CARET Analytics

CARET Analytics is the reporting and analytics component of the CARET Legal practice management platform, converting firm data into configurable dashboards and reports that support financial and operational decision-making.

Key Features & Functions:

Revenue and Practice Area Insights
Dashboards show which practice areas and clients generate the most revenue, supporting resource allocation and case prioritization decisions.

Billing and Collections Monitoring
The platform tracks billed and collected amounts and pre-bill data to support cash flow forecasting and budget planning.

Accounts Receivable and Payable Tracking
Aging accounts receivable and accounts payable are tracked alongside client payment trends to support collections prioritization.

Resource and Timekeeper Analysis
Attorney and staff productivity data is analyzed by practice area to support case assignment and resource allocation decisions.

Custom Dashboards and Reporting
Users can build custom dashboards and reports using a drag-and-drop interface without coding, with firm data automatically compiled into reports intended for a range of audiences from associates to firm leadership.

Alerts and KPI Monitoring
The platform provides alerts when key performance indicators exceed or fall short of predetermined targets.