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CARET Legal vs Filevine Comparison (2026)

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CARET Legal logo

CARET Legal

Filevine logo

Filevine

Overview

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.

Filevine is an all-in-one legal billing platform. Easily track time, bill clients, and receive payments all in one place.

  • 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

Starting from

Empty state illustration for "No pricing info"

No pricing info

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

Empty state illustration for "No pricing info"

No pricing info

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.4

160

5

4

3

2

1

109

29

10

8

4

  • Value for money
  • Ease of use
  • Features
  • Customer support
82%
would recommend this app

4.4

301

5

4

3

2

1

221

42

10

7

21

  • Value for money
  • Ease of use
  • Features
  • Customer support
80%
would recommend this app

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

Pros

“The centralized case record, with tasks, notes, texts, and documents in one place, does make it easier for my team to see what’s going on without chasing information across multiple tools.”
Verified reviewer profile picture

Christi L.

COO

“Filevine dedicates a Representative to respond to issues and questions, and connect you to the appropriate person(s) to help -- billing, training, implementation, etc.”
SZ

Susan Z.

Paralegal for Atty David C Farr

“I must say that everyone I have been in contact with at Filevine has made me feel like I am their only customer -- they value my input, and work to customize Filevine to address our practice in a one attorney and one paralegal/"everything person". ”
SZ

Susan Z.

Paralegal for Atty David C Farr

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

Cons

“Every time I expressed my concerns, FV employees would demand to address on phone/Zooms (never in writing) which prevented transparency in handling and also demanded an extraordinary amount of time in my schedule.”
LW

Lori W.

Owner and Attorney

“They did not allow access to software before signing contract -they do a customized demo (cannot be downloaded - only played "live" during sales call) that inaccurately portrays the actual product.”
LW

Lori W.

Owner and Attorney

“Filevine promised a modern, scalable case management system for law firms—but over time, it has become an increasingly expensive platform that underdelivers on core functionality while aggressively upselling basic features.”
Verified reviewer profile picture

Christi L.

COO

  • Vendor responds to reviews
  • Last reviewa month ago
  • Vendor responds to reviews
  • Last review14 days ago

Key features

  • Total features145
  • 2-Way Messaging
  • AI Summarization
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Accrual Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • 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 & Non-Billable Hours
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Rate Management
  • Budget Tracking
  • Budgeting/Forecasting
  • Built-in Accounting
  • CRM
  • Calendar Management
  • Calendar Sync
  • Case Management
  • Case Notes
  • Cash Flow Management
  • Chart of Accounts
  • Check Writing
  • Client Database
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Conflict Management
  • Conflict Tracking
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Court Rules-Based Scheduling
  • Credit Card Processing
  • Critical Date Alerts
  • Cross Ledger Posting
  • Customer Database
  • Customer Statements
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Management
  • Data Security
  • Data Visualization
  • 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
  • Email Tracking
  • Employee 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
  • For Small Businesses
  • Forms Automation
  • Forms Management
  • Full Text Search
  • General Ledger
  • HIPAA Compliant
  • Incident Management
  • Income & Balance Sheet
  • Inspection Management
  • Intake Management
  • Invoice Creation
  • Invoice Management
  • Invoice Processing
  • Journal Entry Processing
  • Knowledge Management
  • Legal Case Management
  • Legal Compliance
  • Legal Forms Library
  • Matter Management
  • Microsoft Outlook Integration
  • Mobile Access
  • Mobile App
  • Multi-Location
  • Notes Management
  • Online Intake Forms
  • Online Payments
  • Optical Character Recognition
  • Payment Processing
  • Phonetic Search
  • 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 & Statistics
  • Reporting/Analytics
  • Risk Assessment
  • Risk Management
  • SMS Messaging
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Single Sign On
  • Spend Management
  • Staff Calendar
  • Status Tracking
  • Subject Profiles
  • Summary Reports
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Tax Management
  • Third-Party Integration
  • 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 features119
  • 2-Way Messaging
  • AI Summarization
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Accrual Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • 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 & Non-Billable Hours
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Rate Management
  • Budget Tracking
  • Budgeting/Forecasting
  • Built-in Accounting
  • CRM
  • Calendar Management
  • Calendar Sync
  • Case Management
  • Case Notes
  • Cash Flow Management
  • Chart of Accounts
  • Check Writing
  • Client Database
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Conflict Management
  • Conflict Tracking
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Court Rules-Based Scheduling
  • Credit Card Processing
  • Critical Date Alerts
  • Cross Ledger Posting
  • Customer Database
  • Customer Statements
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Management
  • Data Security
  • Data Visualization
  • 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
  • Email Tracking
  • Employee 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
  • For Small Businesses
  • Forms Automation
  • Forms Management
  • Full Text Search
  • General Ledger
  • HIPAA Compliant
  • Incident Management
  • Income & Balance Sheet
  • Inspection Management
  • Intake Management
  • Invoice Creation
  • Invoice Management
  • Invoice Processing
  • Journal Entry Processing
  • Knowledge Management
  • Legal Case Management
  • Legal Compliance
  • Legal Forms Library
  • Matter Management
  • Microsoft Outlook Integration
  • Mobile Access
  • Mobile App
  • Multi-Location
  • Notes Management
  • Online Intake Forms
  • Online Payments
  • Optical Character Recognition
  • Payment Processing
  • Phonetic Search
  • 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 & Statistics
  • Reporting/Analytics
  • Risk Assessment
  • Risk Management
  • SMS Messaging
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Single Sign On
  • Spend Management
  • Staff Calendar
  • Status Tracking
  • Subject Profiles
  • Summary Reports
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Tax Management
  • Third-Party Integration
  • 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 integrations12
  • Actionstep Legal Accounting
  • Box
  • Captorra
  • Case Status
  • Dialpad Connect
  • Docusign CLM
  • Domo
  • Dropbox
  • Google Calendar
  • Google Contacts
  • Google Workspace
  • Hona
  • HotDoc
  • Kenect
  • LEX Reception
  • LawToolBox
  • Lawmatics
  • Lead Docket
  • Microsoft 365
  • Microsoft Outlook
  • Microsoft Project Server Subscription Edition
  • Microsoft SharePoint
  • Microsoft Teams
  • Microsoft Word
  • Mitratech HotDocs
  • NetDocuments
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Slack
  • Vinesign
  • Workato
  • Zapier
  • Total integrations25
  • Actionstep Legal Accounting
  • Box
  • Captorra
  • Case Status
  • Dialpad Connect
  • Docusign CLM
  • Domo
  • Dropbox
  • Google Calendar
  • Google Contacts
  • Google Workspace
  • Hona
  • HotDoc
  • Kenect
  • LEX Reception
  • LawToolBox
  • Lawmatics
  • Lead Docket
  • Microsoft 365
  • Microsoft Outlook
  • Microsoft Project Server Subscription Edition
  • Microsoft SharePoint
  • Microsoft Teams
  • Microsoft Word
  • Mitratech HotDocs
  • NetDocuments
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Slack
  • Vinesign
  • Workato
  • Zapier