# Compare SmartAdvocate vs CARET Legal 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare SmartAdvocate and CARET Legal based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/131579-144573/SmartAdvocate-vs-CARET-Legal

---

# SmartAdvocate vs CARET Legal Features and Cost Comparison

Last updated March 13th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

SmartAdvocateCARET Legal2/4 selected

[SmartAdvocate](https://www.capterra.com/p/131579/SmartAdvocate/)[4.7 (125)](https://www.capterra.com/p/131579/SmartAdvocate/reviews/)

[CARET Legal](https://www.capterra.com/p/144573/CARET-Legal/)[4.5 (155)](https://www.capterra.com/p/144573/CARET-Legal/reviews/)

[## SmartAdvocate](https://www.capterra.com/p/131579/SmartAdvocate/)[4.7 (125)](https://www.capterra.com/p/131579/SmartAdvocate/reviews/)

Starting Price

$109.00/month

Value-for-Money

4.6

Functionality

4.7

Ease of Use

4.6

Customer Service

4.6

Reviews Sentiment

Based on [125 reviews](#user-reviews)

Positive

121

Neutral

3

Negative

1

[## CARET Legal](https://www.capterra.com/p/144573/CARET-Legal/)[4.5 (155)](https://www.capterra.com/p/144573/CARET-Legal/reviews/)

Starting Price

Contact vendor

Value-for-Money

4.3

Functionality

4.3

Ease of Use

4.5

Customer Service

4.4

Reviews Sentiment

Based on [155 reviews](#user-reviews)

Positive

134

Neutral

9

Negative

12

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## Summary

* * *

Key features rated by users

Features selected based on 4,106 reviews from legal case management software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

74%Fit

Not enough reviews

Feature ratings

Client Management

4.8

Document Management

4.7

Billing & Invoicing

\--

Case Notes

4.9

Task Management

4.7

77%Fit

Feature ratings

Client Management

4.1

Document Management

4.1

Billing & Invoicing

4.0

Case Notes

4.4

Task Management

4.0

User satisfaction

User satisfaction

4.7

User reviews[125](https://www.capterra.com/p/131579/SmartAdvocate/reviews/)

Ease of use

4.6

Functionality

4.7

Value for money

4.6

Customer support

4.6

User satisfaction

4.5

User reviews[155](https://www.capterra.com/p/144573/CARET-Legal/reviews/)

Ease of use

4.5

Functionality

4.3

Value for money

4.3

Customer support

4.4

Price starts from

Price starts from

$109Per User, Per Month

-   Free version
-   Free trial

Price starts from

\--

-   Free version
-   Free trial

Best for

Best for

SmartAdvocate is used by law firms, personal injury attorneys, mass tort lawyers, workers compensation specialists, veterans affairs attorneys, and legal professionals.

Best for

CARET Legal is designed for the evolving needs of small and mid-sized law firms and offers subscription packages to handle a variety of practice management needs.

## User reviews

Pros & cons

Dawn K.

COO

> "The case browse reports for our weekly meetings on cases status has really assisted the team in knowing where our cases stand,..."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___7065380)

AD

Alexandria D.

Paralegal

> "There are too many steps to do simple tasks and in this industry the complications get compounded with each case when processes..."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___6659404)

AL

Alexandra L.

Legal Assistant

> "The ability to customize workflows and templates also makes it easier to manage a large caseload and maintain efficiency."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___7108740)

LB

Lucas B.

Para

> "I dislike that there is no way to automate calendar reminders."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___6656045)

TM

Teresa M.

Nurse Paralegal

> "SA makes my job so much easier with reminders, task tracking, and multiple ways to incorporate data into chronologies,..."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___6488297)

Austin D.

Paralegal

> "with some generated documents such as envelopes do not populate with the proper addresses or will not auto generate the actual..."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___4914548)

ND

Nick D.

Case Manager

> "I also love how SmartAdvocate displays the case notes on the main page and that overall layout."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___7076217)

WC

Wanda C.

Office Manager

> "The least feature of SmartAdvocate for me is synchronization with QuickBooks that never ever happened."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___5068586)

JG

Justin G.

Paralegal

> "The software also encourages me to perform my job duties better, ultimately rewarding me by being familiar with the software and..."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___6579511)

VR

Verified Reviewer

Software developer

> "SmartAdvocate can be expensive, especially for small law firms.- limited integrations with other software- stores sensitive..."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___4640265)

KG

Kia G.

Operation Support Analyst

> "The ease of use of the product, the layout, the reports we can create, and the training tools the staff provides."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___7045447)

HS

Hector S.

Paralegal

> "For a while, HEIF documents weren’t supported well; I’m not sure if this has since been fixed."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___4965129)

TR

Taina R.

