CARET Legal

CARET Legal is a next-generation cloud-based legal practice management platform designed to transform the operations of law firms and legal professionals. Built with forty years of industry expertise and trusted by over 10,000 firms, CARET Legal stands out for its comprehensive suite of features that streamline workflow, billing, document automation, and collaboration within a secure, intuitive environment. Central to CARET Legal is its integrated matter management system, which organizes every aspect of a case—from client intake to closing—within a single, accessible dashboard. It enables law firms to efficiently manage case details, assign tasks, automate deadlines, and synchronize appointments and court dates, all while providing robust customization options based on practice areas or recurring case types. The system supports complex calendar calculations by integrating with tools like LawToolBox, ensuring deadlines take into account court rules, weekends, and holidays, and delivering calendar reminders and alerts to prevent missed limitations or hearings. Document management and automation are other pillars of CARET Legal’s platform. Users can generate, store, and share legal documents securely within the firm or through encrypted client portals. Integrated tools allow for scanning, electronic signatures, and seamless document assembly, minimizing manual effort while ensuring that all files are easily retrievable and protected against unauthorized access. CARET Legal’s document summarization features further simplify lengthy files, making important details quickly accessible to attorneys and staff. Task management is handled with advanced automation and collaboration features, such as automated workflows for different case types. The platform assigns tasks to specific team members based on their roles, tracks progress in real time, and provides customizable templates for recurring actions. By reducing redundant manual steps, CARET Legal lets teams focus on higher-value activities while supporting accountability across the organization. Billing and accounting are fully integrated, supporting law-specific requirements like trust accounting, three-way reconciliation, customizable rate cards, time tracking, and online payment processing. Firms can capture billable time in over 11 different ways, generate customized invoices, and receive payments through secure PayNow links—which reportedly result in 75% of invoices being paid on the same day, thus greatly improving cash flow efficiency. The platform’s powerful analytics and reporting tools give firm partners and administrators real-time insights into productivity, revenue, and financial performance, empowering data-driven decision-making.

CARET Legal’s competitive edge in the legal practice management software market stems from its fusion of automation, comprehensive functionality, user experience, and seamless integrations tailored for law firms of all sizes. Unlike many alternatives that require multiple add-ons or struggle to offer true end-to-end case management, CARET Legal delivers a robust all-in-one platform encompassing matter management, document automation, billing, trust accounting, time tracking, and powerful reporting dashboards. A primary differentiator is its deep automation of routine workflows. CARET Legal offers automated calendaring based on court rules, task assignment by case type, and integrated document creation and assembly—capabilities that reduce manual effort and ensure deadlines are never missed. The platform’s intuitive legal CRM streamlines lead and referral source tracking, allowing firms to nurture clients and scale their operations with fewer administrative bottlenecks. CARET Legal’s mobile capabilities further set it apart. With native mobile apps, attorneys and staff can access case files, update tasks, and communicate securely on the go, enabling true remote work flexibility. Two-way synced email and cloud-based document management keep everyone connected and informed in real time.

• Small Businesses (1-99)
• Mid Market (100-500)
• Enterprise (500+)