Tag: Client Portal

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

legal office discussing
Matter Management

What Law Firm Technology Do You Really Need?

Law firm technology can be…overwhelming. It’s hard to know just what capabilities your firm needs versus ones that aren’t high priority. Let’s break down the features of law firm technology and highlight the essentials that can revolutionize your practice.

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Legal administrator offering law firm management tips
Law Firm Operations

Essential Law Firm Management Tips for Thriving Practices

Effective law firm management is the backbone of any successful law firm. It’s the force that propels operations, client satisfaction, and, ultimately, business growth. When management practices are refined and implemented wisely, they yield a well-oiled legal services machine capable of overcoming obstacles and seizing opportunities. Here are our favorite

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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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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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