Lawmatics Now Integrates with CARET Legal

For law firms, managing client data across multiple platforms has always been a headache. Entering details into multiple systems, making new typos at every turn, wasting precious time that could be better spent helping clients — juggling data like this is frustrating, inefficient, and frankly, risky.

The good news? We’re continuing to build solutions to meet legal professionals where they are. Today, we’re excited to announce that we’ve expanded our integrations portfolio to include CARET Legal — a seamless connection designed to eliminate hassle, minimize risk, and save administrative hours that tend to add up.

Why integrate with CARET Legal?

Transferring data from intake to case management systems is a time-sucking ordeal for most firms. This process pulls focus away from serving clients and generating revenue. In many law firms, this kind of data work is how nearly half of a lawyer’s non-billable time gets spent on administrative tasks.

Every manual keystroke introduces a new chance for entry errors, omissions, and other costly mistakes. Data mishaps can have serious repercussions like miscommunication, erroneous invoices, and shaken client trust.

By connecting our CRM to CARET Legal, we’re lifting this burden off law firms, while providing complete control over data management. With this integration, you’re not just streamlining your processes — you’re gaining peace of mind.

Seamless data transfer between systems

Forget fumbling between platforms and re-entering the same matter details over and over again. Our integration takes care of that for you. With just a few clicks — or a pre-set automation — your client data hops seamlessly from Lawmatics to CARET Legal. This instant sync keeps your information flowing from intake to case management, making those cumbersome transfer processes a relic of the past.

Here are your options for how to sync matters:

• Sync manually: When a matter is ready to sync to CARET Legal, just click on the “Sync to CARET” button on the top right of your screen and confirm your choice.
• Sync automatically: Set up an automation that triggers the matter to sync to CARET Legal upon the matter converting to a Hired status.

Maintain data integrity with confidence

The phrase “garbage in, garbage out” haunts every intake manager. And inconsistent data can spell trouble faster than you can remember how to spell “certiorari.” In fact, an ABA study found that administrative errors, like clerical errors and lost files, accounted for 23% of all malpractice claims a few years ago.

But now, with this integration, you can rest easy knowing that data integrity is maintained at every step. With a simple transition from one stage to the next, you can be confident that your data is always clean, consistent, and accurate. Say goodbye to typos and discrepancies.

Save time on administrative hassle

Time is your most valuable resource, and every minute wasted on repetitive tasks is a minute you can’t dedicate to clients. The Lawmatics + CARET Legal integration takes tedious tasks off your plate, creating more time for clients and building your business. In a nutshell: more productivity, less busywork. Refocus those energies into client service or tasks that actually generate revenue.

Get started with Lawmatics + CARET Legal

It’s time to reclaim your day from the clutches of inefficient processes and redundant data entry. The Lawmatics + CARET Legal integration is here to make your workflows smoother, your data more reliable, and your practice more efficient. Current Lawmatics users can log in to set up your integration today.

If you’re a CARET Legal user looking to revolutionize intake for your firm, book a Lawmatics demo to check out our CRM for yourself.

If you’re interested in learning more about CARET Legal, visit our dedicated integration page.