CARET
41 Case Studies
A CARET Case Study
Law Office of Peter C. Merani, P.C is a 19-person New York insurance law firm that grew from a solo practice and manages up to 11,000 open cases at any time. To run a very lean, paperless operation while maintaining high-quality client service, the firm adopted CARET’s Amicus Attorney practice‑management software for case and document management, time tracking, task automation and document assembly.
CARET implemented Amicus Attorney firm‑wide—using document assembly, precedents, custom records, tasks and time tracking—to create roughly 1,000 customized templates, prepare materials for as many as 15 cases at once, and automate work that would otherwise require five people so one attorney can complete it in the same time. The result: significantly lower overhead, more captured billable time, faster access to complex data across thousands of files, fewer missed dates/tasks, and measurable operational scale that improves efficiency and gives the team more free time.
Peter C. Merani
Law Offices of Peter C. Merani P.C.