Document Management and Automation in CARET Legal

The efficient organization, management and automation of documents is paramount to a legal team’s success which is why CARET Legal has spent years developing a native comprehensive Document Management and Automation system – no integrations required!

In this webinar, CARET Legal’s Director of Training will show you how to leverage CARET Legal’s document management and automation tools for more efficient collaboration with clients and colleagues alike. During this session, we will explore:

• Document automation and custom fields
• Document editing with zDrive, z-Editor and CARET Legal’s Word plugin
• Document versioning
• In-document search
• Sharing documents with clients through Caseway
• and more!