Gives law firms one cloud platform for matters, billing, trust accounting and documents so staff stop juggling disconnected tools.
Matter management with contacts, email, calendar, documents and tasks
Workflow automation by case type
Matter customization with custom fields and matter-level restrictions
Audit trail of matter activities
Categories: Law Practice Management
Built-in time tracking feeding customizable invoices
Billing email as time
Calendar events automatically creating time entries
Categories: Law Practice Management
Generate and organize documents for every case
Summarize long documents with Quick Summary
Categories: Law Practice Management
Matter-centric invoicing with LEDES formats
Split billing by equal or custom percentages
Pre-billing draft review before finalizing
Bulk billing of many invoices in one action
Customizable invoices and CARET Pay client payments
Categories: Law Practice Management
Case-centric calendaring that automatically creates time entries
Tasks centralizing deadlines, reminders and pre-defined procedures
Categories: Law Practice Management
Organize and manage case documents
Safeguard documents and keep them alongside matters
Native document editing and unlimited matter-related storage from Enterprise Plus
Categories: Law Practice Management
Time tracking built into the billing workflow
Email and calendar events create time entries
Time flows into customizable invoices
Categories: Legal Billing
Bulk billing center processing multiple invoices in one action, including recurring clients
Categories: Legal Billing
Manage expenses within the matter alongside invoices and payments
Pre-billing check that billable expenses are captured and categorized
Categories: Legal Billing
Matters hold expenses, invoices and payments
Per-matter billing, interest options and rate cards
Categories: Legal Billing
Track billable time and expenses per matter
Pre-billing review that checks hours and expenses are captured and categorized
Categories: Legal Billing
Built-in accounting with trust accounting stated to follow ABA and IOLTA guidelines
Payment processing through CARET Pay
Department-based accounting from Enterprise Plus
Categories: Legal Billing
LEDES e-billing formats
Split billing between multiple clients or co-counsel
Pre-billing draft invoices
Bulk billing in batches
Customizable invoices tied to time tracking
Categories: Legal Billing
Secure client portal for sharing documents and updates
Two-way client text messaging
Firm-branded mobile and web portals with card payments and retainer top-ups via the Custom Branded Portals add-on
Categories: Legal Billing
Notes managed within the matter alongside contacts, events, tasks and documents
Categories: Legal Case Management
Oversee contacts, events, tasks, notes, communications, expenses, invoices, documents, intake forms and payments in one place
Workflows schedule tasks and meetings by case type
Native email and calendaring
Categories: Legal Case Management
Manage prospects, past and current clients and other contacts
Integrated CRM and intake forms within matters
Smart Suggest to find case-related contacts in email
Categories: Legal Case Management
Keep documents with the matter alongside contacts, tasks, notes and invoices
Share documents and updates and assign tasks
Summarize contracts, pleadings and discovery files with Quick Summary
Categories: Legal Case Management
Secure client portal listed in Enterprise, Enterprise Plus and Enterprise Insights
Share updates and documents with clients
Categories: Legal Case Management
Calendar integrated with cases to help avoid missed deadlines
Tasks with deadlines, reminders and pre-defined procedures
Workflows add tasks and calendar appointments by matter type
Categories: Legal Case Management
Unlimited
Unlimited
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