CARET brings the latest in technology and automation to over 10,000 legal and accounting firms, empowering highly skilled professionals to refocus their expertise on what truly matters.

Operating Systems

Software

CARET

CARET's headquarters in San Diego, CA, United States

Mark Schatz

Samantha McAlister

Alan Fong

Raphael Lopez

Alexander Straffin

Director Of Infrastructure

Vlad Katsovich

Andrew Conway

Melinda Davila

The Leadership Team at CARET is responsible for setting the strategic direction of the company, ensuring the integration of cutting-edge technology and automation into legal and accounting firms. This team drives business growth, oversees product development and customer experiences, manages marketing and sales initiatives, and ensures operational efficiency while fostering a supportive and innovative workplace culture.

Leadership Team

The Engineering Team at CARET is dedicated to designing, developing, and maintaining innovative software solutions that enhance the efficiency of legal and accounting practices. With a focus on automation and cloud technologies, this team collaborates to create scalable systems that empower professionals to streamline their workflows and improve overall productivity. Their expertise in software engineering, systems architecture, and DevOps ensures that CARET remains at the forefront of technological advancements in the industry.

Engineering Team

The Sales and Marketing Team at CARET is responsible for driving brand awareness and revenue growth by promoting cutting-edge technology solutions tailored for legal and accounting firms. They develop and implement strategic marketing campaigns, foster partnerships, and manage sales initiatives to enhance customer engagement and optimize sales processes, ensuring that professionals can focus on delivering top-notch services.

Sales and Marketing Team

The Customer Success Team at CARET is dedicated to ensuring clients maximize the value of technology and automation solutions delivered to legal and accounting firms. This team proactively engages with clients, providing onboarding, training, and ongoing support to enhance user experience and satisfaction, ultimately driving client retention and long-term partnerships. Through personalized service and expert guidance, they empower clients to refocus on their core competencies.

Customer Success Team

The Product Management and Development Team at CARET is responsible for driving the innovation and lifecycle management of software solutions tailored for legal and accounting professionals. This team collaborates closely with cross-functional departments to identify client needs, enhance product features, and ensure seamless implementation and support, ultimately empowering users to maximize efficiency and focus on their core competencies. Their expertise spans product strategy, technical training, and data solutions, ensuring robust and secure offerings that resonate with over 10,000 firms.

Product Management and Development Team

The Finance Team at CARET is responsible for managing the company's financial health, ensuring accurate financial reporting, budgeting, and compliance. They analyze financial data to drive strategic decision-making, oversee accounting operations, and provide insights that support the organization's mission of empowering legal and accounting professionals through technology and automation.

CARET

Org chart

Teams

Leadership Team

Engineering Team

Sales and Marketing Team

Customer Success Team

Product Management and Development Team

Finance Team

Offices

CARET

Org chart

Teams

Leadership Team

Engineering Team

Sales and Marketing Team

Customer Success Team

Product Management and Development Team

Finance Team

Offices

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