Product
CARET Legal Practice Management Features

Our Legal Practice Management Software

Leave standalone software behind

Case Management

Manage all your cases in one place

Automated Workflows

Simplify repetitive tasks

Reporting and Analytics

Gather insights into your firm's performance

Billing, Accounting and Payments

Increase billable time and cashflow

Document Solutions

Manage your documents

Client Communication

Reach and collaborate with your clients

Prospect and Contact Management

Grow your client list

View all legal features →

More about our product

Why CARET Legal
CARET Analytics
What’s New
Data Security
Integrations
Mobile App
Who We Serve

Practice areas

Our Legal Software Solutions

Real Estate Law

Employment Law

Insurance Defense

Workers' Comp

Litigation

Personal Injury

Estate Planning

Intellectual Property

Criminal Law

Immigration Law

Family Law

General Practice

View all practice areas →

Roles

Firm Admins & Office Managers

Firm Partners

Bookkeepers & Accountants

IT Professionals

Firm size

Smaller Firms

1-30 Employees

Larger Firms

30+ Employees
Resources

Learn

Blog

Read all about the latest industry topics

Webinars & Product Spotlights

Learn from industry experts

Legal eBooks and Industry Reports

In-depth legal insights

Customer Stories

Real perspectives from real people

Partner

Find a Partner

See an extensive list of CARET Legal partners

Become a Partner

Join CARET Legal's partnership program today
Pricing

Secure, comprehensive legal case management software

Q: What is a matter management system?

A matter management system allows you to oversee all case‑related elements—including contacts, events, tasks, notes, communications, expenses, invoices, documents, intake forms, and payments—from one centralized location, increasing organizational efficiency and oversight.

Q: How does CARET Legal’s AI Quick Summary actually work?

Quick Summary uses built‑in AI to scan and analyze your legal documents, then delivers a clear and concise summary of the key points, right within CARET Legal. There’s no setup, no extra tools, and no uploading files elsewhere. Just open a document, click “Quick Summary,” and get an instant overview that saves you time and helps you act faster.

From intake to resolution, CARET Legal’s all-in-one case management software serves as your firm’s single source of truth. Centralize every matter in one platform—now enhanced with Quick Summary, an AI-powered feature that instantly condenses lengthy documents into clear, actionable insights. With CARET Legal, your firm works smarter, faster, and more efficiently from a unified hub.

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“I really appreciate the inclusiveness of CARET Legal: it includes accounting, document and case management and CRM in one platform. Fewer subscriptions to manage and fewer applications to understand and try to integrate. I want to have a paperless practice as much as possible, and CARET Legal has really helped with that.”

Meg Pauken

Pauken Legal Services, LLC

Matter management, unlocked

Tied to our legal attorney case management system, our matter management software helps your team prioritize the right work. Keep all your information in a single centralized place, alongside cases, so your entire firm — not just attorneys — can better manage time and deadlines.

Automated workflows

Imagine your busy work on autopilot: CARET Legal Workflows allow your firm to schedule tasks and meetings based on case type, facilitating upcoming steps as your team works through each matter.

Your AI-Powered Legal Document Assistant

Reviewing long documents shouldn’t take hours. Our Quick Summary feature does the heavy lifting by using AI to instantly condense complex legal documents into concise, actionable takeaways — directly inside CARET Legal. Whether you’re scanning contracts, pleadings, or discovery files, Quick Summary helps you get to the point faster so you can focus on strategy, not skimming.

Summarize complex legal documents into clear, actionable takeaways — instantly.
Skip the line-by-line review. Focus on insights, not information overload.
All summaries stay private, processed safely within your firm’s secure environment.

Email that’s actually productive

Law firm email management software that lets you bill for time and convert messages to tasks and calendar events. Easily find case-related contacts with our patented Smart Suggest™ system and manage messages using your existing email account. No more wasted time.

Case-centric calendaring

When your law firm case management software integrates with your calendaring system, you’ll never miss a deadline. Save time by automatically creating time entries and eliminating manual calculations. It’s your calendar, but more streamlined.

Efficient task management

Keep your entire team aligned with legal task management tools that centralize deadlines, reminders, and pre-defined procedures—all in one place. Intuitive filtering and sorting make it easy to stay organized and on track.

See how your firm can increase employee engagement and client satisfaction with the right technology

You don’t have to sweat the details

Meet client expectations

Your clients demand high-quality service and expect your firm to be productive, attentive and responsive. Legal technology can help.

Sharing is caring (and collaborating)

Improve communication and enhance collaboration by easily sharing updates and documents while also assigning tasks.

Summarize smarter with AI

CARET Legal’s Quick Summary feature uses AI to distill complex documents into clear, digestible summaries — so you can move faster without missing key details.

Legal Case Management Software FAQs

What is a legal case management system?

A legal, or attorney case management system centralizes all of your client information, reducing the risk of losing, misplacing, or misfiling critical data. An all-in-one legal case management platform ensures that all pertinent data is accessible from a single place.

What are the requirements for legal case management software?

Essential features for legal case management software for lawyers include:

Matter management
Email integration
Calendar synchronization
Workflow automation
Task management

Why should firms use legal case management software?

Attorney case management software is crucial for firms aiming to:

Manage all case aspects within a single platform
Enhance organizational capabilities
Streamline operations and procedures
Maximize efficiency and productivity
Maintain a single source of truth for case dataA

What is a matter management system?

A matter management system allows you to oversee all case-related elements—including contacts, events, tasks, notes, communications, expenses, invoices, documents, intake forms, and payments—from one centralized location, increasing organizational efficiency and oversight.

What kind of matter customization is available within CARET Legal?

Within CARET Legal, you can customize matters by practice area and responsible attorney, set matter-level restrictions, create custom fields, and adjust billing, interest options, and rate cards.

Is there an audit log?

Yes, CARET Legal includes an audit trail logging feature that provides a detailed record of all matter-related activities, enhancing accountability and transparency.

How does CARET Legal’s AI Quick Summary actually work?

Quick Summary uses built-in AI to scan and analyze your legal documents, then delivers a clear and concise summary of the key points, right within CARET Legal. There’s no setup, no extra tools, and no uploading files elsewhere. Just open a document, click “Quick Summary,” and get an instant overview that saves you time and helps you act faster.

Ready to take your firm further with a modern, cloud-based platform with 24/7 support?

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.