List of CARET Legal Workflows Customers
Del Mar, 92014, CA,
United States
Since 2010, our global team of researchers has been studying CARET Legal Workflows 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 Workflows for Case 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 Workflows for Case Management include: Lagerlof, a United States based Professional Services organisation with 120 employees and revenues of $15.0 million, Parks Zeigler, a United States based Professional Services organisation with 35 employees and revenues of $5.0 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 Workflows, 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 Workflows 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 | Insight Source |
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Dunham Law United States | Professional Services | 10 | $1M | United States | CARET (formerly AbacusNext) | CARET Legal Workflows | Case Management | 2022 | n/a | In 2022, Dunham Law implemented CARET Legal Workflows from CARET, formerly AbacusNext. The firm deployed CARET Legal Workflows as its Case Management system to centralize matter management, time and billing, and document workflows across its Fort Mitchell, KY practice. The implementation configured intake automation and matter and task management modules within CARET Legal Workflows, and mapped time capture and billing configuration to support transactional matters. The deployment integrated NetDocuments for centralized document storage and document workflow orchestration, and integrated Outlook to automate correspondence capture and support CRM and billing finance processes in the US region. Governance focused on standardized intake and task workflows, centralized matter records, and role-based access for document and billing processes, and the project reported reduced time spent handling documents and improved client service for transactional work. | |
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Lagerlof | Professional Services | 120 | $15M | United States | CARET (formerly AbacusNext) | CARET Legal Workflows | Case Management | 2024 | n/a | In 2024, Lagerlof implemented CARET Legal Workflows, the Case Management application from CARET. The deployment targeted matter management and automated legal workflows to centralize matter lifecycle tracking and billing event capture for Lagerlof, LLP in Pasadena, California. CARET Legal Workflows was configured to support intake through matter disposition workflows, and to standardize data used for timekeeping and billed activity reporting. CARET Legal Workflows was used in combination with CARET Analytics to provide consolidated reporting and operational transparency. Integration between CARET Legal Workflows and CARET Analytics enabled reporting on billed and collected data, matter-level financial views, and analytics-driven views of case status and throughput. The implementation emphasized built-in reporting and dashboarding capabilities typical of Case Management software, aligning operational data feeds into a single analytics layer. Governance and operational coverage focused on matters, finance, and firm operations, with process standardization across matter handling and billing workflows. The effort prioritized clearer reporting on billed and collected data and improved decision-making across matters and finance, with the stated aim of optimizing operations in the US. Configuration and workflow automation were used to enforce consistent matter metadata and to feed CARET Analytics for ongoing operational oversight. | |
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Parks Zeigler | Professional Services | 35 | $5M | United States | CARET (formerly AbacusNext) | CARET Legal Workflows | Case Management | 2023 | n/a | In 2023 Parks Zeigler implemented CARET Legal Workflows to establish a concentrated Case Management capability across its Virginia Beach practice, targeting elimination of manual processes and reduction of lost documents. The deployment centered on firm-level practice management, with CARET Legal Workflows embedded as the primary application for case and matter handling, client communications, document organization, and billing orchestration. CARET Legal Workflows was configured to support core modules for case management, document management, client communications, and billing workflows, with automation applied to routine tasks such as standardized matter intake flows, document routing and indexing, task assignment and escalation, and billing event triggers. The implementation leveraged CARET Legal Workflows automated workflows to reduce manual handoffs and to codify recurring legal operations consistent with Case Management functional patterns. Operational coverage included attorneys and administrative staff in the Virginia Beach office, consolidating matter records and document stores into a single operational repository and aligning client communication touchpoints with billing processes. Deployment emphasized centralized workflow orchestration and role-based access to case artifacts to support daily practice operations and administrative processing. Governance activities focused on standardizing intake and document handling procedures, assigning workflow ownership, and training staff on CARET Legal Workflows operational practices. Outcomes reported in the customer context included elimination of everyday manual processes, fewer lost documents, and increased capacity to take on additional caseloads, reflecting improved operational efficiency within the firm. |
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