Do You Need Better Law Firm Records Management?
Maintaining efficient records management extends beyond just implementing a new system; it requires ongoing management and keeping with best practices.
Leave standalone software behind
Manage all your cases in one place
Manage your documents
Increase billable time and cashflow
Reach and collaborate with your clients
Grow your client list
Read all about the latest industry topics
Learn from industry experts
In-depth legal insights
Real perspectives from real people
Get help from our expert support team
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Our advanced legal document automation software is powered by HotDocs, the leading system that streamlines the process of creating complex and customized legal documents, such as contracts and wills.
With a straightforward interface, you can increase productivity by automatically generating customized legal documents up to 90% faster than manual document creation.
Document management comes standard with all plans, but the HotDocs legal document automation software integration is only available as part of our Enterprise Advance pricing tier.
Our form builder simplifies the automated generation of legal documents with the ability to create reusable templates that seamlessly pull in any contact and matter-related information from CARET Legal. With secure sharing options, you can effortlessly send client intake forms to prospects and automatically populate your document templates with their data.
HotDocs document automation software pairs nicely with our document management features. Not only can you automatically generate multiple types of documents using different templates, but you can easily modify files and track edits for effective collaboration and version control. Once created, you can securely store documents, and access them later using intelligent search features.
With document automation, every document is in real-time, all the time.
Minimize your margin for error and simplify time-consuming document generation processes.
Maintaining efficient records management extends beyond just implementing a new system; it requires ongoing management and keeping with best practices.
Addressing law firm compliance holistically requires a strategic approach that encompasses data security, resource management, ethical culture, and continuous improvement.
By leveraging advanced features specific to the legal industry, law firms and arbitration centers can efficiently manage large caseloads while improving client outcomes.
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.
Company
Leave standalone software behind
Manage all your cases in one place
Manage your documents
Increase billable time and cashflow
Reach and collaborate with your clients
Grow your client list
Read all about the latest industry topics
Learn from industry experts
In-depth legal insights
Real perspectives from real people
Get help from our expert support team
See an extensive list of CARET Legal partners
Join CARET Legal’s partnership program today