Practice Management Software for Intellectual Property Attorneys
There are hundreds of moving parts with intellectual property prosecution and litigation. CARET Legal was designed to connect every action taken in every case and break down the information silos that result from disparate practice management and accounting systems.
Our end-to-end platform is complete with all the matter-centric tools your front office needs to be more efficient, collaborative and profitable, and all of the billing, accounting and reporting tools your back office needs to process payments, balance the books and make better data-driven decisions.
IP Litigation Calendaring
Rules-based calendaring eliminates manual calculation of deadlines and rule monitoring. CARET Legal’s integration with LawToolBox allows your firm to calculate deadlines based on federal court regulations.* These deadlines are automatically placed on your CARET Legal calendar along with customizable reminders, reducing the risk that a deadline will be missed.
*LawToolBox subscription required
Task Management
CARET Legal’s task checklist system allows your intellectual property firm to easily store all of your pre-defined procedures in a single location. This systematic approach ensures that your team is following the correct order of operations, keeping everyone on the same page and up to date on the status of a case.
Document Management
Store client and firm documents in one location for easy retrieval. Using zDrive, members of your team can easily edit matter-related documents; all revisions are saved back to the appropriate matter in CARET Legal — no uploads needed!
Billing, Accounting and Reporting
CARET Legal’s robust billing, accounting and reporting tools help firms get paid faster while providing administrators with real-time financial data. Your intellectual property firm can generate beautiful, highly customizable invoices that can be shared with clients via a secure portal or sent to hundreds (or even thousands) of clients with the click of a button using our bulk email blasting tool. CARET Legal also supports UTBMS codes for electronic LEDES invoicing.
Your firm has the ability to download bank and credit card activity from over 5,000 institutions and get paid quickly with CARET Legal Payments, powered by LawPay using CARET Legal’s built-in business and legal accounting system. CARET Legal offers twenty-five single-click productivity, compensation, accounting, trust and client reports that will assist in making better data-driven decisions.