
How to Automate Legal Contract Creation at Your Firm
Automation not only accelerates the contract generation process but improves quality, ensuring that each contract is tailored to meet the nuances of every legal scenario.
Leave standalone software behind
Manage all your cases in one place
Manage your documents
Increase billable time and cashflow
Reach and collaborate with your clients
Grow your client list
Read all about the latest industry topics
Learn from industry experts
In-depth legal insights
Real perspectives from real people
See an extensive list of CARET Legal partners
Join CARET Legal's partnership program today
Efficiency and smart collaboration is critical for small law firms. Many practice management tools claim to have “everything your firm needs” but use clunky “integrations” with outside applications. We’re the only cloud-based LPMS that has built-in email (works with your current provider) and complete trust/business accounting in one platform.
Customers would recommend CARET Legal to others
*Source: G2 Fall 2022 legal practice management reportIncrease in billable time based on better tracking
*Source: Newman & Lickstein LLP case study
Faster return on investment than other practice management providers
*Source: G2 Fall 2022 legal practice management report
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.
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.
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.
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.
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.
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.
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.
Automation not only accelerates the contract generation process but improves quality, ensuring that each contract is tailored to meet the nuances of every legal scenario.
Law firms are shifting gears; putting their clients at the center of everything they do. A client’s experience, good or bad, can shape online reviews,
As you vet technology to improve your firm’s operations, you might have wondered whether you should invest in legal docketing software or a more comprehensive
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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Leave standalone software behind
Manage all your cases in one place
Manage your documents
Increase billable time and cashflow
Reach and collaborate with your clients
Grow your client list
Read all about the latest industry topics
Learn from industry experts
In-depth legal insights
Real perspectives from real people
See an extensive list of CARET Legal partners
Join CARET Legal’s partnership program today