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CARET Legal Logo

Cloud-based law practice management tool for attorneys.

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CARET Legal - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: January 2026

CARET Legal overview

What is CARET Legal?

CARET Legal is a comprehensive legal practice management software designed to streamline operations for small and midsize law firms. The platform integrates case management, document solutions, reporting and analytics, billing, accounting, and payment processing into a unified system that eliminates the need for standalone software applications. Legal professionals can efficiently track and manage all aspects of their cases, maintain organized document repositories, and collaborate seamlessly with colleagues and clients through a secure, fully encrypted client portal.

The software provides sophisticated workflow automation capabilities that reduce manual processes and minimize the risk of missed deadlines. Law firms can automate routine tasks such as scheduling and follow-ups, allowing legal teams to focus on higher-value activities. The reporting and analytics functionality delivers real-time insights into firm performance through customizable dashboards, enabling data-driven decision-making to enhance operational efficiency and profitability. The contact management system centralizes critical information about clients, prospects, witnesses, and opposing counsel in an intuitive dashboard that facilitates efficient filtering, searching, and communication tracking.

CARET Legal caters to various practice areas including real estate law, employment law, insurance defense, litigation, personal injury, estate planning, intellectual property, criminal law, immigration law, family law, and general practice. The platform accommodates both smaller firms with one to thirty employees and larger organizations with more than thirty staff members. It includes mobile applications for iOS and Android devices, allowing legal professionals to access critical information and manage their practice remotely. The system prioritizes data security while maintaining compliance with legal industry standards for information handling and client communications.

Key benefits of using CARET Legal

  • Eliminate manual timekeeping with 10+ integrated methods to automatically track billable hours. ​

  • Organize and align teams with collaboration tools. Gain full visibility into workflows within the firm, set reminders for team members, and tie all records back to a specific matter.​

  • Communicate with clients conveniently from the CARET Legal platform with integrated client texting, email, and calendar integrations, and the ability to securely send sensitive documents through the client portal.​

  • Drive more revenue and decrease the A/R cycle with integrated accounting and billing.

  • Securely access critical client data on the go. CARET Legal is cloud-based, and the first SOC 2 compliant solution that enables the freedom to work from anywhere, including the CARET Legal mobile app.
  • Starting price

    Free

    Alternatives

    with better value for money


    Pros & Cons

    Responsiveness

    Intuitiveness

    Correspondence

    Stability

    Messaging

    Billing

    CARET Legal’s user interface

    Ease of use rating:

    CARET Legal pros, cons and reviews insights

    To determine these pros and cons insights, we analyzed responses from 

    Overall rating

    Reviews sentiment

     
     
     
    1-2(10)
    3-4(36)
    5(106)

    What do users say about CARET Legal?

    Users report CARET Legal is intuitive, easy to use, and streamlines law practice management by integrating billing, accounting, calendar, and email features in one platform. They find timekeeping and invoicing efficient, appreciate robust email integration, and value responsive customer support, especially during onboarding and troubleshooting. Most say the mobile app and training resources help them quickly adapt to the software. They feel it improves organization and reduces administrative burdens.

    Some mention recurring bugs, glitches, and issues with accounting and billing modules, noting that certain promised features are missing or not fully functional. They express frustration with occasional slow customer service and frequent updates causing workflow disruptions.

    Select to learn more


    Who uses CARET Legal?

    Based on 152 verified user reviews.

    Company size

    Small Businesses

    Midsize Businesses

    Enterprises

    Top industries

    Law Practice
    Legal Services
    Government Administration
    Marketing and Advertising
    Others

    Use cases

    Law Practice Management
    Legal Billing
    Legal Case Management
    Time and Expense
    Legal Accounting

    CARET Legal's key features

    Most critical features, based on insights from CARET Legal users:

    Billing & invoicing
    Document management
    Workflow management
    Trust accounting
    Time tracking
    Expense tracking

    All CARET Legal features

    Features rating:

