
Simplifying Intake & Conflict Checks with Litigation Automation
Efficient client onboarding begins with a smooth intake and conflict checking process. Yet in many firms, these steps remain siloed, resulting in duplicated efforts, delayed
Leave standalone software behind
Manage all your cases in one place
Simplify repetitive tasks
Gather insights into your firm's performance
Increase billable time and cashflow
Manage your documents
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
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Imagine your office running smoothly and professionally with easy visibility into all your cases and how they’re being managed. Automated legal workflow capabilities let your team collaborate, align, and coordinate on challenges and progress.
Not only will your staff feel empowered, engaged, and connected to the work that matters most, you will also have ongoing continuity and flow with a single, go-to source of information helping your organization stay structured and organized.
Every time a similar situation arises, CARET Legal Workflows can act as your firm’s internal playbook to get complex tasks, discussions, and decisions completed and to the finish line. The possibilities are endless and can be tailored to meet your specific needs and practice area.
Legal workflow automation enhances firm efficiency by automatically scheduling tasks for specific types of matters. It ensures that processes across your practice are uniform, minimizing errors and maintaining consistent quality.
With CARET Legal, you can automate a variety of workflows and customize them for any practice area. Each workflow can automate the scheduling of tasks, calendar events, alerts, and notifications based on case type, which helps streamline processes as your team progresses through matters.
An example of workflow automation occurs when a family law firm processes a dissolution of marriage. The tasks and calendar events related to this type of matter are set up systematically as the case progresses.
No, there is no limit to the number of tasks and calendar events you can add in a CARET Legal workflow template.
Yes, CARET Legal allows you to use pre-defined templates to initiate new matters, ensuring consistent handling of cases across your firm.
Firms should use CARET Legal Workflows to:

Efficient client onboarding begins with a smooth intake and conflict checking process. Yet in many firms, these steps remain siloed, resulting in duplicated efforts, delayed

Courtrooms have entered a new era. Increasingly, judges expect or even require digital evidence presentations. Jurors, too, respond better to the clarity of electronic displays

For many law firms, delayed payments and high write-offs are not a result of client unwillingness but rather of inefficiencies in billing and follow-up. Improving
Get started with a free, guided trial, or schedule a demo to see how our legal practice management software helps you work smarter and maximize revenue.
Leave standalone software behind
Manage all your cases in one place
Simplify repetitive tasks
Gather insights into your firm’s performance
Increase billable time and cashflow
Manage your documents
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
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CARET Legal is proudly recognized as "Cloud-based Practice Management Platform of the Year" by the 2025 LegalTech Breakthrough Awards. |