Tag: Legal Billing

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

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Matter Management

Transform Your Practice by Becoming a Deming Disciple

The practice of law is complicated. A single case can involve multiple attorneys, dozens of files and hundreds of interactions among a law firm, clients, opposing counsel and courts. Given the vast scope of moving parts and operations of a legal matter, it is ripe for business process optimization.

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CARET Legal evergreen retainers
Billing, Payments & Accounting

Is it Time to Adopt Evergreen Retainers?

What is an evergreen retainer?

An evergreen retainer is a type of security retainer. Just like other types of retainer, your client pays you a sum up front and you are able to use this money to pay your fees and expenses. The difference is with an evergreen retainer, your

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Law Firm Operations

Building Better Client Relationships with a Trust Accounting System

Does your firm rely on a bookkeeping service to manage your books? Have you experienced data syncing issues or do you have concerns that your provider doesn’t have sufficient experience to manage your books in compliance with your state bar’s client trust (IOLTA) rules and regulations? If so, then it’s

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security system with lock representing the client portal security
Law Firm Operations

Keeping Client Confidentiality With Caseway Portal

With cyber security concerns on the rise, how can you safeguard sensitive information against security breaches?

To stay in contact with your clients on a regular basis, you probably use email as your preferred way to share and discuss details about their case. But as we’ve all read in the

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