Document Management in CARET Legal
The efficient organization and management of documents is paramount to a legal team’s success which is why CARET Legal has spent years developing a native comprehensive Document Management system – no integrations required! During this webinar, our Director of Training will show you how to leverage CARET Legal’s document management tools for more efficient collaboration with clients and colleagues alike.
Summary
45 minutes
The efficient organization and management of documents is paramount to a legal team’s success which is why CARET Legal has spent years developing a native comprehensive Document Management system – no integrations required! During this webinar, our Director of Training will show you how to leverage CARET Legal’s document management tools for more efficient collaboration with clients and colleagues alike.
In this webinar, we'll cover:
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In-document search
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Document editing with zDrive, z-Editor and CARET Legal's Word plugin
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Document versioning
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In-browser editing
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Sharing documents with clients through Caseway
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CARET Legal’s portfolio generator and more!
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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.