Our real estate firm software is designed to help you protect your clients’ interests and double your productivity by offering:
87% of lawyers report that technology has improved their day-to-day work by increasing productivity and efficiency while also reducing the risk of client attrition.
Source: The Wolters Kluwer Future Ready Lawyer
Real estate cases require meticulous research and information gathering; the accuracy of the documents you draft is paramount. Using a patchwork of different tools each designed for a specific function is not only costly and overly complex, but it’s also ineffective and wastes your precious time.
When the pandemic hit, Berdon and the rest of the firm realized it was finally time to replace their existing practice management software, an on-premises solution they’d been relying on to run their accounting and more for decades. They decided to make the switch to CARET Legal, a cloud-based legal practice management tool that gave the firm the accessibility and flexibility it needed to operate in remote times.
Case intake screens capture organized client information and set workflows in motion for accurate legal form preparation and follow-up events. Case status, chronology, deadline, and alert reports enable you to support each case’s upcoming activities.
Keep your schedule updated and share your case calendar easily with legal calendaring software. It allows you to alert any impacted parties and proceed accordingly when unexpected situations arise.
Native trust accounting capabilities simplify invoicing, streamline pre-bill review, and eliminate the need to recreate time entries. Automatically generate professional invoices for any fee arrangement or billing schedule and enable e-payments to shorten the collections cycle.
Standardize how your real estate transactions get done with the ability to automatically schedule tasks and meetings based on the matter. Ensure the work is handled the same way every time, on time with workflows.
Yes! While our legal practice management software is perfect for real estate law attorneys, it can also help you manage cases for following practice areas:
Without a robust system in place, attorneys risk spending valuable time searching for critical pieces of evidence, potentially overlooking key details that could make or
Keeping a close eye on expenses isn’t just good business—it’s essential for success in insurance defense law, where profit margins are notoriously tight.
By adopting strategic approaches to leveraging technology, firms can streamline claim management, reduce bottlenecks, and improve efficiency
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