Tag: Contact Management

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

Attorney-client relationship
Client Engagement

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

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

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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 celebrating their legal practice management software implementation
Law Firm Operations

Biggest Hits of 2022

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

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Castle that represents security
Law Firm Operations

Cybersecurity Mesh Defeats a Siege Mentality

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,

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data analytics on a laptop
Matter Management

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

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

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migrating to a new legal practice management software
Matter Management

Migrating to a New Legal Practice Management System

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.

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a team of lawyers implementing legal practice management software
Law Firm Operations

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

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

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