Tag: Document Management

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

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Law Firm Operations

Automating Your Family Practice: One Firm’s Journey

Solo family law practitioner Bob Noone recently shared his experiences with technology over his 37+ years in practice. His interest in and willingness to adopt technology to make his practice more efficient served him well for many years before the COVID-19 pandemic hit and allowed him to seamlessly continue operating

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Attorney on his laptop using secure legal practice management software
Law Firm Operations

Security Key to Attract and Retain Clients

Due to current events, remote work has now become routine. In this new environment, many law firms have not adequately considered how to attract and retain their clients. One issue that should be of concern to every practice is cybersecurity—law firms are second only to financial institutions in being targeted

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CARET Legal's document automation on computer screen
Law Firm Operations

Document Assembly Made Efficient

Do you often draft the same type of document for different clients? Do you try to use the same one as a base? Remember the last time you had to draft a document? What steps did you take?

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Team members discussing how to upgrade their firm's technology
Matter Management

Investing in Major Technological Upgrades

Law firms throughout the world are currently operating in unprecedented times due to COVID-19. In response, many firms have found ways to become innovative and flexible. One of the biggest adjustments for law firms has been learning to work remotely and support hybrid teams. Working remotely is not new, but

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employee videochatting with her team
Matter Management

Effective Collaboration in Today’s Law Practice

In the new normal since the Coronavirus, it is expected that 80% of lawyers and professionals will do some work via their smartphones. This statistic is indicative of a trend that we expect to continue for many years to come — the legal industry, like so many others, must embrace

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Three coworkers working on the firm's trust accounting
Billing, Payments & Accounting

Trust Accounting Software 101

It’s important to keep bar association regulations in mind and ultimately choose a platform that will make compliance efforts more efficient. All law firms are required to maintain accounting records for client funds deposited in trust accounts. Finding the right software solution to assist with the necessary record-keeping for those

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Woman with a face mask in an empty office
Matter Management

Returning to the Office – the New Normal

The Coronavirus (COVID-19) pandemic has disrupted normal business life currently and for the foreseeable future. “Business as usual” is no longer a realistic expectation. We should expect a new normal once people are permitted to reoccupy their office space.

What should law firms do to ensure their employees’ safety and make

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the transition to a new legal practice management system
Law Firm Operations

Transitioning to a New LPM? Don’t Get Stuck in the Past

Change is never easy, but often necessary to stay relevant in today’s fast-paced environment. Firms should regularly review how things are done and look for ways to improve. An especially good time to do this is when implementing new law practice management (LPM) software. Firms that cling to outdated or

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