by Dana Riel | Jun 5, 2024 | Caret Legal, Practice Management
(2-minute read) In May, CARET was proud to announce and release their latest features to their award-winning application, CARET Legal. Among those features were noticeable enhancements to their workflow functionality. A workflow is an automated set or template of...
by Dana Riel | Apr 23, 2024 | Document Management, Timeslips
3 minute read A couple of weeks ago, I received a request from a client. An attorney in her firm was leaving, a new one was joining, and clients needed to be notified of these changes. Was there a way to do this efficiently? Since the client was using Timeslips...
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...
