CARET Legal Feature Releases 2017
January 2017
- Document Automation
- Generate documents and correspondence with ease
- Automatically create Retainer Agreements, Closing Letters, Medical Request Letters or anything else you need for a case
February 2017
- Microsoft Word ribbon plugin
- Open matter-related documents from any matter folder or subfolder stored in CARET Legal in Word
- Save new documents or new versions of existing documents directly into matters
Create new folders and subfolders within matters
March 2017
- Pre-billing
- Create draft versions of your invoices
- Review and approve invoices before they are sent out to your clients
- Timekeeper Productivity Report
- Review all hours, broken up by billable and non-billable, and realization rate by timekeeper
- Trial Balance Report
- Shows a listing of the most recent balances for each account as of a set date
- Sales Tax Report
- Shows information about sales tax amounts collected for a particular duration
April 2017
- Evergreen retainers
- Receive notifications when the retainer balance of a Matter goes below what you have set as a minimum balance
- RPost integration
- Send encrypted emails
- Access court-admissable proof of delivery, time and email contents
- Obtain e-signatures on legal documents
May 2017
- Matter communications
- Our new and improved Communications tab in Matter Details gives you the ability to forward, “reply all” to, and download email attachments
- Tablet-friendly apps
- A mobile app version of CARET Legal can be used on your iPad
June 2017
- Cash accounting
- View Accounting Reports such as P&L, General Ledger and Balance sheet on either a Cash or Accrual basis
- Custom Fields
- Custom Fields can be created for any Matter or Contact information you would like readily available
July 2017
- Document integrations (Box, Dropbox, Drive, OneDrive)
- Connect your existing Drive, Dropbox, Box and OneDrive account(s) with CARET Legal
- Once your account has been integrated, you will be able to “link” a matter folder within the Documents section
- New invoice options
- Separate fees and expenses
- Generate a Statement of Account Summary which will include any prior outstanding balances, new charges, payments received and total outstanding balance
October 2017
- 2-way sync with Google and Office 365
- Sync your CARET Legal Calendar directly to your Google or Office 365 Calendar
- Any Events you create in CARET Legal will show up on your Google or Office 365 Calendar, and vice versa
- Mobile email
- Access your CARET Legal email directly through our iOS and Android applications
- Quick add
- Easily perform a wide variety of actions from any screen in CARET Legal by clicking on the (+) sign on the top right hand corner of your screen
- Add attachments to tasks
- Attach matter-related CARET Legal Docs to tasks to stay organized and get things done