CARET Legal Integrations

Microsoft 365 for Individuals is designed to elevate personal productivity through its blend of creativity, collaboration, and AI intelligence. The suite includes industry-leading apps like Word, Excel, PowerPoint, Outlook, and OneNote, accessible across all major devices for continuous workflow. With the integration of Copilot, Microsoft’s advanced AI assistant, users can brainstorm ideas, write content, and analyze data effortlessly. OneDrive cloud storage ensures files are safe, accessible, and protected with ransomware defense. Microsoft Designer and Clipchamp bring professional-level design and video editing within reach, empowering creators to produce visually captivating content. Microsoft Defender provides enterprise-grade security, safeguarding user identities and information. The platform’s flexible plans—Personal, Family, and Premium—cater to different needs while keeping experiences consistent and user-friendly. Whether for work, study, or creativity, Microsoft 365 helps users unlock their potential with the power of AI and cloud technology.

Microsoft Outlook, part of the Microsoft 365 suite, simplifies communication and organization by bringing your email, calendar, contacts, and tasks into a single, intelligent workspace. Designed for both personal and professional use, Outlook connects seamlessly with Gmail, iCloud, and other services for effortless management of multiple accounts. The integrated Copilot AI assistant streamlines your workflow by summarizing long email chains, prioritizing messages, and even suggesting polished replies. With shared calendars, to-do lists, and scheduling insights, Outlook makes managing work-life balance easier than ever. The platform’s cross-device syncing ensures that your inbox, meetings, and files stay updated on Windows, macOS, iOS, Android, and the web. Outlook’s built-in security protects against phishing, spam, and data breaches while offering encrypted email options for sensitive communication. Users can customize their experience with themes, rules, and add-ons, including apps like Power BI and Adobe Acrobat. Whether for individual productivity or enterprise collaboration, Outlook delivers a unified, secure, and intelligent communication hub.

QuickBooks Online is the most widely used accounting software in the entire world. QuickBooks Online simplifies accounting. Accounting software for small businesses that is #1 makes it easy to track receipts, income, transactions and more. You can take photos of receipts to link them with expenses. Our agents are available to answer any questions you may have about QuickBooks. Keep your business running smoothly by using the apps that you love. QuickBooks Online is compatible with PCs, Macs, tablets and phones. Click the link to get a 30-day free trial, and 50% off for your first three months. QuickBooks is more than just accounting software. QuickBooks helps you keep track of your income and expenses so that you can prepare for taxes. Customers save an average of $3,534 per year. Need more help? QuickBooks Live helps you to stay organized and ready for tax season. QuickBooks Mobile is a mobile application that helps you run your business anywhere, anytime.

Maximize your productivity with Gmail, which has been enhanced to be more secure, intelligent, and user-friendly—allowing you to efficiently manage your inbox and save valuable time. Easily spot new features and prioritize your reading and responses with convenience. Receive gentle reminders to follow up and reply, ensuring that you never miss an important communication. You can check attachments, respond to invitations, postpone messages, and perform various tasks without needing to open every email. With a powerful filter in place, Gmail prevents 99.9% of harmful emails from reaching your inbox, and you’ll be alerted if anything appears suspicious. This makes your email experience not only safer but also more streamlined than ever before.

Microsoft Word, part of the Microsoft 365 suite, combines decades of trusted word processing innovation with the latest advancements in AI-powered writing assistance. With Copilot, users can instantly generate outlines, summarize long documents, or refine tone and structure through conversational prompts. The intelligent Editor tool enhances writing by checking grammar, clarity, conciseness, and inclusiveness, helping you communicate more effectively. Word’s cloud-first design allows seamless collaboration, enabling multiple people to edit, comment, and share feedback in real time across devices. Integrated OneDrive storage keeps all your files secure and accessible from anywhere, while Microsoft Defender protects your work from cyber threats. Word also supports rich formatting, dictation, voice commands, and thousands of professional templates to help users create standout documents. Available through Microsoft 365 Personal, Family, and Premium plans, users can unlock advanced features, including Copilot refinements and AI-generated content. Whether you’re a student, professional, or enterprise team, Word offers the tools to write better, faster, and smarter.

Maximize each day to its fullest potential. The latest Google Calendar application allows you to focus less on organizing your agenda and more on savoring your moments. Experience your Schedule in a new way; the Schedule View feature animates your calendar, presenting upcoming events with visual aids like images and maps for better clarity. Everything you need is at your fingertips, with multiple perspectives on your day, week, and month, along with invitations and a web calendar, ensuring comprehensive management of your time. Rest easy knowing that all your events are securely stored online; even if your phone is lost, your address book remains intact. Easily navigate through different calendar views by switching seamlessly between monthly, weekly, and daily layouts. Additionally, events from Gmail—such as flight bookings, hotel arrangements, concert tickets, and dining reservations—are automatically incorporated into your calendar. Manage your tasks efficiently by creating and viewing them alongside your scheduled events. Integrating video conferencing into your calendar events is a breeze, enhancing connectivity and collaboration. With smart suggestions for event titles, locations, and participants, creating events becomes a quick and effortless process, allowing you to optimize your planning experience.

