Download Bank and Credit Card Activity in CARET Legal

Using the Download and Review feature in CARET Legal is a great way to use a Bank or Credit Card activity feed to mark transactions as "Cleared" then making your account reconciliations more efficient.
This feature relies on Plaid to integrate your bank/credit card activity into CARET Legal. While many Plaid works with many banks this feature may not be available as not all banking institutions and not all account types integrate with Plaid.