CARET
Legal
offers
a
complete
solution
for
clients,
from
prospect
to
profit,
with
case
management,
document
solutions,
billing,
accounting
and
payments,
client
communication,
and
prospect
and
contact
management.
Users
can
minimize
data
entry
and
efficiently
manage
their
work
by
utilizing
these
powerful
tools
within
the
application.
Workflows
are
at
the
core
of
CARET
Legal,
driving
consistency
across
legal
teams.
Workflows
CARET
Legal
Workflows
are
an
automated
way
to
add
tasks
and
calendar
appointments
for
specific
matter
types
and
track
their
progress.
Seamlessly
embedded
into
the
platform,
CARET
Legal
Workflows
help
legal
teams
collaborate,
align,
and
coordinate
on
various
protocols
to
drive
efficiency
across
the
firm.
This
feature
acts
as
the
firm’s
internal
playbook
for
complex
tasks,
discussions,
and
decisions
with
the
flexibility
to
customize
for
any
practice
area
and
each
firm’s
specific
needs.
Workflows
are
triggered
by
dates,
events,
and
completion
of
tasks,
and
are
easily
created.
When
a
firm
deploys
CARET
Legal,
it
can
design
workflows
aligning
with
each
practice
area
with
tasks
assigned
by
role
and
initiated
by
the
workflow’s
anchor
date
or
start
date.
These
workflows
will
provide
transparency
into
how
each
step
of
a
case
is
managed,
and
the
team
will
have
one
place
to
go
for
information,
driving
efficiency
and
uniformity.
See
Figure
1.
Figure
1:
CARET
Legal
Workflow
–
Firms
can
build
out
their
processes
from
beginning
to
end.
CARET
Legal
provides
intuitive
tools
to
build
a
process,
whether
for
a
task
or
event,
and
insert
the
desired
timing
between
phases.
Task
Management
CARET
Legal’s
Task
Management
system
is
a
powerful
tool
enabling
legal
teams
to
keep
track
of
their
to-do
list
for
each
of
their
cases.
The
system
includes
task
templates
that
store
the
firm’s
pre-defined
procedures
in
a
single
location.
Tasks
can
be
sorted,
filtered,
and
contain
subtasks
with
users
able
to
create
reminders
and
alerts
when
tasks
are
completed
or
overdue.
Team
members
can
tag,
comment,
color-code,
and
prioritize
tasks
and
mark
them
as
recurring,
and
tasks
can
also
be
assigned
to
specific
matters
and
documents
as
needed.
These
features
make
it
easy
to
manage
a
team’s
tasks
to
stay
on
top
of
a
matter.
Document
Management,
Automation,
and
Quick
Summary
Harnessing
past
work
for
future
activity
makes
good
business
sense,
and
CARET
Legal
has
made
this
practice
simple
by
integrating
advanced
document
automation
powered
by
HotDocs.
A
document
automation
software
that
streamlines
the
process
of
creating
complex
and
customized
legal
documents,
such
as
contracts
and
wills,
HotDocs
allows
users
to
transform
frequently
used
documents
and
forms
into
intelligent
templates,
enabling
swift
production
of
custom
documentation.
HotDocs’
templates
are
interactive
and
can
be
customized
to
fit
a
firm’s
specific
needs.
The
software
queries
the
user,
via
interactive
interview
forms,
for
the
information
necessary
to
generate
a
document
or
set
of
documents
and
saves
the
information
in
an
answer
file.
See
Figure
2.
Figure
2:
HotDocs
interactive
interview
forms,
using
conditional
logic,
are
created
to
gather
information
needed
to
generate
a
document,
such
as
an
interview
form
to
create
a
will.
Additional
questions
are
presented
based
on
the
answers
provided,
such
as
if
“married”
is
selected
as
the
marital
status,
the
form
will
request
the
spouse’s
name.
Similarly,
if
the
Testator
indicates
they
have
children,
names
and
dates
of
birth
will
be
requested.
HotDocs
document
automation
software
adds
powerful
benefits
to
CARET
Legal’s
document
management
features.
Users
can
automatically
generate
multiple
document
types
using
templates,
easily
modify
files,
and
track
edits
for
effective
collaboration
and
version
control.
Once
created,
documents
can
be
securely
stored
and
easily
accessed
using
intelligent
search
features.
Another
productivity
driver
in
CARET
Legal’s
document
solutions
is
an
AI-enabled
Quick
Summary,
providing
concise
yet
comprehensive
summaries
of
lengthy
documents.
Rather
than
scanning
a
document,
users
can
glance
at
it
and
grasp
the
main
points,
critical
insights,
and
key
takeaways.
The
AI-enabled
Quick
Summary
condenses
complex
information
into
an
easily
digestible
preview,
making
it
easier
to
locate
a
document
quickly
or
provide
a
memory
refresh
on
a
set
of
documents.
Client
Communication
CARET
Legal
provides
a
client
portal
for
law
firms,
enabling
the
legal
team
and
clients
to
view
and
share
documents
securely.
The
portal
features
256-bit
bank-level
encryption,
ensuring
privileged
information
remains
protected
from
unauthorized
access.
CARET
Legal’s
in-app,
two-way
SMS
messaging
system
facilitates
client
communication
without
jumping
between
applications
or
devices.
Whether
sending
a
quick
message
or
setting
up
an
appointment,
the
system
supplies
another
efficient
way
for
legal
teams
to
manage
important
communication
and
deliver
a
superior
client
experience.
