CARET Legal Webinars

Hear from industry experts on all things legal practice management.

Empower your estate planning practice
On Demand

Empower Your Estate Planning Practice

In this webinar, guest speaker, Barron Henley with Affinity Consulting Group, demonstrates how your firm can generate documents automatically and accurately to drive efficiencies for you and your customers all through the power of CARET Legal with HotDocs advanced document automation. 

Watch now →
CARET Legal in 20 Minutes
On Demand

CARET Legal in 20 Minutes

From best-in-class case management tools to complete billing, accounting, payments and reporting, CARET Legal is a robust platform that helps to streamline your firm’s front and back-office operations. In this session, our Director of Training shares our core features and how they work together to provide firms with a single

Watch now →
Invoice Customization Within CARET Legal
On Demand

Invoice Customization Within CARET Legal

Successful branding is important for any law firm to make sure they stand out from their competitors, and build trust and loyalty with their customers and potential customers. All touchpoints with your clients should be consistent with your firm’s branding, including your firm’s invoices. In this session, our Senior Training

Watch now →
Tips and tricks for your first 90 days
On Demand

Tips and Tricks for Your First 90 Days

Moving to a new practice management platform requires patience and the first few months in a new system can be daunting. Join our Senior Training Specialist to learn tips and tricks that will make sure you have the best experience possible at the beginning of your journey with CARET Legal. 

Watch now →
The Power of Document Automation and Practice Management
On Demand

The Power of Document Automation + Practice Management

At CARET Legal, we understand that efficiency is key, which is why our platform is always improving to meet the needs of all our busy clients. HotDocs by CARET, a powerful document automation tool that is now offered with CARET Legal’s Enterprise Advance plan, is an essential tool for larger

Watch now →
Staying in control of your practice on the go
On Demand

Staying in Control of Your Practice on the Go

As a complete cloud-based solution, CARET Legal allows you to access your firm’s data from any device with internet access. In this session, our Senior Training Specialist shares a detailed look at CARET Legal’s dedicated mobile apps.

Watch now →
Document management in CARET Legal
On Demand

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 shows you how to leverage CARET Legal’s document management tools

Watch now →