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What is FLIP?

This software acts as a fundamental case management and intake platform that efficiently manages client and matter data, offering swift access and retrieval capabilities. It boasts functionalities such as the ability to print intake labels, generate reports, and utilize a range of forms and labels, thereby ensuring thorough document management. The inclusion of bar code features significantly improves file tracking, simplifying the process of locating and organizing essential documents. Furthermore, it comes with 12 pre-installed FLIP Memos, including options like Documents Enclosed and Transmittal Memorandum, while also allowing users to create CUSTOM MEMOS for regular use. The software adeptly prepares these memos for sending to clients and opposing counsel, streamlining the process of mailing with window envelopes. Users have the option to print memos on standard paper or specially designed FLIP Memo forms to suit their needs. For improved organization, the system provides large file labels that can easily be applied to expandable pockets and wallets, enhancing the storage solution's functionality. These labels can be printed effortlessly using an envelope feeder, ensuring that every file is clearly marked with important information drawn from the client, matter, or opposition database, along with a corresponding bar code for straightforward scanning and retrieval. Overall, this robust system not only streamlines case management but also significantly enhances the workflow for legal practitioners, ensuring that they can operate more efficiently. Its user-friendly interface and versatile features make it an essential resource in the legal field.

What is CARET Legal?

CARET Legal stands out as the premier tool for legal practitioners, enabling them to effectively oversee their practices while prioritizing essential aspects such as client satisfaction and optimizing billable hours. With features that encompass everything from client onboarding and case management to comprehensive financial tracking and reporting, CARET Legal empowers law firms to enhance time efficiency, foster teamwork, improve precision, expand their operations, and accelerate revenue collection like never before, ultimately leading to a more streamlined and productive legal practice.

Media

Media

Integrations Supported

Integrations Supported

Gmail
Google Calendar
LawToolBox
Lawmatics
Microsoft 365
Microsoft Outlook
Microsoft Word
Mitratech HotDocs
NetDocuments
QuickBooks Online
RMail
Worldox

API Availability

API Availability

Has API

Pricing Information

$99.95 one-time payment

Pricing Information

Contact us for a custom pricing quote at 800-726-3339.
Free Trial Offered?

Supported Platforms

Windows

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

BlumbergExcelsior

Company Website

www.blumberg.com

Company Facts

Organization Name

CARET Legal

Date Founded

2015

Company Location

United States

Company Website

caretlegal.com

Categories and Features

Legal Case Management

Calendar Management
Case Notes
Client Management
Conflict Management
Records Management

Legal Intake

Not specified

Categories and Features

Family Law

Not specified

Immigration

Not specified

Law Firm Accounting

Not specified

Law Practice Management

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Legal Billing

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Docket Management
Document Management
Expense Tracking
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Legal CRM

Not specified

Legal Intake

Not specified

Legal Time Tracking

Not specified

Matter Management

Not specified

Personal Injury Law

Not specified

Trust Accounting

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Tax Management

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