CARET Legal

JANUARY 6, 2025

Streamlining Communication with All Parties Involved Effective communication is critical during mediation and settlement. Centralized Communication Channels : With built-in communication tools, attorneys can manage correspondence with clients, opposing counsel, and third parties in one place.

Attorney 96

Attorney Legal Legal Drafting 96

Attorney at Work

JULY 22, 2021

Reduce inbox congestion, keep lines of communication open, and streamline workflows to improve productivity and inspire your teams’ best work. Now, more than ever, you need tools that eliminate busy work and keep your teams focused on client outcomes and results — by helping them communicate, coordinate document feedback, and manage tasks.

Document Review 269

Document Review Legal Technology Solution Document Management Law Firms 269

CARET Legal

MAY 12, 2025

Law firm succession planning is often overlooked until it becomes urgent. And while succession conversations can be difficult, putting them off only makes the process harder. The goal of succession planning should be to create operational continuity so that clients, staff, and incoming leaders can move forward with clarity.

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Law Firms Law Firm Legal Legal 52

JURIST

APRIL 23, 2025

The Commission stated that Apple imposed technical and commercial restrictions on app developers steering obligation , which requires them to inform customers about alternative and cheaper app offers outside Apple’s App Store. The European Commission fined Apple 500 million for implementing steering terms that breached the DMA.

Laws 104

Laws 104

The Process Street

DECEMBER 7, 2020

With this small but effective tip, I’ve not only taught you how to get more value out of your phone, but I’ve also given you an example of how customer success works. Now, if I was an organization, I’d want to provide this type of value to my customers on a far larger scale – all of the time.

Contract 132

Contract Education 132

Above The Law

MARCH 21, 2025

As outlined in this recap , sessions covered everything from high-growth strategies and AI in communications to data analytics and client service. Value-Based Pricing Strategies Law firms have a significant opportunity to transform their business models through strategic pricing.

Law Firms 82

Law Firms Law Firm Legal Legal 82

CARET Legal

JANUARY 17, 2025

However, the success of mediation often hinges on the tools available to support it. These platforms integrate features that support secure communication, streamlined workflows, and effective case management, ensuring that the process is both efficient and focused.

Litigation 93

Litigation Litigating Technology Case Management 93

Attorney at Work

JANUARY 20, 2022

As business clients deploy new technology to manage litigation, contracts and communications, they will prefer working with equally tech-focused outside counsel. In addition, automation systems allow firms to create a direct connection to clients via an interview process that accelerates onboarding and custom document creation.

Legal 355

Legal Legal Law Firms Law Firm 355

Attorney at Work

APRIL 11, 2022

The success of a law firm website design relaunch depends on how you begin and the approach you choose to take. Robert continued, “Strategy will inevitably include determining what content the firm can use to substantiate its claims of expertise, support its positioning, or better communicate what it does and why they’re the best at doing it.

Law Firms 300

Law Firms Law Firm Laws Drafting 300

The Process Street

JULY 26, 2021

According to a 2020 Walker study , 86% of buyers will pay more for a better customer experience. Customer experience is a key brand differentiator, and getting it right can determine the difference between success and failure. That is, you’ll learn how to focus on the customer’s experience when using your product.

Education 126

Education Technology 126

Above The Law

APRIL 7, 2025

A Legacy Of Service And Connection Roberts story begins with his grandfather, a trailblazer who built a successful UK law firm in the 1950s. He didnt just build a business; he created a community, Robert shared. I want to emulate that success in an online, modern fashion, he explained. Streamlining Communication.

Legal 94

Legal Legal Technology Diligence 94

Rocket Matter

APRIL 15, 2025

The post Future-Proof Your Practice: A Guide to Law Firm Succession Planning appeared first on Rocket Matter. Less than 30% of practices have formal law firm succession planning protocols in place. What Is Law Firm Succession Planning? Why Every Law Firm Should Have a Succession Plan Even though not all U.S.

Law Firms 52

Law Firms Law Firm Laws Legal Technology Solution 52

Attorney at Work

DECEMBER 8, 2021

of restaurateurs out there, offering a menu of options with explanations of ingredients and cooking techniques is required to attract customers. Those at the top, with long track records of success in delivering high-quality outcomes for customers and clients, have rabid fans who will buy whatever is on offer.

