
Leverage Case Data to Strengthen Insurance Defense Strategies
Insurance defense law depends on accuracy, responsiveness, and consistency. Firms working in the space manage a high volume of matters with tight deadlines, document-heavy workflows,
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Manage your documents
Gather insights into your firm's performance
Increase billable time and cashflow
Reach and collaborate with your clients
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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.
“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.”
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.
Your clients demand high-quality service and expect your firm to be productive, attentive and responsive. Legal technology can help.
Improve communication and enhance collaboration by easily sharing updates and documents while also assigning tasks.
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.
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:
Attorney case management software is crucial for firms aiming to:
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.
Insurance defense law depends on accuracy, responsiveness, and consistency. Firms working in the space manage a high volume of matters with tight deadlines, document-heavy workflows,
Getting paid on time shouldn’t be a challenge. However, outdated billing methods still slow down many law firms, creating delays and extra work. Secure payment
By Diane L. Camacho, CLM A project is “an individual or collaborative enterprise that is carefully planned to achieve a particular aim.” Each matter can be
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.
Company
Leave standalone software behind
Manage all your cases in one place
Manage your documents
Gather insights into your firm’s performance
Increase billable time and cashflow
Reach and collaborate with your clients
Grow your client list
Read all about the latest industry topics
Learn from industry experts
In-depth legal insights
Real perspectives from real people
See an extensive list of CARET Legal partners
Join CARET Legal’s partnership program today