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Transform Prospects to Profits™

Cloud-based CRM and Intake Management for Law Firms

CARET Legal CRM dashboard
  • Manage and cultivate leads

  • Automate intake

  • Track referrals

  • Retain more clients


features icon identify

Identify and cultivate high-value prospects

features icon track

Automatically track where your leads are coming from

features icon organize

Organize leads by source, practice area and potential revenue

features icon convert lead to a matter

Convert leads to a Matter in CARET Legal with a single click

features icon streamline

Streamline leads that come directly from your law firm website contact forms

features icon metrics

Generate meaningful metrics to guide your practice

Streamline Intake from Initial Contact to Retention

Contact form with map

Prospect submits contact inquiry on firm’s website.

CARET Legal CRM dashboard on a computer screen

Lead is automatically created on CARET Legal CRM.

Intake form with form fields and company logo

Securely share intake forms with leads.

Retainer agreement in Microsoft Word

Use CARET Legal CRM’s document automation to generate retainer agreements and other common documents.

Inbox with contact names and email addresses, along with an e-signature

Use built-in email management to efficiently communicate with prospects. Get critical documents signed with integrated e-signature.

Matter screenshot in CARET Legal

Convert to a Matter with a single click.


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Ready to supercharge your law practice?