CARET Legal Integrations

Microsoft 365 for Individuals is a complete productivity suite that combines powerful applications, secure cloud storage, and AI-driven tools to help users achieve more in their daily lives. It integrates popular apps like Word, Excel, PowerPoint, Outlook, OneNote, and OneDrive, all enhanced with Copilot—Microsoft’s intelligent AI companion. The platform enables seamless collaboration, creativity, and organization across devices, including PC, Mac, iPhone, iPad, and Android. With Microsoft Designer, users can create stunning visuals, while Clipchamp adds professional-grade video editing capabilities. Built-in Microsoft Defender provides advanced security for personal data and devices. Microsoft 365 empowers individuals to imagine, create, and accomplish with greater efficiency and confidence.

QuickBooks Online is the most popular accounting software in the world. QuickBooks Online makes accounting easy. Make tracking receipts, income, bank transactions, and more feel simple with the #1 small business accounting software. Snap photos of your receipts and link them to expenses right from your phone. Our agents are ready and available to answer all your QuickBooks questions. Use the apps you know and love to keep your business running smoothly. QuickBooks Online works on your PC, Mac, tablets, and phones. Click the link above to get a 30 day free trial and 50% off your first 3 months. More than accounting software. QuickBooks helps you track income, expenses, and stay ready for taxes. Customers find on average $3,534 in tax savings per year. Need more help? QuickBooks Live helps you stay organized and be ready for tax time. QuickBooks comes with a mobile app that help you run your business on the go—anytime, anywhere.

Microsoft Outlook is the all-in-one email, calendar, and contact management platform designed to keep you organized and connected across your digital life. With Outlook, you can manage multiple accounts—including Gmail, Yahoo, and iCloud—within one unified inbox. Intelligent scheduling tools and shared calendars help you stay on top of meetings, events, and personal reminders. The built-in Microsoft Copilot assists with writing emails, summarizing long threads, and managing tasks to boost productivity. Outlook also offers enterprise-grade security, filtering out spam, phishing, and malware to keep your data safe. Whether on desktop, mobile, or web, Outlook helps you manage communication and time with clarity and confidence.

Get more done with Gmail. Now more secure, smarter and easier to use—helping you save time and do more with your inbox. See what’s new at a glance, and decide what you want to read and respond to. Get nudges that remind you to follow up and respond to messages, so that nothing slips through the cracks. View attachments, RSVP to events, snooze messages and more without opening any emails. Gmail blocks 99.9% of dangerous emails before they reach you. If we think something seems phish-y, you’ll get a warning.

Make the most of every day. The new Google Calendar app helps you spend less time managing your schedule and more time enjoying it. A Schedule with a View. Schedule View brings your schedule to life and makes it easy to see what's ahead with images and maps. Everything you need. Various views of your day, week and month, invitations, web calendar and much more. Backup everything. Your events are always saved on the Web. If you lose your phone, you don't lose your address book. Different ways to view your calendar - Quickly switch between month, week, and day views. Events from Gmail - Flight, hotel, concert, restaurant reservations, and more are added to your calendar automatically. Tasks - Create, manage, and view your tasks alongside your events in Calendar. Video conferencing - Easily add video conferencing to calendar events. Quick event creation - Smart suggestions for event titles, places, and people save you time when creating events.

Microsoft Word is the world’s leading word processing software, designed to help you write, read, and create with confidence. Powered by Copilot, Word uses AI to help you generate ideas, refine drafts, and edit your writing with clarity and precision. Whether you’re working on essays, reports, proposals, or creative writing, Word delivers professional results across devices—desktop, web, and mobile. With Editor and built-in collaboration tools, teams can co-author documents in real time while maintaining consistency and accuracy. Integrated with Microsoft 365, Word also connects seamlessly with apps like Excel, PowerPoint, and OneDrive for a complete productivity experience. Trusted by millions, Word empowers individuals and businesses to create polished, impactful content anytime, anywhere.

