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

Reporting and Analytics

Gather insights into your firm's performance

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

Why CARET Legal
Data Security
Integrations
Mobile App
What’s New
Practice Areas

Practice areas

Our Legal Software Solutions

Real Estate Law

Employment Law

Insurance Defense

Litigation

Personal Injury

Estate Planning

Intellectual Property

Criminal Law

Immigration Law

Family Law

General Practice

Firm size

Smaller Firms

1-30 Employees

Larger Firms

30+ Employees
Resources

Learn

Blog

Read all about the latest industry topics

Webinars & Product Spotlights

Learn from industry experts

Legal eBooks and Industry Reports

In-depth legal insights

Customer Stories

Real perspectives from real people

Support

Support Center

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Partner

Find a Partner

See an extensive list of CARET Legal partners

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Pricing

Insurance case management software for defense firms handling complex cases

As an insurance defense attorney, you’re familiar with the administrative burden of managing billing compliance across multiple carriers. CARET Legal provides a single platform to manage all cases with automated billing consistent with insurance carrier guidelines.

Generate LEDES-compliant invoices
Centralize case files, notes, and deadlines
Track communications for full audit history

Watch the video below to see CARET Legal in action, then fill out the form to get started with a guided free trial.

Get your free trial

87% of lawyers report that technology has improved their day-to-day work by increasing productivity and efficiency while also reducing the risk of client attrition.

The Wolters Kluwer Future Ready Lawyer

Built for the demands of carrier-driven defense

Insurance defense requires precision, efficiency, and strict compliance. CARET Legal streamlines case management and billing so you can stay organized and get paid faster.

Manage cases efficiently with document automation, emails, and deadlines
Ensure billing compliance with LEDES invoicing and pre-billing approvals
Track time and expenses according to carrier requirements
Simplify payments with hard cost management, split billing, and consolidated invoices

Whether handling tort, malpractice, or high-volume civil claims, legal practice management software for ID attorneys keeps your firm efficient, compliant, and financially organized—so you can focus on building strong defenses.

CARET Analytics: Data that drives better defense

Are your resources aligned with your caseload?
Which cases take up the most time?

CARET Analytics delivers real-time insights so you can manage firm performance with confidence—without digging through spreadsheets. Get the metrics that matter most for insurance defense firms, all in one place. Use data to:

Optimize staffing to handle high-volume cases efficiently
Track case profitability across different insurance panels
Improve forecasting for expenses, billable hours, and cash flow

See how CARET Analytics helps you run a smarter, more efficient practice.

Embracing the Future: A Case Study on Rolfes Henry’s Successful Transition to CARET Legal

In an industry steeped in tradition and paperwork, making the shift from on-premise hosting to cloud computing is no small feat. Rolfes Henry adapted to the evolving digital landscape, leveraging CARET Legal’s robust functionalities and transforming their operations into a more cohesive and efficient system. This allowed multiple office locations across states to collaborate with enhanced visibility, fostering a united front in their approach to legal services.

Grow Your Practice Your Way

Experience the power of automation, customization and centralized control. Manage all your cases from a single platform, ensuring effortless compliance and accurate billing aligned with industry and carrier guidelines.

With strict time entry rules, you can ensure timely and accurate invoices that don’t require multiple edits and back-and-forth communication, eating up precious associate time.

Adhere to industry and vendor standards with ease. CARET Legal’s robust billing and accounting module streamlines your financial processes with LEDES billing and compliance with ABA, IOLTA and insurance carrier guidelines.

Other must-have insurance defense software features

Managing high caseloads, meeting strict carrier guidelines, and keeping cases moving requires the right technology.
CARET Legal equips insurance defense firms with powerful tools to streamline case management, billing, and communication—so you can focus on building strong defenses.

Document Management & Automation

Create, store, and manage documents in one location. Our integration with NetDocuments' document management system allows you to access, upload or download matter-related files and perform advanced searches of files stored within NetDocuments right from your CARET Legal account.

*NetDocuments Subscription Required

Complete Business & Trust Accounting

CARET's legal practice management system provides native business and trust accounting with comprehensive reporting, including retainer and trust fund management, accounts payable management, and over 30 single-click reports for easy data analysis.

Dedicated Mobile Apps

CARET Legal’s dedicated iOS and Android apps allow insurance defense attorneys to take their practice on the go, whether they’re in court, traveling or working from home. Stay connected to your matter-related email, calendar events, tasks, documents and more from any location.

Frequently Asked Questions About Software for Insurance Defense Firms

What is insurance firm management software?

Insurance defense law software is specifically designed to optimize your insurance defense firm’s processes. It should incorporate automated workflow features, such as custom templates that accelerate the case intake process, for attorneys dealing with cases such as liability claims, workers’ compensation disputes, personal injury claims, product liability issues, and others.

What does insurance defense law firm software do?

Insurance defense law software, integrated into a comprehensive legal practice management system, streamlines your firm’s operations. Insurance defense law firm software manages case details, enables remote communication, automates repetitive tasks like drafting defense statements, and handles the creation and storage of crucial insurance defense documents. It promotes team collaboration and provides automated features for time-tracking, invoicing, and accounting, ensuring efficient and accurate financial management.

Why is insurance defense law management software important?

As an insurance defense attorney, you’re frequently handling complex cases involving claims disputes, liability issues, coverage defense, and risk management. CARET Legal’s insurance defense law software streamlines firm management across various areas, allowing you more time to effectively advocate for your clients dealing with insurance-related issues.

