
Project Management and the Use of Automation in Law
By Diane L. Camacho, CLM A project is “an individual or collaborative enterprise that is carefully planned to achieve a particular aim.” Each matter can be
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Manage your documents
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Increase billable time and cashflow
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Everyone loves a to-do list, especially when it’s tailor-made. Tasks are an essential part of your day-to-day and with our legal task management software, you can track and delegate work while keeping everyone aligned. Increase consistency, accountability, organization and efficiency for everyone at your firm.
“To create a task list that will notify you when a task is overdue or completed is extremely helpful when dealing with a lot of deadlines.”
Legal task management software lets you sort tasks based on urgency and importance, and delegate and assign tasks to various team members so nothing falls through the cracks. Tasks are visible to everyone – keeping everyone accountable. You can also schedule tasks and set reminders for deadlines to ensure that critical tasks are not overlooked and deadlines are met.
Our legal task management system lets you easily track the amount of time spent on each task and associates it with a client case/matter. Task-based time tracking can also provide insights into how time is spent, enabling lawyers to manage their time more efficiently.
CARET Legal’s task feature lets you keep track of your to-do list and other peoples’ too. Here’s a look at some of the robust functionality that you’ll find with our legal CARET Legal’s task management system:
Learn how this intellectual property firm uses CARET Legal’s task templates to accomplish client objectives and goals.
Automation systems can be leveraged to offload some of your firm’s time-intensive tasks and increase organizational excellence.
By Diane L. Camacho, CLM A project is “an individual or collaborative enterprise that is carefully planned to achieve a particular aim.” Each matter can be
Legal teams perform at their best when they can track progress, assess outcomes, and make timely decisions. Without structured reporting tools, even high-performing firms risk
Without organized systems and reliable reporting, firms struggle to maintain trust account compliance, track profitability, or plan for sustainable growth. Law firm accounting requires calls
Get started with a free trial, or schedule a demo to see how our legal practice management software helps you work smarter and maximize revenue.
Company
Leave standalone software behind
Manage all your cases in one place
Manage your documents
Gather insights into your firm’s performance
Increase billable time and cashflow
Reach and collaborate with your clients
Grow your client list
Read all about the latest industry topics
Learn from industry experts
In-depth legal insights
Real perspectives from real people
See an extensive list of CARET Legal partners
Join CARET Legal’s partnership program today