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Clio vs CARET Legal Comparison (2026)
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Good recommendations?
Clio
4.7
(1.7K)5
1.3K
4
324
3
51
2
17
1
34
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
CARET Legal
4.4
(160)5
109
4
29
3
10
2
8
1
4
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
Legal billing software that gives you beautiful, customizable invoices. Generating a bill with Clio is quick and easy, and so is receiving payment.
CARET Legal automates the most critical processes in your firm to help you manage all aspects of your practice. From client intake, to matter management, to back-office reporting, CARET Legal enables you to save time, scale your business, and collect revenue faster than ever before.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
4.7
1.7K
5
4
3
2
1
1.3K
324
51
17
34
- Value for money
- Ease of use
- Features
- Customer support
88%
would recommend this app4.4
160
5
4
3
2
1
109
29
10
8
4
- Value for money
- Ease of use
- Features
- Customer support
82%
would recommend this appPros
“Its cloud-based access means I can work securely from anywhere, and the seamless integrations with tools like QuickBooks, Zoom, and Microsoft 365 streamline my workflow.”
Michael Y.
system engineer
“Clio has an accounting platform, which sync's to your main program, so you can stay on top of state codes that request you maintain records on IOLTA trust accounts.”
MR
Missy R.
Firm Administrator and Legal Assistant
“The platform is intuitive and accessible remotely, making it convenient for both office and mobile use. While there are some limitations with customization and the cost can increase as additional features or users are added, overall it has been an effective tool for improving workflow efficiency and keeping client matters organized.”
SM
Samantha M.
Senior Paralegal Office Manager
Pros
“I enjoy Caret Legal, and how it allows us to stay connected to our caseload outside of the office or at my desk.”
BR
Brooke R.
Paralegal
“I really like the seamless workflow in CARET Legal that extends from time tracking to prebilling and then to finalized billing.”
CD
Crissy D.
Accounting Manager
“They switched to outsourced tech help happened several years ago - back then, customer service was quite helpful, and now, a simple issue can have multiple tickets, threads, and just general messy communication that seems to drag out and prolong issues.”
NM
Natalya M.
Chief Operating Officer
Cons
“The templates offered are not that robust, and there was no option for direct output to Microsoft Word or RTF. To effectively use Clio, one really has to know a lot about editing PDFs.”
EW
Elan W.
Managing Member
“The inability to inform clients that the office is closed and to place limits on when clients can text you via Clio communication.”
SC
Schantell C.
Attorney
“I tried to do the learning parhs but i am not learning anythong the learning paths do not show me the clio website I am teying to get certified with clio the training modules do not contsin what the wenstie looks like practice clicks or anyting”
Juan S.
Paralegal
Cons
“I do not like that it does not have the ability to expand text as in Amicus and that Caret does NOT sync People with Outlook contacts and does not have the ability to mark emails sent from Caret as Important (or Confidential etc).”
DD
Donna D.
Managing Partner
“You can’t build them on your own and have to rely on their team to compile everything, which limits flexibility and can slow down access to the insights you need.”
KR
Kayla R.
Office Manager and Paralegal
“Frequent issues, calendar items disappear from calendar, emails won't save to the matters and billing issues. ”
CM
C M.
Owner
- Vendor responds to reviews
- Last review11 days ago
- Vendor responds to reviews
- Last reviewa month ago
Key features
- Total features180
- 2-Way Messaging
- ACH Payment Processing
- AI Automation
- AI Copilot
- AI Redlining
- AI Summarization
- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Accounts Payable
- Accounts Receivable
- Accrual Accounting
- Activity Dashboard
- Activity Tracking
- Adaptive Learning
- Alerts/Notifications
- Appointment Management
- Approval Process Control
- Approval Workflow
- Archiving & Retention
- Asset Accounting
- Audit Management
- Audit Trail
- Automated Text Generation
- Automatic Backup
- Automatic Billing
- Autonomous Task Execution
- Backup and Recovery
- Bank Reconciliation
- Bankruptcy Case Management
- Billable & Non-Billable Hours
- Billable Items Tracking
- Billing
- Billing & Invoicing
- Billing Portal
- Billing Rate Management
- Budget Tracking
- Budgeting/Forecasting