Paralegal

> "I also like the customizations features and document management."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___7026645)

AD

Alexandria D.

Paralegal

> "Not very user friendly or intuitive."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___6659404)

ND

Nick D.

Case Manager

> "I would recommend it to any law firm looking for a case management software that gets the job done."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___7076217)

CL

Chloe L.

Legal Assistant

> "I also cannot figure out how to download the Word Plug-In so I can't edit the templates at all."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___4573939)

TT

Teresa T.

Paralegal

> "Overall it has improved our ability to store and contain information for our cases in a more efficient way."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___6579732)

KR

Kathryn R.

Legal Assistant

> "Our clients have lots of issues with being locked out/ not receiving notifications from the portal"

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___3544125)

Chandler B. G.

Paralegal

> "Everything from case stage to type makes it all the more easier to keep everything oragnized."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___6877291)

RF

Richard F.

Chief Technology Officer

> "Some of the reports are a little clunky."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___4344864)

RH

Rene H.

Intake Specialist

> "SmartAdvocate allows for the monotonanous and repetitive parts of the personal injury process to be expedited with their helpful..."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___4910424)

JS

James S.

Attorney

> "Some of the features, like emailing, calendar integration, and word template formatting do not integrate well with Macs."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___2537844)

DD

Deseree D.

Paralegal

> "The flexibility of the merge codes is superior to all other case management software."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___6670226)

LS

Lauren S.

Paralegal

> "I do not like when searching for a client in search bar that multiple tabs open up and can make the screen overwhelming to look..."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___2462320)

SB

Sydney B.

Paralegal

> "I love the texting feature so I can communicate with my clients"

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___6578353)

JB

Juan B.

Attorney

> "Document saving is more difficult than it needs to be. As documents have to be transferred to the SA platform, they lose the..."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___2437322)

DD

Debbie D.

Legal Secretary

> "I believe Smart Advocate will continue to help us be more efficient and save time when doing documents."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___6462791)

Joseph R.

Intake Paralegal

> "Sometimes it can load slow, and customer support is not the best, sometimes needing to wait long times for response or follow up..."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___2538313)

DD

Debbie D.

Legal Secretary

> "Again, our firm has been using Smart Advocate for approximately 4 months, and we are learning new features daily. "

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___6462791)

KT

Kayla T.

Personal Injury Legal Assistant

> "Sometimes I wish that I didn't have to select the "type" of mail-piece I'm trying to scan in..."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___2462149)

JG

Justin G.

Paralegal

> "The experience has supported my own communication with clients."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___6579511)

NF

Natalie F.

paralegal

> "No longer being able to add a new contact from disbursements directly."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___2829856)

DL

Dina L.

Chief Operations Officer

> "The level of communication, follow up and follow through was above expectations. "

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___6806020)

DL

Dioselvi L.

Paralegal

> "We dislike that we cannot add documents to our calendar."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___2555104)

MT

Morgan T.

Legal Assistant

> "Smart Advocate has many great online resources that can generally help with most trouble shooting before having to reach out to..."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___4949003)

RW

Rosalie W.

Legal Assistant

> "Sometimes, it takes too many steps to enter a document, action, etc."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___2669660)

NG

Nicky G.

Paralegal

> "It has made my job so much easier and less stressful."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___6496664)

JS

James S.

Attorney

> "The document's tab organization is a little clumsy."

[See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___2537844)

[View Reviews](https://www.capterra.com/p/131579/SmartAdvocate/reviews/)

KR

Kayla R.

Office Manager and Paralegal

> "The platform keeps everything organized in one intuitive place, saves time through helpful automation, and makes billing simple."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7064897)

Todd E.

Managing Partner

> "It is disappointing that a company serving the legal industry demonstrates such a lack of transparency and disregard for written..."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7098199)

SM

Samantha M.

Paralegal

> "One of the standout features is its seamless integration of case management and accounting tools."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7124112)

DD

Donna D.

Managing Partner

> "I do not like that it does not have the auto correction features that will automatically correct to capitalize the first letter of..."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7071623)

SM

Samantha M.

Paralegal

> "From the moment we implemented it, we noticed a significant improvement in how efficiently we manage cases, billing, and client..."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7124112)

JY

Jacob Y.

Shareholder

> "Occasional bugs after updates. When CARET pushes out new features, things occasionally break or slow down."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7047933)

VB

Vanessa B.

Office Manager

> "We can easily keep all of our matters in one place and can access them from any device which is very helpful."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7050680)

VB

Vanessa B.

Office Manager

> "Sometimes it freezes up but not often. When this happens, I can either contact support or just close out and wait for a few minutes..."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7050680)

NM

Natalya M.

