With our native legal document management system you can efficiently create, manage, and store documents associated with each case/matter.
With the Enterprise Advance package, you’ll also get access to our HotDocs document automation integration.
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.
Start your document creation with HotDocs document automation and continue your workflow with seamless integration across Intelligent Email, Dynamic CRM, and Task Management.
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
Effective law firm management is the backbone of any successful law firm. It’s the force that propels operations, client satisfaction, and, ultimately, business growth. When
Automation not only accelerates the contract generation process but improves quality, ensuring that each contract is tailored to meet the nuances of every legal scenario.
Law firms are shifting gears; putting their clients at the center of everything they do. A client’s experience, good or bad, can shape online reviews,
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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