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
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
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

System Status
Real time system updates
Partner

Find a Partner
See an extensive list of CARET Legal partners

Become a Partner
Join CARET Legal's partnership program today
Pricing

Practice management software for smaller firms

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.

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

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.

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.

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.

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.