Product
CARET Legal Features

Our Legal Practice Management Software
Leave standalone software behind

Case Management
Manage all your cases in one place

Document Solutions
Manage your documents

Billing, Accounting and Payments
Increase billable time and cashflow

Client Communication
Reach and collaborate with your clients

Prospect and Contact Management
Grow your client list
More about our product
Data Security
Integrations
Mobile App
What’s New
Practice Areas
Practice areas

Our Legal Software Solutions

Real Estate Law

Employment Law

Insurance Defense

Civil Litigation

Personal Injury

Estate Planning

Intellectual Property

Criminal Law

Immigration Law

Family Law
Firm size

Smaller Firms
1-30 Employees

Larger Firms
30+ Employees
Resources
Learn

Blog
Read all about the latest industry topics

Webinars
Learn from industry experts

Whitepapers
In-depth legal insights

Customer Stories
Real perspectives from real people
Support

Support Center
Get help from our expert support team
Partner

Find a Partner
See an extensive list of CARET Legal partners

Become a Partner
Join CARET Legal's partnership program today
Pricing

Supercharge how you get things done

Legal workflow automation software that is seamlessly embedded into your practice management system to drive efficiency across the firm. CARET Legal Workflows give you and your colleagues an automated way to add tasks and calendar appointments for specific types of matters and track their progress.

Imagine your office running smoothly and professionally with easy visibility into all your cases and how they’re being managed. Automated legal workflow capabilities let your team collaborate, align, and coordinate on challenges and progress.

Not only will your staff feel empowered, engaged, and connected to the work that matters most, you will also have ongoing continuity and flow with a single, go-to source of information helping your organization stay structured and organized.

Customizable for any practice area

Every time a similar situation arises, CARET Legal Workflows can act as your firm’s internal playbook to get complex tasks, discussions, and decisions completed and to the finish line. The possibilities are endless and can be tailored to meet your specific needs and practice area.

Learn how you can elevate the operations of your firm.

CARET Legal Workflows by Practice Area

Estate Planning Firms

Provide best-in-class service to clients with a streamlined approach to managing their estate plan. Automatically create, track, and manage all of your estate planning tasks such as document preparation, client communication, and appointment scheduling. See how estate planning firms can utilize CARET Legal Workflows.

Family Law Firms

Imagine your busy work on autopilot. Automatically schedule tasks and calendar events that pertain to preparing documents, meeting with clients, appearing in court, and administrative tasks for cases like divorce petitions, child custody cases, prenuptial agreements, and more. See how family law firms can use CARET Legal Workflows.

Litigation Firms

Leave missed deadlines and forgotten tasks behind. CARET Legal Workflows allow your firm to schedule tasks and meetings based on the type of civil litigation case. Watch the video to see how easy it is to facilitate upcoming tasks on a deposition. See how litigation firms utilize CARET Legal Workflows.

Personal Injury Firms

Create a series of automatically scheduled tasks and meetings to uplevel client satisfaction in cases that pertain to car accidents, slip and fall accidents, medical malpractice, product liability, workplace accidents and more. Unleash the full potential of your resources and accelerate progress with organized workflows.

Real Estate Firms

Standardize how your real estate transactions get done with the ability to automatically schedule tasks and meetings based on the matter. Ensure the work is handled the same way every time, on time with workflows. See how real estate firms can utilize CARET Legal Workflows.

Family Law Firm Accelerates Productivity Within Days of Implementing CARET Legal Workflows

With CARET Legal Workflows, the team at Otto Family Law S.C. was able to easily set up automated steps to kick off and assign tasks to the right team members. The Workflow Templates made it easy for the team to automatically schedule tasks and calendar events in a sequence based on a specific anchor date. This has been instrumental in helping them meet their drop-dead dates and follow-up proactively to ensure nothing gets missed by their deadlines.

Ready to take your firm further?

Get started with a free trial, or schedule a demo to see how our legal practice management software helps you work smarter and maximize revenue.