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Training Resources for New Users

  • Updated August 01, 2025 18:10

Training Videos:

  • Quick Start Webinar
  • Billing Webinar
  • Accounting Webinar
  • Documents Webinar
  • CRM Webinar

Frequently Read Articles:

  • How do I Print My Calendar?
  • Why should I add my Email account to CARET Legal?
  • How do I create a New Calendar Event?
  • Quick ways to capture Time

Still need help?

Book a training session here.

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  • CARET Legal Accounting Training Webinar
  • How Can I Schedule a Training Session?

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  • Quick ways to capture Time
  • Download Bank and Credit Card Activity in CARET Legal
  • How to Setup Integrated Payments with CARET Pay
  • Downloading Plugins & Mobile Apps
  • From Sign-Up to Success: An Independent Onboarding Roadmap
  • What Are Historical Time and Expense Entries?
  • Migrating Accounts Receivable (AR) by Timekeeper
  • Training Resources for New Users
  • How Do I Export My Data From Clio?

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