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Case Study

The All-Inclusive Answer for a Firm That Needs Remote Accessibility

When the pandemic hit, Berdon, Young, and Margolis, PC realized it was finally time to replace their existing practice management software, an on-premises solution they’d been relying on to run their accounting and more for decades. They decided to make the switch to CARET Legal, a cloud-based legal practice management tool that gave the firm the accessibility and flexibility it needed to operate in remote times.

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