--- description: Review of CARET Legal Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: CARET Legal | Reviews, Pricing & Demos - SoftwareAdvice IE --- Breadcrumb: [Home](/) > [Case Management Software](/directory/984/case-management/software) > [CARET Legal](/software/87569/CARET-Legal) # CARET Legal Canonical: https://www.softwareadvice.ie/software/87569/CARET-Legal Page: 1 / 8\ Next: [Next page](https://www.softwareadvice.ie/software/87569/CARET-Legal?page=2) > CARET Legal is a legal practice management solution 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. It 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. > > Verdict: Rated **4.4/5** by 160 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.4/5** | 160 Reviews | | Ease of Use | 4.5/5 | Based on overall reviews | | Customer Support | 4.4/5 | Based on overall reviews | | Value for Money | 4.3/5 | Based on overall reviews | | Features | 4.3/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: CARET - **Location**: San Diego, US - **Founded**: 1983 ## Commercial Context - **Pricing model**: Per User - **Pricing Details**: CARET Legal pricing is customized to each firm. Please contact us for details. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200 - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: United States ## Features - 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 - Archiving & Retention - Asset Accounting - Audit Management - Audit Trail - Automatic Backup - Automatic Billing ## Integrations (16 total) - Gmail - Google Calendar - Google Contacts - Google Docs - Google Drive - Google Workspace - HotDoc - LawToolBox - Lawmatics - Microsoft 365 - Microsoft Outlook - Microsoft Word - Mitratech HotDocs - NetDocuments - OneDrive ... and 1 more integrations ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat ## Category - [Case Management Software](https://www.softwareadvice.ie/directory/984/case-management/software) ## Related Categories - [Case Management Software](https://www.softwareadvice.ie/directory/984/case-management/software) - [Trust Accounting Software](https://www.softwareadvice.ie/directory/2005/trust-accounting/software) - [Legal Billing Software](https://www.softwareadvice.ie/directory/980/billing/software) - [Accounting Software](https://www.softwareadvice.ie/directory/4220/accounting/software) - [Family Law Software](https://www.softwareadvice.ie/directory/3929/family-law/software) ## Alternatives 1. [Clio](https://www.softwareadvice.ie/software/449970/Clio) — 4.7/5 (1749 reviews) 2. [8am MyCase](https://www.softwareadvice.ie/software/3719/mycase) — 4.6/5 (807 reviews) 3. [PracticePanther Legal Software](https://www.softwareadvice.ie/software/152365/practicepanther) — 4.7/5 (529 reviews) 4. [Filevine](https://www.softwareadvice.ie/software/38967/filevine) — 4.4/5 (290 reviews) 5. [LEAP](https://www.softwareadvice.ie/software/20175/leap) — 4.3/5 (547 reviews) ## Reviews ### "Best overall in case management software, but has minor UI annoyances" — 5.0/5 > **Kit** | *15 September 2019* | Legal Services | Recommendation rating: 10.0/10 > > **Pros**: Robust program that covers everything from case management to client lead intake to comprehensive firm accounting. Easy to use and navigate for the most part. Integrated CRM and FULL accounting of all operating and trust accounts with triple reconciliation keeps the entire process streamlined and accessible without having to utilize a dozen different programs and hoping nothing falls through the cracks. > > **Cons**: Has minor UI issues that can be annoying, particularly the inability to active a full subscription without going through a multi-step process involving both the sales department and support team at Zola. This should be a "click here, pick your plan, enter your payment method" process with no need to have it "activated" by the company before being able to use it. That being said, there are some additional features that I would love to see Zola add/integrate/improve ASAP (which I am sending to Zola as suggestions for future improvements). If these features were incorporated, ZolaSuite would certainly be a category killer and rapidly take over the entire market, but they are not "dealbreaker" items as far as I'm concerned for overall ratings. > > After using Clio, MyCase, and PracticePanther at various points in my career (and testing CosmoLex and RocketMatters most recently when opening a new firm), none of the CMS programs on the market have come close to ZolaSuite's comprehensive functionality. Having the ability to do not just case management and billing, but complete firm accounting/reconciliation is a godsend. The integrated CRM in the Enterprise Plus tier is fantastic - no need to have an outside CRM that may or may not fully integrate with your CMS. The email feature is the clencher - having an actual, FULL email inbox that syncs with Gsuite email makes keeping case-related correspondence a snap. ----- ### "Streamlined Service" — 5.0/5 > **Samantha** | *2 April 2026* | Law Practice | Recommendation rating: 10.0/10 > > **Pros**: Caret Legal has been a game-changer for our firm. From the moment we implemented it, we noticed a significant improvement in how efficiently we manage cases, billing, and client communication. The interface is clean and intuitive, making it easy for our entire team to get up to speed quickly without a steep learning curve. One of the standout features is its seamless integration of case management and accounting tools. Having everything in one place has saved us countless hours and reduced the risk of errors. The billing system is especially impressive. It is customizable, accurate, and easy to use, which has helped us streamline invoicing and improve cash flow. Customer support has also been excellent. Whenever we’ve had questions or needed assistance, their team has been responsive, knowledgeable, and genuinely helpful. Overall, Caret Legal delivers exactly what modern law firms need: reliability, efficiency, and smart organization. It’s a powerful tool that has made a noticeable difference in our day to day operations, and I would highly recommend it to any firm looking to upgrade their legal practice management software. > > **Cons**: There are times the program will lag and the calendar will be delayed in reflecting the entries we add. > > It has been so helpful to have Caret and to streamline our Case management, billing and invoicing, and document management …all in one system, so you don’t need multiple tools stitched together. ----- ### "Excellent Legal Program" — 5.0/5 > **Brooke** | *8 September 2026* | Legal Services | Recommendation rating: 10.0/10 > > **Pros**: It is very easy to navigate, and I enjoy the cloud based system that can also be accessed via the App on your Iphone\! > > **Cons**: It seems to be difficult for the seniors here at my office, in terms of navigation. Pop up windows with their own X box completely goes over their head. Small things like that. Learning anything new at an old age is a challenge, not sure it is a caret issue... > > I enjoy Caret Legal, and how it allows us to stay connected to our caseload outside of the office or at my desk. ----- ### "Easy to navigate but the glitches are frustrating" — 3.0/5 > **Syretha** | *25 September 2026* | Legal Services | Recommendation rating: 7.0/10 > > **Pros**: CARET Legal's clean layout and user friendly navigation is definitely one of my favorite things about this software. > > **Cons**: The spontaneous glitches have become more frequent and frustrating for the team. This has also had a negative impact on productivity and efficiency. > > I used CARET Legal for almost 4 years and the customer service team has been fairly responsive. However, this past year the glitches have been more frequent and some of our reported issues remain unresolved, which has negatively impacted of efficiency. ----- ### "2026 Review of Caret Legal" — 4.0/5 > **Marissa** | *9 June 2026* | Law Practice | Recommendation rating: 10.0/10 > > **Pros**: The integration of accounting and financial aspects with legal billing in all in one place. It has also streamlined our billing process. > > **Cons**: If Caret had more financial functions it would be appreciated to mimic a more substantial accounting platform. > > It has been an efficient way to organize all matter data with legal billing and has kept up current on billing. ----- Page: 1 / 8\ Next: [Next page](https://www.softwareadvice.ie/software/87569/CARET-Legal?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.ie/software/87569/CARET-Legal) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data