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Moving from Worldox to NetDocuments

(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...

Factors in Choosing a Cloud Platform

 With many good options available now for migrating your data into the cloud, the software selection process can be daunting. How should you select a new platform for your firm? We suggest three key considerations in selecting Cloud-based software for law firm...

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...

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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Getting Ready for the New Year

Happy New Year!  Well, at the time of this writing, perhaps not quite yet. But 2022 is quickly approaching and now is the time to prepare for it.  What do we see in our crystal ball?  Here are some areas to be aware of, and to plan for in the coming year. End of Year...

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