Legal Practice Management Software

End-to-End Legal Practice Management Software to Run Your Firm

Leave siloed, standalone law firm software behind and embrace a complete, scalable legal practice management platform, like CARET Legal.

CARET Legal interface on multiple devices

Legal practice management software that’s trusted by thousands across the legal community

Inside the CARET Legal practice management platform

Firms are moving away from outdated systems and makeshift tools and turning to comprehensive legal practice management software, like CARET Legal, to gain efficiencies and meet new demands as firms grow.

Key features of our legal practice management software for attorneys include:

Case Management

Our legal case management solution consolidates all of your critical client information, making it easily accessible from a single location. Case management features include matter management, workflow automation, email, calendaring, documents, and tasks.

Billing, Accounting and Payments

Our legal billing and payment solutions relieve the burden of manual timesheet management, template creation, tax preparation, and invoicing. Features include accounting software, billing and time-tracking tools, and payment processing.

Automated Workflows

CARET Legal Workflows streamline scheduling, enabling you and your team to prioritize clients. Pre-defined templates ensure all events and tasks are accounted for, providing a consistent experience for clients.

Reporting and Analytics

CARET Legal's reporting and analytics capabilities provide valuable insights into a firm's business operations and performance. With customizable reports and dashboards, firms can track key metrics, identify trends, and make informed decisions.

Document Management

Our document management and automation capabilities streamline document processes, reducing errors and saving time. Organize, manage, generate, and safeguard critical documents for every case with ease.

Prospect and Contact Management

Effortlessly manage the whole lifecycle of a client with our prospect and contact management solutions. Our CRM seamlessly integrates with our platform so you can identify and cultivate high-value prospects while keeping your contacts organized.

Client Communications

Foster better client relationships by securely communicating with your firm’s clients through our legal practice management platform. Easily communicate through email, secure client portal, and text messaging

The CARET Legal practice management platform provides:

Unmatched Data Security

Never doubt that your law firm and client’s data is secure. We use cutting-edge technology to identify, investigate, and prevent potential threats from disrupting your company’s operations.

A Dedicated Mobile App

The CARET Legal mobile app makes it easy for anyone at your firm to access important information on-the-go. Our app is comprehensive; allowing you to handle almost all firm activities right from your phone or tablet.

Access to Integrations

We understand that there may be other applications your firm relies on. Our legal practice management software offers many integrations with popular providers like Google, Microsoft, HotDocs, and more.

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Regional Law Firm Consolidates in the Cloud with CARET Legal

Prior to implementing CARET Legal, the firm was using disparate products which made for a disconnected workflow. With that in mind, they knew things had to change and a decision was made to start the search for a holistic solution. After doing research on a number of providers in the legal practice management space, the team determined CARET Legal to be the best option.

Non-negotiable legal practice management software capabilities

Take a moment to think about your firm’s current technologies and the processes that rely on those systems. At a minimum, your law practice management software should be able to:

Looking for a new legal practice management software?

Switching to a new practice management system can seem daunting, but the costs of not upgrading to a modern, comprehensive solution can be even more significant. Learn how to select the best platform for your firm.
Selecting a new practice management system
CARET Legal on a tablet and mobile phone

Move forward with a new, more holistic solution

End-to-end legal practice management software like CARET Legal provides firms with all the capabilities they need inside a single platform. No more program jumping or incompatible systems — you get a simplified, centralized solution that helps your firm run faster, better, and more efficiently.

Legal Practice Management Software FAQs

A legal management system is a comprehensive tool designed to manage all aspects of a case – from initial client intake through a cloud-based CRM, to final profit analysis via reporting and analytics. It’s engineered to help law firms save time, maximize billable hours, enhance organization, boost team collaboration, and increase accuracy and efficiency in their operations.

Cloud-based legal practice management software offers unparalleled accessibility for flexible teams, robust security measures, and seamless scalability. It consolidates everything needed to manage your practice into one place, enabling automation that leads to increased productivity, efficiency, and profitability. Plus, it’s a cost-effective solution that simplifies many logistical complications of running a law firm.

A good legal practice management platform includes case and matter management (email, tasks, calendar, contact management), automated workflows, document automation and management, a CRM system, a client portal, a mobile app, and comprehensive billing, accounting, payments, and reporting capabilities. These features are essential for streamlining operations, enhancing client service, and ensuring a practice runs smoothly.

Yes, modern legal practice management systems are built with scalability in mind. They make it easy to add new team members, simplify the onboarding process, and provide a unified overview of case statuses to quickly bring new staff up to speed. Cloud-based solutions, in particular, offer the flexibility and cost-effectiveness needed for scaling operations.

Absolutely. Medium-sized firms can significantly benefit from automation features like workflows, document automation, and timekeeping. These systems facilitate better organization and collaboration within teams and improve client communication through features like texting and client portals. Additionally, they optimize billing and accounting processes, keeping track of client invoices and integrating payment processing to expedite billing cycles.

Choosing the right legal software for your firm involves a few key steps:

  • Evaluate your firm’s specific needs and identify current pain points.
  • Consider a variety of options and perform demos to see how each system works.
  • Look for built-in features crucial for efficient practice management, including comprehensive case management, automated workflows, billing/accounting/payments/reporting capabilities, a client portal, advanced document management, a mobile app, and a CRM system.

Selecting software that aligns with your firm’s unique requirements will ensure that you optimize your operations and provide the best possible service to your clients.

Further reading

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.