CARET Legal 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

CARET Legal

4.5

(152)

Pricing

Pricing available upon request

About CARET Legal

CARET Legal is a legal practice management software designed to support law firms in managing operations such as client intake, case tracking, billing, and accounting. It is suitable for firms across various practice areas including real estate law, employment law, insurance defense, litigation, personal injury, estate planning, intellectual property, criminal law, immigration law, and family law.

The software includes case management tools that help monitor case details and facilitate collaboration. Automated workflows reduce manual tasks by handling scheduling and follow-ups. CARET Legal also offers a document management module that helps organize and secure files, while integrated billing and accounting tools allow for customizable rate cards. A client portal provides encrypted communication for sharing sensitive information. Reporting and dashboard tools offer real-time insights into firm performance.

CARET Legal Screenshots

CARET Legal Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Enterprise

Pricing available upon request

Plan includes:

Built-in Email
Document Management
Calendaring
Task Management
Contact Management
Billing
Accounting
Reporting
Client Portal
Document Storage

Enterprise Plus

Pricing available upon request

Plan includes:

Automated Workflows
Custom Permissions
Department Based Accounting
Advanced Document Management
Native Document Editing and Storage
AI-Generated Document Summaries
Dashboards and Reports

Enterprise Insights

Pricing available upon request

Plan includes:

Unlimited Document Storage
CARET Analytics with configurable reports and dashboards
Flexible Reporting
Data Visualization

Confused about pricing? We've got you covered.

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CARET Legal Features

Popular features found in Law Practice Management
Calendar Management
Client Portal
Communication Management
Contract/License Management
CRM
Document Generation
Expense Tracking
Mobile Access
Reporting & Statistics
Task Management
Third-Party Integrations
Trust Accounting
More features of CARET Legal
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
Case Management
Case Notes
Cash Flow Management
Chart of Accounts
Check Writing
Client Management
Collaboration Tools
Compliance Management
Conflict Management
Contact Database
Contact 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
Data Security
Deadline Management
Docket Management
Document Automation
Document Capture
Document Check-In/Out
Document Classification
Document Management
Document Review
Document Storage
Document Templates
Electronic Filing
Electronic Payments
Electronic Signature
Email Management
Encryption
Estimating
Exemption Management
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 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
Search/Filter
Secure Data Storage
SMS Messaging
SSL Security
Summary Reports
Task Progress Tracking
Task Scheduling
Tax Management
Time & Expense Tracking
Timer
Timesheet Management
Time Tracking
Time Tracking by Client
Time Tracking by Project
Transaction Management
Two-Factor Authentication
Version Control
Workflow Management

CARET Legal Integrations

Microsoft Outlook

QuickBooks Online

Google Drive

Google Contacts

OneDrive

Microsoft 365

See all 16 integrations

CARET Legal User Reviews

Overall Rating

4.5

Ratings Breakdown

70%

18%

Secondary Ratings

Ease of Use

4.5

Value for money

4.4

Customer support

4.4

Functionality

4.3

Michael G.

Verified reviewer

Law Practice

11-50 employees

Used daily for less than 6 months

Review source

Reviewed May 2021

Significant upgrade from our last billing software

Zola Suite is significantly improving the efficiency of our timekeeping and billing processes. We are spending less time to get bills out, and they are going out faster. I am very happy we made the switch.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

First and foremost, being able to access the software via a web-based login is extremely useful, especially when so many of us are working from home. Time entry is straightforward and easy. I do feel like it is helping us capture a higher percentage of our billable work than we did in the past. Most of the reporting functionality is really great. Customer support has been extremely responsive and helpful. Integration with Quickbooks Online is really nice.

Cons:

The transition from our old software to the new (e.g., data migration) was tough. To be fair, we expected it to be tough: we used the old software for almost 15 years so it had a lot of data and we were heavily reliant on it and very used to the way it worked. The Zola customer service folks worked with us tirelessly to make it happen and that was great, but even though we expected the transition to be difficult, it was slightly more difficult than we expected. Access to historical data (data imported from our old software) is more limited than I was hoping for. The default user types are a little too limited (there's no middle ground between "has all access and all rights" and "doesn't have sufficient access to do essential tasks") but the customer support team very quickly found a custom solution for us, which was great.

Reasons for choosing CARET Legal

We found that Zola Suite had all the features we wanted, was straightforward to use, and was less expensive than Clio.

Reasons for switching to CARET Legal

PCLaw had some limitations (such as lack of integration with QuickBooks) that were pain points for us. The major reasons for switching were ease of use (including QB integration) and transparency of pricing (PCLaw's pricing purports to be a one-time fee for the software, but there is a recurring charge for tech support, too; if you don't pay the recurring charge, you get no tech support).

