CARET Legal Reviews

Pros

Managing my practice feels so much simpler with Caret Legal. As everything from case files and documents to invoicing and email is kept in one neat and user friendly system. The automation features cut down on repetitive tasks, the billing tools are clear and easy to use and their customer support has been reliably excellent too. Overall it's dependable, efficient and has genuinely made my everyday workflow smoother.

Cons

Although the interface is clean and the support team is helpful, I find creating custom reports to be a pain. I cannot build those reports myself as I have to ask their team to put them together which reduces flexibility and sometimes delays getting the insights I need to run my practice.

Pros

I am really grateful that email is integrated into the program. Every message I compose is billed to the matter but only when it actually works.

Cons

My experience has been spoiled by recurring glitches. As calendar entries vanish without warning, emails fail to attach to their matters and billing records get messed up. When I contact customer support they tell me their engineers do not know what's causing the issue.

Pros

Because our setup integrates with Microsoft, communication flows smoothly across tools and it saves us a lot of time by removing the need to jump between multiple applications.

Cons

There is not much about it that bothers us since it meets our requirements well but I do find that some of the more advanced features are not as user friendly as they could be.

Pros

As a law firm, I am fully accustomed to this software. I find it handy for keeping our books and for organizing and tracking our clients legal matters.

Cons

Payroll is the one thing I don't use this program for. My employees clock in and out through QuickBooks and that is the system I use to run payroll and pay my employees.

Pros

I have noticed they continuously roll out creative new updates and features even though while onboarding can be rough at times and a few bugs need fixing. But they are clearly putting effort into staying current with the fast-moving legal tech space. Plus our account manager deserves special mention as as they have been fantastic and consistently stood up for us whenever we have run into problems and are proactive about helping us navigate changes and updates.

Cons

We deal with an outsourced technical support team and I have had ongoing communication problems. The company moved its support offshore several years ago. At that time, customer service was genuinely helpful but now even small issues can create multiple tickets and long, tangled threads. This messy back-and-forth stretches problems out and makes quick resolutions difficult.

Pros

Overall I am really impressed with Caret Legal's calendaring feature because it saves me a lot of time and helps prevent errors. I also like how documents are organized and stored which fits my workflow well.

Cons

However it can be unreliable at times as it occasionally glitches or goes offline, which is frustrating and inconvenient. Moreover it does not always calculate federal deadlines correctly and accurate federal deadline calculations would be extremely useful in my practice.

Pros

What I really like about CARET Legal is how naturally the workflow flows from tracking time to preparing prebills and finally producing the completed invoices. It has seriously reduced the administrative busywork that used to take up a lot of my time. The automated parts of the billing process are a major plus because they let me concentrate on higher-value work instead of getting stuck in repetitive manual tasks. Setting the system up was relatively easy too and the support team has been quick to respond and helpful while we tweak things to fit our practice. Their responsiveness made the transition much smoother and that hands-on assistance has been a big help as we learn how to make the software work best for our needs.

Cons

One area I'd like to see improved is the trust account functionality. Right now I cannot easily have a trust balance applied across all matters for a given client and that limits flexibility. It would also be great to have a bulk option to apply partial trust payments to multiple prebills at once, instead of having to handle each prebilled item one by one.

Pros

I am using a single platform that handles billing, document management, e-mail integration and task management. It is a combination I have not seen bundled together in other software.

Cons

Because everything is centralized here, when something malfunctions it impacts the entire firm and can drag our processes to a halt until it is fixed.

Pros

For me, Caret is incredibly user-friendly and easy to use. I can find any matter quickly by typing just a few letters of its name into the search box.

Cons

It does occasionally freeze, though that's rare. When it happens, I either reach out to support or simply exit the app, wait a couple of minutes and then try again.

Pros

We can concentrate on the tasks that matter because the system handles processes we'd otherwise have to do by hand. Plus it is so user-friendly that our long-time employees quickly get comfortable navigating and using the software.

Cons

I have not faced any problems worth mentioning. I am really happy with the software and the way it's simplified our workday, making routine tasks noticeably less of a hassle.

Pros

Caret Legal is incredibly easy to use and it organises our workflow by keeping documents, invoices, calendar entries and case notes all organized together in a single place.

