CARET Legal is a cloud-based practice management platform designed for law firms of all sizes, streamlining the entire legal workflow from client intake to billing and reporting. Its robust feature set includes matter and case management, intelligent email integration, advanced calendaring and task management, contact and client relationship management (CRM), and secure document management with built-in HotDocs automation. CARET Legal enables automated workflows that minimize manual entry, assign tasks by matter type, generate deadlines, and provide real-time alerts to help firms stay organized and on schedule. The platform integrates tightly with widely used tools such as Microsoft 365, G-Suite, NetDocuments, and QuickBooks Online, offering secure access from any device.
24
Features1
Categories4.5
Verified User Rating
Case/matter managementContact and CRM managementDocument management and automationTime tracking (multiple entry methods)Billing and invoicing (hourly, flat fee, LEDES)Integrated trust accountingGeneral and legal accounting suiteSecure client portal (white-labeled, mobile-ready)Calendar management and automated remindersTask and workflow automationEmail integration (bi-directional, with multiple providers)Mobile app access (iOS/Android)Two-way SMS/text messagingOnline payment processing (credit card, ACH)Split and consolidated billing optionsVendor bills and accounts payable managementReal-time reporting and analytics dashboardsAdvanced search and full-text searchDocument version control and audit trailsCustomizable templates and fieldsIntegrated check writing (print on 3-part sheets)Bulk import/export of contacts and mattersBuilt-in conflict and compliance managementBank account and credit card reconciliationHelp DeskFAQsEmailForumDesktop - MacCloud, SaaS, Web-BasedMobile - AndroidMobile - iPhoneDesktop - Windows
