List of CARET Legal Customers
Caret (formerly AbacusNext)
2010 Jimmy Durante Blvd Suite 130,
Del Mar, CA, 92014,
United States
Del Mar, CA, 92014,
United States
1 800-726-3339
Professional Services
500
$100M
Since 2010, our global team of researchers has been studying CARET Legal customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased CARET Legal for Legal Practice Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using CARET Legal for Legal Practice Management include: Rolfes Henry, a United States based Professional Services organisation with 100 employees and revenues of $14.0 million, Parks Zeigler, a United States based Professional Services organisation with 30 employees and revenues of $3.0 million, Pregenzer Baysinger Wideman & Sale, a United States based Professional Services organisation with 16 employees and revenues of $2.0 million, Berry Law Offices, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million, Dunham Law United States, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using CARET Legal, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The CARET Legal customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Berry Law Offices | Professional Services | 10 | $1M | United States | CARET (formerly AbacusNext) | CARET Legal | Legal Practice Management | 2017 | n/a |
Berry Law Offices implemented CARET Legal in 2017, adopting the CARET Legal application as their central Legal Practice Management platform. The Princeton, Minnesota family and real-estate law firm transitioned from an on-premise Amicus Attorney environment to the cloud-based CARET Legal system and became a CARET customer in February 2017, establishing a clear year and deployment association.
The implementation focused on core CARET Legal capabilities, specifically client-texting, matter management, and billing functionality. Client-texting was configured so that inbound and outbound texts are automatically appended to matter files, and matter management workflows and billing modules were provisioned to centralize case records and financial tracking within CARET Legal.
Operational coverage targeted small firm business functions including client communications, intake and matter lifecycle management, and billing operations across the Princeton practice. Governance changes emphasized consolidating communications into matter records and reducing manual reminder processes, which centralized client communications and improved client responsiveness and organizational clarity.
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Diller & Rice | Professional Services | 10 | $1M | United States | CARET (formerly AbacusNext) | CARET Legal | Legal Practice Management | 2024 | n/a |
In 2024, Diller & Rice, LLC deployed CARET Legal as its single platform for Legal Practice Management, formalizing a firmwide consolidation across its Van Wert headquarters and offices in Toledo and Spencerville. The small professional services firm with approximately 10 employees and practice areas spanning estate planning, bankruptcy, family law, business law, and tax preparation tasked a Regional Business Manager to modernize operations and reduce administrative overhead so attorneys could focus on legal work.
The implementation of CARET Legal centralized core functional modules including client and matter management, integrated timekeeping, invoicing, calendar, and email under a single login. The project required structured data migration and mapping from four distinct source systems, Amicus Attorney, Timeslips, Clio, and PracticePanther, and included a parallel trial period to validate mappings and user workflows before full cutover. Configuration work included customizing invoice templates by office and matter type and enabling navigation options to support both frequent and occasional users.
Integration work emphasized CARET Legal’s Microsoft interoperability, aligning with the firm’s existing Microsoft 365 tools and Teams based VoIP, so calendar and email sync occurred directly inside the new platform. The firm retained familiarity with Amicus Attorney because it had been used historically, and CARET Legal’s platform continuity helped shorten the user learning curve. Timekeeping was rearchitected from a remote, single PC entry model to direct time entry inside CARET Legal, removing the previous single point of failure tied to a dedicated machine.
Governance and roll out relied on a pragmatic, hands on approach suitable for a small firm without a dedicated IT department, with the Regional Business Manager attending vendor training and leading internal coaching. Diller & Rice worked directly with the CARET Legal team to map data and stage cutover, and the parallel run reduced disruption while staff adopted new workflows. Flexible navigation and role oriented access were emphasized to accommodate partners, assistants, and occasional users across offices.
Since the 2024 deployment, CARET Legal serves as the firm’s centralized system for client information, timekeeping, invoicing, and scheduling, and calendar and email integration has streamlined the office manager’s daily work. Attorneys and staff now enter time and manage matters in the same platform, which reduced the synchronization issues and missed entries caused by fragmented tools. CARET Legal’s support engagement was noted as a consistent operational resource during onboarding and stabilization.
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Doering, Grisell & Cunningham | Professional Services | 10 | $1M | United States | CARET (formerly AbacusNext) | CARET Legal | Legal Practice Management | 2025 | n/a |
In 2025, Doering, Grisell & Cunningham, P.A. migrated to CARET Legal, deploying a cloud-based Legal Practice Management solution to modernize a Southwest Kansas transactional law practice focused on real estate, estate planning and tax law. The firm moved from CARET’s on-premise product AbacusLaw to CARET Legal, aligning the small 10-person practice with a hosted SaaS architecture to remove on-premise file management and application hosting responsibilities.
