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.
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
CRM analytics 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.

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:

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

Further reading

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.