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As a lawyer or legal professional, you are well aware of the pressure to stay productive in order to tackle the never-ending tasks that seem to grow with each passing day. David Allen discusses what it means to be productive without being in a constant state of stress in his
Law firm clients increasingly favor the modern convenience and enhanced security of digital payments over paper checks. As this trend continues to accelerate, the payment options law firms offer will significantly impact clients’ choice of firms to hire. Read on to learn how enabling electronic payments through ACH bank transfers
Each year, the CARET Legal development team releases hundreds of updates and dozens of new features to help law firms be more efficient and profitable. While this year was full of updates and changes, CARET Legal users have spoken, and we’re pleased to share our top 10 releases of 2021.
New year, new you. Here are a few simple strategies you can employ to spur your law firm’s growth throughout 2022.
If you really want to improve the way you manage your law firm this year, take small bites. Now, that’s good holiday time advice if there ever was any.
There is often a great deal of confusion regarding document storage and document management systems. As a result, companies often wrestle with the following questions: Which solution is the simplest to manage, the most cost-effective, and the best overall?
No business owner wants to deal with a financial emergency due to lack of planning. In order to monitor how a firm is doing financially year to year, every law firm should maintain an internal budget/forecast. A budget/forecast report provides the owner a monthly snapshot of how the firm is
Although many people think that customer management relationship systems (CRMs) are relatively new in existence, the practice of keeping customer records has existed for centuries. Merchants, even those selling their wares in ancient times, understand that it’s much easier to sell your goods to a current or past customer than
The unexpected shift to a remote workforce accelerated the pace of digital transformation. Having to vet an onslaught of new technology quickly, firms added different applications, communication and collaboration platforms, and cloud-based document management and storage systems to their tech stack. However, adding these disparate technologies and integrating them creates
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