The Big Takeaways
With the introduction of CARET Legal Workflows, you now have a tool engineered to manage your processes effortlessly while shielding you from unnecessary errors and liabilities.
We know that the average working day for skilled legal professionals is extremely unbalanced with roughly 60% of time spent on work that includes searching for information, finding documents, and sitting in meetings, while just 27% of their time is actually dedicated to practicing law.
At CARET, our vision is to change that dynamic by creating the ‘firm of the future’, where technology is seamlessly integrated into your day-to-day operations — enhancing your staff’s productivity, streamlining your processes, and promoting the efficient functioning of your organization.
CARET Legal is designed to enable your staff to focus on high-value activities, while also ensuring effective risk management. With the introduction of CARET Legal Workflows, you now have a tool engineered to manage your processes effortlessly while shielding you from unnecessary errors and liabilities. Everyone at your firm will appreciate the time-savings gained by transitioning from manually tracking deadlines and tasks to relying on automatic reminders and notifications.
“What CARET has done is create an environment where they empower your firm for efficiency and success while setting you up to give the best service to your clients. CARET Legal Workflows is the culmination of innovation, experience and listening to law firms.” — Nancy Griffing, 3545 Consulting
What do “Workflows” mean inside CARET Legal?
The term “workflow” can be used to describe almost any process, so let’s define what we mean by “Workflow” in the context of this new feature.
CARET Legal Workflows provides a systematic approach to planning and managing your firm’s case management processes, specifically giving law firms an automated way to add and track tasks and calendar appointments for different types of matters.
What are the benefits of CARET Legal Workflows?
Workflows can be used by any team member at your firm and can be adapted to work for any practice area. It combines a user-friendly interface with customizable templates that can be tailored to meet the unique needs of your firm, processes, and clients.
CARET Legal Workflows can be used by your firm to:
Automate task and calendaring operations to save time
Gone are the days of pestering and asking for status reports and chasing down deadlines. With Workflows, anyone at the firm can easily see any case and its status, as well as timelines and assigned team members.
Standardize processes to minimize errors
Implement uniform processes across your practice to reduce the risk of errors and ensure consistent quality. By creating standard templates for your processes, your team is enabled to follow consistent actions on each and every case. With workflows, you are free from the stress of missing deadlines and from checking and double-checking process accuracy. It simply does it for you, showing you and your team the next activity and the progress toward completion. Ensure uniformity in your processes and the experience you provide your customers with workflow.
CARET Legal Workflows provides a systematic approach to planning and managing your firm’s case management processes.
Boost efficiency and productivity to achieve your goals
Unleash the full potential of your resources and accelerate progress with organized workflows that enhance firm performance. Through streamlining processes and ensuring that tasks are completed efficiently and on time, your firm makes the most of your available resources to achieve milestones faster. Using CARET Legal Workflows leads to increased productivity, improved quality of work, and ultimately, greater success for your firm.
How to Set Up a Workflow in CARET Legal
It’s really easy to get started with Workflows in CARET Legal. Here’s how:
- Create a workflow template for your matter: The options are endless. Create a new workflow template for any type of matter you typically work on. There is no limit to the number of tasks or calendar events that can be added into a workflow template.
- Add tasks or calendar events to get automated reminders: Optimize your to-do list the way you like to work. Whether you prefer to add a new task, create an event in your calendar, or both, you can tailor your workflow to create the most relevant reminders for you to get your work done.
- Choose the anchor date task/event to trigger the workflow: Each workflow template consists of tasks or events. Choose the event or task that will serve as the anchor date. When a template is triggered, tasks and calendar events will automatically show up in your to-do list based on the anchor date.
Get Started with Workflows Today
Help your staff feel empowered, engaged, and connected to the work that matters most with Workflows. Get unparalleled visibility into all your cases and how they’re being managed with a single, go-to source of information that helps your firm stay structured and organized.
Currently, Workflows is available in Enterprise Plus and Enterprise Advance plans. Reach out to us for a customized demo, or get started with a free trial.