Chief Operating Officer

> "They always seem to be adding innovative new updates and features - although sometimes they don't have the best onboarding or have..."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7055532)

EG

Erin G.

Paralegal

> "Sometimes Caret glitches or is down and it is very incontinent."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7054124)

SM

Samantha M.

Paralegal

> "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..."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7124112)

NM

Natalya M.

Chief Operating Officer

> "They have an outsourced technical support team with which I've constantly encountered communication issues with."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7055532)

JY

Jacob Y.

Shareholder

> "Their financial reporting is better than what I’ve seen with lighter practice management tools."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7047933)

PW

PHILLIP W.

Attorney

> "The software is buggy and the company couldn't care less about improving the product."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7099160)

KH

Kate H.

Bookkeeper

> "It is convenient both for accounting and for managing clients' legal cases."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7058788)

SB

Syretha B.

Firm Administrator

> "There are times when we experience random glitching, super-slow periods and downtime."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7039351)

SO

Susan O.

Office Manager

> "The software feels built with law firms in mind — practical features, logical layouts, and great support when we need it."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7036012)

DF

Daymaris F.

COO

> "Customer service is really bad, they don't have people with accounting knowledge in customer support that can help with all the..."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#SoftwareAdvice___6678684)

SM

Samantha M.

Paralegal

> "Having everything in one place has saved us countless hours and reduced the risk of errors."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7124112)

CM

C M.

Owner

> "Turns out, they eliminated the plan I was on and doubled my annual charge! "

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7060256)

BR

Brooke R.

Personal Injury Paralegal

> "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."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7070626)

JY

Jacob Y.

Shareholder

> "Compared to other platforms, the UI isn’t the most intuitive."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7047933)

KR

Kayla R.

Office Manager and Paralegal

> "It’s efficient, reliable, and genuinely improves my day-to-day workflow."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7064897)

PW

PHILLIP W.

Attorney

> "The billing (Accounting) program is almost worthless."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7099160)

JY

Jacob Y.

Shareholder

> "I’d recommend it for mid-size firms that want automation and advanced reporting."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7047933)

PW

PHILLIP W.

Attorney

> "Would NOT recommend using CARET, especially the accounting program."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7099160)

BS

BRITTON S.

Firm Administrator

> "We have many remote employees and knowing they can access in the office or on the road makes it very convenient."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7035412)

Todd E.

Managing Partner

> "Lots of employee turnover. "

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7098199)

JS

Jesus S.

IT Admin and Administration

> "It’s reliable, easy to use, and meets our needs effectively, helping us stay organized and efficient."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7059365)

Todd E.

Managing Partner

> "Poor management. "

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7098199)

JH

Jennifer H.

Paralegal

> "We have no complaints and are always able to obtain help if we need it in a timely manner."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7048007)

JB

Jim B.

Attorney

> "I won't get in to the shortcomings of the software in too detail, but suffice it to say, the interface is very slow, the use of the..."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#GetApp___4409309)

BS

BRITTON S.

Firm Administrator

> "I like that it is a web-based system that lets you access it wherever you are. "

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7035412)

LR

Lee R.

Attorney

> "Difficult to track and save emails which caused me to seek out a different product."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___6241464)

NM

Natalya M.

Chief Operating Officer

> "Our account manager is also amazing, and has been an advocate for us whenever we have encountered any issues."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7055532)

MW

Michael W.

Chief Legal Officer

> "Caret purchased Zola and the transition has not been optimal."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___4881830)

SM

Samantha M.

Paralegal

> "Caret Legal has been a game-changer for our firm."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7124112)

SC

Susan C.

Attorney

> "I use this only for billing, but two things could be improved: 1) there should be a field for phone number and email address along..."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___3034788)

SO

Susan O.

Office Manager

> "Our Customer Success Manager has also been great — whenever we’ve had questions or issues, they’ve been quick to respond and..."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7036012)

VR

Verified Reviewer

Attorney/Owner

> "The system says that the client paid, but to actually put the money in your operating account, you again have to HAND WRITE (form..."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#GetApp___4344121)

SO

Susan O.

Office Manager

> "Caret Legal saves us time and helps the office run smoothly."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7036012)

AF

Alex F.

Attorney

> "Customer service is useless and sends generic messages asking to perform various steps - none of which work."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#SoftwareAdvice___4737871)

VB

Vanessa B.

Office Manager

> "I have been using Care for 6 years and I have found it to work very well for our firm."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7050680)

CW

Conner W.

Operations Manager

> "You can't customize the CRM/sales process stages or really anything about the CRM for that matter, so you have to brute force your..."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___2871997)

AY

Alisha Y.

