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Average Ratings 0 Ratings

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ease
features
design
support

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Description

CARET Legal is the leading solution for legal professionals to manage their practice and create space for what matters, including delighting clients and maximizing billable time. From client intake, to matter management, to back-office financials and reporting, CARET Legal helps you save time, increase team collaboration, increase accuracy, scale your business, and collect revenue faster than ever before.

Description

Accelerate the process of reviewing and approving invoices, ensuring that billing is both clean and compliant in real-time, while reducing the time it takes to send out bills by more than five times! Enhance your invoice management by achieving compliance with billing guidelines in real-time and fully automating your UTBMS coding. This eliminates tedious tasks and streamlines operations. Experience a comprehensive AI-driven invoice and matter management system that allows for easy editing, merging, combining, and converting of LEDES 1998B invoices effortlessly. Additionally, it automates the client intake process, including conducting preliminary conflict checks, and offers real-time insights and alerts regarding budgeting. With these features, you can significantly improve efficiency and accuracy in your billing processes.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Gmail
Google Calendar
HotDocs
LawToolBox
Lawmatics
Microsoft 365
Microsoft Outlook
Microsoft Word
NetDocuments
QuickBooks Online
RMail
Worldox

Integrations

Gmail
Google Calendar
HotDocs
LawToolBox
Lawmatics
Microsoft 365
Microsoft Outlook
Microsoft Word
NetDocuments
QuickBooks Online
RMail
Worldox

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

CARET Legal

Founded

2015

Country

United States

Website

caretlegal.com

Vendor Details

Company Name

EffortlessLegal

Country

United States

Website

effortlesslegal.com

Product Features

Law Practice Management

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Legal Billing

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Trust Accounting

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

Product Features

Law Practice Management

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Legal Billing

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

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