Client Texting Registration
Who and what is Twilio? Twilio is a cloud communications platform that provides a wide range of tools and services to help organizations deploy various communication applications. CARET has partnered with Twilio to enable our text messaging feature, ...
What are Billing Groups and how do I use them?
There may be situations where you will need to categorize or filter matters for billing purposes that we do not have default data fields for. In these instances, you can make use of "Billing Groups" to establish custom filters when generating ...
Time Entry Rules
CARET Legal offers the ability to limit Time Entries from using pre-selected words that may cause the invoice to be rejected. In many areas of law, most frequently with corporate clients or during the LEDES upload process, bills are scanned and will ...
How Can I Schedule a Training Session?
You can schedule a training session with one of our Product Experts by clicking here: Schedule CARET Legal Training Select Your Product: CARET Legal Select Your Service: Product Training You can pick from the following sessions: Overview (1.5 hrs) ...
How do I Edit or Delete Custom Fields?
Custom Fields can be edited or deleted in your Firm Settings. Go to Firm Settings --> Custom Fields and Intake Forms --> Custom Fields. Locate the practice area you wish to edit and select Add/Edit Fields. This will open a module with the existing ...
How to Adjust the Screen Resolution or Zoom settings in Google Chrome?
If you notice that the size of your screen in Google Chrome is too big or too small, try adjusting the resolution or zoom. Click on the 3 vertical dots in the top right corner of the browser Click on the + or - to make the screen bigger or smaller
How to Adjust the Resolution in Microsoft Edge?
If you notice that the size of your screen in Microsoft Edge is too big or too small, try adjusting the resolution or zoom. Click on the 3 horizontal dots in the top right corner of the browser Click on the + or - to make the screen bigger or smaller
What Is the Difference Between a Task and an Event?
Within each matter, you will find separate sections (or tabs) for both Tasks and Events. To properly utilize all of the features, it’s important that you understand the differences between the two. Simply explained, an Event is a one-time event. This ...
How do I export my Calendar from Microsoft Outlook?
You will need to export your Calendar to an ICS file by following the steps below: With Outlook 2013 or 2016 open, go to the Calendar you would like to export. Click File > Save Calendar. This will open a window where you will pick where to save the ...
How Do You Close/Zero Out Accounts at Year End?
In this article, you will learn what journal entries are needed to close your books at year-end. Please note that once you close your books for that fiscal year, no other entries are to be made for that period. Thus, before closing your books we ...
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