
Creating the Perfect Case Starts with the Client Intake Process
Automating the legal client intake process — everything from onboarding to invoice — gives your firm the best opportunity to thrive.
Leave standalone software behind
Manage all your cases in one place
Simplify repetitive tasks
Gather insights into your firm's performance
Increase billable time and cashflow
Manage your documents
Reach and collaborate with your clients
Grow your client list
Read all about the latest industry topics
Learn from industry experts
In-depth legal insights
Real perspectives from real people
See an extensive list of CARET Legal partners
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Automating the legal client intake process — everything from onboarding to invoice — gives your firm the best opportunity to thrive.

When considering a lateral move to another firm, it is important for an attorney to make the appropriate inquiries into each potential firm. A thorough investigation into any potential new firm is necessary, now, more than ever as the COVID-19 pandemic has changed the practice of law. Remote work is

Automating everything in your firm from intake to invoice gives you the best opportunity to thrive. Those who do not embrace legal technology will soon struggle to survive. Firms that become operationally efficient, work smarter, and stay organized will outpace those who continue to rely on paper-based methods, no matter

Law firm KPIs, or key performance indicators, are metrics used to evaluate specific goals and aspects of your firm’s success. By tracking KPIs, you obtain valuable data that provides insight into how your firm is functioning and whether your performance is meeting your expectations across specific areas.

When considering starting a boutique law firm, there are many issues that need to be addressed prior to the first day of business. For instance, if a lawyer is leaving another firm, it is critical that the lawyer read any documentation or current firm policies regarding clients and transferring data.

Getting the most out of your law firm data analytics is easier than you think. It starts with answering five basic questions.

Learn how legal practice management solutions allow lawyers to focus on casework instead of time-intensive administrative tasks.

Measuring the productivity and profitability of your timekeepers is rarely straightforward. There is, of course, the hourly rate and total billable hours for any given matter, but that fails to look at all the different variables: differing rates by matter or client and time spent on the matter that can’t

If your firm is hesitant about legal cloud solutions, reconsider. Especially with security considerations of new practice management tools.
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Leave standalone software behind
Manage all your cases in one place
Simplify repetitive tasks
Gather insights into your firm’s performance
Increase billable time and cashflow
Manage your documents
Reach and collaborate with your clients
Grow your client list
Read all about the latest industry topics
Learn from industry experts
In-depth legal insights
Real perspectives from real people
See an extensive list of CARET Legal partners
Join CARET Legal’s partnership program today