Best for firms with 1-30 employees
With limited staff and resources, your firm needs a tool that can help your team work as efficiently as possible. CARET Legal’s features streamline daily operations, automate routine tasks, and integrate multiple functions (like case management, billing, and accounting) into one cloud-based platform to save time and reduce the administrative burden on everyone.
Customers would recommend CARET Legal to others
*Source: G2 Fall 2022 legal practice management reportIncrease in billable time based on better tracking
Faster return on investment than other practice management providers
Manual task management is time-consuming and cumbersome. With CARET Legal, all your matter-related tasks can be seen in real time and in one place in the Matter Dashboard. Attorneys can set task recurrences, reminders (including email and SMS), and assignor alerts (if the assignee blows the deadline). Plus, they have the ability to comment on tasks and much more.
Manage trust funds like a pro. CARET Legal offers features such as ledger balance reports on a per-matter basis, automated trust checks that prevent you from over-drawing your account, and a comprehensive 3-Way Reconciliation Report to ensure accuracy and compliance.
Our platform combines billing and accounting into one seamless solution. Track matter status, invoices, and payments in a single view, and improve collections with detailed receivables reports. CARET Legal is also a complete accounting system that includes a general ledger with the ability to run profit and loss reports and view your balance sheet.
Manage your practice on the go with powerful mobile apps. Handle time tracking, task management, and document scanning (with edge detection) from your smartphone or tablet anywhere you can get an internet connection.
CARET Legal’s patented SmartSuggest system automatically presents your matter-related contacts so you can find who you’re looking for instantly and avoid mis-addressing 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.
Keep your entire firm from missing deadlines. Our calendaring features help your team stay coordinated, manage meetings, and track every detail. Plus, with integration to LawToolBox, you can automate rules-based calendaring to ensure compliance with court deadlines and reduce the risk of errors.
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.
When time is misallocated, double-booked, or simply forgotten, the consequences can snowball fast. Missed client meetings, overlooked court dates, and internal scheduling overlaps can erode
In many law firms, the senior partners who built the business are now approaching retirement. They’ve brought in clients, developed relationships, and set the tone
Managing operations at a multi-practice law firm means walking a fine line between standardization and specialization. You need automatic workflows that bring consistency and visibility
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.
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Increase billable time and cashflow
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