Practice management software for smaller firms

small law firm working on legal cases


Customers would recommend CARET Legal to others

*Source: G2 Fall 2022 legal practice management report


Increase in billable time based on better tracking


Faster return on investment than other practice management providers

*Source: G2 Fall 2022 legal practice management report

Make your practice run like clockwork

CARET Legal helps streamline client workflow regardless of the size of your firm or practice areas. All your matter-related tasks can be seen in real time and in one place in the Matter Dashboard. Set task recurrences, reminders (including email and SMS), assignor alerts (if assignee blows deadline), ability to set comments and much more.

Matter dashboard in CARET Legal
trust check in CARET Legal

Take the worry out of Trust Fund Management

Manage trust funds like a pro. CARET Legal offers features such as ledger balance reports on a per-matter basis, trust checks which prevent you from over-drawing your account, and 3-way Reconciliation Report to make sure your funds are in check.

Perfect marriage of billing and accounting

Matter, invoices, payments and payment information are presented in one consolidated view. Track and improve collections with CARET Legal’s detailed receivables reports. CARET Legal is also a complete accounting system including a general ledger with ability to run profit and loss reports and view your balance sheet.

profit and loss report in CARET Legal

Keep your practice running in tip top shape with features like these

Mobile apps for your iPhone and Android

Powerful mobile apps that can do everything from time management and tasks to business card scanning with OCR, document scanning with edge detection and much more.

Industry-leading email features

CARET Legal’s patented SmartSuggest system automatically presents your matter-related contacts so you can find who you’re looking for instantly and prevent you from mis-address an email to the wrong recipient. In fact, CARET Legal has a complete, full-featured email client that can replace or work concurrently with your existing email client such as Outlook.

Manage your calendar like a pro

CARET Legal’s flexible event scheduler easily accommodates the needs and preferences of attorneys, billing is fast and effective, and potential problems (such as trust balance overdraws) can be prevented before they occur.

Newman & Lickstein logo

Regional Law Firm Consolidates in the Cloud with CARET Legal

Prior to implementing CARET Legal, the firm was using disparate products which made for a disconnected workflow. With that in mind, they knew things had to change and a decision was made to start the search for a holistic solution. After doing research on a number of providers in the legal practice management space, the team determined CARET Legal to be the best option.

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.