CARET Legal comes with built-in accounting software that helps align financial processes and workflows to raise intra-firm standards, protect your books, and save time. Native accounting features include legal invoice automation with pre-billing, bulk and batch billing, legal trust accounting, contingency billing, and even integrated time-keeping and payment processing.
Improve compliance with features and permissions that safeguard against retroactive changes to closed accounting periods.
Quickly gain accurate insight into different billing cycles, and easily prepare end-of-year statements. CARET Legal offers robust financial reporting with nine different native reports:
Certain tiered users with full accounting access will be able to create additional custom reports/cards, like Effective Rate and Accounts Receivables, via the advanced CARET Analytics Overview.
Generic accounting software for law firms doesn’t make it easy to manage both retainer and trust account reporting. With CARET Legal, you can easily keep books accurate with specific capabilities like:
Trust Account Compliance
“The full-featured accounting, which allowed us to ditch Quickbooks, is why our firm chose CARET Legal. We handle a lot of criminal defense with clients on payments plans, so having integrated accounting allows us to see our updated trust account balances in real time, which is a godsend when handling those types of cases.”
– Matthew Terry, Miller and Terry, Attorneys at Law
Employing different billing models can accommodate your clients’ needs and optimize revenue generation.
Get details on how to free up your lawyers and staff from doing mundane finance tasks.
Each specialty operates differently, and the lack of centralized organization can amplify stress and inefficiency. Understanding the specific challenges multi-practice firms face is the first
Collaborative mediation, supported by technology such as legal practice management software, offers a cost-effective and streamlined alternative to litigation.
By automating repetitive manual tasks, AI reduces document review time and allows attorneys to focus on critical case elements.
Get started with a free trial, or schedule a demo to see how our legal practice management software helps you work smarter and maximize revenue.
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