Overview of CARET Legal
CARET Legal is a comprehensive, cloud-based legal practice management platform designed to streamline and integrate all aspects of a legal practice. This robust solution is tailored for legal officers, individual law practitioners, and law firms, aiming to enhance efficiency, security, and client satisfaction.
Core Functionalities
- Integrated Practice Management: CARET Legal combines essential features such as email, billing and accounting, calendar management, document storage, notes, tasks, and more into a single platform. This eliminates the need for third-party integrations, providing a seamless and unified experience.
Key Features
- Matter Management: The platform offers exceptional matter management capabilities, allowing users to store and access critical case information in a unified dashboard. This ensures that all stakeholders, including staff and clients, are on the same page while maintaining the security and confidentiality of sensitive data.
- Built-in CRM: CARET Legal includes a built-in Customer Relationship Management (CRM) system that streamlines the pre-retention lifecycle and intake processes. It automates the transition of leads to matters, eliminating double data entry and enhancing the efficiency of client onboarding.
- Billing and Accounting: The platform features a built-in business and trust accounting system, enabling users to capture and bill time in over 11 different ways, create customized invoices, and download bank account activities from thousands of financial institutions. It also supports LEDES invoicing and UTBMS codes, and facilitates quick payment processing.
- Email Management: CARET Legal includes advanced email management features such as automatic filing of emails, conversion of emails to tasks, and automatic time entry. The Smart Suggest system helps users identify and display relevant contacts and emails related to current cases.
- Calendar and Task Management: The platform offers robust calendar management with 2-way sync capabilities with Google Calendar, Outlook, and Office 365. It also features a task management system that allows users to create task templates, set reminders, and convert tasks to time entries.
- Document Management: CARET Legal provides unlimited storage and document management, ensuring all firm files are easily accessible. Users can generate documents and correspondence using pre-entered information, saving time and maintaining efficiency.
- Security and Compliance: The platform is SOC 2 compliant and adheres to PCI DSS standards, ensuring the highest levels of security, confidentiality, and privacy. Data is encrypted using a dynamic multi-iteration 2048-bit process, and bank-grade TLS encryption protects data transmission. Additional security measures include two-factor authentication, stringent password policies, and detailed activity logging.
- Mobile Accessibility: CARET Legal offers dedicated mobile applications for iOS and Android devices, allowing lawyers and their staff to manage their practice on the go. Features include fingerprint recognition, business card scanning, and access to case files from any location.
- Integration Support: Despite its comprehensive built-in features, CARET Legal also supports integration with various email apps, document management software, and other business systems such as Gmail, IMAP, OneDrive, and Google Drive.
Packages and Pricing
CARET Legal is available in three main packages: Enterprise, Enterprise Plus, and Enterprise Advanced. Pricing starts at $79/month, with additional services like onboarding, training, and automation available for purchase separately.
In summary, CARET Legal is a holistic legal practice management solution that integrates all critical aspects of a legal practice into one platform, enhancing efficiency, security, and client satisfaction while providing a robust set of features to manage and grow a legal business.