Legal practice management built for larger firms

Best for firms with 30+ employees

large firm team meeting

95%

Customers would recommend CARET Legal to others

*Source: G2 Fall 2022 legal practice management report

93%

Agree the product’s going in the right direction

*Source: Newman & Lickstein LLP case study

 

31%

Faster return on investment than other practice management providers

*Source: G2 Fall 2022 legal practice management report

Sophisticated Billing Features

Maintaining profitability across a high volume of cases is vital. Our billing and payment tools are designed to meet these demands. Bulk actions facilitate the quick processing of multiple bills, while features like split and consolidated billing are tailored to the complexities of large caseloads. Moreover, our integrated payment processing system further simplifies billing procedures, saving your firm crucial time and resources.

split billing in CARET Legal
Admin dashboard in CARET Legal

Advanced Reporting and Analytics

Continued growth hinges on monitoring your financial data in real time and using the insights to guide your decision-making processes. Our advanced analytics capabilities give access to over 30 comprehensive reports including client, compensation, productivity, accounting, trust, and vendor reports. This sophisticated system aids in deepening your understanding of your firm, enabling you to forecast more accurately and pivot with more flexibility in the event of the unexpected.

Complete Trust and Business Accounting

CARET Legal’s comprehensive trust and business accounting system is designed to streamline financial processes and bolster your firm’s revenue. It allows you to generate accounts payable checks, manage vendor bills, and run detailed vendor reports. These reports include 1099 reporting, vendor payments, vendor reimbursement, and accounts payable aging summaries, providing a thorough overview of your firm’s financial status.

profit and loss report in CARET Legal

Tech to Relieve Headaches, Not Create Them

Custom Configuration

Options to fit your firm’s needs, including configurable billing periods, customized invoices and Matterscapes, CARET Legal’s tailored matter views.

Document Management and Automation

Efficiently manage and streamline the process of creating new documents and forms, saving you time and reducing errors.

An Integrated CRM

Our cloud-based CRM allows your firm to manage and cultivate leads, automate intake, track referrals and retain more clients.

Further reading

Ready to take your firm further?

Get started with a free trial, or schedule a demo to see how our legal practice management software helps you work smarter and maximize revenue.