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.
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)
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
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…
The CARET Legal DifferenceA true SaaS Platform
INCLUDED IN CARET LEGAL
-
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
OTHER SOFTWARE
-
OVER-RELIANCE ON EXTERNAL INTEGRATIONS
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:
…and many other applications.