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Onboarding

Setting Up Your Account

  • How do I add a New User to My Account?
  • How do I add or update my CARET Legal Subscription Billing Information?

Tips and Tricks

  • Promoted article FAQ : Onboarding and Data Migration
  • How Can I Schedule a Training Session?
  • How Do I Perform a Conflict Check?

Getting Started

  • Promoted article Email Setup Overview
  • Promoted article Quick ways to capture Time
  • User Permission Level Management
  • Why should I add my Email account to CARET Legal?
  • Does CARET Legal offer Data Migrations?
  • What is an Encrypted Email?

See all 42 articles

Firm Settings

  • How do I Edit or Delete Custom Fields?
  • What are Work Categories?
  • When should I use Custom Fields?
  • How do I remove a User from My Account?
  • Can I use Client Numbers?
  • Where can I Input my Tax ID for LEDES Invoicing?

See all 17 articles

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?

Video Guides

  • Billing a Flat Fee Invoice in CARET Legal
  • Time Entry Overview in CARET Legal
  • Billing a Time Entry in CARET Legal
  • Calendar Overview in CARET Legal
  • Email Overview in CARET Legal
  • Pre-Billing in CARET Legal

See all 44 articles

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