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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

At the core of our comprehensive range of products and services lies MAUI®, the driving force behind our trust accounting platform. Designed to simplify the tasks of trust professionals, MAUI features an intuitive interface coupled with powerful, real-time reporting capabilities, making it an increasingly popular choice among trust professionals looking to enhance their growth and fulfill their clients’ requirements. We have developed an advanced trust accounting application from its inception and continue to expand its capabilities. By actively incorporating feedback from our users, we have created additional modules that integrate seamlessly with the MAUI platform, offering a robust and scalable solution tailored to meet your customers’ specific needs. Additionally, our Infovisa Client Portal serves as an online hub for both you and your clients, allowing them to personalize dashboards and access reports in a manner that aligns with their preferences. Customers can also easily download statements through the portal, leading to significant savings on printing and mailing costs while improving overall efficiency. This ongoing commitment to innovation ensures our users always have the best tools at their fingertips.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Gmail Yes 
Google Calendar Yes 
LawToolBox Yes 
Lawmatics Yes 
Microsoft 365 Yes 
Microsoft Outlook Yes 
Microsoft Word Yes 
Mitratech HotDocs Yes 
MoneyGuide No 
NetDocuments Yes 
QuickBooks Online Yes 
RMail Yes 
Worldox Yes 

Integrations

Gmail No 
Google Calendar No 
LawToolBox No 
Lawmatics No 
Microsoft 365 No 
Microsoft Outlook No 
Microsoft Word No 
Mitratech HotDocs No 
MoneyGuide Yes 
NetDocuments No 
QuickBooks Online No 
RMail No 
Worldox No 

Pricing Details

Contact us for a custom pricing quote at 800-726-3339.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

CARET Legal

Founded

2015

Country

United States

Website

caretlegal.com

Vendor Details

Company Name

Infovisa

Founded

1992

Country

United States

Website

www.infovisa.com/maui

Product Features

Law Practice Management

Billing & Invoicing Yes 
CRM Yes 
Calendar Management Yes 
Client Portal Yes 
Conflict Management Yes 
Contract Management No 
Document Management Yes 
Email Management Yes 
Legal Case Management Yes 
Task Management Yes 
Time Tracking Yes 
Trust Accounting Yes 

Legal Billing

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

Legal Case Management

Billing Management Yes 
Calendar Management Yes 
Case Notes Yes 
Client Management Yes 
Communication Tracking Yes 
Conflict Management Yes 
Corporations No 
Court Management No 
Discovery Management No 
Docket Management Yes 
Document Management Yes 
Expense Tracking Yes 
Government No 
Law Firms Yes 
Records Management Yes 
Task Management Yes 
Time Tracking Yes 
Trust Accounting Yes 

Trust Accounting

Accrual Accounting Yes 
Activity Tracking Yes 
Asset Gain & Loss Reporting Yes 
Check Writing Yes 
Compliance Management No 
Cross Ledger Posting Yes 
Customer Statements Yes 
Fee Calculation & Posting Yes 
Receipt Management No 
Tax Management Yes 

Product Features

Trust Accounting

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

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