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CARET Legal vs Actionstep Legal Accounting Comparison (2026)
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Good recommendations?
CARET Legal
5
109
4
29
3
10
2
8
1
4
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Actionstep Legal Accounting
5
64
4
33
3
2
2
4
1
1
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
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.
Actionstep Legal Accounting is a cloud-based financial management solution for midsize law firms. Manage legal accounting, trust accounts, time tracking, billing, payments, and financial reporting in one platform with built-in financial controls and integrations.
- 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
4.4
160
5
4
3
2
1
109
29
10
8
4
- Value for money
- Ease of use
- Features
- Customer support
4.5
104
5
4
3
2
1
64
33
2
4
1
- Value for money
- Ease of use
- Features
- Customer support
Pros
Brooke R.
Paralegal
Crissy D.
Accounting Manager
Natalya M.
Chief Operating Officer
Pros
Holly P.
Partner
Holly P.
Partner
Shida A.
Lawyer
Cons
Donna D.
Managing Partner
Kayla R.
Office Manager and Paralegal
C M.
Owner
Cons
Helen N.
Legal Assistant
Jordanna P.
Legal Assistant
KIM C.
BOOKKEEPER
- Vendor responds to reviews
- Last review2 months ago
- Vendor responds to reviews
- Last review2 years ago
Key features
- Total features134
- 2-Way Messaging
- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Accounts Payable
- Accounts Receivable
- Accrual Accounting
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Approval Workflow
- Asset Accounting
- Audit Management
- Audit Trail
- Automated Receipt Matching
- 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
- Bulk Send
- CRM
- Calendar Management
- Calendar Sync
- Case Management
- Case Notes
- Cash Flow Management
- Chart of Accounts
- Check Writing
- Client Management
- Client Portal
- Collaboration Tools
- Communication Management
- Compliance Management
- Compliance Tracking
- Conflict Management
- Contact Database
- Contact Management
- Contingency Billing
- Contract/License Management
- 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
- Deadline Management
- Docket Management
- Document Automation
- Document Generation
- Document Management
- Document Storage
- Document Templates
- Duplicate Detection
- Electronic Filing
- Electronic Payments
- Electronic Signature
- Email Management
- Estimating
- Exemption Management
- Expense Claims
- Expense Tracking
- Fee Calculation & Posting
- File Encryption
- File Management
- 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
- Hourly Billing
- Income & Balance Sheet
- Invoice Creation
- Invoice History
- Invoice Management
- Invoice Processing
- Journal Entry Processing
- Legal Case Management
- Legal Forms Library
- Microsoft Outlook Integration
- Mobile Access
- Mobile App
- Multi-Location
- Notes Management
- Online Intake Forms
- Online Invoicing
- Online Payments
- Payment Processing
- Payroll Management
- Progress Tracking
- Project Accounting
- Project Time Tracking
- Project Tracking
- Purchase Order Management
- 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
- SMS Messaging
- SSL Security
- Sales Tax Management
- 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 features97
- 2-Way Messaging
- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Accounts Payable
- Accounts Receivable
- Accrual Accounting
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Approval Workflow
- Asset Accounting
- Audit Management
- Audit Trail
- Automated Receipt Matching
- 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
- Bulk Send
- CRM
- Calendar Management
- Calendar Sync
- Case Management
- Case Notes
- Cash Flow Management
- Chart of Accounts
- Check Writing
- Client Management
- Client Portal
- Collaboration Tools
- Communication Management
- Compliance Management
- Compliance Tracking
- Conflict Management
- Contact Database
- Contact Management
- Contingency Billing
- Contract/License Management
- 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
- Deadline Management
- Docket Management
- Document Automation
- Document Generation
- Document Management
- Document Storage
- Document Templates
- Duplicate Detection
- Electronic Filing
- Electronic Payments
- Electronic Signature
- Email Management
- Estimating
- Exemption Management
- Expense Claims
- Expense Tracking
- Fee Calculation & Posting
- File Encryption
- File Management
- 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
- Hourly Billing
- Income & Balance Sheet
- Invoice Creation
- Invoice History
- Invoice Management
- Invoice Processing
- Journal Entry Processing
- Legal Case Management
- Legal Forms Library
- Microsoft Outlook Integration
- Mobile Access
- Mobile App
- Multi-Location
- Notes Management
- Online Intake Forms
- Online Invoicing
- Online Payments
- Payment Processing
- Payroll Management
- Progress Tracking
- Project Accounting
- Project Time Tracking
- Project Tracking
- Purchase Order Management
- 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
- SMS Messaging
- SSL Security
- Sales Tax Management
- 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 integrations12
- Docusign
- Google Calendar
- Google Contacts
- Google Workspace
- HotDoc
- LawToolBox
- Lawmatics
- Microsoft 365
- Microsoft Outlook
- Microsoft Word
- Mitratech HotDocs
- NetDocuments
- QuickBooks Online
- VXT
- Xero
- Zapier
- Total integrations6
- Docusign
- Google Calendar
- Google Contacts
- Google Workspace
- HotDoc
- LawToolBox
- Lawmatics
- Microsoft 365
- Microsoft Outlook
- Microsoft Word
- Mitratech HotDocs
- NetDocuments
- QuickBooks Online
- VXT
- Xero
- Zapier
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