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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: March 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

Free

Alternatives

with better value for money


Pros & Cons

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Billing

Customer Support

Law Practice Management

Account Cancellation

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(12)
3-4(36)
5(107)

What do users say about CARET Legal?

Among reviewers who comment on CARET Legal's billing, 36% feel negative. Users say the system makes it easy to track time, generate invoices, and manage billing efficiently. However, they report issues with invoice customization, payment links, and the process for sending invoices, which some find slow or unintuitive.

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Who uses CARET Legal?

Based on 155 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
Accounting
Time and Expense

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
Process/Workflow automation
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 management

CARET Legal alternatives

CARET Legal logo

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No pricing info

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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:

  • 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.

“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 155 user reviews to identify which products are mentioned as CARET Legal integrations and how users feel about them.

Integration rating: 3.7 (8)

Integration rating: 4.0 (2)

Ease of managing information that we use to bill.

QB

Quinon B.

Principal Attorney

Integration rating: 3.0 (2)

drafting documents, letters and statements.

YN

Yu N.

Director

Integration rating: 5.0 (2)

quickbooks is where I did all my bookkeeping. was a little clunky to send the balance invoice via honeybook because there was no way to differentiate products and services, which is why i took off one star.

It's honestly one of the main reasons I recommend Jobber to clients. As an accountant, having invoices, payments, and customer data flow straight into QuickBooks Online means I'm not re-entering everything manually or chasing down missing information

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Sarah D.

CEO

1/2

Integration rating: 4.0 (2)

I need my statuses updated when I am in meetings

DL

Dorle L.

Global Payroll Administrator

Integration rating: 5.0 (2)

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.

Widely noted by reviewers, CARET Legal's customer support is highly responsive and resolves issues quickly and effectively.

A significant portion of users appreciate the knowledgeable support staff who provide clear guidance and helpful walkthroughs.

Frequently reported by users, customer service is easy to contact and consistently offers prompt, friendly assistance.

A minority of users report difficulty reaching tech support and mention slow or generic responses since 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 been extremely responsive and helpful.”

Verified reviewer profile picture

Michael G.

Managing Partner

“Lastly, the customer support and training has been beyond my expectations, with their quick responses and help.”

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Michael P.

Attorney

“Customer service is slow or non-responsive.”

MW

Michael W.

Chief Legal Officer

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

CM

C M.

Owner

CARET Legal FAQs

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