Is CARET Legal made especially for insurance defense attorneys?

Yes! While our legal practice management software is perfect for insurance attorneys, it can also help you manage cases for the following practice areas:

Civil Litigation
Estate Planning
Employment Law
Family Law
Personal Injury
Immigration Law
Criminal Law
Intellectual Property Law
Real Estate Law

Resources for Insurance Defense Firms

Elevate Your Insurance Defense Practice with Automation and Centralized Control

See a recording of our webinar to experience the power of automation, customization, and centralized control for your insurance defense firm.

Efficient Case Management for Insurance Defense Firms

Watch our recent webinar to discover how centralized case management can help you automate, organize, and manage tasks for increased efficiency and streamlined workflows in your insurance defense firm.

Streamline Your Insurance Defense Firm’s Financial Processes

Check out a recording of our webinar that discusses how CARET Legal’s billing and accounting tools reduce administrative burden, improve billing accuracy, and help drive revenue growth.

Client Case Study: Rolfes Henry

Read how Rustil Mack, Office Manager of Insurance Defense firm, Rolfes Henry, saved time and improved productivity with CARET Legal.

Better Manage Conflicts of Interest at Your Insurance Defense Firm

Discover practical tips insurance defense firms can use to effectively manage conflicts of interest that protect their clients’ interests and avoid legal and reputational risks.

Tracking Litigation Costs in Modern Insurance Defense Firms

Learn how innovative tools improve cost tracking for litigation, providing insurance defense firms with an accurate financial picture at every stage of the process.

Strategies for Managing High-Volume Insurance Claims at Your Law Firm

Check out these insights and strategies on how law firms can effectively manage high-volume insurance claims.

Tackling Billing and Case Management Challenges in Insurance Defense

Learn how your firm can overcome billing and case management challenges with the right tools, strategies, and processes.

Developing Stronger Insurance Defense Strategies with Patient Record Document Analysis

Explore these strategies and tactics for efficient patient record analysis to reduce missed details and optimize the utilization of limited resources.

Using Better Time Tracking to Meet Insurance Carriers’ Audit Standards

Discover the most common problems related to time tracking and how your insurance defense firm can create processes that lead to fewer rejected invoices.

How Insurance Defense Firms Can Avoid Lost Revenue from Insurer Fee Reductions

Explore the actionable strategies insurance defense firms can implement to reduce fee reductions and protect their bottom line.

Alleviate Concerns Around Carrier Audit Compliance with An LPMS

Discover how your firm can leverage a legal practice management system (LPMS) to improve audit readiness.

How to Maintain LEDES Compliance While Managing Multiple Insurance Carriers

Understand how to effectively navigate the complexities of LEDES billing and insurance carrier requirements.

Improve Attorney-Adjuster Collaboration and Case Efficiency

Discover how structured collaboration streamlines attorney and adjuster communication, leading to fewer disputes and more efficient positive case resolutions.

Control Every Aspect of Your Insurance Defense Cases in One Place

Learn how a centralized system allows attorneys to focus on strategy and billable hours instead of scrambling for information.

How Insurance Defense Firms Can Avoid Lost Revenue from Insurer Fee Reductions

Explore actionable strategies insurance defense firms can implement to reduce fee reductions and protect their bottom line.

Eliminate Billing Delays and Improve Cash Flow for Insurance Defense Firms

Learn how to reduce billing delays in your firm to streamline operations and improve efficiency.

Prevent Underbilling with Accurate Time Tracking

Discover the most common causes of underbilling, the hidden cost, and how to improve time tracking to recover revenue that would otherwise be lost.

Insurance case management software for defense firms handling complex cases

Get your free trial

Built for the demands of carrier-driven defense

CARET Analytics: Data that drives better defense

Embracing the Future: A Case Study on Rolfes Henry’s Successful Transition to CARET Legal

Grow Your Practice Your Way

Other must-have insurance defense software features

Document Management & Automation

Complete Business & Trust Accounting

Dedicated Mobile Apps

Frequently Asked Questions About Software for Insurance Defense Firms

Resources for Insurance Defense Firms

Elevate Your Insurance Defense Practice with Automation and Centralized Control

Efficient Case Management for Insurance Defense Firms

Streamline Your Insurance Defense Firm’s Financial Processes

Client Case Study: Rolfes Henry​

Better Manage Conflicts of Interest at Your Insurance Defense Firm

Tracking Litigation Costs in Modern Insurance Defense Firms

Strategies for Managing High-Volume Insurance Claims at Your Law Firm

Tackling Billing and Case Management Challenges in Insurance Defense

Developing Stronger Insurance Defense Strategies with Patient Record Document Analysis

Using Better Time Tracking to Meet Insurance Carriers’ Audit Standards

How Insurance Defense Firms Can Avoid Lost Revenue from Insurer Fee Reductions

Alleviate Concerns Around Carrier Audit Compliance with An LPMS

How to Maintain LEDES Compliance While Managing Multiple Insurance Carriers

Improve Attorney-Adjuster Collaboration and Case Efficiency

Control Every Aspect of Your Insurance Defense Cases in One Place

How Insurance Defense Firms Can Avoid Lost Revenue from Insurer Fee Reductions

Eliminate Billing Delays and Improve Cash Flow for Insurance Defense Firms

Prevent Underbilling with Accurate Time Tracking

Client Case Study: Rolfes Henry