Product
CARET Legal Practice Management Features

Our Legal Practice Management Software

Leave standalone software behind

Case Management

Manage all your cases in one place

Automated Workflows

Simplify repetitive tasks

Reporting and Analytics

Gather insights into your firm's performance

Billing, Accounting and Payments

Increase billable time and cashflow

Document Solutions

Manage your documents

Client Communication

Reach and collaborate with your clients

Prospect and Contact Management

Grow your client list

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More about our product

Why CARET Legal
CARET Analytics
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Who We Serve

Practice areas

Our Legal Software Solutions

Real Estate Law

Employment Law

Insurance Defense

Workers' Comp

Litigation

Personal Injury

Estate Planning

Intellectual Property

Criminal Law

Immigration Law

Family Law

General Practice

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Roles

Firm Admins & Office Managers

Firm Partners

Bookkeepers & Accountants

IT Professionals

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Smaller Firms

1-30 Employees

Larger Firms

30+ Employees
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Find a Partner

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Pricing

Avoid mishaps with matter management software

Q: What should I look for in a matter management solution?

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

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.

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.

With full customization, you’re in charge

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

Customize your matter dashboard by practice area, responsible attorney, open date or other fields so you can dictate exactly what you want to see
Implement matter-level access restrictions, ensuring data security and proper permissions
Set matter fields such as matter name, matter status, date opened, primary clients, responsible/originating/billing attorney, etc.
Create custom fields for each practice area to help with intake forms and streamlined document automation
Set flexible billing options such as billing attorney, billing group, notes, billing type, increment, LEDES billing options, and more
Set interest options
Set rate cards to assign predetermined rates for timekeepers to a matter
Set individual user rates for time and expense entries
Keep track of updates with audit trail logging and get access to a log of all activities related to the matter, so everyone is held accountable

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

What does legal matter management software do?

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.

How is a matter management system different from basic case tracking?

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.

How do I know if our firm needs a matter management solution?

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.

What should I look for in a matter management solution?

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

Ready to take your firm further with a modern, cloud-based platform with 24/7 support?

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.

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