Product
CARET Legal Features

Our Legal Practice Management Software

Leave standalone software behind

Case Management

Manage all your cases in one place

Document Solutions

Manage your documents

Reporting and Analytics

Gather insights into your firm's performance

Billing, Accounting and Payments

Increase billable time and cashflow

Client Communication

Reach and collaborate with your clients

Prospect and Contact Management

Grow your client list

More about our product

Why CARET Legal
Data Security
Integrations
Mobile App
What’s New
Practice Areas

Practice areas

Our Legal Software Solutions

Real Estate Law

Employment Law

Insurance Defense

Civil Litigation

Personal Injury

Estate Planning

Intellectual Property

Criminal Law

Immigration Law

Family Law

Firm size

Smaller Firms

1-30 Employees

Larger Firms

30+ Employees
Resources

Learn

Blog

Read all about the latest industry topics

Webinars & Product Spotlights

Learn from industry experts

Legal eBooks and Industry Reports

In-depth legal insights

Customer Stories

Real perspectives from real people

Support

Support Center

Get help from our expert support team

Partner

Find a Partner

See an extensive list of CARET Legal partners

Become a Partner

Join CARET Legal's partnership program today
Pricing

For law firms, relationships are everything

Our legal CRM software helps you manage and cultivate leads and retain your existing clients, too. It’s integrated and data-driven to help you generate meaningful metrics that guide your practice.

Track and manage your prospective clients

Legal client relationship management software lets you automatically track where your leads and referrals are coming from, so you can identify high-value leads that much easier. Plus, you can organize your leads by source, practice area and potential revenue.

Streamline and save time

Our legal CRM software integrates with your firm’s intake forms and retainer agreements so you can onboard clients that much faster. Streamline leads that come directly from your law firm website contact forms by having them automatically entered into CARET Legal’s CRM. You can also convert leads to a matter in CARET Legal with a single click.

Lawyers rely on legal CRMs for greater insights to get more clients

Law firm client management software is the best way to get insights into your business and retain more clients. Here’s a look at some of the the robust functionality that you’ll find with CARET Legal’s CRM:

A lead is automatically created in the CRM once a form is filled out on your website
Securely share intake forms with leads
Use CARET Legal’s document automation software to generate retainer agreements and other common documents
Built-in email management lets you efficiently communicate with prospects
Convert leads to a matter with a single click
View a lead pipeline by status, practice area and source
View conversions and pipeline value
View leads based on status
Filter leads by status, primary client, created date, referral source and more
Generate reports

Manage contacts and cases from prospect to intake with legal client relationship management software

Enhance trust with a CRM

Keeping track of critical contact details helps you deliver a more personalized experience that will exceed your clients’ expectations.

Manage client relationships with ease

CRMs strengthen client loyalty and help firms achieve sustainable growth.

“The CRM feature has helped immensely with tracking our leads. It also allows our team members to work together flawlessly because all the information about individual clients is stored together and easily accessible.”

– Travis Dafoe, Dafoe Law, PLLC