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Make the Switch to CARET Legal

CARET Legal has a dedicated team that ensures a streamlined and highly accurate migration process for a hassle-free transition from a wide range of cloud and legacy applications, including:

Centerbase logo
Tabs3 logo
MyCase logo
Clio logo
CosmoLex logo
ProLaw logo
Sage Timeslips logo
LexisNexis Time Matters and PCLaw logos

…and many other applications.

Data Migration Packages

Lite

Contacts
Basic matter data
Practice areas
Calendar sync

Extended

Contacts
Basic matter data
Practice areas
Calendar sync

Extended matter data
Matter related contacts
Matter notes / phone call notes
Tasks
Vendor list
WIP (unbilled time and soft costs)

AR balance forward
Trust balances
Opening retainer balances

Chart of accounts

Extended Plus

Contacts
Basic matter data
Practice areas
Calendar sync
Calendar events

Extended matter data
Matter related contacts
Matter notes / phone call notes
Tasks
Vendor list
WIP (unbilled time and soft costs)
Emails
User / matter rates & rate cards

AR balance forward
Trust balances
Opening retainer balances

Chart of accounts
Contact / matter custom fields

All packages include 6 hours of training. Additional hours are available for purchase.

Please note that pricing for all packages is dependent on the number of users. Additional charges may apply for firms with over 30 users, if additional data is required, or if there is more than one source system for data import.

Please contact us for a quote today.

Make the Switch Today

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