When
law
firms
talk
about
technology,
the
word
“ease”
doesn’t
always
come
up.
But
Elisabeth
Alonzi,
Senior
Solutions
Consultant
at
CARET
Legal,
made
a
convincing
case
that
the
company’s
all-in-one
practice
management
platform
has
cracked
the
code.
“Every
firm
has
some
kind
of
heartburn
with
getting
paid,
managing
matters
or
tracking
time,”
Alonzi
said.
“And
all
types
of
law
firms
work
very
differently,
even
if
they’re
in
the
same
practice
area.
So
we
really
focus
on
consolidation,
which
is
where
we
play
really
well.”
CARET
Legal
is
a
cloud-based
practice
management
platform
that
combines
case
management,
document
management,
time
tracking,
billing,
accounting,
analytics,
and
payments
in
a
single
system.
It
includes
built-in
email
and
calendar
integrations
with
Outlook
and
Gmail,
allowing
lawyers
to
save
emails
to
a
matter,
create
tasks,
and
track
billable
time
automatically.
Having
all
those
features
in
one
place
adds
up
to
saving
hundreds,
if
not
thousands,
of
billable
hours
per
year.
During
a
recent
demo
with
Above
the
Law,
Alonzi
showed
us
how.
Getting
Started
In
one
view
on
the
firm
Dashboard,
users
can
get
a
global
view
of
everything
on
their
plate.
The
navigation
bar
on
the
left
allows
quick
access
to
case
matters,
calendar,
contacts,
analytics,
tasks,
documents,
and
more.

Firms
can
customize
what
they
see
upon
opening
the
platform.
For
example,
the
Analytics
view
below
is
based
on
business
intelligence
insights,
which
a
client
previously
spent
hours
per
month
running
manually.
Now
their
business
analytics
update
automatically,
and
they
can
see
them
first
thing
in
the
morning.

“It’s
really
the
art
of
the
possible,”
Alonzi
said.
A
Platform
Lawyers
Can
Actually
Use
Without
an
IT
Degree
Ease
of
use
was
a
constant
refrain
throughout
Alonzi’s
walkthrough.
“A
managing
partner
once
told
me,
‘The
CARET
Legal
interface
looks
so
easy
to
use,
I
could
easily
see
a
fast
return
on
investment,’”
Alonzi
said.
That
simplicity
carries
through
every
layer
of
the
platform.
CARET
Legal
integrates
directly
with
Microsoft
365
and
Gmail,
so
users
can
manage
emails,
link
them
to
matters,
create
tasks
for
others
by
checking
a
box,
and
even
capture
billable
time
from
within
their
inbox.
It
beats
manually
exporting
emails
as
PDFs
to
put
them
into
a
folder.

“This
is
truly
your
inbox,”
she
said.
“With
this,
you
just
open
an
email
and
link
it
to
any
matter
you
need
to.”
CARET
also
offers
15
ways
to
record
time,
accommodating
users
at
every
tech
comfort
level.
“That’s
not
to
overwhelm,
but
to
say
you
all
have
different
comfort
levels
with
technology.
We
work
with
what
works
best
for
you.”

Time
entries
are
prepopulated
with
the
rate
you’re
charging
for
the
case.
For
instance,
if
it
were
a
personal
injury
case,
it
could
be
programmed
to
say
“no
charge”
if
the
action
were
unbillable
hours.
The
timer
also
automatically
starts
any
time
an
attorney
starts
writing
an
email,
catching
those
moments
when
they
may
have
forgotten
to
start
the
time.
“That’s
a
revenue
leakage
that
you
don’t
even
know
that’s
happening
in
your
day-to-day,
but
we
do,”
Alonzi
said.
“And
so
we’ve
built
in
those
fail-safes
to
help
you
organically
increase
your
billables
with
work
you’re
doing
anyway.”
No
More
‘Toggle
Tax’—for
All
Departments
CARET
Legal’s
central
selling
point
is
its
all-in-one
design.
Attorneys
working
on
case
matters,
paralegals
helping
with
research,
and
accountants
in
the
back
office
all
use
the
same
software,
eliminating
the
need
for
different
subscriptions
for
different
departments.
“We’re
not
a
modular
platform,”
Alonzi
said.
“It’s
really
all-in-one,
to
avoid
what
I
would
call
a
toggle
tax
or
a
click
tax
on
what
attorneys
are
doing
and
how
they’re
spending
their
time.”
The
system
combines
matter
management,
document
storage,
accounting,
reporting,
and
payment
processing
in
one
interface.
And
all
the
features
are
included
in
the
base
price,
including
payment
processing.
CARET’s
built-in
accounting
tools
follow
generally
accepted
accounting
principles
and
are
designed
with
the
legal
industry
in
mind.
“We
know
state
bar
requirements,
we
know
IOLTA
compliance
requirements,”
Alonzi
said.
“We
understand
certain
ways
this
needs
to
be
done,
more
so
than
a
generic
QuickBooks.”

