(2-minute read)
In May, CARET was proud to announce and release their latest features to their award-winning application, CARET Legal. Among those features were noticeable enhancements to their workflow functionality.
A workflow is an automated set or template of events (such as appointments) and/or tasks that can be assigned to staff to carry out routine functions. They might be onboarding a potential client, handling a bankruptcy case, guiding a client through the creation of a will, and so forth. They can be created by practice area. And once they are created and used, staff can track their progress.
CARET Legal’s workflows were already impressive. These new features make them more so.
Here are the new enhancements –
- To help users get started, CARET Legal now includes sample workflow templates. Just select one and let CARET Legal guide you through the rest of the process.
- Users can now add descriptions to their workflows. The workflow is then added to the matter, and the description is shown next to the name of the workflow, allowing users to easily identify how the workflow is to be used.
- Workflow events now have the option to last “All Day”. Now, when users add an event record to a workflow, they have the option to designate the event as lasting all day.
There are other enhancements that were added to CARET Legal and we’re happy to demonstrate them for you. Whether you use CARET Legal and want to get the most from this program, or you want to know more about this versatile practice management program, please let us know. You are welcome to write to us at info@crosspointecg.com or call us at 877-375-2810 and ask to speak with one of our CARET Legal consultants.
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Dana Riel is President and Founder of Business Solutions, Inc., serving the Washington, D.C. metropolitan area since 1985. Her firm is the authorized training center for the region for Time Matters and PCLaw by PCLaw|Time Matters, PLLC; Timeslips and Sage 50 Accounting by Sage Software; and QuickBooks by Intuit Corporation. She also serves as a consultant for Caret Legal (formerly known as Zola Suite), CosmoLex, Soluno & TimeSolv. As a trainer, Dana has provided training services to organizations such as the DOD Defense Logistics Agency, Judge Advocate General’s Office (JAG)/Department of the Navy, University of the District of Columbia School of Law, U.S. Department of Commerce and the U.S. Department of Veterans Affairs, as well as with small‐ to mid‐size law firms in the Baltimore‐Washington D.C. area. In 2009, she participated in the series of day‐long seminars sponsored by the District of Columbia Bar Association Practice Management Section, titled “Basic Training: Learn About Running a Law Office”. Ms. Riel also served as an Adjunct Professor in Georgetown University’s Paralegal Studies Program, having taught the course, “Legal Ethics/Legal Technology” in 2009; and “Legal Technology” for the Spring and Summer Semesters of 2010. She presently serves on the Advisory Board for PCLaw|Time Matters, PLLC.
