is now:
Legal Practice Management Software
Ready to Have it All?
Say Hello to CARAT Legal!
A Law Firm is a Business. CARET Legal is an End-to-End Solution.
CARET Legal has all the all-in-one bells and whistles: matter management, calendaring, billing, and accounting. But, it also has an exceptional email client, sophisticated reporting, and a solid mobile app to set it apart from other practice management systems. Including a beautiful user interface!
CARET Legal (Zola Suite) gives you a great overview of a matter from its dashboard including important customized information. Use over a dozen tabs to organize and track every aspect of your matter including the matter’s activity log and intake forms. 
Enter all your time and expenses then bill the matter or all the matters with Work In Progress, WIP, at the end of the month. Send bills and accept credit cards using APX as direct payment for invoices. Many billing options are standard with CARET Legal such as, flat fee, contingency and more. Why yes, e-billing, interest and split billing is also available. 
CARET Legal is one of the few practice management softwares that includes complete accounting features with all subscription packages, including account payable checks, trust checks, journal entries, reconciliation with sync bank or credit card accounts. 
CARET Legal has a strong reporting system. Complete with standard reports and then some: AR Aging, Client Payments, General Ledger, Profit & Loss, Balance Sheet, Three-way reconciliation, Fee Allocation, Timekeeper Productivity, Billable Hours Recap, and many more. Scheduling reports is available too. 
CARET Legal understands that communication with clients is crucial, but so is your time. They started by creating one of the best and most elegant email clients… then added an Intake Automation System to it. This allowed leads and clients to fill out the information you need and automatically populate dynamic merge fields into your document templates. Oh, and let’s not forget about notes, phone calls and SMS text messages, they really cover all the bases. 
CARET Legal lets you track and follow up with new leads by sending them emails with intake forms. When a new client signs the retainer, it takes one click to open the new matter and retain all the pre-entered information. 
CARET Legal (Zola Suite) Integrations
Integrate with leading technology
Choose between CARET Legal’s built-in Accounting or QuickBooks integration. Make changes to invoices in CARET Legal and sync updates into your QuickBooks account!
CARET Legal seamlessly integrates with G Suite. Use CARET Legal’s built-in native email client and synchronize in real time with Google Calendar and Gmail!
CARET Legal can integrate with UniFlow. Charge soft costs and import copy activities from devices such as, OKI, Samsung, Epson, Canon and Xerox via the uniFLOW importer.
CARET Legal integrates with Office 365 using Microsoft’s Word for Windows plug-in. Use CARET Legal’s document management features for tagging, versioning and commenting!
CARET Legal (Zola Suite) integrates with Gmail, LawPay, APX, Microsoft Office 365, Microsoft Outlook, Microsoft OneDrive, QuickBooks Online, LawToolBox, NetDocuments and more. If you’re having trouble integrating any of the apps mentioned above with your installation of CARET Legal, 2b1 inc. can help!
