CARET

CARET is a practice management and automation platform designed for legal and accounting firms that need to streamline daily operations, improve accuracy, and maintain compliance. It centralizes critical workflows—such as matter management, client intake, billing, and document handling—into a single, integrated system. The primary purpose of CARET is to help professional services firms reduce administrative overhead and focus more time on client service and high-value advisory work.

Key features of CARET typically include client and matter management, task and workflow automation, time and expense tracking, and integrated billing and invoicing. The platform often supports document management with version control, secure storage, and search capabilities, helping firms organize case files, engagement letters, and supporting documentation. Many deployments also offer calendaring, docketing, and deadline tracking tools to reduce the risk of missed dates and improve team coordination. Integration with common accounting, email, and productivity applications allows data to flow between systems, reducing duplicate entry and improving data consistency.