Case Study: Berdon, Young, and Margolis, PC improves remote access and practice management with CARET Legal

Berdon, Young, and Margolis, PC streamlines 30+ years of practice management with CARET Legal

Berdon, Young, and Margolis, PC, a small business law firm, faced significant challenges with its outdated, on-premises practice management software, PCLaw. The system had unstable document and calendar management, antiquated reporting, and critically lacked remote accessibility, which became a major issue when the pandemic hit. Seeking a comprehensive, cloud-based solution that integrated both accounting and front-office management, the firm switched to CARET Legal.

The implementation of CARET Legal provided the firm with a stable, all-inclusive, and intuitive cloud-based practice management solution. The transition was smooth, and the firm now benefits from robust remote access, streamlined operations, and readily available information. Staff frustration decreased, training new employees became easier, and the firm gained valuable CRM and financial reporting features it never had before. Berdon, Young, and Margolis highly recommends CARET Legal, noting it is head and shoulders above other options they considered.

Berdon, Young, and Margolis, PC