Vendor Response

Hi Michael. Thank you for your feedback. We're happy to hear that Zola has significantly improved the efficiency of your timekeeping and billing processes. We're sorry to hear that your migration expectations were not met. With an advanced migration, our team will migrate contacts, calendar events, matters, tasks, unbilled time entries, trust balances and more. While most legal practice management providers will not migrate historical financial data, we're committed to pushing the envelope and our dedicated data operations team is developing tools that will allow us to increase the volume of data we're able to efficiently and accurately migrate for clients. More on that to come soon! With respect to your feedback around user profiles, as an EnterprisePlus user, we can create custom user types for your account. A member of our support team will be in touch to help ensure that everything is configured correctly.

Replied May 2021

Donna D.

Verified reviewer

Law Practice

2-10 employees

Used daily for less than 6 months

Reviewed December 2025

Caret Legal was a very successful transition for our office.

Excellent. Much better than anticipated. The team was responsive and handled the anticipated glitches well,

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love the fact that it is cloud-based and accessible from any computer, smart phone or tablet. I like that we can use ONE system to manage our files including emails and time entries as well as billing.

Cons:

I do not like that it does not have the auto correction features that will automatically correct to capitalize the first letter of the first word of a sentence. 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).

Reasons for choosing CARET Legal

Our plan had just been to put up with Amicus Attorney (what we have) rather than go through a switch, but we are so glad that we did (and our IT folks are REALLY happy). Support for Amicus had dwindled significantly.

Reasons for switching to CARET Legal

We had looked into going to the "cloud" with Amicus in the past but they could not guarantee the migration of our system (18 years worth of data) and it would be costly. Then Caret Legal offered to migrate it for free and was great with the migration. We also got rid of our PC Law we used for billing but because they did not respond to our numerous requests to go month to month (rather than annual) and when they did, would NOT permit it at all, we had to move up our timetable. It ended up being LESS expensive overall and they did not charge at all for the migration. There were some glitches, but all were handled.

Vendor Response

Donna, thank you so much for sharing your experience working with CARET Legal. We're thrilled to hear that our platform is helping your firm stay organized by keeping documents, emails, time entries, and billing all in one easily accessible place. We appreciate your feedback and are committed to implementing improvements that create a better experience for our customers. We have forwarded your suggestions to our product team and look forward to continuing to support your firm.

Replied January 2026

C M.

Verified reviewer

Law Practice

2-10 employees

Used daily for more than 2 years

Review source

Reviewed December 2025

Changing to Clio

Not good. Customer service takes at least a week to resolve problems. This year, I notice an extraordinarily large charge on my cc statement. Turns out, they eliminated the plan I was on and doubled my annual charge! I have multiple users so this was an outrageous increase.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love that email is part of the program. Every email I draft is billed to the matter ... when it works.

Cons:

Frequent issues, calendar items disappear from calendar, emails won't save to the matters and billing issues. Customer service says their engineers don't know what the problem is.

Reasons for choosing CARET Legal

Integrated email and email billing directly

Vendor Response

We’re sorry to hear that your experience with CARET is falling short of your expectations. Our team is actively working with your firm to address these concerns and will continue to resolve them with your team directly.

Replied January 2026

Crissy D.

Verified reviewer

Legal Services

11-50 employees

Used daily for less than 6 months

Reviewed November 2025

Streamlined Billing with Top Notch Support

My overall experience with CARET Legal has been very positive. It’s reliable, easy to use, and helps streamline our day-to-day workflow.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I really like the seamless workflow in CARET Legal that extends from time tracking to prebilling and then to finalized billing. This process cuts down on manual administrative work, which had been a considerable burden before. The automation in billing provides an efficiency that I truly appreciate, as it lets me focus on more critical tasks rather than be bogged down by tedious manual processes. Furthermore, setting up CARET Legal was fairly easy, and the team's responsiveness and support have been integral in helping us adjust and tweak the system to meet our specific needs. This assistance has been invaluable as we transition and figure out how to best utilize the software for our requirements.

Cons:

I would say the way the trust accounts work. I would like for it to be more customizable for a trust balance to be applied across all matters for each client as well as there be an option to apply partial trust payments to prebills at a more bulk level vs. one by one.

Reasons for switching to CARET Legal

We needed a more streamlined workflow product.

Vendor Response

Crissy, thank you for sharing your experience working with CARET Legal. We’re thrilled to hear that our billing processes have reduced manual work, and our team has been supportive as you've made the transition. Thank you for your note on trust accounts. We'll be sure to share this feedback with our product team.

Replied December 2025

Kate H.

Verified reviewer

Law Practice

2-10 employees

Used daily for more than 2 years

Reviewed December 2025

practical experience in using CARET Legal

I have been using this program for more than two years. It is quite simple and convenient, and also easy to learn.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We are a law firm. I am completely used to using this program. It is convenient both for accounting and for managing clients' legal cases.

Cons:

The only thing I don't use this program for is payroll. My employees clock in and out using QuickBooks, and that program is the one that handles paying my employees.

