Best-In-Class Case Management Combined with Best-In-Class Document Management

Documents are a critical element of any legal proceeding. At CARET Legal, we’re fanatical about making sure you have all the files and data you need to manage every aspect of every matter in our robust, easy-to-use platform. We’re proud to partner with NetDocuments*, the leading cloud-based document management system, to eliminate information silos and maximize efficiency.

With this industry-leading integration, CARET Legal users benefit from CARET Legal’s world-class case management features, as well as its native billing, accounting and reporting tools, while having access to all matter-related documents within NetDocuments’ secure platform.

Features allow users to:

• Access matter-related files stored within NetDocuments platform from any matter within CARET Legal, eliminating the need to jump between two platforms with separate login credentials and user interfaces.
• Create a NetDocuments Workspace within CARET Legal when a new matter is created within the platform.
• Upload or download files and perform advanced searches of files within NetDocuments right from their CARET Legal accounts.
• Carry over permissions from NetDocuments to CARET Legal to retain total access control.
• Save files to corresponding Workspaces when generating a document via a template in CARET Legal.

*NetDocuments Subscription Required