Streamline the process of document reviews by allowing every member of your team to easily preview, annotate, share, and markup documents in real-time, eliminating the need for emails or downloads. This method ensures that all feedback, comments, and discussions remain centralized within your secure NetDocuments environment, preventing any disruption to your workflow. With the use of Margin Notes, content edits can be communicated swiftly and feedback can be referenced effortlessly. Team members can conveniently add comments directly from the preview window, promoting seamless collaboration without the need to download or open the document itself. This approach allows for real-time cooperation and discussion surrounding the document, while avoiding direct edits within it, thereby eliminating the hassles associated with waiting for a colleague to check a document back in or creating unnecessary duplicate versions that may miss important edits. Overall, this system enhances productivity by keeping the review process organized and efficient.

LawToolBox is a centralized solution for managing deadlines and matters. It automatically updates court rules when they change, calculates any deadlines that you need, and then syncs them to your calendar. LawToolBox automates rules-based scheduling for 50 states. It calculates all deadlines and syncs them to you calendar in seconds. Automatic updates prevent missed deadlines when court rules change. Lawyers can reduce the risk of malpractice and avoid stress caused by missing deadlines.

The process of document generation and assembly significantly reduces the time required to create and distribute new documents, allowing you to concentrate more effectively on your core business activities. Additionally, it safeguards against potential legal complications that may arise from erroneous content or overlooked keying mistakes. With document template software, you can design templates that comply with your company's internal policies, ensuring centralized control over all versions. This technology enables the creation of impeccably formatted documents through the application of predefined rules, version management, and adherence to brand standards across all templates. By eliminating hours spent on tedious tasks such as manual copy-pasting, search-and-replace, and other repetitive document management activities, you can streamline your workflow. In just minutes, your team can be equipped with a comprehensive document automation solution tailored to support the success of small and medium-sized businesses. With HotDocs, you gain access to a powerful array of features designed specifically for efficiency and accuracy.

RMail®, the e-security platform from RPost®, is a global leader in 2000. RMail is a specialist in elegantly simple email encryption for privacy, compliance, legal e–delivery proof secure file sharing, email rights management, email impostor protection and email encryption. RMail's transmission security services are often used by businesspeople and business systems that need to send sensitive or consumer-regulated information. These RMail services can be used for messages that require additional functionality beyond standard email. They include (a) an easier-to-use and more automated email encryption to ensure privacy compliance; (b) a verifiable proof record of who sent what email to whom; (c) assurance and peaceof mind in relation to delivery and open status email of important and time-deadline emails, (d) need to have a timestamped proof that content was delivered; (f) the need to securely share large files.

Establish a seamless and efficient process using Lawmatics' law office intake form templates that you can set up and forget, allowing you to focus on the most critical tasks while your legal CRM manages client intake and marketing strategies. This powerful CRM for attorneys not only helps you attract new clients but also facilitates reconnecting with your existing database of former clients through automated law firm documentation processes. By ensuring your firm remains accessible for clients when new needs arise, you can create a steady stream of revenue through workflow automation tailored for legal practices. Implementing automated follow-ups allows for immediate responses to prospective clients, ensuring that no opportunity slips by unnoticed. Your clients will appreciate your systematic and technologically advanced approach to managing their cases from the very first contact with your firm. With features like instant electronic signatures for legal documents and automatic follow-ups, our innovative software is designed to impress and leave a lasting positive impression on your clients. Additionally, by streamlining these processes, your firm can effectively enhance client satisfaction while increasing overall efficiency.

Worldox offers a robust document management system with both cloud and on-premises options tailored specifically for the legal sector. It provides a seamless and rapid way for users to access the information they require, at any time and from any location. Our latest release embodies decades of expertise in delivering top-tier document management solutions since our inception in 1988. Worldox Professional is designed to improve your capacity to organize, manage, and retrieve your information efficiently. Unlike other limited-feature web applications, Enterprise retains the familiar and user-friendly attributes of Worldox, mirroring our traditional desktop version, which eliminates the need for a learning curve or additional training. All of the functionalities that have made Worldox a favored and budget-friendly document management option are incorporated within. Furthermore, Worldox Cloud boasts an impressive array of features along with an intuitive interface, providing users with the same powerful tools found in Worldox Professional, now accessible via a cloud setup. This flexibility allows users to work efficiently, regardless of their location or device.