Case Study: Pregenzer Baysinger Wideman & Sale, PC finds trusted practice management support with CARET Legal

Pregenzer Baysinger Wideman & Sale, PC migrates 11,000 matters in 17 years with CARET Legal

Pregenzer Baysinger Wideman & Sale, PC, an estate planning firm in Albuquerque, faced operational disruptions due to frequent downtime with its legacy practice management system. Firm Administrator Jane Sakiewicz sought a change to an all-in-one platform to consolidate tools and streamline workflows, leading them to choose the CARET Legal practice management software.

CARET Legal provided accelerated onboarding, migrating over 11,000 matters, and offered highly responsive, tailored training and support. The solution’s integrated features, such as templates and analytics, have proven to be a game-changer, automating previously manual reports and streamlining document creation. The firm now considers CARET Legal a true technology partner that is proactive and invested in their success.

Pregenzer Baysinger Wideman & Sale, PC