Built-in legal accounting software

Most generic accounting solutions for law firms don’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: 

• 3-way reconciliation reporting on trust accounts
• the ability to batch apply trust funds
• the ability to draw checks from trust accounts vs. operating accounts
• better visibility into matter-based ledger balances for risk mitigation

For retainer billing, your firm can easily stay in the know with notifications, like for when retainers fall below designated balances.