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Document automation that’s intuitive, user-friendly, and fast

Firms can experience the power of advanced legal document automation software through our integration with HotDocs, the leading system that streamlines the process of creating complex and customized legal documents, such as contracts and wills.

With a straightforward interface, you can increase productivity by automatically generating customized legal documents up to 90% faster than manual document creation.

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Our form-builder makes legal document automation that much easier

Our form builder simplifies the automated generation of legal documents with the ability to create reusable templates that seamlessly pull in any contact and matter-related information from CARET Legal. With secure sharing options, you can effortlessly send client intake forms to prospects and automatically populate your document templates with their data.

Document assembly software paired with document management

HotDocs document automation software pairs nicely with our document management features. Not only can you automatically generate multiple types of documents using different templates, but you can easily modify files and track edits for effective collaboration and version control. Once created, you can securely store documents, and access them later using intelligent search features.

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Legal document automation software that ensures consistency

Create complex documents with ease

With document automation, every document is in real-time, all the time.

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Save time and reduce mistakes

Minimize your margin for error and simplify time-consuming document generation processes.

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Further reading

Ready to take your firm further with a modern, cloud-based platform with 24/7 support?

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

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CARET Legal Practice Management Features
Our Legal Practice Management Software

Leave standalone software behind

Case Management

Manage all your cases in one place

Automated Workflows

Simplify repetitive tasks

Reporting and Analytics

Gather insights into your firm’s performance

Billing, Accounting and Payments

Increase billable time and cashflow

Document Solutions

Manage your documents

Client Communication

Reach and collaborate with your clients

Prospect and Contact Management

Grow your client list

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More about our product
Practice areas
Our Legal Software Solutions
Real Estate Law
Employment Law
Insurance Defense
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Workers’ Comp
Litigation
Personal Injury
Estate Planning
Intellectual Property
Criminal Law
Immigration Law
Family Law
General Practice

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Roles
Firm Admin Office manager
Firm Admins & Office Managers
Partner Managing Partner
Firm Partners
Bookkeeper Accountant
Bookkeepers & Accountants
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IT Professionals
Firm size
Smaller Firms

1-30 Employees

Larger Firms

30+ Employees

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