By: Alan Fong, Chief Technology Officer, CARET
Today we’re launching not just new features, but a new way of delivering them.
The Spring 2026 Seasonal Launch is our biggest product launch yet, with updates across accounting, analytics, conflict checks, billing, and performance — strengthening the system firms depend on every day. It’s the first in a series of quarterly launches designed to deliver meaningful improvements on a predictable cadence, with the communications, training, and support to ensure it drives real impact across your firm.
Here’s what’s in it.
Modernized General Ledger
One financial system. Complete visibility.
Our Modernized General Ledger (GL) gives firms real control over their finances — without juggling QuickBooks, spreadsheets, or crossed fingers. Billing, timekeeping, payments, trust accounting, and your General Ledger are all connected. One source of truth.
The GL was rebuilt from the ground up to strengthen trust, reporting accuracy, and long-term scalability — with native trust and operating accounting, locked accounting periods, role-based financial permissions, and real-time Trial Balance, P&L, and Balance Sheet. Growth is complicated. Your accounting shouldn’t be.
GL is rolling out in a phased upgrade across all CARET Legal firms.
Enhanced Conflict Checks
Move intake forward with confidence.
A purpose-built conflict check that searches across matters, contacts, and firm history. Built for conflicts — not just search. Business intake runs smoother when you can identify cross-matter conflicts early and accurately.
Analytics AI
Turn firm data into better decisions.
You generate the data. Analytics AI reveals the patterns. New analytics enhancements connect revenue, productivity, and performance across your firm — bringing deeper visibility into what’s driving results. Patterns don’t show up in spreadsheets. Analytics AI highlights trends across matters, timekeeping, and billing so firm leaders can quickly understand what’s working and where to act.
Firm Performance Dashboard
See your firm’s full financial picture.
All the numbers. All in one place. Integrated dashboards bring together cash position, AR, matters, invoices, clients, and time — giving leadership a clear view of where the firm stands. The right metrics for the right people: partners, administrators, and accounting teams each see what’s most relevant to their role.
Data is only useful if it helps you act. The Firm Performance Dashboard makes that possible.
Platform Improvements
Work moves faster across your firm.
Beyond the headline features, this launch includes improvements across speed, billing, and financial workflows — cutting manual steps, improving accuracy, and streamlining how firms operate day to day. That includes direct matter-to-matter trust transfers, a new time entry approval workflow, and under-the-hood improvements to email performance and payments logic.
Faster performance. Smoother workflows.
What Comes Next
This is the first Seasonal Launch, but certainly not the last. We’ll deliver updates on this cadence going forward — with the same coordination, the same support, and the same commitment to strengthening the system firms depend on every day.
One connected system. That’s what this is about.
If you’re a current CARET Legal customer, you’ll see these updates rolling out with in-app guides and communications from your Customer Success team. If you have questions, they’ve got you covered.
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