- Built-in Accounting
- CRM
- Calendar Integration
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Case Law Research
- Case Management
- Case Notes
- Cash Flow Management
- Centralised Database
- Chart of Accounts
- Check Writing
- Child/Spousal Support Calculations
- Client Management
- Client Portal
- Cloud
- Collaboration Tools
- Communication Management
- Compliance Management
- Compliant Legal Database Integration
- Conflict Management
- Consistency and Quality Assurance
- Contact Database
- Contact Management
- Contingency Billing
- Contract Drafting
- Contract/License Management
- Court Records Search
- Court Rules-Based Scheduling
- Credit Card Processing
- Critical Date Alerts
- Cross Ledger Posting
- Cross-system Integration
- Customer Database
- Customer Statements
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Data Protection
- Data Security
- Deadline Management
- Debit/Credit Card Processing
- Decision Making
- Docket Management
- Document Automation
- Document Capture
- Document Check-In/Out
- Document Classification
- Document Generation
- Document Management
- Document Review
- Document Storage
- Document Templates
- Drafting Assistance
- Due Diligence
- Ease of Use and Adaptability
- Editing and Tracking
- Electronic Filing
- Electronic Payments
- Electronic Signature
- Email Management
- Email Tracking
- Encryption
- Estimating
- Exemption Management
- Expense Claims
- Expense Tracking
- Fee Calculation & Posting
- File Management
- File Sharing
- Financial Analysis
- Financial Management
- Financial Reporting
- For Family Law
- For Lawyers
- For Legal Practice
- For Legal Professionals
- For Small Businesses
- For Startups
- For iPad Devices
- Forms Automation
- Forms Management
- Full Text Search
- General Ledger
- Generative AI
- Hourly Billing
- Income & Balance Sheet
- Independent Decision Making
- Interaction Tracking
- Invoice Creation
- Invoice History
- Invoice Management
- Invoice Processing
- Journal Entry Processing
- Knowledge Management
- Lead Capture
- Lead Management
- Legal Analytics
- Legal Analytics and Insight
- Legal Case Management
- Legal Compliance
- Legal Forms Library
- Legal Insight Extraction & Analytics
- Legal Workflow Automation
- Litigation Support
- Live Chat
- Matter Management
- Messaging
- Microsoft Outlook Integration
- Mobile Access
- Mobile App
- Mobile Payments
- Mobility
- Multi-Currency
- Multi-Location
- Multi-step Planning
- Multiple Payment Options
- Natural Language Interaction
- Natural Language Interface
- Natural Language Processing
- Natural Language Processing (NLP)
- Notes Management
- Online Intake Forms
- Online Invoicing
- Online Payments
- Optical Character Recognition
- PCI Compliance
- Payment Fraud Prevention
- Payment Processing
- Payment Reconciliation
- Payments
- Performance Metrics
- Proactive Assistance
- Proactive Intervention
- Progress Tracking
- Project Accounting
- Project Time Tracking
- Project Tracking
- Quality Assurance
- QuickBooks Integration
- Quotes/Estimates
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Receipt Management
- Records Management
- Recurring/Subscription Billing
- Reminders
- Remote Access/Control
- Reporting
- Reporting & Statistics
- Reporting/Analytics
- Review Automation
- SMS Messaging
- SSL Security
- Sales Pipeline Management
- Search and Retreival
- Search/Filter
- Secure Data Storage
- Summary Reports
- Task Management
- Task Progress Tracking
- Task Scheduling
- Tax Management
- Third-Party Integrations
- Time & Expense Tracking
- Time Tracking
- Time Tracking by Client
- Time Tracking by Project
- Timer
- Timesheet Management
- Transaction Management
- Trust Accounting
- Two-Factor Authentication
- Version Control
- Workflow Automation
- Workflow Management
- Total features145
- 2-Way Messaging
- ACH Payment Processing
- AI Automation
- AI Copilot
- AI Redlining
- AI Summarization
- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Accounts Payable
- Accounts Receivable
- Accrual Accounting
- Activity Dashboard
- Activity Tracking
- Adaptive Learning
- Alerts/Notifications
- Appointment Management
- Approval Process Control
- Approval Workflow
- Archiving & Retention
- Asset Accounting
- Audit Management
- Audit Trail
- Automated Text Generation
- Automatic Backup
- Automatic Billing
- Autonomous Task Execution
- Backup and Recovery
- Bank Reconciliation
- Bankruptcy Case Management
- Billable & Non-Billable Hours
- Billable Items Tracking
- Billing
- Billing & Invoicing
- Billing Portal
- Billing Rate Management
- Budget Tracking
- Budgeting/Forecasting
- Built-in Accounting
- CRM
- Calendar Integration
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Case Law Research
