Keep The Focus On Clients And Deliver A Superior Client Experience While Efficiently Managing Your Firm’s Business
Workflows are at the core of CARET Legal, driving consistency across legal teams.
CARET Legal offers a complete solution for clients, from prospect to profit, with case management, document solutions, billing, accounting and payments, client communication, and prospect and contact management. Users can minimize data entry and efficiently manage their work by utilizing these powerful tools within the application. Workflows are at the core of CARET Legal, driving consistency across legal teams.
Workflows
CARET Legal Workflows are an automated way to add tasks and calendar appointments for specific matter types and track their progress. Seamlessly embedded into the platform, CARET Legal Workflows help legal teams collaborate, align, and coordinate on various protocols to drive efficiency across the firm. This feature acts as the firm’s internal playbook for complex tasks, discussions, and decisions with the flexibility to customize for any practice area and each firm’s specific needs. Workflows are triggered by dates, events, and completion of tasks, and are easily created. When a firm deploys CARET Legal, it can design workflows aligning with each practice area with tasks assigned by role and initiated by the workflow’s anchor date or start date. These workflows will provide transparency into how each step of a case is managed, and the team will have one place to go for information, driving efficiency and uniformity. See Figure 1.
Figure 1: CARET Legal Workflow – Firms can build out their processes from beginning to end. CARET Legal provides intuitive tools to build a process, whether for a task or event, and insert the desired timing between phases.
Task Management
CARET Legal’s Task Management system is a powerful tool enabling legal teams to keep track of their to-do list for each of their cases. The system includes task templates that store the firm’s pre-defined procedures in a single location. Tasks can be sorted, filtered, and contain subtasks with users able to create reminders and alerts when tasks are completed or overdue. Team members can tag, comment, color-code, and prioritize tasks and mark them as recurring, and tasks can also be assigned to specific matters and documents as needed. These features make it easy to manage a team’s tasks to stay on top of a matter.
Document Management, Automation, and Quick Summary
Harnessing past work for future activity makes good business sense, and CARET Legal has made this practice simple by integrating advanced document automation powered by HotDocs. A document automation software that streamlines the process of creating complex and customized legal documents, such as contracts and wills, HotDocs allows users to transform frequently used documents and forms into intelligent templates, enabling swift production of custom documentation.
HotDocs’ templates are interactive and can be customized to fit a firm’s specific needs. The software queries the user, via interactive interview forms, for the information necessary to generate a document or set of documents and saves the information in an answer file. See Figure 2.
Figure 2: HotDocs interactive interview forms, using conditional logic, are created to gather information needed to generate a document, such as an interview form to create a will. Additional questions are presented based on the answers provided, such as if “married” is selected as the marital status, the form will request the spouse’s name. Similarly, if the Testator indicates they have children, names and dates of birth will be requested.
HotDocs document automation software adds powerful benefits to CARET Legal’s document management features. Users can automatically generate multiple document types using templates, easily modify files, and track edits for effective collaboration and version control. Once created, documents can be securely stored and easily accessed using intelligent search features.
Another productivity driver in CARET Legal’s document solutions is an AI-enabled Quick Summary, providing concise yet comprehensive summaries of lengthy documents. Rather than scanning a document, users can glance at it and grasp the main points, critical insights, and key takeaways. The AI-enabled Quick Summary condenses complex information into an easily digestible preview, making it easier to locate a document quickly or provide a memory refresh on a set of documents.
Client Communication
CARET Legal provides a client portal for law firms, enabling the legal team and clients to view and share documents securely. The portal features 256-bit bank-level encryption, ensuring privileged information remains protected from unauthorized access. CARET Legal’s in-app, two-way SMS messaging system facilitates client communication without jumping between applications or devices. Whether sending a quick message or setting up an appointment, the system supplies another efficient way for legal teams
to manage important communication and deliver a superior client experience. Clients can also pay invoices through the portal, providing a seamless experience.
Accounting and Reports
CARET Legal’s legal billing and accounting software clarifies complex processes with simple, customizable rate cards, time entries, and invoices. The goal of CARET Legal’s accounting software is to improve the productivity of a legal practice. Features like automated compliance checks, matter-centric billing, and legal trust accounting are pre-installed. Additionally, CARET Legal incorporates timers that easily convert into time sheets. CARET Legal integrated payment processing is an automated and secure way to handle business payments. Offering clients the convenience they need while seamlessly working with the realities of a virtual world, payments through CARET Legal are easy and effortless both for law firms and their clients. Along with faster payments and secure billing and collecting, clients appreciate an easy way to pay while firms appreciate quicker cash flow. Additionally, CARET Legal integrated payments eliminate much of the time historically wasted on unnecessary billing activities, further driving efficiencies.
CARET Legal provides a configurable reporting dashboard, giving firms helpful information quickly, including standard reports that can be altered based on filtering. Client, compensation, productivity, vendor, trust, and accounting are the reporting categories, with many reports provided for each. Reports can be scheduled and emailed on a recurring basis and downloaded to CSV or PDF. Custom reports can also be generated. See Figure 3.
Figure 3: The admin dashboard provides a dynamic and customizable view of the firm’s finances.
Integrations
CARET Legal features bi-directional synchronization and seamless Microsoft and GSuite email and calendar integration. Users can also integrate with QuickBooks, LawToolBox, OneDrive, and NetDocuments. In addition to outside integrations, CARET Legal includes two best-in-class products from the CARET family: advanced document automation powered by HotDocs along with integrated payment processing. CARET Legal guarantees the highest security, privacy, and confidentiality standards with a SOC 2-compliant end-to-end legal practice management platform.
Latest Developments and Updates
· CARET Legal Workflows improve collaboration and drive efficiency by automating the addition of tasks and calendar appointments for specific matter types and tracking their progress.
· HotDocs integration is available in CARET Legal’s Enterprise Advance pricing tier. Users can experience the power of HotDocs, an advanced legal document automation software, streamlining the process of creating complex and customized legal documents.
· Text Messaging (dashboard) for client texting – attorneys can communicate with clients, leads, and matter-related contacts quickly and efficiently through two-way SMS messaging directly within CARET Legal.
· AI-enabled Quick Summary – Quick Summary provides firms with concise document summaries, allowing them to quickly grasp the main points, critical insights, and key takeaways of a document or set of documents.
Pricing
CARET Legal provides a competitive tiered pricing model, offering flexibility to meet each firm’s needs. Please visit www.caretlegal.com/pricing for more details.
Who is CARET?
CARET is a legal technology company with over 300 professionals headquartered in San Diego, California. CARET’s mission is to empower legal professionals to focus on what truly matters by providing them with the latest technology and automation tools. CARET offers a cloud-based legal practice management platform called CARET Legal which includes powerful and secure practice management, document automation, and payment processing features. CARET harnesses these components to take firms, professionals, and their clients further. Thousands of legal firms use CARET Legal to streamline their operations and take their business to the next level.
Why Buy CARET Legal?
· Increase organization and align teams and processes with collaboration tools and workflow automation that give quick access to the most essential details of each matter.
· Save time and improve automation with software like document automation powered by HotDocs, allowing firms to create customized documents up to 90% faster than manual creation.
· Drive revenue, expedite the billing cycle through integrated accounting and billing features for accurate invoicing, and provide convenient payment methods with CARET’s integrated payment processing system.
· Enhance client communication through integrated client texting, email, and a secure client portal.
See CARET Legal Today! Find out more about CARET Legal by visiting their website, www.caretlegal.com, or schedule a demonstration today.
