How Can I Schedule a Training Session?

  • Updated
Schedule a training session with one of our Product Experts by clicking here:
  • Schedule CARET Legal Training
    • Select Your Product:
      • CARET Legal
    • Select Your Service:
      • Product Training
    • Enter your details, including your account number.
      • If you do not know your account number, you can reach out to billing@getcaret.com, your onboarding project manager or your Client Success Manager.
Choose from the following sessions:

Overview (1.5 hrs)

All Users - A Day in the life of CARET Legal.
  • Topics include Navigation and toolbars, Email, Calendar, Tasks, CRM overview, Matters/Matter Details, Documents, Time and Expense entry.
 

Accounting (1 hr)

Administrators/Accounting personnel
  • Entering opening balances, writing Checks, managing Vendor Bills, using Banks and Registers, and reviewing Accounting Reports.

Billing (1 hr)

Billing personnel
  • Reviewing billable activity (time/flat fee/expenses), generating invoices and applying payments, sending invoices to clients, and trust management.
 

Billing/ Accounting Q&A (1 hr)

All Users- This is a 60-minute open forum call to address the Firm's various questions and concerns.

  • Please bring a list of questions to the call or provide a list of questions to your Onboarding Specialist in advance of the call to ensure we are addressing your questions/concerns as efficiently as possible.
 

Document Automation (30 min)

All Users- A focused look at how to use document automation
  • This session covers Microsoft Word and Adobe Acrobat. We also show you how to use CARET Legal’s Intake Forms to streamline the collection of data used to automate document creation. Please bring a document that you would like to save as a template.
 

Advanced Automation (30 min)

HotDocs in CARET Legal
 

Firm Settings (1 hr)

Administrators/Office Managers Only
  • Walk through of the Firm Settings section and review of Administrative options.
 

Q&A (30 min)

All Users - This is a 30-minute open forum call to address the Firm's various questions and concerns.
  • Please bring a list of questions to the call or provide a list of questions to your Onboarding Specialist in advance to ensure we are addressing your questions/concerns as efficiently as possible.
 

CRM (30 min)

All Users- A focused look at best practices to maximize CARET Legal’s CRM feature
  • This session is tailored to show you that you can track and manage leads.
 

Payments (1 hr)

*Requires an active/approved CARET Payments account

  • This session introduces the learner to CARET Payments within CARET Legal. During this session, participants will join the Trainer to set up & configure CARET Payments. We will also discuss payment workflow options and answer any questions directly related to CARET Payments and payment processing. 

  • Additional topics related to payment processing will also be covered, based on user workflow needs. These topics may include invoice creation, additional payment options, and general billing features. 

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