CARET Legal FAQs

  • Who is CARET Legal best for - their role(s) within what kind of companies.

    CARET Legal is designed for the evolving needs of small to mid-sized law firms and offers subscription packages to handle a variety of practice management needs.

  • How does CARET Legal benefit them?

    1. CARET Legal’s cloud-based software allows law firms to access their matter-related information from any location, at any time.
    2. CARET Legal’s intuitive, lawyer-friendly interface is easily navigable by all legal team members, even the most uncomfortable with technology.
    3. With built-in integrations, law firms will no longer have to learn how to use multiple third-party applications.
    4. With law practice management software, it is now easier to streamline workflow, enhance the efficiency and organization of their practice, protect critical data and foster collaboration, delegation and accountability.
    5. Maintain client confidentiality while sharing and receiving sensitive case-related documents and online payments through CARET Legal’s secure, bank level grade client portal.

  • How technical do users need to be to use CARET Legal's software?

    CARET Legal’s interface was designed for the least tech-savvy members of the firm to easily navigate around the platform.

  • What makes CARET Legal a leader in this space?

    CARET Legal is the only comprehensive law practice management software with built-in email and built-in business/trust accounting that seamlessly integrates any third-party applications. Everything needed to manage the business and practice of law is within one secure platform.

  • Who are CARET Legal's biggest competitors (3-5 companies)?

    Centerbase, PCLaw, Clio, MyCase, CosmoLex, Rocket Matter and PracticePanther.

  • How/why is CARET Legal better than those competitors (or most others in their market)? What about CARET Legal is unique, stronger, easier, etc.?

    CARET Legal is a more efficient solution than its competitors because of its full-integration with native features (built-in accounting and email), saving law firms time and money without having to rely on multiple external applications. CARET Legal’s unique interface and features, such as its branded, custom portal app and business card scanner set it apart from its competitors by creating a more efficient practice.

  • What kind of features can customers expect CARET Legal to release in the near future? And longer term?

    The CARET Legal team is always updating our platform and developing new features for our users.

  • Which popular or common software does CARET Legal integrate with?

    LawToolBox, QuickBooks, Office 365/Microsoft 365, Microsoft Word™ (Windows Desktop Versions 2013 and 2016), Microsoft Outlook, RPost, OneDrive, Ricoh, NetDocuments, Worldox and iManage.

  • Does CARET Legal offer a trial or free download available?

    Sign up for a free trial at https://caretlegal.com/free-trial/?leadsource=Paid%20Media&lead_sub_source_2=Featured%20Customers&utm_source=Featured%20Customers

  • Does CARET Legal offer any kind of training/education for their product?

    Help articles, one-to-one training, videos and webinars.

  • Describe the implementation process and timeline for CARET Legal software.

    To get started with CARET Legal, your dedicated CARET Legal account team member will help you import data to make the transition as easy as possible.

  • What are the CARET Legal support options? List all.

    Help articles, free training, videos and webinars, manuals, social media, customer support and live chat.