- Case Management
- Case Notes
- Cash Flow Management
- Centralised Database
- Chart of Accounts
- Check Writing
- Child/Spousal Support Calculations
- Client Management
- Client Portal
- Cloud
- Collaboration Tools
- Communication Management
- Compliance Management
- Compliant Legal Database Integration
- Conflict Management
- Consistency and Quality Assurance
- Contact Database
- Contact Management
- Contingency Billing
- Contract Drafting
- Contract/License Management
- Court Records Search
- Court Rules-Based Scheduling
- Credit Card Processing
- Critical Date Alerts
- Cross Ledger Posting
- Cross-system Integration
- Customer Database
- Customer Statements
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Data Protection
- Data Security
- Deadline Management
- Debit/Credit Card Processing
- Decision Making
- Docket Management
- Document Automation
- Document Capture
- Document Check-In/Out
- Document Classification
- Document Generation
- Document Management
- Document Review
- Document Storage
- Document Templates
- Drafting Assistance
- Due Diligence
- Ease of Use and Adaptability
- Editing and Tracking
- Electronic Filing
- Electronic Payments
- Electronic Signature
- Email Management
- Email Tracking
- Encryption
- Estimating
- Exemption Management
- Expense Claims
- Expense Tracking
- Fee Calculation & Posting
- File Management
- File Sharing
- Financial Analysis
- Financial Management
- Financial Reporting
- For Family Law
- For Lawyers
- For Legal Practice
- For Legal Professionals
- For Small Businesses
- For Startups
- For iPad Devices
- Forms Automation
- Forms Management
- Full Text Search
- General Ledger
- Generative AI
- Hourly Billing
- Income & Balance Sheet
- Independent Decision Making
- Interaction Tracking
- Invoice Creation
- Invoice History
- Invoice Management
- Invoice Processing
- Journal Entry Processing
- Knowledge Management
- Lead Capture
- Lead Management
- Legal Analytics
- Legal Analytics and Insight
- Legal Case Management
- Legal Compliance
- Legal Forms Library
- Legal Insight Extraction & Analytics
- Legal Workflow Automation
- Litigation Support
- Live Chat
- Matter Management
- Messaging
- Microsoft Outlook Integration
- Mobile Access
- Mobile App
- Mobile Payments
- Mobility
- Multi-Currency
- Multi-Location
- Multi-step Planning
- Multiple Payment Options
- Natural Language Interaction
- Natural Language Interface
- Natural Language Processing
- Natural Language Processing (NLP)
- Notes Management
- Online Intake Forms
- Online Invoicing
- Online Payments
- Optical Character Recognition
- PCI Compliance
- Payment Fraud Prevention
- Payment Processing
- Payment Reconciliation
- Payments
- Performance Metrics
- Proactive Assistance
- Proactive Intervention
- Progress Tracking
- Project Accounting
- Project Time Tracking
- Project Tracking
- Quality Assurance
- QuickBooks Integration
- Quotes/Estimates
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Receipt Management
- Records Management
- Recurring/Subscription Billing
- Reminders
- Remote Access/Control
- Reporting
- Reporting & Statistics
- Reporting/Analytics
- Review Automation
- SMS Messaging
- SSL Security
- Sales Pipeline Management
- Search and Retreival
- Search/Filter
- Secure Data Storage
- Summary Reports
- Task Management
- Task Progress Tracking
- Task Scheduling
- Tax Management
- Third-Party Integrations
- Time & Expense Tracking
- Time Tracking
- Time Tracking by Client
- Time Tracking by Project
- Timer
- Timesheet Management
- Transaction Management
- Trust Accounting
- Two-Factor Authentication
- Version Control
- Workflow Automation
- Workflow Management
Integrations
- Total integrations26
- 8am LawPay
- Birdeye
- Box
- Case Status
- Chrometa
- Docusign
- Dropbox
- Google Calendar
- Google Contacts
- Google Workspace
- HotDoc
- InvoiceSherpa
- Kenect
- LEX Reception
- LawToolBox
- Lawmatics
- Levitate
- Microsoft 365
- Microsoft Outlook
- Microsoft Teams
- Microsoft Word
- Mitratech HotDocs
- NetDocuments
- PayPal Payments
- QuickBooks Online
- QuickBooks Online Advanced
- RightSignature
- WiseTime
- WordPress
- Xero
- Zapier
- Zoom Workplace
- Total integrations12
- 8am LawPay
- Birdeye
- Box
- Case Status
- Chrometa
- Docusign
- Dropbox
- Google Calendar
- Google Contacts
- Google Workspace
- HotDoc
- InvoiceSherpa
- Kenect
- LEX Reception
- LawToolBox
- Lawmatics
- Levitate
- Microsoft 365
- Microsoft Outlook
- Microsoft Teams
- Microsoft Word
- Mitratech HotDocs
- NetDocuments
- PayPal Payments
- QuickBooks Online
- QuickBooks Online Advanced
- RightSignature
- WiseTime
- WordPress
- Xero
- Zapier
- Zoom Workplace
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