Integrations
While our vision is Built-in, not Tacked-on, CARET Legal supports integrations with leading technology partners.
Native Email Client with Real-time Sync with:
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*Recommended for optimal performance
2-Way Calendar Sync with:
Microsoft Word for Windows Plugin
- Open matter-related documents from any matter folder or subfolder
- Save documents or new versions directly to matters
- Access CARET Legal’s document management features such as tagging, versioning and commenting
Microsoft Outlook for Windows Plugin
- Automatically track time as you draft emails
- Save emails and/or attachments directly to a matter
- Attach documents to outbound messages from CARET Legal
RMail
- Send encrypted emails
- Access court-admissible proof of delivery, time and email contents with RPost’s patented Registered Email™ technology
- Obtain e-signatures on legal documents
APX
- Accept credit card, ACH and e-check payments using APX for retainers or as direct payment for invoices
- Clients can pay for invoices on CARET Legal’s Caseway™ Client Portal with credit cards
QuickBooks Online
- Choose whether you’d like to use CARET Legal’s built-in Accounting or QuickBooks integration
- Approve, edit or delete invoices within CARET Legal and automatically sync these updates directly into your QuickBooks account
LawToolBox
- Eliminate manual calculation of deadlines
- Calculate deadlines based on the rules of civil procedure and other statutes
- Monitor for rule changes
- Update calendar dates when and event is rescheduled or lands on a weekend or court holiday
NetDocuments®
- Access matter-related files stored within NetDocuments
- Create additional NetDocuments Workspaces
- Upload or download documents and perform advanced searches of files within NetDocuments
- Carry over permissions from NetDocuments
Worldox
- Link existing CARET Legal Matters with Worldox Matters (and the appropriate cabinets)
- Access your Worldox dashboard from CARET Legal
- Create additional Worldox Clients and Matters
- Upload or download documents and perform advanced searches of files within Worldox
- Carry over user permissions from Worldox
uniFLOW
- uniFLOW importer for devices from OKI, Samsung, Konica Minolta, Epson, Canon and Xerox
- Creates Soft Cost entries for photocopies