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Entering Non-Client Related Payments in CARET Legal

CARET Legal is a cloud-based comprehensive program that supports law firms’ daily operations. It includes: contact management matter management lead tracking / CRM functionality time and expense tracking trust accounting billing general ledger accounting In this...

NEW!  Workflows Feature in CARET Legal

CARET Legal is rapidly gaining popularity among our clients as a cloud-based practice management application.  The reason is clear: it excels in contact management, matter management, document management, calendaring, CRM, time & expense tracking, and billing and...

Scam Alert! Some Sage Phone Support Numbers May Have Been Hijacked

We had a disturbing conversation with a client this past week. He called us because he was suspicious after speaking with Sage Support about a potential data corruption issue in his Sage 50 database. The support technician remoted into his database, poked around a...

Using Shortcuts in QuickBooks Online

Switching to QuickBooks Online (also known as QBO for short)  from QuickBooks Desktop software has been a challenge at times for some of our clients.  Not all commands are where they used to be.  To make things easier for our clients, we recommend taking advantage of...

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A “Spring Cleaning” for PCLaw?

Last week we brought our readers up to date with the latest news about Time Matters, an enterprise grade law office practice management solution from the manufacturer, PCLaw|Time Matters, LLC.  Today we’d like to update our readers with their latest news on another...

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