I love how user-friendly CARET Legal is, which makes it easy to manage all aspects of our law firm efficiently. Having all case information centralized in one place significantly streamlines our operations and enhances our productivity. The software has been instrumental in handling essential functions like invoicing, opening cases, and document management, making our workflow smoother and more organized.

I love that it handles document management, calendaring and accounting

We made the switch to Caret Legal in April of 2024 after considering multiple cloud-based systems that could provide a smooth migration from our previous, older platform, minimize downtime, and provide a fully integrated accounting system for our firm. The onboarding teams guided us through the platform every step of the way, making sure we understood every workflow and could adapt the system to firm our needs. The flexibility to customize parts of the platform according to our preferences and procedures has been of great help and has streamlined our daily operations and enhanced efficiency. I personally use Caret Legal every day for hours, and the system consistently performs well overall. Once of the things I like most about the system is the build-in accounting system. This feature has helped us save time, minimize mistakes, and centralize our financial management. We also appreciate the integrations with Outlook, Word, and Adobe, being able to transition between these programs without worrying about lost files or workflow interruptions has helped boost our productivity. The platform is user-friendly and is easy for staff to navigate. Caret's training platforms have been particularly helpful. We've appreciated the built-in training available within the system as well as the access to training videos and lessons. The reliability of Caret is another strong point. We rarely experience downtime and if we do, it's handled quickly and communication is excellent. Out dedicated account representative has been outstanding, and is always responsive and proactive, making addressing concerns easy. Having a direct line to a reliable account representative has been a game changer for us and makes us feel supported and heard when we have questions or concerns.