The big takeaways:
- CARET Legal integrates intake, conflict checking, and matter creation into one automated workflow to reduce risk and streamline onboarding.
- By unifying litigation document management and workflow automation, CARET Legal helps litigation teams work more efficiently and focus on case outcomes.
- Automated matter creation links intake to litigation workflows, reducing manual entry and setting up new cases with accurate, consistent data from the start.
Efficient client onboarding begins with a smooth intake and conflict checking process. Yet in many firms, these steps remain siloed, resulting in duplicated efforts, delayed case openings, and unnecessary risk. CARET Legal’s practice management software closes these gaps by tightly integrating client intake and conflict checks into automated workflows.
CARET Legal enables conflict checking once the user inputs relevant search criteria. After the data is submitted, the system performs a comprehensive cross-reference against the firm’s entire database, including not only active matters but also archived cases, communication logs, and internal notes. This user-initiated, broad-spectrum conflict search enhances accuracy by uncovering potential issues that traditional systems might miss.
Rather than relying on manual data entry across disconnected tools, CARET Legal combines the functionalities of litigation management systems, client intake forms, and conflict checking tools into one platform. This integration reduces human error, saves time, and ensures that new matters only move forward once the proper risk analysis is complete.
Deep Conflict Checks Powered by Litigation Support Software
What sets CARET Legal apart is its ability to uncover hidden conflicts. Traditional systems often rely on surface-level searches through open cases and primary contact records. CARET Legal’s litigation support software can go further, with searches across:
- Archived matters
- Historical communication threads
- Case notes and memos
- Parties involved in closed or inactive files
This comprehensive approach minimizes the chance of oversight, protecting firms from ethical breaches and client disputes. Instead of limiting conflict checks to current engagements, CARET Legal takes a long-range view of the firm’s entire client history. Matters, contacts, and conversations become part of the conflict checking dataset.
Automating Matter Creation from Intake Forms
Legal professionals can use intake and contact data to easily create a new matter and populate core fields: client and contact information, opposing parties, case type, matter description, etc. This approach reduces redundant data entry across CRM, billing, and document systems. By linking intake to matter creation, CARET Legal establishes consistency from the outset.
CARET Legal’s workflows then let you trigger follow-up tasks, assign roles, and schedule events. You can also generate document templates that pull in mapped data. Each firm can tailor workflows to match its own operating procedures, so you get efficiency without forcing a one-size-fits-all process.
Building a Streamlined, Risk-Aware Workflow
CARET Legal’s case management software is designed to support litigation teams from intake through resolution.Â
Through a single interface, legal professionals can:
- Collect intake data securely online or through staff entry
- Run immediate and comprehensive conflict checks
- Automatically open matters and assign tasks
- Avoid duplicate data entry and minimize manual errors
Start a free trial of CARET Legal today and experience how streamlined intake, conflict checking, and litigation document management work together in a single platform. By connecting these functions into a unified system, CARET Legal creates space for litigators to focus on what matters most—their clients, their cases, and the outcomes they deliver.
