“93% of users rate the platform 4 or 5 stars, 92% would recommend it, and 91% say it is easy to use and headed in the right direction.”
Source: G2 2026 Winter Reports
Many law firms recommend CARET Legal for a simple reason: it brings everything together in a single, easy-to-use platform. Instead of juggling intake tools, separate billing software, multiple calendars, accounting programs, and scattered document systems, firms work inside one unified environment that feels more organized from the moment they log in.
Past clients talk about faster intake, smoother document handling, clearer workflows, and better visibility into daily operations. Together, these experiences explain why so many small and mid-sized firms rely on the platform to manage the full lifecycle of a case.
Why Growing Law Firms Choose CARET Legal
Firms choose CARET Legal because it simplifies daily work.
Case information, documents, billing, accounting, CRM activity, calendars, and reporting all live in one place. Attorneys do not waste time clicking between disconnected systems or hunting for information. Everything connects cleanly, which makes it easier to stay focused on client matters.
Industry recognition reflects the same strength. CARET Legal was named a top-performing product in G2’s Winter 2026 Grid® Report for Legal Practice Management and Cloud-Based Practice Management Platform of the Year for its integrated workflows, client experience tools, analytics, and automation capabilities.
Firms also see faster performance improvements than they expect. Reported gains include:
- a 15% increase in billable time
- a 92% recommendation rate, and
- a 31% faster ROI.
For many firms, that shift is noticeable within the first few months.
How Law Firms Experience CARET Legal Across Their Workflow
1. Intake and First Contact: Faster Conversion to Retainer
The intake process often sets the tone for the entire relationship. CARET Legal helps firms move quickly by pairing custom forms with task templates, so attorneys get the information they need without repetitive follow-up.
Tectonic LLP saw the difference immediately:
“Before using CARET Legal, seven hours elapsed from the time we initially saw a lead to a signed retainer. But once we used custom intake forms as well as a task template, the firm reduced that time to 2.5 hours.” – Attorney, Hannah M. Stitt
2. Matter Management and Daily Workflows
Daily work becomes easier when matter views are centralized. Emails, deadlines, documents, tasks, billing entries, and communication history are all accessible within the platform. Attorneys can pick up any case and immediately understand its status.
Firms like Berdon, Young & Margolis, PC also appreciate how quickly new team members get comfortable:
“The user experience is more natural, so it’s easier to train new staff.” – Partner, Peter Berdon
With a clear matter workspace, responsibilities feel easier to track, and next steps stay visible.
3. Document Management and NetDocuments Workflows
Document-heavy practices often see the quickest change. CARET Legal’s integration with NetDocuments supports secure document storage, workspace creation, version control, and advanced search. The result is a more organized document flow that reduces the need to sort through duplicate or outdated files.
Dunham Law captured the experience well:
“With NetDocuments built in, it provides an excellent DMS to manage and share documents … The firm spends less time handling, comparing, editing and sharing documents and more time serving clients.” – Founder, Brian Dunham
4. Communication, Email, and Activity Tracking
Keeping communication in one place removes a lot of the friction attorneys deal with every day. Instead of forwarding emails, copying themselves, or piecing together past conversations, everything stays tied to the matter.
Tectonic LLP pointed to that visibility:
“With CARET Legal, we don’t need to copy ourselves on email messages… You can quickly see the last communications with a client using a communication log and track all system activity from audit log files.” – Attorney, Hannah M. Stitt
The result is a clearer history and fewer opportunities for miscommunication.
5. Task Management and Workflow Automation
Firms often develop their own internal processes over time. CARET Legal supports that structure with task templates and automated workflows that reinforce consistency across matters.
Tectonic LLP shared how naturally these tools fit into their practice:
“CARET Legal is intuitive in how it all connects. Tectonic staff found task management easily integrated with their practical skills and knowledge to accomplish client objectives and goals.” – Attorney, Hannah M. Stitt
This helps teams stay organized, avoid missed steps, and move matters forward with less effort.
6. Time Tracking, Billing, and Getting Paid Faster
Because timekeeping, invoicing, trust accounting, LEDES billing, and payments all connect inside the same system, attorneys capture more time and send more accurate invoices.
Rolfes Henry described the workflow:
“The billing side of CARET Legal is awesome, and our attorneys say that they like the time entry side, too.” – Office Manager, Rustil Mack
LaMagna McKenna also noted the timesaving benefits of integrated billing:
“CARET has made billing a dream. I’ve been practicing for 17 years and I’ve never had instant access to billing in the way that we do. In personal time saved, I’d say easily 15-20 hours a month.” – Partner, Michael LaMagna
For many firms, this leads to faster payments and fewer billing corrections.
7. Financial Visibility and Practice Management Insight
Firm leaders often mention how much easier it becomes to understand their financial position once accounting, billing, and reporting live together. They no longer switch between spreadsheets or separate accounting software to build a clear picture.
Tectonic LLP shared the impact:
“CARET keeps the accounting and reporting tools in one place… I could see things I should know … CARET Legal teaches you how to manage a law practice and reports the financials you should be looking for.” – Attorney, Hannah M. Stitt
These insights help firms track profitability, monitor trends, and make informed decisions earlier.
8. Overall Platform Experience and Ease of Use
The platform’s ease of use comes up repeatedly in client feedback. Firms find that both seasoned attorneys and new hires adapt quickly.
Doering, Grisell & Cunningham, P.A. explained it simply:
“We’re all able to focus more on what we want to do, which is to work on the problems our clients are bringing us and finding solutions for them.” – Shareholder, Jacob Cunningham
Rolfes Henry highlighted another strength:
“CARET Legal can be customized, so we can add fields as needed.” – Office Manager, Rustil Mack
This flexibility allows the platform to match the way a firm already works rather than forcing new habits.
9. Support and Ongoing Partnership
Strong support helps firms stay confident as they grow into the platform. CARET Legal offers a detailed knowledge base and accessible live support.
Pregenzer Baysinger Wideman described their partnership with CARET Legal:
“They feel like part of our team. They’re responsive, proactive, and genuinely invested in our success.” – Firm Administrator, Jane Sakiewicz
Tectonic LLP shared their experience:
“The company maintains a robust knowledge base… but users also can call and talk to a live support person, which is extremely useful in a stop-work situation.” – Attorney, Hannah M. Stitt
This balance of resources and ongoing, invested partnership ensures firms feel continually supported and empowered to succeed as they grow.
See Why So Many Law Firms Recommend CARET Legal
Firms choose CARET Legal because it brings clarity to their daily work. Intake moves faster, matters stay organized, documents are easier to manage, billing becomes more accurate, and financial reporting feels simpler.
Attorneys across different practice areas describe the same outcome. The platform helps them work more efficiently and maintain better visibility into their cases and business.
Ready to see why so many firms recommend CARET Legal? Request a demo today.