Simplify document reviews by making it easy for everyone on your team to preview, annotate, share, and mark up documents in real-time without ever sending an email or downloading a file to your desktop. Facilitate centralized feedback, comments, and discussions on documents without ever removing them from your secure NetDocuments environment. Communicate content edits clearly and quickly reference feedback with Margin Notes. Users can quickly add comments to a document directly from the preview window, enabling your team to collaborate without downloading or opening the document itself. Collaborate in real-time and communicate around the document, without editing directly within the document. By doing so, you avoid the need to wait for a colleague to check a document in so you can work, or create a duplicate version that may not include someone else’s edits.

LawToolBox is a centralized deadline and matter management solution that provides automatic updates when court rules change, calculates any deadlines you need and automatically syncs to your calendar. This software automates rules-based calendaring for 50 states, calculates any deadlines you need, and syncs them to your calendar in seconds, preventing missed deadlines with automatic updates when court rules change. With these features at their disposal, lawyers can reduce their risk of malpractice by eliminating human error, and subsequently, the stress that comes from worrying about missed deadlines!

Document generation and assembly slashes the time it takes to draft new documents and distribute to staff, so you can focus on your business. Protect against legal issues stemming from inaccurate content or easy-to-miss keying errors. Document template software lets you create templates that adhere to internal business rules, and centrally control all versions. Generate perfectly formatted documents by applying rules, version control, and internal brand guidelines to all templates. Stop wasting hours on manual copy-paste, search-and-replace, and other repetitive document management processes. In a matter of minutes, you can have your team up and running with a full-featured document automation software designed to help SMBs thrive. HotDocs’ robust feature set:

RMail® is the e-security platform by RPost®, a global leader since 2000. RMail specializes in elegantly easy to use email encryption for privacy and compliance, e-signatures, legal e-delivery proof, secure file sharing, email impostor protection, document rights management, and AI-infused services to prevent data leaks and human e-security errors. RMail’s transmission e-security services are most often used by businesspeople or business systems that send important, sensitive, or consumer-regulated information. These RMail services are generally applied to those messages where the sender needs functionality beyond standard email in terms of (a) easier to use and more automated email encryption for privacy compliance, (b) returning a verifiable proof record of who said what to whom by email, (c) assurance and peace of mind related to delivery and open status of important and time-deadline email, (d) need a timestamped proof of content delivered, (f) need to share large files securely.

Create a repeatable process you can set and forget with Lawmatics law office intake form templates. Spend time on the most valuable tasks and let your legal CRM handle your client intake and marketing efforts. Our CRM for lawyers enables you to not only connect with new clients, but re-engage with your collected database of past clients with law firm documentation automation. Keep your firm at arm’s reach for them when a new opportunity arises. Workflow automation for law firms is the simplest way to create a new stream of revenue! Implement automated follow-ups to ensure that you respond to potential clients immediately with our all-in-one legal CRM. Don't let anyone fall through the cracks. Your clients will be impressed by your organized and tech-savvy methods for handling their case from the minute they reach out to your firm. From easy & instant esign for legal documents, to automatic follow-ups, our software delivers a cutting-edge approach that will WOW your clients.

Worldox is a comprehensive document management platform with cloud and on-premises solutions for the legal market. Worldox is the easiest, fastest way to give your people the information they need, when they need it, wherever they are. Our latest product reflects everything we have learned in delivering state-of-the-art document management solutions since 1988. Worldox Professional will enhance your ability to organize, control and access your data. Enterprise is not a limited-feature, web-based tool. It’s the familiar, easy-to use Worldox. Virtually identical to Worldox Professional, our classic desktop product, means there is no learning curve and no retraining needed. All the features that make Worldox such a popular, cost-effective document management solution are here. Worldox Cloud has a powerful feature set and a remarkably easy-to-use interface. It offers those same tools available in Worldox Professional in a cloud deployment.