
How to Automate Legal Contract Creation at Your Firm
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.
Leave standalone software behind
Manage all your cases in one place
Manage your documents
Increase billable time and cashflow
Reach and collaborate with your clients
Grow your client list
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Learn from industry experts
In-depth legal insights
Real perspectives from real people
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Estate planning practice management software enables you to better protect your client’s legacy by making it easy to draft airtight living wills, trusts, and advanced healthcare directives. CARET Legal’s estate planning software is tailored to support your firm and solve the unique challenges of protecting a client’s livelihood.
Clients solicit your advice and expertise to protect their wealth, avoid ambiguity, assure their wishes, and avoid contests in court. Tracking these details with a patchwork of generic tools not only wastes time — it’s costing you.
Efficiently collecting information, guiding clients through asset transfers, communicating at every turn, and generating signature-ready documents is what estate planning software should help accomplish. Thousands of attorneys are saving time with a purpose-built practice suite that automates tasks and reduces clerical and administrative tasks.
Case intake screens capture well-organized client information and set in motion workflows for paralegals and support staff to prepare accurate legal forms and precise follow-up events. With our estate planning case management software, you can create alert reports for case status, chronology, deadlines, and more to support each case.
Update your schedule and make your case calendar visible to whoever needs it. When unexpected situations make changes inevitable, legal calendaring software makes it easy to alert any impacted parties and proceed accordingly. It also integrates with Google Calendar and Office 365.
Native trust accounting capabilities make it easy to create accurate invoices, streamline your pre-bill review, and avoid recreating time entries. Automatically generate professional, templated invoices for any fee arrangement or billing schedule and enable e-payments to shorten the collections cycle.
Estate planning software is customized legal practice management software that helps attorneys manage their firm and exceed client expectations. It should include specific features like contingency billing and convenient intake forms and templates for estate planning documents that include wills, trusts, probates, and more.
Estate planning software is a single source of truth for attorneys who are managing multiple estate and trust cases. It’s capable of case and client management, court procedure and deadline tracking, repetitive task automation, collaboration, reporting, time and billing logistics, payments, and business accounting.
As an estate planning attorney, you’re often dealing with delicate, end-of-life matters, or answering a ton of questions from worried parents starting new families. CARET Legal estate planning software simplifies how you manage your firm, giving you back the time you need to develop client rapport.
Yes! Our legal practice management software allows you to capture expenses and easily recover them at settlement. With additional features like intake forms, custom fields, and Caseway client portal you can have a custom estate planning experience while not being limited to cases of that type.
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,
As you vet technology to improve your firm’s operations, you might have wondered whether you should invest in legal docketing software or a more comprehensive
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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Leave standalone software behind
Manage all your cases in one place
Manage your documents
Increase billable time and cashflow
Reach and collaborate with your clients
Grow your client list
Read all about the latest industry topics
Learn from industry experts
In-depth legal insights
Real perspectives from real people
See an extensive list of CARET Legal partners
Join CARET Legal’s partnership program today