    Billable items tracking
    Cash flow management
    Income & balance sheet
    Budgeting/Forecasting
    Email management
    Reporting/Analytics
    Alerts/Notifications
    Invoice processing
    Calendar management
    Financial reporting
    Reminders
    Access controls/permissions
    Legal case management
    Case management
    Bank reconciliation
    Client management
    General ledger
    Task progress tracking
    Chart of accounts
    Case notes
    Activity tracking
    API
    Accounting integration
    Accounting
    Task management
    Third-Party integrations
    Automatic backup
    Tax management
    Automatic billing
    Journal entry processing
    Legal forms library
    Matter management
    Mobile access
    Mobile app
    Notes management
    Online intake forms
    Online payments
    Optical character recognition
    Payment processing
    Process/Workflow automation
    Invoice management
    Invoice creation
    Full text search
    Forms management
    Forms automation
    For small businesses
    For legal professionals
    For lawyers
    For family law
    Financial management
    Financial analysis
    Version control
    Two-Factor authentication
    Transaction management
    Timesheet management
    Timer
    Time tracking by project
    Time tracking by client
    Time & expense tracking
    Task scheduling
    Summary Reports
    SSL security
    SMS messaging
    Secure data storage
    Search/Filter
    Reporting & statistics
    Remote access/control
    Recurring/Subscription billing
    Records management
    Receipt management
    Real-Time updates
    Real-Time reporting
    Real-Time notifications
    Real-Time data
    QuickBooks integration
    Project tracking
    Project time tracking
    Project accounting
    Progress tracking
    CRM
    Critical date alerts
    Credit card processing
    Contract/License management
    Contact management
    Contact database
    Conflict management
    Compliance management
    Communication management
    Collaboration tools
    Client portal
    Check writing
    Built-in accounting
    Budget tracking
    Billing rate management
    Billable & non-billable hours
    Bankruptcy case management
    Backup and recovery
    Audit trail
    Audit management
    Asset accounting
    Archiving & retention
    Approval workflow
    Approval process control
    AI/Machine learning
    Activity dashboard
    Accrual accounting
    Accounts receivable
    Accounts payable
    2-Way messaging
    File sharing
    File management
    Fee Calculation & Posting
    Exemption management
    Estimating
    Encryption
    Electronic signature
    Electronic payments
    Electronic filing
    Document templates
    Document storage
    Document review
    Document generation
    Document classification
    Document check-in/out
    Document capture
    Document automation
    Docket management
    Deadline management
    Data security
    Data import/export
    Dashboard
    Customizable templates
    Customizable reports
    Customizable invoices
    Customizable forms
    Customizable fields
    Customer statements
    Customer database
    Cross Ledger Posting

    CARET Legal awards

    CARET Legal alternatives

    CARET Legal logo

    Starting from

    Empty state illustration for "No pricing info"

    No pricing info

    Free trial
    Free version
    Ease of Use
    Features
    Value for Money
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    Actionstep Legal Accounting logo
    visit website

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    99

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    Free version
    Ease of Use
    Features
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    Customer Support
    TimeSolv Legal Billing logo
    visit website

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    47.50

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    Free trial
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    Customer Support
    Canopy logo
    visit website

    Starting from

    22

    Per month

    Free trial
    Free version
    Ease of Use
    Features
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    Customer Support

    CARET Legal pricing

    Value for money rating:

    Pricing plans

    Pricing details:

    Free plan
    Free trial
    Subscription

    Enterprise

    Empty state illustration for "No pricing info"

    No pricing info

    Features included:

    • Built-in Email
    • Document Management
    • Calendaring
    • Task Management
    • Contact Management
    • Billing
    • Accounting
    • Reporting
    • Client Portal
    • Document Storage
    • LEDES Invoicing
    • Integrated Payments
    • Tier 1 - 24/7 Support

    Enterprise Plus

    Empty state illustration for "No pricing info"

    No pricing info

    Features included:

    • Automated Workflows
    • Custom Permissions
    • Department Based Accounting
    • Advanced Document Management
    • Native Document Editing and Storage
    • AI-Generated Document Summaries
    • Dashboards and Reports

    Enterprise Insights

    Empty state illustration for "No pricing info"

    No pricing info

    Features included:

    • Unlimited Document Storage
    • CARET Analytics with configurable reports and dashboards
    • Flexible Reporting
    • Data Visualization

    User opinions about CARET Legal price and value

    Value for money rating:

    To see what individual users think of CARET Legal's price and value, check out the review snippets below.

