Your CARET Legal home view is now an AI-powered daily briefing. It brings your matters, billing, and deadlines together in one prioritized place to start your day.
Steps to make it your daily habit
- Log in each morning and land on your Command Center home view.
- Start with the Needs Your Attention widget. It's your prioritized action list, built from your matters, billing, and deadlines.
- Check the Planner widget for upcoming meetings and events, and see how ready you are for each.
- Glance at your My Practice snapshot to see billable hours vs. goal, total WIP, and utilization rate.
What types of items might appear in Needs Your Attention?
Needs Your Attention can show six types of items. Each one appears only when its conditions are met and you're connected to the matter as described.
| Item | When it appears | Who sees it |
|---|---|---|
| Court Date Approaching | A court date linked to a matter is within seven days, and no time has been logged on that matter in the past seven days. | The owner of the court date event |
| Unreplied Matter Email | An incoming email linked to a matter hasn't had a reply in 48 hours or more. | Anyone included on the email |
| Retainer at Risk | A matter's retainer balance is low and its unbilled fees are close to the remaining balance. Both must be true. | The matter's Responsible Attorney |
| Invoice Past Due | An invoice is still unpaid seven or more days after its due date. | The matter's Responsible Attorney |
| Client No Contact | No email, phone, or text contact with the primary client on an active matter has been logged in 30 days. | The matter's Responsible Attorney, or anyone who has logged time on the matter |
| Stale Matter | An active matter you've logged time on before has had no new time entries in seven or more days. | Anyone who has previously logged time on the matter |
Tip: Every item in Needs Your Attention links straight to a next step, so you can act on it right away.