List of CARET Legal Customers
Del Mar, 92014, CA,
United States
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: Berry Law Offices, a United States based Professional Services organisation with 10 employees and revenues of $5.0 million, Pregenzer Baysinger Wideman & Sale, a United States based Professional Services organisation with 16 employees and revenues of $2.0 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 | $5M | 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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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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Pregenzer Baysinger Wideman & Sale | Professional Services | 16 | $2M | United States | CARET (formerly AbacusNext) | CARET Legal | Legal Practice Management | 2023 | n/a |
In 2023, Pregenzer Baysinger Wideman & Sale implemented CARET Legal, deploying the Legal Practice Management application to centralize firm operations. The Albuquerque-based estate planning firm consolidated intake, case management, billing, and document workflows across roughly 11,000 matters to create a single operational platform for client matter lifecycle management.
The deployment leverages CARET Analytics, Workflows and Templates to provide structured automation and standardized content. CARET Analytics is used to automate reporting and surface matter-level transparency, while Workflows and Templates standardize estate-planning documents and intake procedures, enforcing consistent matter setup and document generation across the practice.
Operational coverage centers on the firm’s Albuquerque office with client service extending across the Southwest U.S. Governance was implemented through templated workflows and reporting controls that orchestrate intake through billing, and the CARET Legal configuration was applied to streamline onboarding processes. The implementation addressed frequent downtime issues and improved transparency and onboarding speed through centralized case management, standardized templates, and automated reporting.
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Buyer Intent: Companies Evaluating CARET Legal
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