CARET Legal

Accounting features organized by department

Simplify repetitive tasks and automate manual processes like scheduling and task follow-up with pre-defined templates ensuring consistent workflows

Manage legal billing, accounting, and payment processing with customizable rate cards, time entries, invoices, integrated payments, and trust accounting

LEDES-compliant invoicing capabilities for billing

Centralized contact database with filtering and search capabilities

Organize and manage crucial contact information from clients, prospects, witnesses, and opposing counsel in a single easy-to-navigate dashboard with CRM capabilities

Manage all cases in one place with consolidated critical client information, matter management, workflow automation, email, calendaring, documents, and tasks

Fully-encrypted secure portal for sharing case details with clients and colleagues

White-labeled mobile and web portals customized with firm branding for clients and outside collaborators

Email functionality integrated directly into the practice management platform

Reach and collaborate with clients securely through email, secure client portal, and text messaging with fully-encrypted communication

Integration capabilities with popular third-party applications

Professional data migration services from cloud and legacy applications

Comprehensive mobile application for accessing firm information on-the-go from phone or tablet

Payment processing integrated into the platform

Advanced analytics and reporting with standard dashboards and reports for data visualization

Tailor analytics to display data in preferred formats

Generate reports that meet unique business needs with configurable analytics

Choose specific metrics to track and analyze based on individual requirements

Gather real-time insights into firm performance with intuitive dashboards and customizable reports to empower data-driven decision-making

Role-based access control and custom permission settings

Cutting-edge technology to identify, investigate, and prevent potential threats

Round-the-clock phone support available nearly every day of the year

Hands-on personal onboarding process with team members dedicated to getting the firm up and running quickly

Round-the-clock access to dedicated experts for queries, technical issues, and concerns

Create, assign, and track tasks across the firm

Calendar management and scheduling integrated into the platform

Built-in time tracking for billable hours management

On-demand courses, webinars, and live training sessions with specialists