CARET Legal Overview
Description
CARET Legal’s secure, cloud-based legal practice management software delivers powerful productivity and automation across your entire firm in a single platform. From intake to matter management to billing, accounting, and actionable insights, CARET Legal simplifies firm-wide operations. Trusted by thousands of legal professionals, CARET Legal offers 24/7 support, automated workflows, and advanced analytics to help firms gain insights, track KPIs, and optimize performance. With CARET Legal’s passive time tracking, firms can capture an extra $20,000 in billable time per attorney. Actual savings may vary.For whom is this product intended?
CARET Legal is built for small and mid-sized U.S. law firms seeking a powerful, fully integrated practice management solution. Firms using CARET Legal aim to streamline daily operations, boost productivity and billable hours, enhance collaboration, and improve overall efficiency. With native accounting, passive timekeeping, automated workflows, and 24/7 support, CARET Legal empowers growing firms to operate more efficiently, securely, and profitably.How do you position yourself against competitors?
CARET Legal is a true end-to-end legal practice management platform built for U.S. law firms. From intake to invoice, it streamlines operations without the need for third-party tools. Our standout feature, CARET Analytics, delivers real-time insights to track KPIs and drive data-informed decisions. Managing Partner at Lagerlof, LLP shares: “[With CARET Analytics], our management team will be able to provide greater transparency into firm operations and performance to enable our future success.”Features
CARET Legal empowers IT teams with a secure, cloud-based infrastructure built specifically for law firms. Centralize user management, enforce role-based access, and maintain compliance with SOC 2, PCI DSS-ready billing, and end-to-end encryption. From onboarding to audit logs, our platform simplifies oversight while meeting strict security standards—so your team can focus on strategy, not manual upkeep.
Deployment
Cloud
Mobile
Desktop
On-Premise
Support
Chat
Email
Phone
Video
Training
Digital Resources
In-Person
Live (online)
Law Practice Management Suites
Billing and Invoicing
Time Tracking
Calendar Integration
CRM
Document Management
Accounting
Task Management
Client Portal
Contacts Management
Calendar Management
Document Assembly
Budgeting/Forecasting
Conflicts Checking
Native Email Client
Staff Rostering
Custom Client Intake
Document Management
Access Controls
Document Database Management (Repository for Archiving and Retention)
Document Disposition Based on User Defined Rules
Encryption capabilities
Integration with Microsoft Teams
Version Control
Search Metadata, Classifications and Indexing
Data Loss and Malware Prevention
Data Recovery
File Types - Multi Format Support
Records Management Compliance Support
Search Full Text
Search Federated Across Multiple Data Sources
Search with Natural Language Support
Compliance Tracking
Geolocation Controls for Data Storage
Document Collaboration
Accounting/Finance
Business Accounting
Account Reconciliation
Check Printing
Trust Accounting
Automated Billing
Firm Analytics, KPIs and Reporting Tools
Legal Business Intelligence
Advanced Analytics
Insights & Recommendations
Power BI integration
Alteryx integration
Integrated Legal KPI Dashboard
Client KPIs
Matter KPIs
Financials
Productivty KPIs
Productivity Target Tracking
Matter Tracker
Trust
Accounts Receivable
Dashboards
Custom Reports
Matter Management
Contract Management
Transaction Management
timelines
Matter budgeting
Audit Trail Logging
Task Management
Litigation Management
Time and Billing
Insights and Analytics
Time Tracking
Invoicing Tools
Trust Accounting
Automatic Time Capture
Preauthorizaed Payments
Split Billing
LEDES Invoicing
Bulk Billing
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Learning Resources
White Papers/Downloads
Using Technology to Streamline, Grow, and Thrive
Strategic Insights for Law Firm Decision-Making
Creating a Modern Case Management Process
Understanding the Full Picture of Profitability at Your Firm
Navigating the Future: Key Trends Shaping the Legal Profession
Leveraging Technology To Improve Employee Engagement and Client Satisfaction
Videos
CARET Legal - Legal Practice Management Software
Screenshots
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