Tag: Case Management

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

Attorneys discussing law firm chart of accounts and general ledger reports
Billing, Payments & Accounting

Law Firm Chart of Accounts and General Ledgers Made Easy

Managing a law firm chart of accounts and general ledgers involves numerous transactions, strict regulatory requirements, detailed reconciliation needs, and accurate financial reporting. However, the process doesn’t have to be as complex as it often seems. Let’s take a look at some practical advice and strategies to simplify the creation

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Attorneys using legal trust accounting software
Billing, Payments & Accounting

The Top Legal Trust Accounting Software 

When it comes to managing legal trusts, accuracy is non-negotiable. Specialized legal trust accounting software provides a distinct edge with its automation capabilities. It’s essential to recognize the importance of legal trust accounting software and its reputation for precision, which solidifies its position as one of the most reliable tools

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Lawyer creating a case brief template
Document Management

How to Create Automatic Case Brief Templates

One of the most time-consuming tasks for legal professionals is creating case briefs. However, with the right tools and strategies, this process can be significantly streamlined. In this blog post, we’ll guide you through creating automatic case brief templates in practice management software, using CARET Legal’s features to provide context.

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Email marketing for law firms
Law Firm Operations

A Law Firm’s Guide to Email Marketing and Nurture Sequences

Law firms should be continuously exploring innovative methods to reach out to potential clients while retaining their existing ones. One method is to use email marketing to nurture clients who’ve engaged with you but haven’t secured your services. Strategic (never spammy) email marketing can establish trust and authority while providing

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trust and IOLTA accounts
Billing, Payments & Accounting

When to Use Client Trust Accounts vs. IOLTA

The ethical management of client funds is a pivotal responsibility that falls on the shoulders of lawyers. Two key instruments that lawyers use to manage these funds are client trust accounts and Interest on Lawyers Trust Accounts (IOLTAs). 

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Law firm technology trends
Law Firm Operations

2024 Law Firm Technology Trends to Be Aware Of

Several legal technology trends are set to reshape how law firms operate. These trends, from artificial intelligence (AI) to remote depositions and digital reporting, promise to streamline operations, enhance service delivery, and even change the way we approach litigation.

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Attorney working in her client email management software
Matter Management

Generic Client Email Management Software Doesn’t Work for Law Firms

The legal industry is high-stakes and the pace is brisk. Efficiency and accuracy aren’t just desirable—they’re essential. From court filings to client communications, every aspect of a law firm’s operations must run like a well-oiled machine. And when it comes to email management, a crucial cog in this machine, generic

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