CARET Legal Feature Releases 2021

February 2021

In-document search
- CARET Legal will now index all documents uploaded to the platform, so in-document searches can easily be conducted by users
Document previews
- Easily preview a document stored within CARET Legal without having to download it to the appropriate program
- Also available in email attachments for both inbound and outbound messages
In-browser editing of .DOCX files
- Edit documents (in .DOCX format) without ever leaving CARET Legal
- CARET Legal will continue to create a new version with each round of edits to ensure no information is ever lost
Portfolio generator
- Easily merge files of virtually any type into a single PDF Portfolio document which can easily be shared with clients and colleagues
Worldox integration
- With this new document management integration, users can easily upload and access all documents stored with Worldox directly through CARET Legal
Contact custom field search
- Pull a contact list based on a custom field value
Quick navigation tools added to My Settings
- Easily jump to specific sections with User Settings, helping to save time when updating various settings within your CARET Legal account
Remembering accounts
- When creating transactions via check, journal entry, Download Bank Activity, etc., the last account used for the selected vendor will be auto-populated (subject to user privileges)

Preview attachments
- Preview outbound and inbound attachments within CARET Legal’s email client
Export Contact Tags
- When exporting contacts into a CSV file, Contact Tags will also be displayed
NetDocuments Workspaces
- When converting leads into a Matter, you now have the ability to create a NetDocuments Workspace within CARET Legal
Overall performance updates
- Users should notice a 50% improvement in load times when navigating through CARET Legal

Vendor credits
- Keep track of money that is owed by vendors until it is paid, refunded or applied to a bill
- These credits will reduce the amount of money owed to a vendor for a future bill
Z-Editor
- Edit Microsoft Word (docx) files without having to leave CARET Legal
- Once you open CARET Legal’s Z-Editor, a time entry will start running so you can capture the time it takes to edit your documents
- Once you save the document, it will upload as a new version
Updated intake form interface
- Review intake forms in a streamlined interface that allows you to quickly toggle between different forms
Preview audio and video files
- Users can now preview audio and video files both in documents and in email (inbound and outbound)

Scheduled reports
- Users can configure and schedule reports to be received via email in desired intervals (daily, weekly, monthly or yearly)
- With this feature, available to EnterprisePlus users, you can also send the report to multiple users in PDF and/or CSV format
Alphanumeric Client ID
- New Matter numbering options have been added, allowing you to assign an alphanumeric Client ID to new clients
Updated email interface
- A sleeker, more user-friendly design when composing an email

Interest for late payments
- Firms can now set up interest to be charged on the matter-level
Generate deposits
- With this new billing option, CARET Legal users can choose to only apply discounts to fees, not time entries
Configurable invoice discounts
- With this new billing option, CARET Legal users can choose to only apply discounts to fees, not time entries

Zoom Meeting integration
- Users now have the ability to add a Zoom meeting link into a calendar event
Document previews for email communications
- Users now have the ability to preview documents that are saved in a matter’s Communications tab
Notification preferences
- Users can choose the notifications/methods you wish to receive within User Settings
Trust Retainer replenishment on invoice
- Incorporate a minimum Trust Retainer balance into your Total Amount Outstanding
Trust Ledger updates for split matters
- When viewing the Trust Ledger on split matters, you can now view a breakdown of each child matter’s trust activity

Total Billings report
- A perfect complement to the Billed & Collected report, users will now also be able to view all of their billed fees and expenses grouped by matter in one comprehensive report
Calendar rules event search
- Users can filter for calendar rules events within CARET Legal’s calendar search functionality
Send one-off invoices as attachments with links
- While this capability exists in CARET Legal’s Bulk Billing Center, users can now send one-off invoices with a Payment Link included in the body of the message
Ability to reset Caseway™ invitation period
- This new option under Contacts allows users to extend their Caseway invitation period

Configurable dashboard
- Users can now customize their dashboard page, selecting any of the available widgets
Split Payout report
- With this report, users can see Payout Amounts grouped by Matters and Users

AI-enabled OCR
- Ability to read street signs and car license plates
- Recognizes paragraph text
- Handwriting recognition
- Works with virtually all file types including PDF, JPG, PNG, TIFF
Additional customizable dashboard widgets
- CRM Overview, Tasks Overview and My Goals