When Jane Sakiewicz joined Pregenzer Baysinger Wideman & Sale, PC in early 2023 as Firm Administrator, she inherited a critical challenge: the firm’s legacy practice management system was causing frequent downtime, disrupting operations and frustrating staff. “If the system went down, our work stopped.” Jane recalls. “Support tickets would disappear into a void. We needed a change.”
After evaluating options, Jane and her team chose CARET Legal for its all-in-one platform, robust support, and integrated intake capabilities. CARET Legal’s ability to consolidate tools and streamline workflows was a decisive factor.
“The final push was that it was all-inclusive. CARET Legal’s ability to incorporate intake into the system was a big draw.”
Jane Sakiewicz, Firm Administrator at Pregenzer Baysinger Wideman
Accelerated Onboarding and Proactive Support
CARET Legal’s onboarding team quickly proved their value. “From the first call, they understood our urgency,” Jane says. “They moved our timeline up by nearly a month and had solutions ready before I even asked.”
The migration was no small feat—over 11,000 matters spanning 17 years were transferred. Jane was impressed by the transparency and communication throughout the process. “They kept me updated on progress and timelines. I always knew what was happening.”
Training That Meets Every Need
CARET Legal’s training team earned high praise. “[Their team] adapts [their] sessions based on what our team needs in real time,” Jane shares. “[They’re] responsive, knowledgeable, and never hesitate to say, ‘I’ll find out and get back to you.’ And [they] always [do]. I always felt like I could ask them any question without being judged or criticized,” she says. “They were very helpful and very willing.”
Training was tailored to user roles, with flexible scheduling and ongoing support. Jane also integrates CARET Legal’s short training videos into bi-weekly staff meetings and quarterly firm-wide sessions, helping her team apply what they learn directly to their work.
A True Technology Partner
Now that the firm is fully onboarded, they’re diving into CARET Analytics, Workflows, and Templates, especially valuable for their estate planning practice, which makes up over 50% of their caseload.
“Templates are a game-changer for wills, trusts, and powers of attorney. And with Analytics, we’re starting to automate reports we used to compile manually, like billable hours and write-offs.”
Jane Sakiewicz, Firm Administrator at Pregenzer Baysinger Wideman
CARET Legal has become more than just a software provider for Jane and her team. “They feel like part of our team,” she says. “They’re responsive, proactive, and genuinely invested in our success.”