Cons

To be honest I do not have any complaints. We use it across every part of our law firm and it supports all of our daily needs without issue.

Pros

Once we set it up, it truly worked as a single platform for everything. It handled matter management, billing, trust accounting, emails and document storage all in one place, so I was not jumping between different programs anymore. The workflow automation has been a real time saver. After spending upfront hours mapping task flows for intake, litigation stages and document follow-ups, the process now runs smoothly and eliminated a lot of the who's doing what ambiguity that used to slow us down. The email integration stands out as being able to tag emails directly to matters without Outlook add-ons was huge for keeping conversations tied to the right file automatically. I also appreciated the reporting. The dashboards give visibility into time entries, productivity and bottlenecks and the financial reports are noticeably more robust than simpler practice-management tools I have used.

Cons

I did not love everything. As the learning curve is pretty steep. I mean it is not something you learn in an afternoon. Getting staff trained took a decent chunk of time and even after that everyone still hit frustrating moments. It is powerful but far from simple. The interface feels a bit dated and cluttered compared with newer platforms as it is not the most user friendly UI I have used and sometimes accomplishing basic tasks required too many clicks. Pricing also sits on the higher end though I could see the value but it still felt expensive, especially for modules and features we rarely used day to day. Updates can introduce hiccups as well. Such as when it rolls out new features something might break or things slow down occasionally. It has not caused disasters but those interruptions are annoying. Support is mixed too such as our dedicated rep was helpful, yet ordinary support tickets sometimes took longer to resolve than I expected.

Pros

One thing I really like about CARET is that their customer service is consistently responsive. They generally seem genuinely committed to fixing issues when they come up.

Cons

Sometimes I come across random glitches, extremely slow periods and occasional downtime. Those problems can be really frustrating for my team and disrupt our work.

Pros

As the office manager for a small family law firm, Caret Legal has made our daily operations so much simpler. We used to juggle multiple programs for billing, scheduling and documents, but now it is all unified in one platform. Also it is well-organized and user friendly making it easy to use for our entire team. The time tracking, task lists and calendar keep everyone coordinated and the Outlook integration is a huge benefit. Creating bills and invoices is also pretty easy and we get a clear overview of every case's status. Our Customer Success Manager has also been the best as he is always quick to answer questions and solve any problems. Overall it saves us time and keeps the office running efficiently. So I'd highly recommend it to any law firm wanting to streamline their workflow.

Cons

The Outlook integration can be glitchy sometimes. I would also love to have the option to build my own custom reports and the matterscapes feature does not quite cover everything we need.

Pros

The fact that it is a web-based system is a major advantage for us. With so many remote employees, it is very good knowing they can log in just as easily from the road as they can from the office.

Cons

There are still a few bugs they are ironing out but the team is very good about asking for feedback and responding to it. Also the initial setup for some things can take a while but once it is done, the experience is pretty smooth.

Pros

One of the best feature of Caret is having everything accessible online from any location such as documents, tasks, the calendar, events and time entries. The mobile app also works perfectly.

Cons

I wish I could make the box at the top of the screen bigger or smaller. I also want a special folder for my favorite things that I can see right away when I open the program.

Pros

My only favorite thing about this tool is having all our information consolidated in a single, central location.

Cons

The accounting functionality is a complete mess, it is missing a lot of essential components that you'd expect from an accounting system.

Pros

None. This is a POS program. DO NOT MIGRATE FROM AMICUS ATTORNEY!

Cons

This program is wholly deficient. I made a huge mistake in "migrating" from Amicus Cloud. THe data migration was a disaster. Our email does not integrate. Payments are not properly credited, Stay away from this company and this product!

Pros

Since Caret is cloud-based, our different international offices can use it seamlessly. We often use the mobile app over the desktop version because the layout is so well-designed.

Cons

Documents can take a moment to load at times but once they are open, there are plenty of useful tools available.

Pros

I rely on its case management, email syncing and the ability to handle multiple tasks at once.

Cons

Support was outstanding during our first two years using the product, but lately it's essentially vanished. Responses now take days or even weeks, which is incredibly frustrating. If we don't get this sorted promptly, I'll be forced to explore alternative vendors later this week to resolve our problem.