Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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
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
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