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The leading end-to-end solution
Secure, fast and easy
legal practice management

  • Manage your practice and workflow in one place
  • Work quickly from anywhere with fast and secure true SaaS access
  • Expert support included
G2 Spring 2023 Leader badge

State-of-the-art security to protect your practice.
Expert support to help you.

From Prospect

Consolidate, organize and easily manage your pipeline from one central location

Dynamic CRM for Prospect and Intake Management

  • Leads from your website’s contact forms are automatically entered into CARET Legal's CRM
  • Track where your leads are coming from and easily generate reports
  • Complete integration with your firm’s intake forms and retainer agreements allow you to onboard clients with a few clicks.
Metrics in CARET Legal

To Client

Manage and track matters from start to finish with the most robust suite of case-centric tools

Best-In-Class Matter Management

  • Robust matter dashboards with every detail for every matter
  • Automatically track time and create time entries as you draft email messages
  • Advanced document features include versioning, tagging, foldering and commenting
  • Assign tasks to one or more team members, attach docs and set deadlines (and reminders)
Drafting an email in CARET Legal

To Profit

Maximize efficiency and revenue with built-in financial tools

Sophisticated Timekeeping, Billing and Accounting

  • More than 10 different ways to automatically create time entries
  • Industry-leading billing features including LEDES, split and consolidated invoices
  • End-to-end accounting including General Ledger, ability to issue checks, create journal entries and batch-apply payments
  • Advanced reporting including Financial Statements, Compensation, WIP and Productivity
  • Add our payments feature to accept credit card & ACH payments
Admin dashboard in CARET Legal

Stay in Control of Your Legal Practice on the Go

Access to your entire practice
at your fingertips

  • Create and review time entries
  • Create and review matters
  • Send and receive emails…and save directly to matters
  • Scan business cards with auto-OCR
  • Scan multi-page documents with auto-crop
  • And more…
CARET Legal dedicated mobile apps CARET Legal dedicated mobile apps

The CARET Legal DifferenceA true SaaS Platform


  • Seamless user experience

    Every feature works seamlessly within CARET Legal with a clean, consistent interface

  • Built-in Accounting

    Billing and accounting are all within CARET Legal. Plus add our payments feature to get paid faster

  • Built-in Email Management

    Fully-native, matter-centric email client with innovative features that massively enhance email capabilities



    Wrestles with a hairball of external applications, each with its unique interface, separate costs and learning curve

  • Billing Only

    Relies on 3rd party accounting integrations that aren’t configured for law firms and still require double data entry for many types of transactions

  • Clunky Work-Arounds

    Requires matter-related emails to be BCC’d and forwarded to a cryptic email address for each matter

Migrations from these software applications are efficient and affordable:

Centerbase logo
Tabs3 logo
Clio logo
MyCase logo
ProLaw logo
LexisNexis Time Matters and PCLaw logos
CosmoLex logo
Sage Timeslips logo

…and many other applications.

Ready to supercharge your law practice?