Story Type: Video Story

Transactional law firm, Doering, Grisell & Cunningham, P.A., specializes in real estate, estate planning and tax law in Kansas. The firm had previously used CARET’s on-premise product, AbacusLaw, before transitioning to CARET Legal, a cloud-based solution. “Everything is heading to the cloud and when we became aware of CARET, it

LaMagna McKenna encountered difficulties when two firms merged, each with their own software systems. They required a comprehensive solution to streamline client onboarding, email organization, and document storage. CARET Legal allowed them to concentrate on serving their clients. According to Michael La Magna, a partner at the firm, “[CARET Legal]

Parks Zeigler, a general law practice in Virginia Beach, experienced issues with lost data and documents prior to using CARET Legal. However, since transitioning to the platform, their manual processes have disappeared, allowing them to take on more caseloads efficiently. Watch the video to learn more.

Before migrating to CARET Legal, Partner James W. Bartlett, Jr. and his team at Okin Adams Bartlett Curry LLP, used a clunky practice management platform that made doing everyday tasks a chore. Now that they’re using CARET Legal, James states, “Our firm is scalable because of the technology we have

Challenge  The team at Otto Family Law S.C. had been using Monday.com and paper lists to track their tasks in workflows. Unfortunately, only a few people were regularly using Monday.com while the rest of the team primarily used paper lists. This made it extremely difficult for the team to see