Product
CARET Legal Practice Management Features

Our Legal Practice Management Software

Leave standalone software behind

Case Management

Manage all your cases in one place

Automated Workflows

Simplify repetitive tasks

Reporting and Analytics

Gather insights into your firm's performance

Billing, Accounting and Payments

Increase billable time and cashflow

Document Solutions

Manage your documents

Client Communication

Reach and collaborate with your clients

Prospect and Contact Management

Grow your client list

View all legal features →

More about our product

Why CARET Legal
CARET Analytics
What’s New
Data Security
Integrations
Mobile App
Who We Serve

Practice areas

Our Legal Software Solutions

Real Estate Law

Employment Law

Insurance Defense

Workers' Comp

Litigation

Personal Injury

Estate Planning

Intellectual Property

Criminal Law

Immigration Law

Family Law

General Practice

View all practice areas →

Roles

Firm Admins & Office Managers

Firm Partners

Bookkeepers & Accountants

IT Professionals

Firm size

Smaller Firms

1-30 Employees

Larger Firms

30+ Employees
Resources

Learn

Blog

Read all about the latest industry topics

Webinars & Product Spotlights

Learn from industry experts

Legal eBooks and Industry Reports

In-depth legal insights

Customer Stories

Real perspectives from real people

Partner

Find a Partner

See an extensive list of CARET Legal partners

Become a Partner

Join CARET Legal's partnership program today
Pricing

Legal Practice Management Software for IT Managers and Administrators

Take control of your firm’s legal tech infrastructure with secure, cloud-based software.

CARET Legal helps your team centralize user management, maintain airtight security, and integrate firm-wide systems in one easy-to-manage platform. From SOC 2 compliance to PCI DSS-ready billing and payments, CARET Legal helps technology professionals breathe a little easier.

Clients trust you with their data, we keep it secure. Our experienced security team equips our legal practice management software with state-of-the-art technology that detects, investigates, and stops threats before they can impact your firm’s operations.

Get your free trial

What Your Peers Are Saying

We decided to partner with CARET Legal for another five years because it manages the large amount of data and info we have well.

[Using CARET Legal] has allowed the workload to actually decrease and for us to be able to take on more caseloads.

Features IT Leaders Love

Security That Checks Every Box

End-to-End Encryption: Protect client data with bank-grade TLS encryption. All documents and critical data are encrypted using a dynamic multi-iteration 2048-bit process.
Compliant Payments: Built-in billing tools are PCI DSS ready, ensuring safe credit card and ACH processing—no extra tools required.
Certified Protection: SOC 2 Type II compliance ensures the platform meets strict standards for confidentiality and data integrity.

Integrations Without Workarounds

CARET syncs with your stack. Connect seamlessly with Microsoft 365, Outlook, OneDrive, QuickBooks Online, and more. No plugins or workarounds required. By uniting key tools in one platform, CARET Legal reduces complexity while giving IT better visibility and control, whether your workforce is onsite or remote.

Need more flexibility? CARET Legal’s open API lets you build custom connections to suit your firm’s needs.

User Access, Centralized and Simplified

CARET Legal provides IT teams with a centralized interface for managing firm-wide settings, including users, roles, and permissions. Role-based controls ensure each user sees only what they need, while built-in safeguards like two-factor authentication, password policy enforcement, and audit logging help IT maintain oversight and compliance without manual effort.

The result? Fewer support tickets, stronger controls, and more time to focus on high-impact work.

Built-In Compliance and Audit Readiness

Support firm-wide compliance with tools designed specifically for the legal industry. From conflict checking and trust accounting safeguards to detailed audit logs and permission-based access, everything is built to meet professional and regulatory standards without requiring third-party systems or manual oversight.

Embracing the Future: A Case Study on Rolfes Henry’s Successful Transition to CARET Legal

In an industry steeped in tradition and paperwork, making the shift from on-premise hosting to cloud computing is no small feat. Rolfes Henry adapted to the evolving digital landscape, leveraging CARET Legal’s robust functionalities and transforming their operations into a more cohesive and efficient system. This allowed multiple office locations across states to collaborate with enhanced visibility, fostering a united front in their approach to legal services.

Legal Insights for IT Professionals

Legal Technology/Data Security Checklist

If your firm has experienced technology driven down time, you know how frustrating this can be, particularly if critical client data is compromised. Our legal technology/data security checklist will help you assess your firm’s legal practice management and security needs as you consider moving to the cloud.

Is Your Firm Prepared for a Disaster?

When the unexpected threatens your firm’s ability to operate, how quickly can you recover? This guide reveals how advance planning can help safeguard your work for faster, smoother return to business.