Practice Management Software for Lawyers

Caret Legal

Caret Legal is an all-in-one cloud-based practice management solution

Caret Legal competes with fully featured on-premise practice management software while providing the access utility and low systems maintenance burden of a cloud-based platform. You can access Caret via a browser and on iOS and Android smartphones and tablets, with multi-factor authentication.

Caret Legal includes these features:

  • Contact and Matter management
  • Docketing / Calendaring with Sync to Office 365
  • Time and expense tracking and billing, and a payment portal
  • Accounting with reports
  • Document management and assembly through templates or (with the Enterprise Advance option) HotDocs
  • Caret Legal integrates well with NetDocuments document management.
  • Practice management – custom fields, notes, calendar, client onboarding, use of enhanced methods of client communication (including text messages, email and documents), a secure client portal, and CRM features
  • Workflows to automate the steps involved with each case or matter
  • All in a secure cloud environment with SOC1 and SOC2 certification

For firms currently using Amicus Attorney, Time Matters, PCLaw, or Timeslips this is a cloud replacement that should be seriously considered. Note that Caret Legal also owns Amicus Attorney making a transition affordable.

We are certified implementation and accounting partners in Caret Legal.

Let us assist you as follows:

  • We can help you evaluate whether Caret Legal will suit your requirements
  • We will formulate a realistic migration plan that is designed to take account of the time needed to migrate your on-premises data into the cloud
  • We can do the initial set up of your system with any needed integrations.
  • We can train your staff
  • We can build workflows and show your staff how to build them.

At Amicus Consulting, our mission is to help you select and implement the software that will work best for your firm.