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What is PrivyCounsel?

Legal professionals acknowledge the importance of utilizing effective legal case management software and client portals in their daily operations. They also face the challenge of finding solutions that can be implemented swiftly to optimize workflows and boost overall efficiency, resulting in significant time savings. By leveraging real-time Key Performance Indicators (KPIs), practitioners can concentrate on the most critical elements of their practice, promoting growth and sustainability within their firms. Additionally, improving compliance with State Bar Professional standards can enhance operational quality and increase responsiveness, thereby reinforcing the trust and relationship nurtured with clients. In conclusion, selecting the right tools not only enhances the efficiency of your practice but also elevates the level of service you are able to deliver to your clients, ultimately leading to greater satisfaction and loyalty.

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

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

Integrations Supported

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

API Availability

Has API

API Availability

Has API

Pricing Information

$25 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

PrivyCounsel

Company Location

United States

Company Website

privycounsel.com

Company Facts

Organization Name

CARET Legal

Date Founded

2015

Company Location

United States

Company Website

caretlegal.com

Categories and Features

Legal Case Management

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

Categories and Features

Law Practice Management

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract 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
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Trust Accounting

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

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