Practice management built for larger firms

large firm team meeting


Customers would recommend CARET Legal to others

*Source: G2 Fall 2022 legal practice management report


Agree the product’s going in the right direction

*Source: Newman & Lickstein LLP case study



Faster return on investment than other practice management providers

*Source: G2 Fall 2022 legal practice management report

Sophisticated Billing Features

Maximize profitability and enhance client satisfaction with sophisticated billing and payment tools. Expedite the billing process with bulk actions and other advanced features like split and consolidated billing. Plus you can simplify billing workflows even more with our integrated payment processing system, APX.

split billing in CARET Legal
Admin dashboard in CARET Legal

Advanced Reporting and Analytics

The key to managing a successful business is keeping track of the crucial financial data and insights that will assist your decision making. With over 30 reports including client, compensation, productivity, accounting, trust and vendor reports, CARET Legal’s practice management system helps to deliver real-time data and key analytics to help you better understand the business side of your practice.

Complete Trust and Business Accounting

CARET Legal’s full-featured trust and business accounting system helps to maximize efficiency and revenue. Create accounts payable checks and manage vendor bills while running vendor reports such as 1099 reporting, vendor payments, vendor reimbursement and AP aging summaries.

profit and loss report in CARET Legal

Everything you need to run your large practice


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 document and forms, saving you time and reducing errors.

Dynamic 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.