With our native legal document management system you can efficiently create, manage, and store documents associated with each case/matter.
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.
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.
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.
After creating, editing and storing documents within CARET Legal, continue your workflow with seamless integrations across email, tasks and our dynamic CRM.
Efficient file management is not just crucial—it’s a game changer.
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
For litigation attorneys and case managers working to secure favorable outcomes, understanding patterns in past cases is key. Data analytics tools provide valuable insights into
By implementing specialized tools and strategies, Family Law attorneys can efficiently manage their cases, ensuring precision and timely updates that support their clients’ best interests.
The continuous evolution of legal technology is not just a trend; it’s a fundamental shift in how legal services are delivered, managed, and experienced.
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.
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