice management solution is to enhance efficiency, establish organization and promote collaboration.  While legal practice management (LPM) vendors offer a number of features to meet these objectives, virtually all fail to incorporate email capabilities.  This omission serves to seriously hamstring these applications because email is not only the primary method of communication with outside parties, but also a means of transferring documents, and sending and receiving calendar invitations and much more.