CARET Legal interface on multiple devices

Is your law firm just making do?

Outdated systems and makeshift tools — even those purchased in the last 3 to 6 years — are no longer meeting the needs of firms and their clients. As a result, firms are investing in comprehensive law office management software to gain efficiencies and meet new and increasing demands as they grow.

reports in CARET Legal

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 legal practice management software should be able to:

Break down communication silos both internally and externally

Collect, organize, and share case/matter information and client documents

Help your team avoid missing tasks, appointments, and deadlines with shared calendars

Eliminate bottlenecks across document management and internal collaboration

Alleviate the difficulties in securely accessing important data on the go/outside of the office

Mitigate risks across multiple fronts and enforce compliance best practices

Reduce time spent on legal accounting chores and enable automatic payments

All this and more can be easily accomplished inside legal practice management software

The High Cost of Doing Nothing

Switching to a new practice management system can sound like a logistical nightmare. It’s not just choosing a solution; you need to ensure data migration doesn’t disrupt operations, and your staff has access to dedicated training and support. But the costs of not upgrading to an up-to-date, comprehensive solution can be even worse.

attorneys using legal practice management software

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.

CARET Legal on a tablet and mobile phone

What’s inside the CARET Legal platform

Case Management

Losing, misplacing, and misfiling critical client information is more likely to happen when you’re using multiple systems and applications. Case management solutions tie everything together so your data is accessible from a single place. Features include matter management, intelligent email, calendaring, and task management.

Billing and Payments

Collecting payments and generating invoices eat up huge chunks of billable hours. Our billing and payment solutions relieve the burden of manual timesheet management, expense reporting, template creation, tax preparation, and invoicing. Features include robust reporting, accounting software, billing and time-tracking tools, and payment processing.

Document Management

Law firm practice management software lets you easily generate, assemble, and pre-fill documents by using templates that automatically pull information from your client and case records. Our legal document solutions are equipped with features like document automation and management, and we offer a range of document integrations to choose from.

Prospect and Contact Management

Our prospect and content management solutions make it easy to identify and cultivate high-value prospects. You can organize leads by source, practice area, and potential revenue, plus generate meaningful metrics to guide your practice. Our CRM integrates seamlessly with our contact, case, and matter management tools.

Even more features inside the CARET Legal platform

Client Communications

Foster better client relationships by easily and securely communicating with all your firm’s clients through our client portal. Send and receive messages, get document signatures, and even text message clients directly from within our legal practice management platform.

Data Security

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

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.


We understand that there may be other applications your firm relies on. We offer many integrations with popular providers like Google, Microsoft, HotDocs, and more.

lawyers gathered together for a meeting
Newman & Lickstein logo
Newman & Lickstein logo

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.

Read customer story

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.