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 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 Defence 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.

Further reading

Blog

What Law Firm Credit Card Processing Service Is Best for You?

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Blog

Streamlining Law Firm Accounting & Bookkeeping

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Blog

Benefits of Using a Specialized Attorney Payment Processing Service

Read blog
Blog

What Law Firm Credit Card Processing Service Is Best for You?

Read blog
Blog

Streamlining Law Firm Accounting & Bookkeeping

Read blog
Blog

Benefits of Using a Specialized Attorney Payment Processing Service

Read blog

Ready to take your firm further?

Get started with a free trial, or schedule a demo to see how CARET Legal helps you work smarter and maximize revenue.