Avoid mishaps with matter management software

Legal matter management software tracks all of your cases and matters in one centralized location. Save time and increase productivity with task and deadline management tools and time tracking and billing capabilities. Plus, share documents and communicate with your team and clients directly within the platform, ensuring everyone stays up to date.
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“Before using CARET Legal, 7 hours elapsed from the time we initially saw a lead to a signed retainer. But once we used custom intake forms to populate CARET Legal as well as a task template, the firm reduced that time to 2.5 hours.”
Hannah Stitt
Tectonic LLP

Track and manage matters from start to finish

Our legal matter management software for law firms gives a bird’s-eye view of all the elements related to a case, in a single, centralized platform. This streamlined matter management system includes real-time dashboards and smart reporting tools that keep your team continuously updated and aware of critical case information. From contacts, events, time and expense tracking, invoices, documents, intake forms, and communication history, you can manage every aspect of a matter at a glance, increasing efficiency and keeping you more organized.
Matter management in CARET Legal
Matterscapes in CARET Legal

Delegate tasks and stay organized

Within each matter, there are numerous tasks that need to be completed. Legal task management allows lawyers to create tasks specific to each matter, assign them to team members, automatically set deadlines synced with calendars, and track progress, enhancing collaboration and visibility.

Why growing firms rely on matter management software

By consolidating every piece of matter-related information into one secure platform, your firm saves time, reduces administrative overhead, and minimizes risk. It allows your team to focus on what matters most: delivering excellent service to clients.

With the right matter management system, you’ll avoid costly errors, improve accountability, and ensure no detail falls through the cracks.

Document management in CARET Legal

With full customization, you’re in charge

CARET Legal’s matter management system is robust and customizable. You can:

Streamline operations with legal matter management software

How to effectively adopt a new matter management system into your law firm

Even the best cloud-based practice management system could fall flat if your legal team doesn’t support the platform or understand how to use it.

Is your law firm efficient? Think about how your firm operates daily.

Tools like document automation and client portals improve day-to-day matter management and client collaboration.

Organize your documents with confidence

Easily manage, store, and access case files with secure document tools that keep your firm efficient and error-free.

Legal Matter Management Software FAQs

Legal matter management software helps law firms organize and track every aspect of a legal matter in one centralized system. This includes documents, contacts, communications, time tracking, billing, and task management, making it easier to collaborate, meet deadlines, and serve clients efficiently.

Basic case tracking often involves spreadsheets or disjointed tools with limited functionality. A full-featured matter management system goes further: it integrates calendars, task assignments, document sharing, billing, notes, and communication tools, creating a connected platform that supports every stage of a matter.

If your firm struggles with misplaced files, missed deadlines, or managing multiple systems to track tasks and time, it’s time to consider a legal matter management solution. A centralized system helps prevent errors, improves efficiency, and makes it easier for your team to work together.

Look for a solution that offers:

  • Contact and client management
  • Task and deadline tracking
  • Document storage and version control
  • Calendar integration
  • Time and expense tracking
  • Billing and invoicing (including LEDES formats)
  • Secure client communication portals
  • Robust reporting and audit trails
  • Reliable customer support and cloud accessibility

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.