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

Jay Kuhlman

Jeff Woods

Alexandra Paquette

Alan Fong

Kristy McKnight

Director Of Infrastructure

Samantha McAlister

Andrew Conway

Melinda Davila

Raphael Lopez

Lisa Hasen

Vlad Katsovich

Mark Bean

Mark Schatz

This department focuses on designing, developing, and maintaining software applications and systems.

Software Development

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 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

This department is responsible for driving revenue through customer acquisition and relationship management.

Sales Department

This department focuses on ensuring customer satisfaction and facilitating successful engagement with products and services.

Customer Success

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.

CARET

Org chart

Board & advisors

Teams

Software Development

Customer Success Team

Engineering Team

Sales Department

Customer Success

Leadership Team

Offices

CARET

Org chart

Board & advisors

Teams

Software Development

Customer Success Team

Engineering Team

Sales Department

Customer Success

Leadership Team

Offices

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