Category: Matter Management

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

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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Migrating data into a law practice management platform
Law Firm Operations

Migrating to a New LPM: How Much Data Should You Move?

Congratulations! Your firm has decided to move to a new practice management, billing or accounting platform. You have gone through the analysis, made a selection, and now comes the big question – What data should be brought over to the new application?

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Lawyer recording her billable hours for the month
Billing, Payments & Accounting

Productivity and Profitability: Thinking Beyond the Billable Hour

How do you measure productivity and predict profitability?

With time-based billing, the simplest way is billable hours. How many hours can (and should) timekeepers work in a period of time and how many of the worked hours are billable? If we assume only two weeks of vacation per year and a

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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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Attorney on his mobile phone wearing his Apple Watch
Matter Management

Never Miss a Beat With CARET Legal’s Dedicated Apps

As a complete cloud-based solution, CARET Legal allows you to access your firm’s data from any device with internet access whether you’re in the office, courtroom or at home. Using CARET Legal’s native iOS and Android apps, you can keep track of upcoming meetings and appointments, retrieve contact information and

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