Legal Practice Management Software for Insurance Defense Attorneys​

CARET Legal’s robust insurance case management software provides insurance defense firms with specialized tools to maximize efficiency, productivity and profitability.

insurance defense attorney working in the office

Sophisticated Billing Tools Designed for Insurance Defense Practices

Our insurance defense software offers advanced billing tools designed to help you get bills out, and payments in, much faster. This includes flexible LEDES invoicing and budgeting, robust hard cost management, split billing, consolidated invoices for clients with multiple open matters. and pre-billing for efficient invoice review and approval.

Billable Hours Recap report within CARET Legal

Complete Business & Trust Accounting

CARET’s legal practice management system offers native business and trust accounting with comprehensive reporting for midsize firms. Features include: Retainer and Trust Fund Management, Accounts Payable Management, Download Bank/Credit Card Activity for Easier Reconciliation. We also features over 30 single-click reports so you can easily make sense of all of your data points.

Our Insurance Defense Software Features

Document Management & Automation

Store and organize documents in one location. All permissible users are able to view, edit and share files, fostering collaboration within your firm. Lock files when updates are being made, and securely send documents through CARET Legal’s client portal. Documents can be edited and automatically saved back to CARET Legal as a new version.

Integration with NetDocuments

CARET Legal’s integration with NetDocuments, the leading cloud-based document management system, allows you to access matter-related files, upload or download files and perform advanced searches of files stored within NetDocuments right from your CARET Legal account.

*NetDocuments Subscription Required

Dedicated Mobile Apps

CARET Legal’s dedicated iOS and Android apps allow insurance defense attorneys to take their practice on the go whether they’re in court, traveling or just working from home. Stay connected to your matter-related email, calendar events, tasks, documents and more when you’re out of the office.

Rolfes Henry logo

Embracing the Future: A Case Study on Rolfes Henry’s Successful Transition to CARET Legal

In an industry steeped in tradition and paperwork, making the shift from on-premise hosting to cloud computing is no small feat. Rolfes Henry adapted to the evolving digital landscape, leveraging CARET Legal’s robust functionalities and transforming their operations into a more cohesive and efficient system. This allowed multiple office locations across states to collaborate with enhanced visibility, fostering a united front in their approach to legal services. 

Frequently Asked Questions About Software for Insurance Defense Firms

Insurance defense law software is specifically designed to optimize your insurance defense firm’s processes. It should incorporate automated workflow features, such as custom templates that accelerate the case intake process, for attorneys dealing with cases such as liability claims, workers’ compensation disputes, personal injury claims, product liability issues, and others.

Insurance defense law software, integrated into a comprehensive legal practice management system, streamlines your firm’s operations. Insurance defense law firm software manages case details, enables remote communication, automates repetitive tasks like drafting defense statements, and handles the creation and storage of crucial insurance defense documents. It promotes team collaboration and provides automated features for time-tracking, invoicing, and accounting, ensuring efficient and accurate financial management.

As an insurance defense attorney, you’re frequently handling complex cases involving claims disputes, liability issues, coverage defense, and risk management. CARET Legal’s insurance defense law software streamlines firm management across various areas, allowing you more time to effectively advocate for your clients dealing with insurance-related issues.

Yes! While our legal practice management software is perfect for insurance attorneys, it can also help you manage cases for following practice areas:

  • Civil Litigation
  • Estate Planning
  • Employment Law
  • Family Law
  • Personal Injury
  • Immigration Law
  • Criminal Law
  • Intellectual Property Law
  • Real Estate Law

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.