Congratulations on choosing CARET Legal as your Practice Management Solution! We’re excited to help you get started with a platform designed to streamline your workflows, boost productivity, and give you access to your data from anywhere.

This guide walks you through our self-directed onboarding process, so you can confidently set up your firm and start using CARET Legal with ease. Whether you're optimizing case management, automating document generation, expediting time tracking and billing, or ensuring compliance with legal standards, you’ll find everything you need to get started here. 

Move through the materials at your own pace, and feel confident knowing support is available if questions arise.

Note: This framework is for firms starting fresh in CARET Legal without data migration. If your enrollment includes a data migration, your Project Manager will collaborate with you to develop a timeline tailored to your specific data requirements.

Onboarding Stages 📈

CARET Legal Onboarding is designed to be intuitive and progressive. Here’s what to expect:

Stage 1: Getting Started ✅

• User Enrollment & Logins
  Invite users directly from Firm Settings. Once you set up each user, they will receive an email invitation to create their login credentials.

  Here is how: How do I add a New User to My Account?

  User details can be added within Firm Settings by an Administrator, or by the individual within their own My Settings.

• Welcome Letter & Getting Started Video 
  Your Onboarding Project Manager will reach out with a quick introduction to CARET Legal and what’s ahead. This is also provide you with any additional resources you may need to succeed with CARET!

  Video: CARET Legal Practice Management Overview

• Payments Application Setup
  Begin configuring CARET Payments for seamless billing and collections.

  • CARET Pay Onboarding Checklist
     

     

Stage 2: Setup & Training 🎓

• Firm Settings Configuration
  Customize your firm’s preferences, users, permissions, and more.
  • Firm Settings in CARET Legal
• Training Resources 
  We offer a variety of training formats to suit your needs:
  • Recommended Video/Webinar Trainings 🎬
    • Quick Start (60 min)
    • Billing (60 min)
    • Accounting (60 min)
    • Document Management Training (<60 min)
    • Analytics & Reporting
    • APX/ CARET Payments (<60 min)
    • CRM - New Client/ Matter Intake (<45 min)
  • Live Trainer Sessions 👩‍🏫
    • General Q&A (60 min)
    • Billing/ Accounting Q&A (60 min)
    • First Billing Cycle (60 min)
  • Interactive training courses and tests 🎓
    Bridge Training Courses

Schedule or view trainings here 📅 
View: Training Portal

Schedule: Webinars & Q&A's

We highly recommend taking advantage of all available training to become a CARET Legal expert!

Stage 3: Acclimation 🧭

• Begin working with:
  • New Matters
    • How do I create Leads?
    • How do I create a New Matter?
    • How do I create a new contact?
  • Time Tracking & Expense Tracking
    • Quick ways to capture Time
    • How do I create Expenses?
    • How do I create Vendor Bills?
  • Back Office Accounting
    • Creating Departments and Accounts on the Chart of Accounts
    • What Reports does CARET Legal Offer?
  • Document Management
    • Document Management in CARET Legal
    • How do I use Document Automation?
    • Intake Forms in CARET Legal
• Live Q&A Sessions
  Get answers from a CARET Legal trainer in real time.
  
   

Stage 4: Success! 🏆

• First Round of Billing
  • How do I Invoice Unbilled Activities?
  • What is the Bulk Billing Center and How Do I Use It?
• Start Collecting Payments
  • Can my Clients pay their Invoices online?

You’re now fully onboarded and ready to maximize your CARET Legal experience! The learning doesn't end here. Continue to explore our Knowledge Base for updates and improvements to our system. 

Find a list of our most frequently asked questions here: FAQ : Onboarding and Data Migration

You can also reach out to support@caretlegal.col for assistance any time 24 hours a day.