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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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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: September 2026

CARET Legal overview

What is CARET Legal?

CARET Legal is a 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 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.

Starting price

Alternatives

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Pros & Cons

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Billing

Customer Support

Law Practice Management

Account Cancellation

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CARET Legal’s user interface

Ease of use rating:

CARET Legal reviews

Overall rating

4.5

/5

159

Positive reviews

83

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend0.83/10
Rating distribution

5

4

3

2

1

109

29

9

8

4

Pros
“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

“There are times the program will lag and the calendar will be delayed in reflecting the entries we add.”
SM

Samantha M.

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

Who uses CARET Legal?

Based on 159 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Law Practice
Legal Services

Use cases

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

CARET Legal's key features

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

Expense tracking
Calendar management
Trust accounting
Task management
Third-Party integrations
Document generation

All CARET Legal features

Features rating:

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

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CARET Legal logo

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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:

  • CARET Analytics with standard dashboards and reports
  • Automated Workflows
  • Custom Permissions
  • Department Based Accounting
  • Native Document Editing and Storage
  • AI-Generated Document Summaries
  • Built-in Email
  • Document Management
  • Calendaring
  • Task Management
  • Contact Management
  • Billing
  • Accounting
  • Client Portal
  • Document Storage
  • LEDES Invoicing
  • Integrated Payments
  • Unlimited Document Storage

Enterprise Insights

Empty state illustration for "No pricing info"

No pricing info

Features included:

  • CARET Analytics with configurable reports and dashboards
  • Tier 1 - 24/7 Support
  • Unlimited Document Storage
  • Custom Data Visualization
  • Flexible Reporting
  • Automated Workflows
  • Department Based Accounting
  • Native Document Editing and Storage
  • Custom Permissions
  • AI-Generated Document Summaries
  • Built-in Email
  • Contact Management
  • Client Portal
  • LEDES Invoicing
  • Integrated Payments

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.

“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

CARET Legal integrations (16)

Integrations rated by users

We looked at 159 user reviews to identify which products are mentioned as CARET Legal integrations and how users feel about them.

Integration rating: 3.7 (8)

To sync. tasks, notes, calendar and contacts.

PB

Paul B.

Partner

Integration rating: 4.5 (3)

We use the word templates for communication to external applicants.

Bo

Becky o.

Operations Manager, Engineering Services

Integration rating: 4.0 (2)

Gmail logo
Gmail

Integration rating: 5.0 (2)

Integration rating: 3.0 (2)

Integration rating: 5.0 (2)

It helps sync payroll and employee data with accounting, reducing manual data entry and keeping financial records more accurate.

SS

Sachin S.

Senior executive HR

CARET Legal customer support

What do users say about CARET Legal customer support?

Customer support rating:

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

Widespread user sentiment highlights CARET Legal's customer support as highly responsive, knowledgeable, and genuinely helpful.

A fair number of users appreciate the quick turnaround, often receiving clear answers or solutions within hours of reaching out.

Multiple users value the availability of real humans for support, with patient guidance during onboarding and ongoing assistance.

A minority of users report slow or unhelpful responses, difficulty reaching support, and a decline in service quality after recent changes.

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.

“Customer support has also been excellent. Whenever we’ve had questions or needed assistance, their team has been responsive, knowledgeable, and genuinely helpful.”

SM

Samantha M.

Paralegal

“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

“Customer service takes at least a week to resolve problems. ”

CM

C M.

Owner

CARET Legal FAQs

Q. Who are the typical users of CARET Legal?

CARET Legal has the following typical customers:
Small Business, Freelancers

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Q. Does CARET Legal support mobile devices?

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


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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