That
integration
extends
to
billing
and
payments
as
well.
When
a
client
pays
through
CARET’s
payment
processor,
the
invoice
is
automatically
updated
as
paid,
eliminating
the
need
for
manual
entry.
Alonzi
highlighted
one
firm
that
told
her
payments
started
arriving
as
they
were
still
running
their
second
billing
batch
because
invoices
were
being
processed
and
reconciled
in
real
time.
“You
get
workflows,
document
management,
text
messaging,
reporting,
and
analytics—it
all
lives
in
a
single
platform,”
Alonzi
said.
Automation
and
Analytics
That
Boost
the
Bottom
Line
If
ease
of
use
and
consolidation
make
CARET
Legal
approachable,
automation
and
analytics
make
it
powerful.
“Our
analytics
are
built
right
into
the
platform,”
Alonzi
explained.
“Sometimes
people
forget
that
they
actually
are
a
business,
but
how
are
you
managing
the
business
side
of
the
firm?”
The
analytics
engine
turns
raw
data
into
living
dashboards
based
on
custom
fields
that
depend
on
whatever
the
firm
needs.
“I
set
this
specific
report
up
one
time,”
she
said.
“Then
it
will
continue
running
as
information
continues
to
update.”
That
means
no
more
exporting
spreadsheets
or
manually
refreshing
reports.

The
analytics
suite
also
helps
firms
monitor
key
financial
metrics
like
days
to
payment.
With
CARET’s
built-in
payment
processor,
firms
get
paid
faster,
Alonzi
said.

The
Financial
Health
dashboard
(pictured
above)
provides
deep
insights
into
the
business
of
your
law
firm,
helping
you
keep
a
pulse
on
key
financial
trends
and
metrics
like
year-to-date
revenue
and
revenue
by
practice
area.
Predictive
modeling
shows
where
you’re
headed
and
helps
set
targets.
With
real-time
alerts
when
data
changes,
the
dashboard
illuminates
hidden
reporting
needs
and
adapts
to
your
firm’s
unique
requirements
through
powerful
customization
and
configurability
–
without
complexity.
Automation
extends
beyond
reporting.
When
documents
are
uploaded
to
the
system,
they
are
automatically
processed
and
scanned
for
easier
recall
and
searching
later.
When
the
latest
version
of
the
document
is
saved,
it
updates
to
the
newest
version
in
all
locations
for
all
users,
highlighting
the
change.
CARET
also
has
customizable
workflows
that
automatically
create
tasks
and
events
based
on
predefined
templates,
keeping
everyone
on
schedule.
“Workflows
are
very
configurable
and
very
easy
to
do,”
Alonzi
said.
“You
can
create
one
for
document
preparation,
client
intake,
or
financial
reporting.
Once
the
first
task
is
completed,
the
next
one
automatically
populates.”

Firms
that
still
manage
tasks
through
email
threads
or
spreadsheets
would
particularly
benefit
from
CARET’s
built-in
task
and
reminder
tools.
It
ensures
no
one
misses
a
deadline
because
an
email
got
lost
in
an
inbox.
This
automation
also
supports
better
onboarding
and
training.
Especially
for
attorneys
who
are
particular
about
their
workflow,
they
can
create
a
custom
workflow
in
their
profile.
Alonzi
offered
the
example
of
one
attorney
who
had
a
special
“Michael
Workflow”
that
CARET
was
able
to
program
into
the
system.
When
a
new
paralegal
or
associate
joined
the
firm,
he
assigned
them
the
workflow.
It
clearly
outlined
their
tasks
and
timelines,
and
he
got
a
faster
return
on
his
investment
because
he
wasn’t
constantly
reminding
people
how
he
works.
Efficiency
Without
the
Growing
Pains
From
CARET
Legal’s
in-app
support
agent
and
24/7
phone
assistance
to
their
knowledge
base
and
other
online
resources,
their
support
team
is
with
you
every
step
of
the
way.
Lawyers
will
be
surprised
at
how
fast
they
see
a
return
on
their
investment,
Alonzi
said.
“You
know
how
to
do
the
law,”
Alonzi
said.
“We’re
your
business
partner
to
help
your
business
run
more
efficiently—and
to
get
you
paid
faster
for
the
work
you’re
already
doing.”
Ready
to
see
for
yourself?
Schedule
a
personalized
demo.









