Discover the Best Case Management Software: Carrot Legal vs. Clio (Full Transcript)

Speaker 1: Hi guys, I hope you're all doing well. So, I want to show you what I think is the best case management software out there. I do think it's better than Clio and I'll show you why. But it has more features than Clio and I think you'll be quite impressed. And it's also very simple to use and you can customize it to fit your firm and whatever else you need tailored to your practice and field you operate in. So, Carrot Legal has their case management software and what it can do, one of the features is that you can add a plugin for Microsoft Word and Outlook. And for those features, it can record when you're working so that helps you with billing so you don't have to remember how long exactly it took you to work and then therefore help you with billing. And it also has a section for your clients so your clients can access their case files so whatever you want to share with them so they are always updated and kept in the loop regarding their case matter. So, this is the dashboard. Very simple. Hold on. Just waiting for it to load. You can basically customize your own dashboard depending on what you want to see, what you want to focus on. So, I would assume that most people working in the legal field want their emails, their calendars and their tasks. But you can also add features like billing, goals, accounts payable, CRM overview. I think that's customer relations management. So, you can always customize your dashboard depending on what you do in the firm. And then here's where you'll access all the features. So, you'll have an email feature here which you can sync to Outlook and it does everything that Outlook pretty much does. You get all the features. It's all within the case management software there. And then this is your CRM software. So, this is a little bit like Salesforce if you've ever used Salesforce. And it basically allows you to see what kind of leads you have coming in this month. Conversions. Obviously, leads are like potential clients. And then conversions. What's your conversion rate? So, you can probably assess people in sales in your firm. Pipeline value. That also helps you with financial planning I would assume. And so, it pretty much works like Salesforce. You can track leads and then you can also track how much money you're getting, where these sources are coming from. And it can also track your spending and things like that. And here's interesting. You can also integrate things like your retainers, management of your retaining. So, how much you've retained, how much you've referred, which I think is really cool. Next thing here is matters. So, obviously, this is where you'll be keeping all your cases. Labeling what field you guys are operating in and things like that. Calendar, pretty basic. Contacts, pretty cool. Tasks and documents. So, I don't think it's that complicated. And then this is like accounting stuff. I don't think it's that complicated and I think this is why I actually like it. Some of the case management software that's out there like Clio, it's not that it's too difficult to figure out. It just takes some time. And with this, because you can customize a lot of the features, it makes it really easy to use. So, I would encourage you to try out their trial. It says only eight days left, but it's not really eight days. I think they're now offering about seven days free trial. So, check it out and I'm pretty sure you'll switch to them. I hope that helps, guys. Thanks.