Caret Legal CRM
Company Name
Abacus Data Systems, Inc.
Year Founded
1983
Awards
NA
Headquarters
United States
Founders
Judd Kessler
Team size
201-500
About the product
CARET Legal offers a legal client communication platform designed to enhance interactions between law firms and their clients. Core functionalities include a secure client portal and integrated two-way SMS messaging. Key features encompass document and invoice sharing, integrated payment processing, and native mobile applications. The cloud-based platform is accessible via mobile devices, catering to law firms of all sizes.
Deployment
- SaaS
Focus countries
- United States
Mobile Accessibility
- Yes
Average adoption time
- 2-3 weeks average implementation time
Language
- English
Overview
USP
CARET Legal distinguishes itself by integrating secure client communication tools directly into its practice management platform, reducing the need for multiple software solutions. The inclusion of two-way SMS messaging and a collaborative client portal enhances operational efficiency and client engagement, allowing legal professionals to focus more on client service.
Pain point addressed
Prior to adopting CARET Legal, firms often faced challenges with fragmented communication systems, leading to inefficiencies and increased administrative burdens. The platform addresses these issues by centralizing client communications, automating routine tasks, and ensuring secure document sharing. This consolidation reduces manual errors, saves time, and enhances overall productivity.
Upcoming Updates
Unlocking new possibilities with future updates
Enhancing user experience through continuous improvement
Customer Segments
Target Users
Existing Distribution
Target Industries
Existing Distribution
Target Practice Areas
Sample Distribution
Target Client Team Size
Sample Distribution
Process Lifecycle
Client Relationship Management
1
Intake
2
Assessment
3
Strategize
4
Represent
5
Communication
6
Review
Governance, Risk and Compliance
1
Coverage
2
Assessment
3
Validation
4
Implementation
5
Monitoring
6
Analysis
Features
Core Features
- Feature 1 description
- Feature 2 description
- Feature 3 description
Advanced Features
- Feature 1 description
- Feature 2 description
- Feature 3 description
Security Features
- Feature 1 description
- Feature 2 description
- Feature 3 description
Integration Features
- Feature 1 description
- Feature 2 description
- Feature 3 description
Analytics Features
- Feature 1 description
- Feature 2 description
- Feature 3 description
Support Features
- Feature 1 description
- Feature 2 description
- Feature 3 description
Pricing
Free Trial
14 days trial available
Time period (Free Trial)
2 weeks duration
Free version
Limited features available
Pricing parameter
Support & Services
Demo
Self Demo
Guided Demo
Video Demo
Supports
Support Call
Live Support
Bot Support
Training
Documentation
Video Training
Live Training
Post Implementation
Maintenance
Request for Change
Training
Data Migration