CARET Legal Webinars & Product Spotlights

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. 

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, a powerful document automation tool that is now offered with CARET Legal’s Enterprise Advance plan, is an essential tool for larger and more

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.

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

CARET Legal’s Director of Training and Implementation walks you through the various accounting reports that will aid during tax season. Some of the reports featured include 1099s, Profit & Loss Statements, and Write-Off reporting.

Pre-billing is often a dreaded task going into your billing cycle. With CARET Legal, it no longer has to be. Our Director of Training, Amy Reynolds, walks you through tips and tricks to cut down the time you spend generating and editing pre-bills so you can focus on billable work

With business email compromise on the rise, it’s more important than ever to ensure that your mail is secure to prevent crucial data from being taken by sophisticated cybercriminals.

Now more than ever before, clients are demanding greater accessibility and security of their data and documents. Client portals help to deliver on both of these requirements, allowing firms to securely share files and invoices with matter-related contacts.