Clients
can
also
pay
invoices
through
the
portal,
providing
a
seamless
experience.
Accounting
and
Reports
CARET
Legal’s
legal
billing
and
accounting
software
clarifies
complex
processes
with
simple,
customizable
rate
cards,
time
entries,
and
invoices.
The
goal
of
CARET
Legal’s
accounting
software
is
to
improve
the
productivity
of
a
legal
practice.
Features
like
automated
compliance
checks,
matter-centric
billing,
and
legal
trust
accounting
are
pre-installed.
Additionally,
CARET
Legal
incorporates
timers
that
easily
convert
into
time
sheets.
CARET
Legal
integrated
payment
processing
is
an
automated
and
secure
way
to
handle
business
payments.
Offering
clients
the
convenience
they
need
while
seamlessly
working
with
the
realities
of
a
virtual
world,
payments
through
CARET
Legal
are
easy
and
effortless
both
for
law
firms
and
their
clients.
Along
with
faster
payments
and
secure
billing
and
collecting,
clients
appreciate
an
easy
way
to
pay
while
firms
appreciate
quicker
cash
flow.
Additionally,
CARET
Legal
integrated
payments
eliminate
much
of
the
time
historically
wasted
on
unnecessary
billing
activities,
further
driving
efficiencies.
CARET
Legal
provides
a
configurable
reporting
dashboard,
giving
firms
helpful
information
quickly,
including
standard
reports
that
can
be
altered
based
on
filtering.
Client,
compensation,
productivity,
vendor,
trust,
and
accounting
are
the
reporting
categories,
with
many
reports
provided
for
each.
Reports
can
be
scheduled
and
emailed
on
a
recurring
basis
and
downloaded
to
CSV
or
PDF.
Custom
reports
can
also
be
generated.
See
Figure
3.
Figure
3:
The
admin
dashboard
provides
a
dynamic
and
customizable
view
of
the
firm’s
finances.
Integrations
CARET
Legal
features
bi-directional
synchronization
and
seamless
Microsoft
and
GSuite
email
and
calendar
integration.
Users
can
also
integrate
with
QuickBooks,
LawToolBox,
OneDrive,
and
NetDocuments.
In
addition
to
outside
integrations,
CARET
Legal
includes
two
best-in-class
products
from
the
CARET
family:
advanced
document
automation
powered
by
HotDocs
along
with
integrated
payment
processing.
CARET
Legal
guarantees
the
highest
security,
privacy,
and
confidentiality
standards
with
a
SOC
2-compliant
end-to-end
legal
practice
management
platform.
Latest
Developments
and
Updates
·
CARET
Legal
Workflows
improve
collaboration
and
drive
efficiency
by
automating
the
addition
of
tasks
and
calendar
appointments
for
specific
matter
types
and
tracking
their
progress.
·
HotDocs
integration
is
available
in
CARET
Legal’s
Enterprise
Advance
pricing
tier.
Users
can
experience
the
power
of
HotDocs,
an
advanced
legal
document
automation
software,
streamlining
the
process
of
creating
complex
and
customized
legal
documents.
·
Text
Messaging
(dashboard)
for
client
texting
–
attorneys
can
communicate
with
clients,
leads,
and
matter-related
contacts
quickly
and
efficiently
through
two-way
SMS
messaging
directly
within
CARET
Legal.
·
AI-enabled
Quick
Summary
–
Quick
Summary
provides
firms
with
concise
document
summaries,
allowing
them
to
quickly
grasp
the
main
points,
critical
insights,
and
key
takeaways
of
a
document
or
set
of
documents.
Pricing
CARET
Legal
provides
a
competitive
tiered
pricing
model,
offering
flexibility
to
meet
each
firm’s
needs.
Please
visit
www.caretlegal.com/pricing
for
more
details.
Who
is
CARET?
CARET
is
a
legal
technology
company
with
over
300
professionals
headquartered
in
San
Diego,
California.
CARET’s
mission
is
to
empower
legal
professionals
to
focus
on
what
truly
matters
by
providing
them
with
the
latest
technology
and
automation
tools.
CARET
offers
a
cloud-based
legal
practice
management
platform
called
CARET
Legal
which
includes
powerful
and
secure
practice
management,
document
automation,
and
payment
processing
features.
CARET
harnesses
these
components
to
take
firms,
professionals,
and
their
clients
further.
Thousands
of
legal
firms
use
CARET
Legal
to
streamline
their
operations
and
take
their
business
to
the
next
level.
Why
Buy
CARET
Legal?
·
Increase
organization
and
align
teams
and
processes
with
collaboration
tools
and
workflow
automation
that
give
quick
access
to
the
most
essential
details
of
each
matter.
·
Save
time
and
improve
automation
with
software
like
document
automation
powered
by
HotDocs,
allowing
firms
to
create
customized
documents
up
to
90%
faster
than
manual
creation.
·
Drive
revenue,
expedite
the
billing
cycle
through
integrated
accounting
and
billing
features
for
accurate
invoicing,
and
provide
convenient
payment
methods
with
CARET’s
integrated
payment
processing
system.
·
Enhance
client
communication
through
integrated
client
texting,
email,
and
a
secure
client
portal.
See
CARET
Legal
Today!
Find
out
more
about
CARET
Legal
by
visiting
their
website,
www.caretlegal.com,
or
schedule
a
demonstration
today.