Tips for Onboarding a New Legal Practice Management Platform at Your Law Firm
While most law firms are starting to see the benefits of legal tech, the headache of onboarding a new legal practice management system (LPMS) — especially one
Leave standalone software behind
Manage all your cases in one place
Manage your documents
Increase billable time and cashflow
Reach and collaborate with your clients
Grow your client list
Read all about the latest industry topics
Learn from industry experts
In-depth legal insights
Real perspectives from real people
Get help from our expert support team
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Join CARET Legal's partnership program today
Legal matter management software tracks all of your cases and matters in one centralized location. Save time and increase productivity with task and deadline management tools and time tracking and billing capabilities. Plus, share documents and communicate with your team and clients directly within the platform, ensuring everyone stays up to date.
Our legal matter management software gives a bird’s eye view of all the elements related to a case, in a single consolidated place. This includes smart statistics that keep you continuously updated and aware of vital information. From contacts, events, time/expenses and invoices, to documents, intake forms and more, you can manage every aspect of a case at a glance, increasing efficiency and keeping you more organized.
Within each matter, there are numerous tasks that need to be completed. Legal task management allows lawyers to create tasks specific to each matter, assign them to team members, automatically set deadlines synced with calendars, and track progress, enhancing collaboration and visibility.
CARET Legal’s matter management system is robust and customizable. You can:
“CARET Legal has everything I need – accounting, tracking for billable hours, compact and sleek storage for the firm’s contacts, and an intuitive matter management system. I strongly recommend CARET Legal to everyone in need of a case management software. Trust me, once you try it, you’ll be wondering how you could ever work without it.”
– Bryan Ramos, Cass Ramos Law Firm
Even the best cloud-based practice management system could fall flat if your legal team doesn’t support the platform or understand how to use it.
Tools like document automation and client portals improve day-to-day matter management and client collaboration.
While most law firms are starting to see the benefits of legal tech, the headache of onboarding a new legal practice management system (LPMS) — especially one
As a law firm owner, you’re no stranger to the whirlwind of activities that fill your day. From court appearances to client meetings, and staff
In the intricate realm of law, legal professionals are frequently tasked with balancing a wide array of potential risks and challenges. Protecting client confidentiality, staying
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.
Company
Leave standalone software behind
Manage all your cases in one place
Manage your documents
Increase billable time and cashflow
Reach and collaborate with your clients
Grow your client list
Read all about the latest industry topics
Learn from industry experts
In-depth legal insights
Real perspectives from real people
Get help from our expert support team
See an extensive list of CARET Legal partners
Join CARET Legal’s partnership program today