Secure, comprehensive legal case management software

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.

Case management

“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.
Document management in CARET Legal
CARET Legal Workflows

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.
Quick Summary feature in CARET Legal
creating an email in CARET Legal

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.
Calendar in CARET Legal
Task management in CARET Legal

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
Leveraging technology to improve employee engagement and client satisfaction

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

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.

Essential features for legal case management software for lawyers include:

  • Matter management
  • Email integration
  • Calendar synchronization
  • Workflow automation
  • Task management

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

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.

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.

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

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.

Further reading

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.