Our Lite package simplifies the transition while ensuring a smooth migration for your office.
Contacts
Basic matter data
Practice areas
Calendar sync
Data Migration Packages
Extended
The Extended package minimizes disruption to your firm while unlocking efficiency and enhancing productivity.
Includes everything in our Lite package
Extended matter data
Matter related contacts
Matter notes / phone call notes
Tasks
Vendor list
WIP (unbilled time and soft costs)
AR balance forward
Trust balances
Opening retainer balances
Chart of accounts
Extended Plus
Transition to success with the Extended Plus package that optimizes performance and improves functionality.
Includes everything in our Extended Plus package
Calendar events
Emails
User / matter rates & rate cards
AR balance forward
Trust balances
Opening retainer balances
Chart of accounts
Contact / matter custom fields
Learn more about making the switch to CARET Legal
Download for all the detailsAll packages include 6 hours of training. Additional hours are available for purchase.
Please note that pricing for all packages is dependent on the number of users. Additional charges may apply for firms with over 30 users, if additional data is required, or if there is more than one source system for data import.
Ready to take your firm further?
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.