Product
CARET Legal Features

Our Legal Practice Management Software
Leave standalone software behind

Case Management
Manage all your cases in one place

Document Solutions
Manage your documents

Billing, Accounting and Payments
Increase billable time and cashflow

Client Communication
Reach and collaborate with your clients

Prospect and Contact Management
Grow your client list
More about our product
Data Security
Integrations
Mobile App
What’s New
Practice Areas
Practice areas

Our Legal Software Solutions

Real Estate Law

Employment Law

Insurance Defense

Civil Litigation

Personal Injury

Estate Planning

Intellectual Property

Criminal Law

Immigration Law

Family Law
Firm size

Smaller Firms
1-30 Employees

Larger Firms
30+ Employees
Resources
Learn

Blog
Read all about the latest industry topics

Webinars
Learn from industry experts

Whitepapers
In-depth legal insights

Customer Stories
Real perspectives from real people
Support

Support Center
Get help from our expert support team

System Status
Real time system updates
Partner

Find a Partner
See an extensive list of CARET Legal partners

Become a Partner
Join CARET Legal's partnership program today
Pricing

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.

Track and manage matters from start to finish

Our legal matter management software gives a bird’s eye view of all the elements related to a case, in a single consolidated place. This includes smart statistics that keep you continuously updated and aware of vital information. From contacts, events, time/expenses and invoices, to documents, intake forms and more, you can manage every aspect of a case 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.

With full customization, you’re in charge

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

Customize by practice area, responsible attorney, open date or other fields so you can dictate exactly what you want to see on your matter dashboard
Implement matter-level access restrictions, allowing you to limit user access to certain sections based on roles and privileges
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 document automation
Set matter options such as matter description, referral source, office and client goals
Set 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 user rates
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

“CARET Legal has everything I need – accounting, tracking for billable hours, compact and sleek storage for the firm’s contacts, and an intuitive matter management system. I strongly recommend CARET Legal to everyone in need of a case management software. Trust me, once you try it, you’ll be wondering how you could ever work without it.”

– Bryan Ramos, Cass Ramos Law Firm

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.

Ready to take your firm further?

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.

Avoid mishaps with matter management software

Track and manage matters from start to finish

Delegate tasks and stay organized

With full customization, you’re in charge

Streamline operations with legal matter management software

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

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

Further reading

How to Automate Legal Contract Creation at Your Firm

The Impact of Client Feedback on Law Firm Success

Legal Docketing Software or Practice Management System?

Ready to take your firm further?