real estate lawyer on her computer

Real estate practice management software ensures clients’ interests are protected

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.

Matter dashboard in CARET Legal

Real estate law software should automate your transactional workflows

Many systems don’t track property descriptions, escrow details, or incoming title records – they can’t connect the dots. A better real estate law software is designed to manage tasks and automate document review and drafting. Thousands of attorneys go the extra mile for their clients by saving time with a purpose-built real estate practice suite.

Our Real Estate Software Features

Case Management

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. Case status, chronology, deadline, and alert reports enable you to support each case’s upcoming activities.

Legal Calendaring

Update your schedule and make your case calendar visible to your client and anyone on your team. When unexpected situations make changes inevitable, our legal calendaring makes it easy to alert any impacted parties and proceed accordingly. We also have Google Calendar and Office 365 integrations.

Time & Billing Activities

Get accurate billing as you go, including trust accounting, which is essential to creating accurate invoices. You can streamline your pre-bill review and avoid recreating time entries. Automatically generate professional, templated invoices for any fee arrangement or billing schedule and enable epayments to shorten the collections cycle.

lawyers collaborating on their legal practice management software
Berdon Young Margolis PC logo
Berdon Young Margolis PC logo

The All-Inclusive Answer for a Firm That Needs Accessibility

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.

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Further reading

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Streamlining Law Firm Accounting & Bookkeeping

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Benefits of Using a Specialized Attorney Payment Processing Service

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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.