Product
CARET Legal Features

Our Legal Practice Management Software

Leave standalone software behind

Case Management

Manage all your cases in one place

Document Solutions

Manage your documents

Reporting and Analytics

Gather insights into your firm's performance

Billing, Accounting and Payments

Increase billable time and cashflow

Client Communication

Reach and collaborate with your clients

Prospect and Contact Management

Grow your client list

More about our product

Why CARET Legal
Data Security
Integrations
Mobile App
What’s New
Practice Areas

Practice areas

Our Legal Software Solutions

Real Estate Law

Employment Law

Insurance Defense

Civil Litigation

Personal Injury

Estate Planning

Intellectual Property

Criminal Law

Immigration Law

Family Law

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

Support

Support Center

Get help from our expert support team

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

Name: CARET Legal
Brand: CARET Legal
Price: 79 USD
Availability: OnlineOnly
Rating: 4.6 (146 reviews)

From intake to resolution, our legal case management software acts as your firm’s single source of truth. Track every aspect of your cases — including related matters and scheduling information — inside a single, secure legal practice management platform.

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.

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.

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

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.

Automated & efficient task management

Legal task management keeps your entire team on the same page. Set deadlines and reminders, and store all of your pre-defined procedures in a single location complete with intuitive filtering and sorting options.

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.

“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

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.

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.