CARET API
For a tech company integrating with CARET—especially one fitting into an iManage-first workflow—an unofficial API means you can pull matter metadata, billing and trust balances, time entries, and document associations from CARET, and push new clients, matters, time, expenses, payments, and links to
What is CARET Legal?
CARET Legal is a comprehensive practice management platform for law firms. It brings together client/matter management, timekeeping, billing, integrated accounting, trust accounting, document and email management, calendaring, tasks, intake/CRM, reporting, and payments.
Core product areas include:
- Matter Management (client intake, conflict checks, metadata, roles)
- Time & Billing (time entries, expenses, rate schedules, LEDES/eBilling)
- Accounting & Trust (general ledger, trust accounts, deposits, disbursements)
- Document & Email Management (matter-centric filing, templates, attachments)
- Tasks & Calendaring (workflows, reminders, firm-wide calendars)
- Intake & CRM (forms, pipelines, lead tracking)
- Reporting (productivity, AR/aging, trust reconciliation, WIP)
- Payments (online payments, allocations, write-offs)
Common data entities:
- Matters (matter number, title, client, practice area, responsible attorney, status)
- Contacts/Clients (individuals and organizations, emails, phones, addresses)
- Time Entries & Expenses (date, duration, description, activity codes, rates)
- Invoices (line items, totals, balance due, status, LEDES data)
- Payments (date, amount, method, allocation)
- Trust Accounts & Transactions (account, deposit/disbursement, balance)
- Documents & Emails (metadata, links, versioning, associations to matters)
- Tasks & Events (assignee, due dates, calendar entries)
- Users/Roles (permissions, groups, billing rates)
The CARET Integration Challenge
Law firms rely on CARET daily, but turning portal-centric practice management into API-driven automation—especially in an iManage-first environment—introduces complexity:
- Matter alignment: iManage workspaces and CARET matters must remain in sync for titles, client names, numbers, and attorney assignments
- Billing nuance: Rate schedules, UTBMS/LEDES codes, and write-downs need consistent mapping and auditability
- Trust compliance: Segregation of duties and permissioned trust workflows require careful, idempotent updates
- Document links: Associating iManage document and email metadata with CARET matters needs reliable references and conflict rules
- Authentication: MFA and session lifecycles complicate headless automation across firm environments
- Long-running jobs: Invoice runs, payment allocations, and data imports can span minutes to hours and need resilient polling/webhooks
- Entitlements & security: Role-based access to matters, trust accounts, and billing data must be respected across practice groups
How Supergood Creates CARET APIs
Supergood reverse-engineers authenticated browser flows and network interactions to deliver a resilient API endpoint layer for your CARET Legal tenant.
- Handles username/password and MFA (SMS, email, TOTP) securely
- Maintains session continuity with automated refresh and change detection
- Normalizes matter, contact, billing, trust, and document link objects so you can integrate once and rely on consistent schemas
- Aligns with customer entitlements and role-based permissions to ensure compliant access
- Supports high-volume operations (time capture, invoice sync) with polling or webhooks for long-running jobs
Getting Started
- Schedule Integration Assessment
Book a 30-minute session to confirm your modules, licensing, and authentication model.
- Supergood Builds and Validates Your API
We deliver a hardened CARET adapter tailored to your workflows and entitlements.
- Deploy with Monitoring
Go live with continuous monitoring and automatic adjustments as CARET evolves.
Use Cases
iManage-First Matter Sync
- Create and update CARET matters when new iManage workspaces are provisioned - Keep client, matter number, responsible attorney, and status in sync across systems - Enforce naming conventions and folder structures via metadata controls
Document Linking & Email Filing
- Attach iManage document and email references to CARET matters for unified visibility - Capture work product events (e.g., drafting, reviewing) to generate time entries - Maintain chain-of-custody with immutable audit records
Timekeeping & Billing Automation
- Push time from document activities, timers, and mobile into CARET - Retrieve invoices and AR to drive dashboards and reminders - Allocate payments programmatically and update statuses across systems
Trust Accounting Controls
- Post deposits and disbursements with permission checks and idempotency - Sync matter trust balances to downstream analytics and compliance reports - Trigger alerts when balances or thresholds change
Intake-to-Matter Provisioning
- Create contacts and matters from intake forms and CRM pipelines - Auto-provision iManage workspaces and CARET matters with standardized fields - Track conversion metrics from lead to open matter
Technical Specifications
Authentication
Username/password with MFA (SMS, email, TOTP); supports service accounts or customer-managed credentials
Response format
JSON with consistent resource schemas and pagination across modules
Rate limits
Tuned for firm-scale throughput while honoring customer entitlements and usage controls
Session management
Automatic reauth and cookie/session rotation with health checks
Data freshness
Near real-time retrieval of matters, contacts, time, invoices, payments, and trust transactions
Security
Encrypted transport, scoped tokens, and audit logging; respects CARET role-based permissions and trust segregation
Webhooks
Optional asynchronous delivery for long-running workflows (e.g., invoice run completions, payment postings, matter status changes)
Latency
Sub-second responses for list/detail queries under normal load; invoice and payment operations reflect underlying platform behavior
Throughput
Designed for high-volume time capture and billing synchronization
Reliability
Retry logic, backoff, and idempotency keys minimize duplicates and support at-least-once processing
Adaptation
Continuous monitoring for UI/API changes with rapid adapter updates
Frequently asked questions
Supergood supports workflows commonly used in practice management, including Matters & Contacts, Time & Billing (UTBMS/LEDES), Trust Accounting (deposits, disbursements, reconciliation), Document/Email Links, and Reporting/AR—subject to your licensing and entitlements. We scope coverage during integration assessment.
We support username/password + MFA (SMS, email, TOTP). Sessions are refreshed automatically with secure challenge handling and monitoring for session expiry.
Yes. We can read and write matter metadata and store iManage workspace references in CARET. We also expose endpoints to attach document/email links and maintain a normalized audit trail.
We normalize rate schedules, UTBMS activity codes, and line item structures into consistent schemas while preserving raw data for downstream LEDES/eBilling exports and audits.
Yes. Trust transactions are handled with permission checks, idempotency keys, and auditable records. We can optionally require dual-approval for disbursements.