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.
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.
Learn 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.
Learn more
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.
Learn more
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.
Get started with a free trial, or schedule a demo to see how CARET Legal helps you work smarter and maximize revenue.