Tag: Client Portal

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

legal docketing software
Law Firm Operations

Legal Docketing Software or Practice Management System?

As you vet technology to improve your firm’s operations, you might have wondered whether you should invest in legal docketing software or a more comprehensive practice management system. While we advocate for a more robust system, it’s important to understand docketing software features, so you can make sure the legal

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attorney using legal matter management software
Matter Management

Law Firm Matter Management Best Practices

Law firm matter management is not just a convenience; it’s a necessity. For legal professionals, managing cases, documents, and deadlines with precision can mean the difference between success and setbacks. The right technology can revolutionize how firm operations are handled, making the choice of legal matter management software a critical

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Client relationship management
Client Engagement

Enhancing Trust Through Law Firm Client Relationship Management

One stand-out factor that distinguishes a thriving law firm from an average one is trust. Trust is the bedrock upon which client relationships are built and sustained, influencing retention, referrals, and ultimately, the bottom line. But, how exactly do you go about building trust? The answer lies in bettering your

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lawyer meeting with clients
Law Firm Operations

Are You Competent? The Vital Role of Technology in Estate Planning Firms

Compliance with the American Bar Association competence rule is vital for success in estate planning law. The attorney competence requirement, outlined in Model Rule 1.1, identifies the necessary legal knowledge, skill, thoroughness and preparation for representation. Moreover, competence is not limited to legal knowledge and preparation exclusively.

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Group of lawyers discussing compliance within their firm
Matter Management

Law Firm Compliance Made Easy With a Practice Management System

Law firm compliance can be a burden to adhere to. But, legal practice management software (LPMS) goes a long way in alleviating some of the burden. It relieves you of the constant monitoring for regulatory changes, keeping your systems updated and ensuring that your firm is always in sync with

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estate planning attorney with his clients
Matter Management

Grow Your Estate Planning Practice with CARET Legal Practice Management

An aging population, increased awareness of health risks brought on by the pandemic and concerns about inflation are prompting more Americans to consider wills, estate plans and comprehensive legal guidance for their later years. However, the majority of Americans – approximately two-thirds – have not yet prepared any form of

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person working on a secure legal practice management mobile application
Matter Management

Meeting Legal Clients’ Digital Security Expectations

When news breaks about businesses being hacked, it usually focuses on big social media or technology companies like Facebook or Microsoft. However, experts say cyber criminals also consider government agencies, financial institutions and law firms to be high-value targets. In fact, the American Bar Association reports that one-third of law

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the cost of a legal practice management system
Law Firm Operations

Law Practice Management: There Are Cost Savings in the Cloud

While most law firms understand that cloud-based practice management is an option for them, many still hesitate when it comes to adopting new technologies, according to the 2021 ABA Legal Technology Survey Report. Twenty-five percent of the lawyers surveyed said their firm doesn’t use cloud services. Those holding out are

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a legal team effectively adopting new technology
Matter Management

How to Effectively Adopt New Technology in Your Law Firm

If your law firm’s current technology solution isn’t working, it’s time to consider an end-to-end solution that will cater to all your business needs. When your firm has decided to incorporate new legal technology into its practice, you must apply a comprehensive onboarding and training process to help ensure buy-in,

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