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CARET Legal Feature Releases 2018

January 2018

  • Microsoft Outlook ribbon plugin
    • Directly save emails to a matter from Outlook
    • Access CARET Legal documents for attachments
    • Automatically create time entries as you draft matter-related emails
    • Compatible with Outlook 2013/2016 for PC

February 2018

  • Download bank and credit card activity
    • Download activity from over 3000 financial institutions
    • Quickly reconcile your accounts and assign any of them as billable expenses with a few clicks
  • New user interface
    • New navigation and icons were added throughout our platform
    • Filter buttons are now larger and more clear
    • New tabs in Documents, Time/Expense, and Accounting sections more neatly organize the information allowing you to review your access information with fewer clicks

March 2018

  • Bulk apply trust funds
    • Automatically apply available trust funds to open invoices
  • Print payment receipts
    • Print receipts with any payment you make through CARET Legal
  • RICOH printer integration
    • Scan and OCR in one step into CARET Legal using RICOH’s multifunction printers

April 2018

  • QuickBooks integration
    • Choose whether you’d like to use CARET Legal’s built-in Accounting or Quickbooks integration
    • Sync Invoices, payments and much more

May 2018

  • Bulk email invoices
    • Bulk email invoices or Statements of Account to an unlimited number of recipients
  • Updated Trust Ledger Summary Report and AR Aging Report
    • Trust Ledger Summary Report has a practice area filter, an Excel export option and zero balances do not display by default
    • Filter the AR Aging Report by Responsible Attorney, Originating Attorney and Client. Results can now be exported to Excel

June 2018

  • Smart intake form sharing
    • Securely share intake forms with clients and prospects
    • Client submissions will automatically fill in custom forms
    • Forms are mobile and tablet optimized and branded with your firm logo
  • Split Origination/Responsible Attorney Report
    • Advanced compensation reports that show billed, collected, responsible and originating
    • Please contact us to have this feature activated for your firm
  • Rate Cards
    • Create Rate Cards that can be easily applied to matters
    • Rate Cards can also be inherited from a default set at the client-level

July 2018

  • Invoice blasting
    • Contact Support for more details
  • Bulk share with Caseway
    • Select multiple documents and share them via Caseway at the same time

August 2018

  • Built-In Email Enhancements
    • Ability to insert images in composed emails
    • Preview snippet of email body is now visible on Dashboard and Email sections
    • Count of unread messages shown in Inbox
    • One-click archiving

September 2018

  • Vendor bills
    • Manage and pay vendor bills and pass on expenses to clients through CARET Legal’s Account Payable system in the accounting platform
  • WIP-AR-Trust Report
    • See WIP (broken down into un-billed time, soft costs and hard costs) along with Unused Operating Retainer Funds, Unused Trust Funds and AR
  • Pre-bill invoice enhancement
    • Summary on invoices in pre-bill stage now shows available funds in trust or operating retainers as well as any amounts outstanding after application
  • Report enhancements
    • Date filters added to the Statement of Account and WIP reports

October 2018

  • Accounts Payable management
    • AP checks can be printed when paying via check
    • Payments can be recorded via credit card
  • Invoice sent date
    • Set an invoice sent date regardless of whether you used CARET Legal’s invoice blasting feature
    • You can set this on an individual invoice or by multi-selecting invoices on the Invoices & Payments page
  • Statement of Account Summary updates
    • We’ve refactored Statement of Account Summary in a way that makes it clearer to your clients
    • “Previous balance” now reflects the balance owed on the prior invoice

November 2018

  • Apple Watch application
    • Take your practice on the go by using the CARET Legal app on your Apple Watch
  • Task updates
    • Assign tasks to multiple assignees
    • Mark as Phone Call
    • Add tags
  • Soft Cost updates
    • Create pre-defined Soft Cost Expenses with default rates
    • Quantity can also be applied to Soft Costs
  • WIP-AR-Trust Report updates
    • Now includes a column that shows the Matter’s evergreen threshold

December 2018

  • Fee Allocation Report
    • Allows you to see a detailed view of fees, soft costs and hard costs that have been collected by Matter, User and collection date

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