Product
CARET Legal Features

Our Legal Practice Management Software

Leave standalone software behind

Case Management

Manage all your cases in one place

Document Solutions

Manage your documents

Reporting and Analytics

Gather insights into your firm's performance

Billing, Accounting and Payments

Increase billable time and cashflow

Client Communication

Reach and collaborate with your clients

Prospect and Contact Management

Grow your client list

More about our product

Why CARET Legal
Data Security
Integrations
Mobile App
What’s New
Practice Areas

Practice areas

Our Legal Software Solutions

Real Estate Law

Employment Law

Insurance Defense

Civil Litigation

Personal Injury

Estate Planning

Intellectual Property

Criminal Law

Immigration Law

Family Law

Firm size

Smaller Firms

1-30 Employees

Larger Firms

30+ Employees
Resources

Learn

Blog

Read all about the latest industry topics

Webinars & Product Spotlights

Learn from industry experts

Legal eBooks and Industry Reports

In-depth legal insights

Customer Stories

Real perspectives from real people

Support

Support Center

Get help from our expert support team

Partner

Find a Partner

See an extensive list of CARET Legal partners

Become a Partner

Join CARET Legal's partnership program today
Pricing

Legal document management software that keeps the whole firm organized

With our native legal document management system you can efficiently create, manage, and store documents associated with each case/matter.

Track changes and maintain version control

CARET Legal’s document management software capabilities let you upload documents into folder hierarchies directly from your desktop. Effortlessly edit files and track changes made by team members to collaborate effectively and maintain version control. When documents are finalized, securely share them with clients using the CARET Legal client portal.

Easily access important information

Advanced legal document management features allow you to find the information you need quickly and easily. In addition to database search, intelligent in-document search capabilities let you can locate specific details within lengthy documents or even extract text from data tables and handwritten notes with AI-enabled OCR scans.

Eliminate information overload

Quick Summary simplifies the process of understanding lengthy documents by offering you brief yet comprehensive summaries. By taking just a quick glance, you can easily grasp the main points, critical insights, and key takeaways. Quick Summary saves you time and effort by condensing complex information into an easily digestible preview, making it effortless to locate a document or refresh your memory on a set of documents.

Work seamlessly with other CARET tools

After creating, editing and storing documents within CARET Legal, continue your workflow with seamless integrations across email, tasks and our dynamic CRM.

Instantly preview files in most formats
Lock and tag within files
Unlimited matter related document storage for large documents
One-click emailing
Commenting per document per version
Edit Microsoft Word files within CARET Legal
Automatically create folders for new matters by practice area
Attach your documents to tasks

Eliminate uploading and downloading from Microsoft Word with our plugin

Open and save Microsoft Word documents from directly within CARET Legal with the Word Ribbon plugin.

Powerful legal document management software

Better organize your legal files

Efficient file management is not just crucial—it’s a game changer.

Manage your document effectively

Create, organize, store and share legal documents associated with specific matters/cases in one centralized location.

“CARET Legal has been a game-changer for me when it comes to document management. One of my favorite features is the ability to easily upload documents to a client file. Whether I receive documents from the clerk of court docket or as email attachments, I can quickly and easily transfer them to the appropriate client’s file with just a few clicks.”

– Verified CARET Legal User on G2

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.