CRM in CARET Legal

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.

Form builder in CARET Legal

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.

CRM analytics in CARET Legal

Greater insights, 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

“The CRM feature has help 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

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.