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An aging population, new concerns about financial stability, and changes in tax laws have all contributed to a growing demand for estate planning services. How can your estate planning practice stand out and attract new clients? The answer lies in developing an estate planning marketing program that includes proven strategies.
As a lawyer, you start off your work day by checking your emails. You see one regarding a task that needs to be done, so you forward the message to your legal assistant. You then receive a reply with questions regarding the task. You reply, and so begins a long
Personal injury client care letters help you to avoid unnecessary questions and complaints, and foster a better client-attorney relationship.
It’s becoming more and more difficult to stay current with all the cybersecurity threats that individuals and businesses face. The “bad guys” are focusing not only on accessing data, but they are continually sending emails, texts and phone calls. They are targeting smaller business entities with the assumption that these
CARET Legal’s Split Billing Feature allows users to divide the invoiced amount for services and expenses on a singular matter between multiple parties. Users can set unique rates for each client and split percentages independently for fees and costs. Once Split Billing has been configured on the Matter-level, users can
In many firms, “succession planning” is important, but not urgent. It is human nature to deal with tactical issues and delay any strategic initiatives, but many professionals do not have an end-goal in mind. Many believe that they will “die at their desks.” However, no one can remain in a
Since breaking with tradition and starting the next-generation cloud practice management movement (what we refer to as Cloud LPM 2.0) nearly six years ago, CARET Legal has helped tens of thousands of legal professionals work more efficiently, creating a synergistic solution that helps rid firms of disjointed applications for matter
Goodbye 2020 and hello to 2021! As we kick off a new year, we asked some of our partners to make some predictions on what we can expect to see across the legal industry in 2021.
Personal injury cases are complex and so, too, are the workflows involved in managing them. CARET Legal’s Suite’s end-to-end practice management platform is loaded with specialized tools that help personal injury firms streamline processes, increase productivity and maximize profitability. CARET Legal’s Settlement Management tools enable firms to efficiently manage settlement
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