CARET Legal

Open your browser, sign in, and run your practice from one screen. Start by spinning up a new matter in CARET Legal: add the client, designate opposing parties, link contacts, and set custom fields that match your workflow. Pull in emails and files so the record is complete from day one. Use a starter checklist or build your own—assign tasks, set due dates, and add dependencies. As work moves forward, update status, @-mention teammates, and attach call notes so no handoff is missed.

Plan appearances with confidence. From the matter, create events for hearings, depositions, and discovery cutoffs, then apply your rule set to auto-generate related deadlines. See everyone’s availability, detect overlaps, and book rooms in a few clicks. Time zones are handled for multi-office teams. Reminders go to the right people, and last‑minute changes propagate to linked tasks and dates, keeping your docket aligned across jurisdictions without juggling separate calendars.

Draft faster with template-driven documents. Choose a letter, pleading, or engagement agreement, map fields to client and matter data, and generate clean files without retyping. Version history tracks edits, and permissions keep sensitive folders limited to the right roles. Share packets with internal staff for review, capture comments in context, and lock final forms to reduce errors. Store research, exhibits, and correspondence alongside the matter so everything you need is one search away. more