The CARET Legal implementation concentrated on core Legal Practice Management capabilities appropriate for a boutique transactional firm, including matter management, document management, time and billing, calendaring and docketing, client intake workflows and trust accounting. Configuration work emphasized matter-centric templates and document organization to support recurring real estate and estate planning transactions, with user-friendly interfaces to minimize administrative overhead for attorneys and staff.
Rollout was executed firm-wide with an emphasis on an easy cutover and user adoption, and shareholder Jacob Cunningham described the migration as as easy and user-friendly as he could have hoped for. The move to CARET Legal was framed by the firm as a modernization decision intended to allow lawyers to focus on client problems and solutions rather than on infrastructure and local application management.
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Dunham Law United States | Professional Services | 10 | $1M | United States | CARET (formerly AbacusNext) | CARET Legal | Legal Practice Management | 2021 | n/a |
In 2021 Dunham Law implemented CARET Legal, a Legal Practice Management application. The Fort Mitchell, Kentucky firm selected CARET Legal for integrated matter management, time and billing, and CRM functionality to support its document-centric transactional practice across the Greater Cincinnati and Kentucky region.
The implementation configured CARET Legal to centralize matter records, automate time capture and billing workflows, and manage client intake processes. CARET Legal was configured to enable Outlook time-tracking natively while addressing matter-level CRM needs and billing ledger workflows consistent with Legal Practice Management functional patterns.
CARET Legal was deployed alongside NetDocuments to streamline document-centric work, creating linked matter files between the practice management system and the document repository. The integration model emphasizes secure, matter-scoped document access and synchronized file references, and it supports faster client intake and billing cycles as reported in public case details.
The 2021 implementation year is an estimated SaaS adoption date based on public case details. Operational coverage targeted core business functions including matter management, timekeeping, billing, client intake, and document management for the small professional services firm, while governance focused on aligning Outlook time capture and NetDocuments file linkage with matter workflows.
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LaMagna McKenna | Professional Services | 10 | $1M | United States | CARET (formerly AbacusNext) | CARET Legal | Legal Practice Management | 2025 | n/a |
In 2025 LaMagna McKenna deployed CARET Legal as its Legal Practice Management platform after two firms merged and operated with disparate software. The deployment centralized client onboarding, email organization, and document storage for the White Plains, NY office and addressed practice areas including personal injury, trust & estates, elder law, and probate.
CARET Legal was configured to consolidate client intake workflows, matter level document management, and email indexing, while enabling time capture and firm billing visibility. The implementation emphasized matter centric records and billing configuration, giving partners real time access to billing and invoice generation through CARET Legal. This configuration aligns the CARET Legal Legal Practice Management application with core law firm functions including intake, matter management, document lifecycle, and billing.
The rollout focused on unifying internal workflows throughout the firm, with partner oversight guiding standardized intake and billing procedures. Governance established shared templates and filing standards to harmonize documents and email organization across practice areas, creating a single source of client and matter records.
According to partner Michael La Magna, CARET Legal "has made billing a dream" and provided instant access to billing, and the firm reports an estimated 15 to 20 hours saved per month in personal time. CARET Legal therefore serves LaMagna McKenna as the primary Legal Practice Management system supporting client onboarding, document control, email management, and billing operations.
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Professional Services | 30 | $3M | United States | CARET (formerly AbacusNext) | CARET Legal | Legal Practice Management | 2024 | n/a |
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Professional Services | 16 | $2M | United States | CARET (formerly AbacusNext) | CARET Legal | Legal Practice Management | 2023 | n/a |
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Professional Services | 100 | $14M | United States | CARET (formerly AbacusNext) | CARET Legal | Legal Practice Management | 2023 | n/a |
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Buyer Intent: Companies Evaluating CARET Legal
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| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD CARET Legal Coverage
CARET Legal is a Legal Practice Management solution from CARET (formerly AbacusNext).
Companies worldwide use CARET Legal, from small firms to large enterprises across 21+ industries.
Organizations such as Rolfes Henry, Parks Zeigler, Pregenzer Baysinger Wideman & Sale, Berry Law Offices and Dunham Law United States are recorded users of
CARET Legal for Legal Practice Management.
Companies using CARET Legal are most concentrated in Professional Services, with adoption spanning over 21 industries.
Companies using CARET Legal are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of CARET Legal across Americas, EMEA, and APAC.
Companies using CARET Legal range from small businesses with 0-100 employees - 100%, to mid-sized firms with 101-1,000 employees - 0%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 0%.
Customers of CARET Legal include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified CARET Legal customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Legal Practice Management.