Lawyer 300

Lawyer Lawyers Attorney Diligence 300

The Process Street

JULY 2, 2021

Companies with a customer-centric account health scoring system enjoy a 95% increase in customer retention. To be more customer-centric, you need an account health scorecard that takes a holistic approach to measure your health and your customers’ health. Why you need an account health scorecard.

Construction 105

Construction 105

The Process Street

MAY 31, 2021

Research shows that a 5% increase in customer retention rates can boost profits by 55%. With this in mind, when it comes to customer success , it’s important you play your cards right to retain your customers. But before all, let’s quickly recap the basics, and define the difference between customer success 1.0

Human Resources 105

Human Resources Litigation Litigating Legal 105

CARET Legal

JANUARY 10, 2025

By enabling faster transactions, reducing errors, enhancing client satisfaction, and ensuring greater compliance, automated document management optimizes real estate law practices for success in a fast-paced market. Automated Workflows: CARET Legal allows firms to set up custom approval flows for contracts.

Real Estate 59

Real Estate Document Management Law Firms Law Firm 59

The Process Street

MARCH 3, 2021

90% of customers feel that the companies they buy from could do better when it comes to how they experience onboarding. Customer success is about helping your customers understand and leverage the value of your product; you’re basically helping them achieve their goals. The customer onboarding process.

Virtual Assistant 103

Virtual Assistant Project Management Finance Technology 103

The Process Street

FEBRUARY 11, 2021

One such significant challenge is customer churn. A rapidly shrinking customer base means reduced profits that can have a severe impact on an organization, especially during a crisis. While you cannot prevent all customers from leaving your company, you certainly can take concrete steps to keep customer churn in control.

Contract 105

Contract Real Estate Education Finance 105

The Process Street

JUNE 21, 2021

A recent Deloitte study found a mere 30% of respondents stated customer success was a strategic priority by the board of directors. Only 26% reported official business communications to regularly mention customer success. To respond, organizations need to focus on customer success (CS). Wilburn and H.

Technology 105

Technology 105

The Estrin Report

JUNE 1, 2022

Throughout my life, I have developed this art of being able to communicate with anyone at any given time. I love to dig into customer problems and solve them with modern technology. No matter where I move her in class, she communicates with everyone!” I can successfully handle cases from $5 million to $1 billion.

Paralegal Certificate 245

Paralegal Certificate Paralegal Paralegals Drafting 245

Attorney at Work

JANUARY 17, 2022

Doing so will likely help a website have more organic SEO success while attracting the right visitors. In fact, the limits could increase trust and transparency among law firms and potential clients because attorneys will have to communicate with customers regarding collected data. Privacy Challenges and Advertising.

Law Firms 345

Law Firms Law Firm Laws Lawyer 345

MyCase

APRIL 13, 2021

Improved Communications: Internal and External. An effective communications process should be at the core of a law firm’s customer service approach; however, even the best client connection procedures will fail if a firm’s internal people, processes, and technology aren’t structured well and/or run correctly.

Law Firms 140

Law Firms Law Firm Laws Lawyer 140

The Process Street

APRIL 19, 2021

As the CEO of Custify , Philipp Wolf helps SaaS businesses deliver great results for customers. After seeing companies spend big money with no systematic approach to customer success, Philipp knew something had to change. Customer success is vital to a company’s growth because customers are the ones that bring revenue.

Education 111

Education 111

Attorney at Work

OCTOBER 15, 2021

From filling and filing court forms on behalf of clients to creating custom legal documents spanning the relationship from the fee agreement to final invoice (and everything in between), drafting legal documents is an essential part of most firms’ daily activities regardless of practice area. Why Choose Document Automation?

Drafting 235

Drafting Legal Technology Solution Legal Legal 235

The Process Street

JUNE 14, 2021

79% of marketers state customer experience strategies need to focus on customer retention. Yet, according to McKinsey and Company , there’s too much focus on churn reduction with a lack of consideration on what the customer wants. To do this, you need customer success vectors. Let’s jump to it!

