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CARET Legal
The leading solution for legal professionals to manage their practice, delight clients, and optimize revenue.
Products
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Comprehensive Matter Management
Manage and track every aspect of every legal matter in a single platform. Customize matter views and access the audit log to get a 360-degree view of everything happening in your firm.
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Robust Billing, Accounting and Time Tracking
Bill more and have real-time intelligence into your firm’s financials with CARET Legal's built-in business and trust accounting system. Capture and bill for time over 11 different ways, create customized invoices, ensure billing accuracy, manage retainer and trust funds, and get paid quickly with integrated payment processing.
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Advanced Reporting and Analytics
Access comprehensive reports and key metrics with the click of a button. Download, export and print reports detailing timekeeper productivity, chart of accounts, P&L and three-way trust reconciliation.
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Automated Workflows
CARET Legal Workflows allow your firm to schedule tasks and meetings based on case type, facilitating upcoming steps as your team works through each matter. Using pre-defined templates, you and your colleagues to easily track progress in an automated way.
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Intelligent Email & Email Encryption
Keep all case-related emails organized and avoid sending emails to the wrong recipients. Send encrypted emails, receive court-admissible proof of delivery and obtain e-signatures on legal documents through CARET Legal's exclusive integration with RPost.
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Dynamic CRM
Capture, track and cultivate leads so your firm can retain more clients and become more efficient with CARET Legal's CRM.
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Powerful Document Management & Document Automation
Seamlessly create, manage, store, and share documents within the firm and do the same securely with clients. Generate documents and correspondence with ease, saving you time and keeping your practice running smoothly and efficiently.
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Legal Calendaring
Keep everyone in your firm on the same page while tracking important deadlines and appointments so you never miss a beat. Create color-coded, customizable categories, initiate 2-way sync with your CARET Legal calendar and Gmail or Microsoft 365 and set up rules-based calendaring.
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Efficient Task Management
Save time, encourage accountability and reduce error with CARET Legal's task management system. Create task templates and subtasks, receive alerts when deadlines are blown, set up email and SMS reminders and convert tasks to time entries.
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Secure Client Portal
Securely share sensitive information with your clients through CARET Legal's accessible, integrated client portal to ensure privileged information does not get intercepted.
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Dedicated iOS & Android Mobile Apps
Take your practice on the road and access matters from any location, at any time with native iOS and Android apps. Keep track of time on the go, scan business cards and documents and activate fingerprint recognition.
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Web Site: caretlegal.com
Information
- CARET Legal
2010 Jimmy Durante Blvd, Suite 130
Del Mar, California 92014
United StatesEmail: [email protected]Phone: 800-726-3339Map It »
caretlegal.com - Products11
- Last UpdatedOctober 1, 2025 9:34am EDT