Product
CARET Legal Features

Our Legal Practice Management Software

Leave standalone software behind

Case Management

Manage all your cases in one place

Document Solutions

Manage your documents

Billing, Accounting and Payments

Increase billable time and cashflow

Client Communication

Reach and collaborate with your clients

Prospect and Contact Management

Grow your client list

More about our product

Why CARET Legal
Data Security
Integrations
Mobile App
What’s New
Practice Areas

Practice areas

Our Legal Software Solutions

Real Estate Law

Employment Law

Insurance Defense

Civil Litigation

Personal Injury

Estate Planning

Intellectual Property

Criminal Law

Immigration Law

Family Law

Firm size

Smaller Firms

1-30 Employees

Larger Firms

30+ Employees
Resources

Learn

Blog

Read all about the latest industry topics

Webinars & Product Spotlights

Learn from industry experts

Whitepapers

In-depth legal insights

Customer Stories

Real perspectives from real people

Support

Support Center

Get help from our expert support team

Partner

Find a Partner

See an extensive list of CARET Legal partners

Become a Partner

Join CARET Legal's partnership program today
Pricing

Legal practice management software for small to mid-size law firms

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.

95%

Customers would recommend CARET Legal to others

*Source: G2 Fall 2022 legal practice management report

15%

Increase in billable time based on better tracking

*Source: Newman & Lickstein LLP case study

31%

Faster return on investment than other practice management providers

*Source: G2 Fall 2022 legal practice management report

Run your practice like clockwork

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.

Simplify trust fund management

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.

Unified billing and accounting

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.

Get the most out of your technology investment with features like:

Mobile apps for your iPhone and Android

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.

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 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.

Manage your calendar like a pro

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.

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.

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.