Tag: Practice 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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Lawyers discussing legal case tracking software
Matter Management

Legal Case Tracking Software: The Key to Firm Productivity

How do you keep track of legal cases? Legal case tracking software simplifies case management workflows and streamlines administrative tasks, driving firm productivity to new heights. It also improves organization — reducing clerical errors, increasing client satisfaction, and contributing to a better work-life balance for attorneys. 

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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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Law firm working with their legal case management system
Matter Management

The Best Legal Case Management Software Features

If you’re not already leveraging legal case management software in your practice, what’s stopping you? Case management systems are the cornerstone of better client management, enhanced efficiency and productivity, robust accountability, and comprehensive audit trails. With a centralized location, managing your legal cases becomes a breeze, allowing you to focus

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law firm financial reporting
Reporting & Analytics

Streamlining Law Firm Financial Reporting for Easy Accounting

You know that feeling when you’re working on a jigsaw puzzle and can’t find the one piece you actually need? That’s how law firm financial reporting can feel at times. Between handling intricacies like client trust accounting, making sense of diverse compensation models, and breaking down the profitability of cases,

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Lawyer tracking time
Billing, Payments & Accounting

Legal Time Management Software Makes Billing Easy

For firms, enforcing time tracking, and legal time management in general, is crucial for maintaining a positive cash flow, pricing services, accurate forecasting, and sound budgeting. However, manual time tracking is inefficient, time-consuming, and prone to human error. 

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Accounting and bookkeeping at a law firm
Billing, Payments & Accounting

Streamlining Law Firm Accounting & Bookkeeping

Law firms have unique accounting requirements — like being bound to a code of ethics to account for any funds held in trust on behalf of clients. It’s important to keep these requirements in mind when selecting the proper legal accounting system to streamline your processes. As an example, law firms are

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