Technology 95

Technology Construction 95

The Estrin Report

OCTOBER 15, 2021

You are a successful attorney. Which three character traits do you think were most instrumental to your success? I believe organizations that embrace ethics have stronger finances and cultures — and will end up being successful. Do you think you have had luck in your success? Can you explain what you mean?

Lawyer 246

Lawyer Lawyers Laws Law Firms 246

The Process Street

MAY 5, 2021

I do not doubt that an exceptional customer experience plays its part. According to Bain & Company , businesses that invest time and effort to optimize their customer experience (CX) flows, experience above-market revenue growth between 4-8%. How to optimize your customer experience flows. What is CX? What is CX?

Consumer Affairs 128

Consumer Affairs Entertainment Small Business Finance 128

Above The Law

MARCH 6, 2025

Heres how to make your profile work for you: Get Your Headline Right Your headline is prime real estate for communicating your expertise. Customize Your LinkedIn URL A messy LinkedIn URL full of random letters and numbers doesnt look polished. Clean it up by customizing it to something simple, like linkedin.com/in/Your Name.

Lawyer 93

Lawyer Lawyers Social Media Management Legal 93

CARET Legal

SEPTEMBER 26, 2024

Managing high-volume arbitration caseloads presents significant challenges, requiring the coordination of vast amounts of data, strict adherence to schedules, and clear communication among all parties. Successful implementation of arbitration software requires a strong focus on change management and training.

Document Management 119

Document Management Case Management Law Firms Law Firm 119

The Estrin Report

JANUARY 30, 2023

Every other business bombards its customers with client satisfaction surveys, but, in my experience, few lawyers ever bother at any stage to ask their clients for feedback on the service they received. In the 1960’s, banks finally went from closing at 3:00 pm to being open later every day, nightly, and on weekends.

Lawyers 246

Lawyers Lawyer Legal Services Law Firms 246

The Process Street

AUGUST 22, 2023

When it comes to exemplifying our core value of continuous improvement, our Customer Success Manager Gustavo Amaral is at the forefront. Being highly skilled both in workflow creation and customer service makes Gustavo the perfect asset to our company. Q: What was your motivation to move from Sales to Customer Success?

Construction 94

Construction 94

Customs & International Trade Law

JUNE 24, 2022

A previous article written by Jen and Sharath focuses on how to successfully submit a prior disclosure (PD) to Customs and Border Protection, along with details known of CBP’s new timing requirements, which had not been circulated publicly (prior to our FOIA request). Please note you cannot click on the hyperlink below.

Lawyer 97

Lawyer Lawyers Laws 97

Paralegal Bootcamp

OCTOBER 21, 2021

According to a reference quoted by Wikipedia: “Contract management or contract administration is the management of contracts made with [other entities] customers, vendors, partners or employees. A well-designed, accurate, and thought-out repository for a contract management database is one of the cornerstones for a successful business!

Contract 246

Contract Paralegal Paralegals Metadata 246

Attorney at Work

SEPTEMBER 23, 2021

By embracing legal tech, firms are stepping into the future and preserving the integrity and success of their practices. As in any industry that relies on collaboration, communication and transparency, the pandemic has forced legal professionals to find new strategies to manage their work. As another wave of COVID-19 ravages the U.S.,

Law Firms 269

Law Firms Law Firm Legal Technology Solution Legal 269

The Process Street

DECEMBER 22, 2021

Connecting Process Street workflows with this activity and syncing data across all these other apps has always been a big use case for our customers. It’s where nearly all our team communication happens. Same with many of our customers. The engagement and connection with customers was outstanding. With the 3.0

Small Business 141

Small Business Law Office Laws 141

Rocket Matter

NOVEMBER 25, 2024

You can access case information, communicate with clients, and track time from anywhere. Rocket Matter can again help with its mobile app, which is designed to streamline communication within the firm. Rocket Matter allows firms to tailor workflows according to practice areas. And more important resources! Download free guide 7.

Document Review 97

Document Review Legal Technology Solution Technology Legal 97

The Process Street

JULY 19, 2021

80% of consumers say that customer experience is just as important as the products or services that a company provides. Employees and new hires must have the skills to create positive experiences that bring customers back and get them to spread the word about your brand. How can improving customer service boost your bottom line?

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