Solicitor

> "We use the mobile function instead of desktop frequently as the layout is great."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___6651798)

VR

Verified Reviewer

Attorney/Owner

> "So many features that I took for granted in other programs as "standard" are just not functionalities in Zola. "

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#GetApp___4344121)

SO

Susan O.

Office Manager

> "The platform is reliable, easy to navigate, and has noticeably improved our workflow."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7036012)

AF

Alex F.

Attorney

> "Email on desktop software or mobile app has not been working for over a week! "

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#SoftwareAdvice___4737871)

KH

Kate H.

Bookkeeper

> "It is quite simple and convenient, and also easy to learn."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7058788)

AF

Alex F.

Attorney

> "Overall, the program is very slow and takes time to perform most tasks. "

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#SoftwareAdvice___4737871)

SO

Susan O.

Office Manager

> "I’d definitely recommend it to other law firms looking to streamline their operations."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7036012)

AM

Andrew M.

Controller

> "I am desperate for a journal entry identifier. "

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___3526659)

SO

Susan O.

Office Manager

> "It’s organized, intuitive, and easy for our whole team to use."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7036012)

JA

Jennifer A.

Attorney - Solo

> "However, the program is a bit slow and clunky (I have a new laptop, so it's not the specs of the laptop). "

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___2869931)

AJ

Amy J.

Forensic Psychologist

> "Aside from customer service and calendaring issues, it has been amazing."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#SoftwareAdvice___6613826)

AF

Alex F.

Attorney

> "They ruined a good practice management program."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#SoftwareAdvice___4737871)

Ulrich N.

Doctor

> "I manage my files efficiently, organize my documents and track my time."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___6022986)

KG

Katherine G.

Attorney

> "There is no ability to pop emails out in a separate window. When we have had an issue in the past, Zola has been fast to respond..."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___2842072)

AF

Alex F.

Attorney

> "Have lots of features and functions, such as bi-directional email integration, trust accounting, CRM, billing, time tracking, etc."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#SoftwareAdvice___4737871)

Michael G.

Managing Partner

> "We are spending less time to get bills out, and they are going out faster."

[See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___2841662)

[View Reviews](https://www.capterra.com/p/144573/CARET-Legal/reviews/)

## User interface

4.73 (125)

[CARET Legal](https://www.capterra.com/p/144573/CARET-Legal/)

4.45 (155)

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### Features

Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

\--% Fit

vs

\--% Fit

2-Way Messaging

207

Important

Access Controls/Permissions

150

Important

Activity Dashboard

120

Important

SmartAdvocate

27/33

-   2-Way Messaging
-   Access Controls/Permissions
-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Billable & Non-Billable Hours
-   Billing & Invoicing
-   Calendar Management
-   Case Notes
-   Client Management
-   Client Portal
-   Communication Management
-   Compliance Management
-   Conflict Management
-   Contract/License Management
-   Customizable Templates
-   Data Import/Export
-   Deadline Management
-   Docket Management
-   Document Management
-   Electronic Signature
-   Full Text Search
-   Generative AI
-   Mobile App
-   Online Payments
-   Reminders
-   Reporting & Statistics
-   SSL Security
-   Task Management
-   Third-Party Integrations
-   Trust Accounting
-   Workflow Management

[See all features](https://www.capterra.com/p/131579/SmartAdvocate/#features)

CARET Legal

Top features

31/33

-   2-Way Messaging
-   Access Controls/Permissions
-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Billable & Non-Billable Hours
-   Billing & Invoicing
-   Calendar Management
-   Case Notes
-   Client Management
-   Client Portal
-   Communication Management
-   Compliance Management
-   Conflict Management
-   Contract/License Management
-   Customizable Templates
-   Data Import/Export
-   Deadline Management
-   Docket Management
-   Document Management
-   Electronic Signature
-   Full Text Search
-   Generative AI
-   Mobile App
-   Online Payments
-   Reminders
-   Reporting & Statistics
-   SSL Security
-   Task Management
-   Third-Party Integrations
-   Trust Accounting
-   Workflow Management

[See all features](https://www.capterra.com/p/144573/CARET-Legal/#features)

### Recognition

SmartAdvocate is recognized as a top-rated tool in 5 Capterra Shortlist reports

Best Value Legal Case ManagementSoftware (2024) 

CARET Legal is recognized as a top-rated tool in 1 Capterra Shortlist reports

### Deployment & support

SmartAdvocate

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

CARET Legal

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

SmartAdvocate

-   By SmartAdvocate
-   Located in United States
-   Founded in 2000

CARET Legal

-   By CARET
-   Located in United States
-   Founded in 1983

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