Choose the on-demand training that best fits your role and learning needs.
Audience: All users
- Topics include navigating toolbars and matters, email, calendar, tasks, CRM, matter details, an introduction to documents, and time and expense entry.
Audience: All pre-bill, billing, and AR personnel
- Covers entering and reviewing billable activity, including time, flat fees, and expenses; generating pre-bills and invoices; applying payments; managing trust accounts; and sending invoices to clients.
Audience: Accounts Receivable staff and users who process electronic payments
- Introduces CARET Payments within CARET Legal, including creating and sending invoices with payment links, generating payment links for your website or email signature, collecting electronic retainer payments, and using related billing features.
Audience: Administrators, accounting personnel (AP), and firm CPAs
- Covers creating payables and checks, managing vendors and accounts payable, maintaining banks and registers, completing bank reconciliations, creating journal entries such as opening balances, and reviewing accounting reports.
Document Management Training (60 min)
Audience: All users who access documents in CARET Legal
- Covers how to store, edit, and share documents in CARET Legal. Also includes an overview of document templates and intake forms to help improve document generation efficiency.
CRM - New Client/ Matter Intake (45 min)
Audience: Users who handle new client intake or set up new matters
- Explains how to track and manage leads and potential clients through conversion into a new matter. Also covers conflict checking before adding new leads or potential clients.
Audience: All staff with access to Analytics
- Covers how to access Analytics, navigate analytics dashboards, and schedule reports.
Audience: System administrators and users who create reports
- Covers how to create and manage dashboard cards.