Skip to main content
CARET Legal Help Center home page
Sign in
  1. CARET Legal
  2. Onboarding

Search

Onboarding

Setting Up Your Account

  • Promoted article CARET Legal License Management FAQ’s
  • Download Bank and Credit Card Activity in CARET Legal
  • Managing User Access & Deactivation
  • Can I change how my Matter Numbers are formatted?
  • User Settings In CARET Legal
  • CARET Pay Onboarding Checklist

See all 8 articles

Getting Started

  • Promoted article Email Setup Overview
  • Promoted article 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

See all 47 articles

Video Guides

  • Creating and Using Task Templates
  • Billing a Flat Fee Invoice in CARET Legal
  • Calendar Overview in CARET Legal
  • Email Overview in CARET Legal
  • Pre-Billing in CARET Legal
  • Email and Calendar Sync in CARET Legal

See all 34 articles

Tips and Tricks

  • Promoted article FAQ : Onboarding and Data Migration
  • Can I use dictation with CARET Legal?
  • How do I Set Up a LEDES Billing Matter?
  • How Do I Perform a Conflict Check?

Firm Settings

  • How to Setup Integrated Payments with CARET Pay
  • How do I Edit or Delete Custom Fields?
  • What are Time Entry Categories and How Do I use Work Types?
  • When should I use Custom Fields?
  • How do I remove a User from My Account?
  • Can I use Client Numbers?

See all 19 articles

User Settings

  • How do I Set up and Review Timekeeper Goals?
  • How do I Set Up My Initials for Invoices?
  • How do I Add/Edit My Default Billing Rate?
Website Privacy Policy Terms of Service