Tag: Client Portal

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

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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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estate planning attorney with his clients
Matter Management

Grow Your Estate Planning Practice with CARET Legal Practice Management

An aging population, increased awareness of health risks brought on by the pandemic and concerns about inflation are prompting more Americans to consider wills, estate plans and comprehensive legal guidance for their later years. However, the majority of Americans – approximately two-thirds – have not yet prepared any form of

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person working on a secure legal practice management mobile application
Matter Management

Meeting Legal Clients’ Digital Security Expectations

When news breaks about businesses being hacked, it usually focuses on big social media or technology companies like Facebook or Microsoft. However, experts say cyber criminals also consider government agencies, financial institutions and law firms to be high-value targets. In fact, the American Bar Association reports that one-third of law

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the cost of a legal practice management system
Law Firm Operations

Law Practice Management: There Are Cost Savings in the Cloud

While most law firms understand that cloud-based practice management is an option for them, many still hesitate when it comes to adopting new technologies, according to the 2021 ABA Legal Technology Survey Report. Twenty-five percent of the lawyers surveyed said their firm doesn’t use cloud services. Those holding out are

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a legal team effectively adopting new technology
Matter Management

How to Effectively Adopt New Technology in Your Law Firm

If your law firm’s current technology solution isn’t working, it’s time to consider an end-to-end solution that will cater to all your business needs. When your firm has decided to incorporate new legal technology into its practice, you must apply a comprehensive onboarding and training process to help ensure buy-in,

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Matter Management

Meeting Legal Client Expectations Regarding Technology

Today’s legal clients demand high-quality service from their attorneys, particularly regarding technology. Using the latest legal technology typically makes an attorney more efficient, accurate and productive, resulting in happier clients and more time to do what they are trained to do: practice law.

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person working from home and journaling
Law Firm Operations

Start 2023 Off Right with a Realistic Remote Strategy

Let’s face it: remote work is here to stay. It doesn’t matter if you’re going into an office every day or meeting in-person with colleagues a few days a week; remote work will always be a fallback for many industries, especially the legal industry. With this thought in mind, optimizing

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