A blog about making space for what matters

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

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Matter Management

Pentagon Emails Used in Spoofing Scam

Most business owners don’t know how easy it is to send a fake email that appears to come from a colleague, vendor or even a public figure. This is one of many common misconceptions about email security and delivery. Here are some other common assumptions that are made every day…

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Billing, Payments & Accounting

Why CARET Legal is Even Better Suited for the Less Tech-Savvy Lawyer

The idea that legal technology could be better suited for the less tech-savvy lawyer sounds counterintuitive. The truth is that CARET Legal, next generation legal practice management software, provides lawyers who are less familiar with technology with a leg up. This is due in part to the fact that law

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Communications tab in CARET Legal
Matter Management

Take Your Clients’ Pulse by Reviewing Communications

As a conscientious professional, you constantly strive to satisfy your clients.  After all, a happy client can lead the way to great referrals and more business. To achieve this, you must be responsive and attentive, while establishing a sense of trust that your client can rely on you to help

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CARET Legal evergreen retainers
Billing, Payments & Accounting

Is it Time to Adopt Evergreen Retainers?

What is an evergreen retainer?

An evergreen retainer is a type of security retainer. Just like other types of retainer, your client pays you a sum up front and you are able to use this money to pay your fees and expenses. The difference is with an evergreen retainer, your client

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businessman stacking blocks on top of eachother
Billing, Payments & Accounting

Building Better Client Relationships with a Trust Accounting System

Does your firm rely on a bookkeeping service to manage your books? Have you experienced data syncing issues or do you have concerns that your provider doesn’t have sufficient experience to manage your books in compliance with your state bar’s client trust (IOLTA) rules and regulations? If so, then it’s

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Person looking at their mobile phone showing Caseway's client portal
Client Engagement

Let Your Firm’s Mobile App Show Your Clients that You Care

Every lawyer has been there. You need your client to get you time-sensitive, confidential documents and they can’t get to your office. Or you’ve been told “the check is in the mail” and you need to disburse funds that aren’t there. Wouldn’t it be nice to have a convenient, secure

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man on his laptop viewing CARET Legal's document automation.
Law Firm Operations

Streamline Your Process With Document Automation

Whether you’ve been practicing for years or just starting out, you undoubtedly have multiple simple form documents that you use again and again. When you think about the time you waste replacing the information and customizing the same document for each matter, it can really add up. Want to find

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