intellectual property case

It’s time to use tools that help you work smarter not harder

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.

Matter dashboard in CARET Legal

A Single Source of Truth for Your Firm

Get best-in-class Case Management, Intelligent Email, Task Management, Document Management and Automation, Customer Relationship Manager, and Sophisticated Timekeeping. It also includes, Robust Billing Tools, Legal Accounting, dvanced Reporting, Business Intelligence and Data Visualization. Plus, get custom permissions for financial data.

Our Intellectual Property Software Features

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!

Task checklist
Tectonic LLP logo
Tectonic LLP logo

Task Management Keeps Tectonic Law Firm on Track

When Pembrook and Stitt founded Tectonic, they engaged a free trial of CARET Legal and ran operations with it and an integrated payment processor. The partners continued with CARET Legal but replaced the payment processor with CARET’s own integrated payments product. As a startup law firm, Tectonic brought little data to CARET but plenty of practical experience. All at once, CARET Legal gave Tectonic a fresh and refreshing start.

Read customer story

Further reading

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Streamlining Law Firm Accounting & Bookkeeping

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Benefits of Using a Specialized Attorney Payment Processing Service

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Blog

What Law Firm Credit Card Processing Service Is Best for You?

Read blog
Blog

Streamlining Law Firm Accounting & Bookkeeping

Read blog
Blog

Benefits of Using a Specialized Attorney Payment Processing Service

Read blog

Ready to take your firm further?

Get started with a free trial, or schedule a demo to see how CARET Legal helps you work smarter and maximize revenue.