Whether your law firm is small or big doesn’t matter because there will really be times when everything will become difficult to handle. There are just too many things to do aside from win cases. This is where the cloud-based practice management software solutions like CARET Legal come in.
Created specifically for solo, small, and mid-sized law firms, this full-featured platform is a good software solution for improved efficiency, accountability, delegation, and productivity. This tool has been clearly designed as a one-stop shop for legal firms that put a premium on integrating the essential professional needs of the business. It allows law firms to allocate the same amount of attention and action to all aspects of the practice even when you are out meeting a client or battling it out in court.
Developed by lawyer and entrepreneur, Fred Cohen, this practice management tool has been designed to change the way you run (and look at) your business, especially if you are one of the many who spends hours upon hours working on an Excel spreadsheet ensuring all core aspects are covered.
CARET Legal Features
If you want maximum productivity, efficiency, and accountability, a new generation, single platform like CARET Legal is a good choice. There are three ways CARET Legal works for solo, small, and mid-sized law firms.
Primarily, according to the developers, CARET Legal provides the right tools to law firms. They opine that with the right tools, everything that needs to be covered and taken care of will be given proper attention.
Second, CARET Legal helps law firms to improve—not just in one aspect but in all the places where improvement is necessary.
Third, the CARET Legal practice management software teaches and encourages law firms to use a systematic approach. If a system is in place and it is used to its full potential, there is no reason why a business will not be propelled to the top. There is no reason why a law firm will not satisfy clients’ needs.
With a 360° new generation, integrated practice management software, your law firm gets to be more efficient and, in the process, become more profitable.
What CARET Legal does is help streamline the flow of work, organize various key aspects of the business, and facilitate and encourage collaboration through its various features:
- All-in-one accounting platform specifically created for law firms
- Task management system that helps law firms manage time wisely
- RPost integration for sending encrypted emails and court-admissible proof of delivery
- Word document template/form builder
- Document management system that comes with a myriad of features
- Calendar
- Audit log
- Intuitive user interface
- Access to important reports
- Metrics and contact management
In addition, CARET Legal works by helping law firms easily organize emails via its built-in email functionality. It is the only cloud-based practice management software solution that has one. This built-in email service is essential in facilitating the proper organization of emails so there is assurance that nothing is sent to the wrong person, company, or entity. CARET Legal makes communication an easy process for law firms.
In addition, CARET Legal works by allowing law firms to share documents using an integrated client portal called Caseway. This is a 100% guaranteed safe, interception-secure, and bank-level encryption bearing portal. As such, firms are sure that even the most important, most privileged documents and information are kept safe.
In more specific terms, CARET Legal works because it is built as one complete platform so it can make a bevy of law firm tasks easier. For example, when you get to the dashboard, you’ll find three windows that show a calendar, email, some tasks, and buttons you need to use to navigate to other screens.
Additionally, it offers tutorials, but these aren’t that necessary because all you need to do is find the Matters button or command and then click on it and the plus sign. In a matter of seconds, you are all set and good to go. From then on, you’ll find out how easy it is to navigate through the system. All you need to do is follow instructions and click on the right buttons.
Some of the things to watch out for are the tasks function with features like a workflow/subtask template and colorful options features, the drop-down menu in the calendar and its full accounting features, which means you can do away with cumbersome QuickBooks and Excel sheets.
Overall, CARET Legal does a lot of essential and first-class work for solo, small, and mid-sized law firms. So, as previously mentioned, it is a one-stop-shop for firms that want to bring organization, efficiency, and accountability to a new level.
CARET Legal Benefits
You can enjoy many benefits from this cloud-based practice management software. These are:
Full Email, Calendar, and Tasks Integration
This feature is one of the things that make CARET Legal stand out from the rest of the pack. Integrating three of the most important features—email, calendar, and tasks—is equivalent to offering the best convenience any business can have. Having these three together and visible in one place eschews the need for you to open a lot of windows or pages; all you need to do is click on any of the icons and what you need will immediately pop on screen.
Actual, Non-Spoofed Emails
Once you click on the email icon, you will be taken directly to an email window that features all the email capabilities you need. What’s unique about this is the fact that you get your actual email account, not an email that’s spoofed, which is often saved in the junk folder.
In addition, CARET Legal allows you to turn emails into tasks that can then be associated with a Matter and passed on to another hard-working member of the team.
In-Depth Task Platform
It allows you to choose from six colors, indicate the due time or date of a particular task, and has a status option that is creatively termed Waiting on Someone Else. It’s like an all-in-one task dashboard.
Add Contacts To Your Network
Joining a conference or convention of lawyers soon? CARET Legal can help you add some important names to your network. All you need to do is secure a business card from your new contacts and CARET Legal will scan it. It’s an app that’s perfect for someone who is always mobile.
Compatible With iOS and Android
This practice management software is compatible with both iOS and Android smartphones so you can be productive even when on-the-go, and no matter what your OS is.
Likewise, the software comes with native iOS and Android apps like calendar events, task management, timekeeping, document scanning, fingerprint recognition, and, as mentioned earlier, business card scanning.
All these benefits offer convenience and a surefire way to better organization, efficiency, and productivity.
CARET Legal Pricing
CARET Legal has three pricing packages for you to choose from: Enterprise, Enterprise Plus, and Enterprise Advance.
Enterprise starts at $79 per user/month (annually billed) or $89 per user/month (monthly billed). This plan provides all of the essential practice management functionality required to help grow and streamline all practice management operations. Its features include:
- Built-In Email
- Document Management
- Calendaring
- Task Management
- Contact Management
- Billing
- Accounting
- Reporting
- Client Portal
- Document Storage
- Productivity Tracking
- CRM and Intake Management Tools
- Enhanced Accounting Features
The Enterprise Plus plan begins at $89 per user/month (annual billing) or $99 per user/month (monthly billing). It comes with all of the practice management features from the Enterprise plan, going further with its matter management tools, business generation features, and advanced reporting, as well as:
- Custom Permissions
- Advanced Document Management
- Department Based Accounting
- ZDrive
The final plan, Enterprise Advance, provides a top-of-the-line offering of practice management features on top of everything in the Enterprise Plus plan. It expands on robust reporting and powerful business intelligence functionality, as well as:.
- Advanced Document Automation powered by HotDocs
- Premium 24/7 Support (Minimum user count and term length applies)
Regardless of the plan you opt for, each one comes with onboarding and training as well as full customer service support at no extra cost.
There is also the option of a free trial if you want to try out the solution and make sure that you choose the right pricing package for your law firm. You can sign up for the free trial directly through the CARET Legal website.
Conclusion
CARET Legal practice management software is the most convenient way to ensure your law firm’s efficiency and productivity. Everything that you need to keep things in their rightful places and propel your business to the top of the success ladder is there—all in one platform that’s simple and easy to use.
If you believe that CARET Legal is the right solution for your law firm—that it is what you need to finally get the spotlight to shine on your business—then you need to at least consider this software solution.
