document management in CARET Legal

Stay organized

Document management lets 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.

sharing documents within CARET Legal client portal

Easily access important information

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

document preview in CARET Legal

Work seamlessly with other CARET tools

Continue your workflow with seamless integration across Intelligent Email, Dynamic CRM, and Task Management.

Instantly preview files in any format

Lock and tag within files

Unlimited 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

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

Open matter-related documents stored within CARET

Save new or existing documents directly into matters

Track changes

Create new folders within any matter

Comment and tag within documents

“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.