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CARET Legal vs Assembly Neos Comparison (2026)

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CARET Legal logo

CARET Legal

Assembly Neos logo

Assembly Neos

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.

Neos is case management software purpose-built for personal injury firms with intelligence built into every case.

  • 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

109

/user

Per month

  • 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

4.3

204

5

4

3

2

1

133

41

9

10

11

  • Value for money
  • Ease of use
  • Features
  • Customer support
75%
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

“It has great features like AI, case summary, document generation, email integration, and you can post notes and/or emails to the case so nothing gets lost and everyone can access the information. ”
HS

Hannah S.

Litigation Medical and Billing Specialist

“From case management and document organization to workflow automation and team collaboration, Neos has streamlined countless aspects of our daily operations.”
KC

Kim C.

Office Manager

“You definitely get the value for the money spent for the amount of time saved to have your files at your fingertips as well as documents and the calendar interaction with Outlook!”
RS

Rose S.

Office Administrator 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

Cons

“This has limited our ability to implement offline conversion tracking and build reporting dashboards leadership is actively asking for. When Neos positions itself as having an open API and being collaborative with client teams, the lack of follow-up here has been frustrating and disruptive.”
JC

Joseph C.

Markreting Director

“The number of tabs you can have opened, i will not allow you to open as many as you want it makes you close tabs in order to open a new one.”
JH

Jetta H.

Intake Zar

“A manager is now involved, but rather than reviewing the existing correspondence, we have repeatedly been asked to restate information already provided. Whether our cancellation request is ultimately granted is almost beside the point.”
Verified reviewer profile picture

Rene T.

Owner

  • Vendor responds to reviews
  • Last reviewa month ago
  • Vendor responds to reviews
  • Last review3 months ago

Key features

  • Total features145
  • 2-Way Messaging
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Accrual Accounting
  • Activity Dashboard
  • Activity Tracking
  • Adaptive Learning
  • Alerts/Notifications
  • 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 & Invoicing
  • Billing Rate Management
  • Budget Tracking
  • Budgeting/Forecasting
  • Built-in Accounting
  • CRM
  • 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 Drafting
  • Contract/License Management
  • Credit Card Processing
  • Critical Date Alerts
  • Cross Ledger Posting
  • Cross-system Integration
  • Customer Database
  • Customer Statements
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Protection
  • 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
  • For Small Businesses
  • Forms Automation
  • Forms Management
  • Full Text Search
  • General Ledger
  • Income & Balance Sheet
  • Invoice Creation
  • Invoice Management
  • Invoice Processing
  • Journal Entry Processing
  • Knowledge Management
  • Legal Analytics and Insight
  • Legal Case Management
  • Legal Compliance
  • Legal Forms Library
  • Litigation Support
  • Matter Management
  • Mobile Access
  • Mobile App
  • Natural Language Interface
  • Natural Language Processing
  • 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 & Statistics
  • Reporting/Analytics
  • Review Automation
  • SMS Messaging
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Summary Reports
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Tax Management
  • Text Summarization
  • 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 features81
  • 2-Way Messaging
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Accrual Accounting
  • Activity Dashboard
  • Activity Tracking
  • Adaptive Learning
  • Alerts/Notifications
  • 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 & Invoicing
  • Billing Rate Management
  • Budget Tracking
  • Budgeting/Forecasting
  • Built-in Accounting
  • CRM
  • 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 Drafting
  • Contract/License Management
  • Credit Card Processing
  • Critical Date Alerts
  • Cross Ledger Posting
  • Cross-system Integration
  • Customer Database
  • Customer Statements
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Protection
  • 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
  • For Small Businesses
  • Forms Automation
  • Forms Management
  • Full Text Search
  • General Ledger
  • Income & Balance Sheet
  • Invoice Creation
  • Invoice Management
  • Invoice Processing
  • Journal Entry Processing
  • Knowledge Management
  • Legal Analytics and Insight
  • Legal Case Management
  • Legal Compliance
  • Legal Forms Library
  • Litigation Support
  • Matter Management
  • Mobile Access
  • Mobile App
  • Natural Language Interface
  • Natural Language Processing
  • 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 & Statistics
  • Reporting/Analytics
  • Review Automation
  • SMS Messaging
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Summary Reports
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Tax Management
  • Text Summarization
  • 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
  • 8am LawPay
  • Case Status
  • Docusign
  • Equitrac Express
  • Google Calendar
  • Google Contacts
  • Google Workspace
  • Hona
  • HotDoc
  • Kenect
  • LawToolBox
  • Lawmatics
  • Microsoft 365
  • Microsoft Azure
  • Microsoft Outlook
  • Microsoft SharePoint
  • Microsoft Word
  • Mitratech HotDocs
  • NetDocuments
  • QuickBooks Enterprise
  • QuickBooks Online
  • RingCentral Engage Voice
  • Stamps.com
  • Zapier
  • Zoom Phone
  • Total integrations17
  • 8am LawPay
  • Case Status
  • Docusign
  • Equitrac Express
  • Google Calendar
  • Google Contacts
  • Google Workspace
  • Hona
  • HotDoc
  • Kenect
  • LawToolBox
  • Lawmatics
  • Microsoft 365
  • Microsoft Azure
  • Microsoft Outlook
  • Microsoft SharePoint
  • Microsoft Word
  • Mitratech HotDocs
  • NetDocuments
  • QuickBooks Enterprise
  • QuickBooks Online
  • RingCentral Engage Voice
  • Stamps.com
  • Zapier
  • Zoom Phone