CARET Legal CRM
Transform Prospects to Profits™
Cloud-based CRM and Intake Management for Law Firms
- Manage and cultivate leads
- Automate intake
- Track referrals
- Retain more clients
Features
Identify and cultivate high-value prospects
Automatically track where your leads are coming from
Organize leads by source, practice area and potential revenue
Convert leads to a Matter in CARET Legal with a single click
Streamline leads that come directly from your law firm website contact forms
Generate meaningful metrics to guide your practice
Streamline Intake from Initial Contact to Retention
01
Prospect submits contact inquiry on firm’s website.
02
Lead is automatically created on CARET Legal CRM.
03
Securely share intake forms with leads.
04
Use CARET Legal CRM’s document automation to generate retainer agreements and other common documents.
05
Use built-in email management to efficiently communicate with prospects. Get critical documents signed with integrated e-signature.
06
Convert to a Matter with a single click.
Integrations
