CARET Legal software offers a robust legal practice management platform designed to advance law firms with state-of-the-art technology, security, performance, and business continuity. The email system encounters regular glitches and technical errors, yet accessible support aids in handling these issues effectively.

CARET Legal Specifications

Case Management

Document Management

Client Management (CRM)

Billing & Invoicing

View All Specifications

What Is CARET Legal?

Overview

CARET Legal is the premier choice for legal professionals seeking efficient practice management. It prioritizes client satisfaction, revenue growth, and operational excellence. From initial client contact to financial reporting, CARET Legal streamlines processes, enhances collaboration, ensures accuracy, promotes scalability, and accelerates revenue generation. Users of CARET Legal experience a faster return on investment compared to those using alternative practice management solutions.

CARET Legal Pricing

CARET Legal pricing comprises a subscription model, presenting four feature-rich pricing plans, including:

  • Enterprise: $79/user/month
  • Enterprise Plus: $99/user/month
  • Enterprise Insights: $119/user/month
  • Enterprise Advance: $139/user/month
A free trial is also available. Request a detailed CARET Legal price analysis that fits your business requirements.

*Disclaimer: The pricing is subject to change

CARET Legal Integrations

CARET Legal integrates with various third-party applications, including:

  • Microsoft 365
  • Google Workspace
  • IMAP
  • Microsoft Outlook
  • RMail
  • OneDrive
  • NetDocuments
  • QuickBooks Online

Who Is CARET Legal For?

CARET Legal accommodates law firms across a diverse spectrum of practice areas, including:

  • Real estate
  • Criminal Defense
  • Immigration
  • Family
  • Employment
  • Insurance Defense
  • Intellectual property
  • Civil litigation

Is CARET Legal Right For You?

Trusted by numerous law firms, CARET Legal stands out as the top cloud solution that facilitates smarter legal practice. Automation is implemented from client intake to back-office tasks, aiming to enhance precision and efficiency throughout workflows, ensuring client satisfaction and revenue optimization.

Are you still trying to figure out CARET Legal? Contact us at (661) 384-7070 and get expert assistance from our team regarding any further queries.

CARET Legal Features

The legal case management solution consolidates all data in one accessible location, incorporating features like matter management, workflow automation, intelligent email handling, calendar integration, and task management to streamline operations efficiently.

how it worksSee How It Works

Legal documentation equips users with the tools necessary to efficiently manage document creation, organization, storage, and sharing internally within the firm and securely with clients. This ensures smoother and more consistent processes with reduced errors and time wastage.

how it worksSee How It Works

The billing and payment solutions alleviate the manual workload of timesheet management, expense reporting, template creation, tax preparation, and invoicing, offering features such as comprehensive reporting, accounting integration, billing and time-tracking functionalities, and payment processing tools.

how it worksSee How It Works

Enhance client relationships by securely and conveniently communicating with all firm clients via the client portal. Exchange messages, obtain document signatures, and even send text messages directly to clients from within the legal practice management platform.

how it worksSee How It Works

Prospect and content management solutions simplify the process of identifying and nurturing high-value prospects. Leads are sorted by source, practice area, potential revenue, and the ability to generate significant metrics to steer the practice. CRM seamlessly integrates with the contact, case, and matter management tools.

how it worksSee How It Works

Pros and Cons of CARET Legal

Pros

  • Customizable dashboard
  • Handy intake forms
  • Efficient email integration
  • User-friendly layout

Cons

  • Customer support has been outsourced
  • Unable to connect with services like Zapier

CARET Legal Reviews

Overall Rating

4.2

24 Review(s)

Rating Distribution

5

star

(16)

4

star

(1)

3

star

(3)

2

star

(3)

1

star

(1)

April 2024

Love Caret!

Lee

Law Practice

Ease of use

10

Value for money

10

Customer Support

10

Functionality

9

Pros

I find this product to be quite easy to use. The capability to log time and create invoices directly within the platform is a significant advantage for me.

Cons

I found it challenging to track and save emails, which led me to search for a different product.

January 2024

Not suitable for us!!

Gary

Law Practice

Ease of use

6

Value for money

5

Customer Support

3

Functionality

6

Pros

I thought this product was good when it had customer support available. However, the lack of decent support now is disappointing. Taking five days to add a new employee is unacceptable and really hampers my business.

Cons

I've noticed that customer support has been outsourced offshore. They've started using a VoIP solution, but it's a low-quality one, making it very hard to hear and understand the tech support on the line. Also, it's quite difficult to even reach a technical person, and when I do, they often seem disinterested and at times even outright defiant. For example, when I asked for help adding a new employee recently, I was simply directed to watch videos. I responded that if I could have done it myself, I wouldn't have asked for assistance. They should reconsider their place in this market, and I don't intend to continue using their services after this experience.

November 2023

CARET software is simply outstanding!

Ulrich

Medical Practice

Ease of use

10

Value for money

9

Customer Support

9

Functionality

10

Pros

This software is truly remarkable. With Caret Legal, I can manage my legal files exceptionally well. It offers various benefits, including accounting, generating basic reports, and managing my time effectively.

Cons

Up to this point, I haven't had much to complain about regarding Caret Legal.

Frequently Asked Questions

No, CARET Legal does not provide API access.