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

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

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

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

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

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

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

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

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

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

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

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