--- 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 / 7\ 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 **4.5/5** by 155 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.5/5** | 155 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 (Free Trial) - **Pricing Details**: Contact us for pricing - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500 - **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 (1691 reviews) 2. [8am MyCase](https://www.softwareadvice.ie/software/3719/mycase) — 4.6/5 (784 reviews) 3. [PracticePanther Legal Software](https://www.softwareadvice.ie/software/152365/practicepanther) — 4.7/5 (523 reviews) 4. [LEAP](https://www.softwareadvice.ie/software/20175/leap) — 4.2/5 (529 reviews) 5. [Filevine](https://www.softwareadvice.ie/software/38967/filevine) — 4.4/5 (286 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. ----- ### "Caret Legal was a very successful transition for our office." — 5.0/5 > **Donna** | *31 December 2025* | Law Practice | Recommendation rating: 9.0/10 > > **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). > > Excellent. Much better than anticipated. The team was responsive and handled the anticipated glitches well, ----- ### "CaretLegal is an overall unwise investment" — 2.0/5 > **Todd** | *19 February 2026* | Law Practice | Recommendation rating: 0.0/10 > > **Pros**: Decent all-in-one solution for law practice management, though the email, even with Office 365, was slow and clunky. > > **Cons**: Poor communication. Poor customer service. Poor management. Lots of employee turnover. Overall unreliable. > > After years of mediocre product performance and consistently poor communication, our firm decided not to renew with CaretLegal (formerly Zola Suite/Abacus Law). Our experience during the off-boarding process only confirmed that we made the right choice. Due to a complex data migration, we requested a one-month extension. Our account representative explicitly confirmed in writing that this month would be granted free of charge. Despite this written guarantee, CaretLegal billed our credit card for that month plus an additional one. When I raised the issue, providing the email evidence of the 'free month' agreement, I was met with total silence. My account rep stopped responding, and despite opening a formal ticket and being told the matter was 'elevated to a supervisor,' I have received zero reimbursement and zero follow-up. It is disappointing that a company serving the legal industry demonstrates such a lack of transparency and disregard for written agreements. If you are looking for a reliable partner for your firm's data, look elsewhere. ----- ### "Streamlined Billing with Top Notch Support" — 4.0/5 > **Crissy** | *28 November 2025* | Legal Services | Recommendation rating: 9.0/10 > > **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. > > My overall experience with CARET Legal has been very positive. It’s reliable, easy to use, and helps streamline our day-to-day workflow. ----- ### "practical experience in using CARET Legal" — 5.0/5 > **Kate** | *9 December 2025* | Law Practice | Recommendation rating: 8.0/10 > > **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. > > I have been using this program for more than two years. It is quite simple and convenient, and also easy to learn. ----- Page: 1 / 7\ 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