by Dana Riel | Apr 15, 2024 | Document Management, NetDocuments, Uncategorized, Worldox
(3 minute read) Last week we received an interesting question from one of our clients whose firm just transitioned from Worldox to NetDocuments. Here is what she asked: “Is there a NetDocuments feature similar to Worldox that provides an icon on your screen where you...
by Dana Riel | Mar 22, 2024 | Caret Legal, Law Firm Technology, Practice Management
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...
by Dana Riel | Jan 23, 2024 | Caret Legal, Cloud applications
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...
by Dana Riel | Dec 4, 2023 | Accounting, QuickBooks, Uncategorized
All good things must come to an end. On November 30, QuickBooks Pro Advisors received a message from Intuit Corporation, the manufacturer of QuickBooks. Here are the highlights of their announcement: “Today we’re announcing important changes to Intuit...
by Dana Riel | Nov 7, 2023 | Law Firm Technology
This is the third in a series of articles listing the reasons why now is the time to determine if new programs or solutions are needed for your firm as we look towards the end of the calendar year. The first article (Planning for 2024: Now is the Time) looked at the...
