CARET Legal Reviews & Pricing

Key Features

• Matter Management: Use the matter dashboard to track active cases in real time. Create custom fields with check-boxes, dates, pick lists and currency and record all matter-specific activities, including time entries. Limit access to sensitive information on a per-matter basis and categorize matters based on practice area, responsible attorney, custom fields and open date. 
• Intelligent Email: Automatically file emails to associated case files and add time entries for sent emails. The proprietary smart suggest feature locates associated contacts. Convert emails to tasks, matters and billable hours. 
• Integrations: Supported integrations include G Suite, Exchange, Microsoft 365, RPost, Outlook, Google Calendar, NetDocuments, OneDrive, LawPay and QuickBooks. 
• Calendar: Send ICS invites, create time entries, set private events, mark recurring events and follow up on team obligations. Set up daily, weekly or monthly schedules for report delivery. 
  • Rules-Based Calendaring: Integrate with LawToolBox to automatically track procedural, administrative and regulatory deadlines. 
  • Date Calculator: Factor in days out, federal holidays and weekends while calculating dates for templates and deadlines. 
• Legal Contacts: Create cards and lists for various legal contacts, including clients, prospects, witnesses, opposition counsels and referral sources. Generate custom fields and categorize them based on contact role, created by and contact type. 
• Legal Documentation: Store multiple legal documents depending on the subscription plan. Access instant preview of documents, in-document search, complete version history and file locking and tagging capabilities. Create matter-specific document folders and securely share files via the Caseway portal. 
  • Word Ribbon Plugin: Create, open and save documents directly from Microsoft Word. 
• CRM: Filter leads by source, practice area and potential revenue and convert them to matters. Identify successful referral sources with intelligent metrics. Embed intake forms into the firm’s website. Automatically create lead entries and generate retainer agreements and standard documents.  
• Task Management: Tag, sort, filter and create sub-tasks based on requirements. Implement standardized procedures using task templates. Delegate tasks to team members, turn on notifications and assign deadlines. 
• Client Portal: Allow clients to exchange case-related documents via a 256-bit encrypted channel. The payment portal can process both debit and credit card transactions. Request and approve eSignatures instantly. 
• Mobile App: Available for both Android and iOS users. Insurers can design custom logos, send and receive documents, share invoices and receive payments. Secures access via fingerprint authentication and Apple TouchID. 
• Time and Billing: Choose from over 11 ways to create time entries. Build custom invoices with support for UTBMS codes and LEDES format. Run financial reports, develop accounts payable and trust checks, process payments and more. Manages vendor bills and supports split, consolidated and separate billing frequencies. 
  • Time Entry: Create automated time entries and assign “no charge” and “no charge don’t show” labels. Designate round-up increments and log time entries in decimals or HH:MM format. 
  • Rate Cards: Create rate cards with custom user rates. Allow clients to inherit rate cards and set matter-specific discount rates. 
  • Expenses: Automatically track all expenses. Charge soft costs and import copy activities from photocopier devices via the uniFLOW importer. 
• Business Accounting: Earmark part of payments for expenses and to timekeepers. Set up firm-wide budgets to predict revenue on a monthly, quarterly or yearly basis. Run year-end reconciliations and add time entries for individual transactions. 
  • Reports: Run built-in client, compensation, productivity, accounting, trust and vendor reports. 
• Trust Accounting: Manage trust accounts separately. Accept payments via checks and debit and credit cards. Administrators can withdraw money from trust accounts to avoid overdrawing from operating accounts. 
  • Retainer/Trust Fund: Create retainers for trust and operating accounts and get notifications when the balance falls below the minimum. View and print ledgers and trust account summaries with sub-ledgers. Run three-way reconciliation reports. 
• Smart Settlement: Intelligently manage settlement workflows, including percentages and memo generation for all involved parties. Create a settlement statement for every settlement memo. Capture expenses incurred by the firm, clients and third parties in a detailed value list.  

Limitations

•  Doesn’t support integration with Zapier. 
•  No built-in read receipts or proof of delivery and accessible only via exclusive integration with RMail. 
•  Unlimited document storage is available only for enterprise tier subscriptions and above. 
•  Latency issues when syncing email with Outlook. 

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