Reasons for switching to CARET Legal

Because Caret did not leave us a choice, Abacus would not be able to update their software.

Vendor Response

Kate, thank you for sharing your experience with CARET Legal. We’re thrilled to hear the platform has been easy for your team to learn and simple to use. We're also happy to know it’s helping with both accounting and managing client cases.

Replied December 2025

Jennifer H.

Verified reviewer

Legal Services

2-10 employees

Used daily for more than 2 years

Reviewed November 2025

Great software for Law firms

We have always had a great experience with Caret Legal. We have no complaints and are always able to obtain help if we need it in a timely manner.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Caret Legal is very user friendly. It allows all of our documents, billing, calendaring and notes to be captured in one place.

Cons:

I do not have any complaints about Caret Legal. We are able to use it for every aspect of our law firm.

Reasons for choosing CARET Legal

Caret Legal was better priced and had better software for our law firm.

Vendor Response

Jennifer, thank you for sharing your experience with CARET Legal! We’re thrilled to hear the platform’s ease of use has supported every aspect of your firm and made managing documents, billing, and calendaring simple. We’re honored to be your partner and look forward to continuing to support your success.

Replied December 2025

Irene K.

Verified reviewer

Law Practice

11-50 employees

Used daily for more than 2 years

Reviewed November 2025

Amazing all in one solution

It has revolutionized the law firm and allowed for a more steady and effective way to scale the growth of the law firm.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

All in one solution including billing, document management, e-mail integration, and task management that you cannot find in other softwares.

Cons:

Since everything is in one place, any glitches have effects on the whole firm and may slow down processes until repaired.

Reasons for choosing CARET Legal

This product had all in one solutions that were not previously found on the market.

Reasons for switching to CARET Legal

This product had all in one solutions that were not previously found on the market.

Vendor Response

Irene, thank you for sharing your experience! We're thrilled to hear that CARET Legal has revolutionized your firm and provided an effective way to scale growth. We're honored to be your partner and look forward to your continued success.

Replied December 2025

Jesus S.

Verified reviewer

Law Practice

11-50 employees

Used daily for more than 2 years

Reviewed December 2025

Caret Delivers on Simplicity and Functionality

Our overall experience with Caret has been very positive. It’s reliable, easy to use, and meets our needs effectively, helping us stay organized and efficient.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Integrating with Microsoft enables seamless communication, saving us time by eliminating the need to switch between different software.

Cons:

There’s not much we dislike because it works well for our needs, though some advanced features could be more intuitive.

Reasons for switching to CARET Legal

Time Matters was the first practice management suite we used, but after a few years it felt outdated and lacked innovation.”

Vendor Response

Jesus, thank you so much for sharing your experience with CARET Legal. We're thrilled to hear that our platform has made your firm more efficient and organized, and that our Microsoft integrations are particularly helpful. We look forward to continuing to support your success.

Replied December 2025

Brooke R.

Verified reviewer

Law Practice

2-10 employees

Used daily for less than 2 years

Reviewed December 2025

Great Program for Work

9/10 - if you are used to using a computer, it is all very user friendly and didn't require a ton of videos to get the use of it down. It was pretty standard.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Caret offers a lot of Organization in the layout which I love, and I also found that it was very beginner friendly.

Cons:

sometimes the cloud will glitch and things are not showing up but it usually corrects itself in matter of mins.

Reasons for switching to CARET Legal

I was told we had to and Amicus was going off grid

Vendor Response

Brooke, thank you for sharing your experience with CARET Legal. We’re glad that our platform was easy to learn and helps keep your firm organized. We’re sorry to hear about your frustrations. Your dedicated CSM will be reaching out shortly to discuss your concerns and work toward a resolution.

Replied January 2026

Kayla R.

Verified reviewer

Law Practice

2-10 employees

Used daily for less than 12 months

Reviewed December 2025

An All-in-One Solution That Delivers

Overall, my experience with Caret Legal has been very positive. The platform keeps everything organized in one intuitive place, saves time through helpful automation, and makes billing simple. With reliable performance and consistently excellent customer support, it truly streamlines my day-to-day workflow.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Caret Legal makes managing my practice incredibly easy. Everything—from matters and documents to billing and email—is organized in one clean, intuitive platform. The automation tools save time, the billing features are straightforward, and the customer support is consistently excellent. It’s efficient, reliable, and genuinely improves my day-to-day workflow.

Cons:

Caret Legal has a clean interface and helpful support, but creating custom reports can be frustrating. 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.

Vendor Response

Kayla, thank you for sharing your experience with CARET Legal. We're thrilled to hear that our platform keeps your practice organized, and our automation, billing tools, and customer support make your workflow easier. We’re sorry for the frustration you’ve experienced with custom reports. Our team is working on improvements to make the process smoother and more intuitive.

Replied December 2025

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