    “When I have a question, I just type it into the help section and I receive either a phone call or email very promptly. As a solo, this product is amazing and does so much.”
    SG

    Steven G.

    Attorney

    “Integration with email is awesome and our staff gets a sense that your team is continually improving and adding options which makes it even more exciting.”
    PM

    Paul M.

    Partner

    CARET Legal integrations (18)

    Integrations rated by users

    We looked at 152 user reviews to identify which products are mentioned as CARET Legal integrations and how users feel about them.

    Integration rating: 4.0 (4)

    The integration with Outlook makes saving emails super easy and convenient.

    JH

    Jennifer H.

    Paralegal

    8am LawPay logo
    8am LawPay

    Integration rating: 4.0 (1)

    It greatly reduces the time to process a credit card. The credit card storage system is secure and compliant. The fact that there is only one transaction that registers in both Zola and LawPay eliminates the source of error in having to do two entries - one in Zola and one in a non-integrated credit card processor. The only drawback to LawPay is the two-day processing time in compared to the one-day processing time of our old credit card processor.

    AM

    Andrew M.

    Controller

    Integration rating: 3.0 (2)

    Integration rating: 4.0 (1)

    Integration rating: 5.0 (1)

    Integration rating: 5.0 (1)

    Integration rating: 3.0 (1)

    CARET Legal customer support

    What do users say about CARET Legal customer support?

    Customer support rating:

    We analyzed 41 verified user reviews to identify positive and negative aspects of CARET Legal customer support.

    Widespread user sentiment highlights extremely responsive and knowledgeable customer support staff.

    A significant portion of users praise the quick resolution of issues and helpful guidance during onboarding and troubleshooting.

    Frequently reported by users, support is accessible, patient, and willing to invest time in problem-solving.

    A minority of users report difficulty reaching support, slower response times, and a decline in service quality after acquisition.

    Support options

    24/7 (live rep)
    Faqs/forum
    Email/help desk
    Phone support
    Knowledge base
    Chat

    Training options

    In person
    Documentation
    Webinars
    Live online
    Videos

    To see what individual users say about CARET Legal's customer support, check out the review snippets below.

    “The responsiveness of tech support and customer service to not only troubleshooting problems, but suggested features and improvements, is absolutely top notch.”

    Verified reviewer profile picture

    Ramey K.

    Attorney & Member

    “There are some functions that are not readily apparent; however, customer service has always responded and clarified anything questions within 2 hours.”

    MJ

    Michael J.

    Owner

    “Customer service is useless and sends generic messages asking to perform various steps - none of which work.”

    AF

    Alex F.

    Attorney

    CARET Legal FAQs

    Q. What type of pricing plans does CARET Legal offer?

    CARET Legal has the following pricing plans:
    Pricing model: Subscription
    Free Trial: Available | (No Credit Card required)

    These products have better value for money


    Q. Who are the typical users of CARET Legal?

    CARET Legal has the following typical customers:
    Freelancers, Mid Size Business, Non Profit, Public Administrations, Small Business


    Q. What languages does CARET Legal support?

    CARET Legal supports the following languages:
    English


    Q. Does CARET Legal support mobile devices?

    CARET Legal supports the following devices:
    Android, iPad, iPhone


    Q. Does CARET Legal offer an API?

    Yes, CARET Legal has an API available for use.


    Q. What other apps does CARET Legal integrate with?

    CARET Legal integrates with the following applications:
    Mitratech HotDocs, Microsoft Outlook, Google Docs, Gmail, HotDoc, OneDrive, Google Workspace, Google Drive, LawToolBox, Google Contacts, Microsoft 365, NetDocuments, QuickBooks Online, Lawmatics, Google Calendar, Microsoft Word


    Q. What level of support does CARET Legal offer?

    CARET Legal offers the following support options:
    24/7 (Live rep), FAQs/Forum, Email/Help Desk, Phone Support, Knowledge Base, Chat

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