Client Engagement

The Future of Managing Client Relationships Is in Your Law Firm’s CRM

October 30, 2023

For law firms, the fundamentals of effective practice management remain unchanged – defining goals, objectives, processes and strategy are still the keys to success. However, the technology available to execute on those foundations has evolved tremendously. Today’s robust legal practice management systems and CRM (customer relationship management) tools can optimize

Law Firm Operations

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

October 20, 2023

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.

group of lawyers celebrating their legal practice management software implementation

Law Firm Operations

Biggest Hits of 2022

January 17, 2023

We are full speed ahead on 2023 goals, and 2022 is already in the rearview mirror. What a year it was! As a team we looked back on the year’s accomplishments, weighing your feedback and reviews, and the result is a list of CARET Legal users’ favorite updates and new

Client texting with their lawyer through CARET Legal's texting feature

Law Firm Operations

CARET Legal Fall Product Launch: New Ways to Communicate with Clients, Improve Performance, and Save Time for your Entire Firm

December 6, 2022

The Fall CARET Legal product update is packed with new, and much anticipated features. Keep reading to learn how you can improve your workflow, and your client experience, directly within CARET Legal.

Law Firm Operations

Cybersecurity Mesh Defeats a Siege Mentality

July 26, 2022

A siege mentality has long pervaded attempts to secure IT networks, encrypt data, and control access to a law firm’s sensitive information. That thinking tracked along medieval concepts of securing a fortress using thicker walls, stronger gates, and deeper moats. If you remained inside the walls, then you were protected,

Law Firm Operations

Internal and External Communications to Improve Engagement and Satisfaction 

July 12, 2022

Communication is imperative to the success of any law firm, especially when most businesses are operating on hybrid or fully remote work schedules. According to a recent survey, about 16% of firms invested in communication software at the onset of the pandemic in addition to other cloud-based practice management systems.

Matter Management

Data Analytics: You Can’t Manage What You Don’t Measure

June 2, 2022

Our title borrows a famous quote from William Edwards Deming, an American engineer, statistician, professor and author often labeled “the original data scientist.” Deming also said, “Without data, you’re just another person with an opinion.” Fortunately, the legal landscape is rapidly shifting, and digital transformation is allowing us to inform

migrating to a new legal practice management software

Matter Management

Migrating to a New Legal Practice Management System

May 11, 2022

It can be daunting to even think about migrating to legal practice management systems. While you may know the move is needed, transitioning from the outdated software applications your firm uses now to a new modern system for the future – the process of data migration – can be stressful.

a team of lawyers implementing legal practice management software

Law Firm Operations

Law Firms Are Implementing Law Practice Management to Build a Better Practice

March 24, 2022

AbacusNext recently commissioned a survey of law firms’ activity and decisions about software. The results revealed that 65% of all firms selected the need to increase efficiency and build a better practice as their motivation for adopting their practice management technology. Growing focus on efficiency Legal practice management software providers

Tag: Contact Management

The Future of Managing Client Relationships Is in Your Law Firm’s CRM

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

Biggest Hits of 2022

CARET Legal Fall Product Launch: New Ways to Communicate with Clients, Improve Performance, and Save Time for your Entire Firm

Cybersecurity Mesh Defeats a Siege Mentality

Internal and External Communications to Improve Engagement and Satisfaction

Data Analytics: You Can’t Manage What You Don’t Measure

Migrating to a New Legal Practice Management System

Law Firms Are Implementing Law Practice Management to Build a Better Practice

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