--- title: "Compare SmartAdvocate vs CARET Legal 2026 | Capterra" description: "Unsure of what to choose? Check Capterra to compare SmartAdvocate and CARET Legal based on pricing, features, product details, and verified reviews." source_url: "https://www.capterra.com/compare/131579-144573/SmartAdvocate-vs-CARET-Legal" page_type: "comparison" language: "en" --- # SmartAdvocate vs CARET Legal Features and Cost Comparison Last updated September 17th, 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 (134)](https://www.capterra.com/p/131579/SmartAdvocate/reviews/) [CARET Legal](https://www.capterra.com/p/144573/CARET-Legal/)[4.5 (159)](https://www.capterra.com/p/144573/CARET-Legal/reviews/) [## SmartAdvocate](https://www.capterra.com/p/131579/SmartAdvocate/)[4.7 (134)](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 [134 reviews](#user-reviews) Positive 130 Neutral 3 Negative 1 [## CARET Legal](https://www.capterra.com/p/144573/CARET-Legal/)[4.5 (159)](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 [159 reviews](#user-reviews) Positive 138 Neutral 9 Negative 12 ## Not a match? Find software alternatives tailored to your priorities. These software suggestions are similar to those you’re currently comparing. ### Xero 4.4 (3,329) * * * Starting Price $25.00 Flat Rate,Per Month Free Trial Free Version * * * User rating 88% of reviewers rated it above 4 stars * * * ### Clio 4.7 (1,747) * * * Starting Price $49.00 Per User,Per Month Free Trial Free Version * * * User rating 94% of reviewers rated it above 4 stars * * * Highest Rated ### eimmigration 5.0 (73) * * * Starting Price $55.00 Per User,Per Month Free Trial Free Version * * * User rating 100% of reviewers rated it above 4 stars * * * ### Actionstep Legal Accounting 4.5 (104) * * * Starting Price $99.00 Per User,Per Month Free Trial Free Version * * * User rating 93% of reviewers rated it above 4 stars * * * What’s your intended use case? ## Summary * * * Key features rated by users Features selected based on 4,137 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 Billing & Invoicing \-- Document Management 4.7 Case Notes 4.8 Case Management 4.8 78%Fit Feature ratings Client Management 4.2 Billing & Invoicing 4.0 Document Management 4.1 Case Notes 4.5 Case Management 4.3 User satisfaction User satisfaction 4.7 User reviews[134](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[159](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) LL Lucio L. File Manager > "We use cloud-based, which is unfortunately limited by our paltry internet speeds." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___7182191) MA Mujahid A. Soc Analyst > "The platform offered useful automation features that increased efficiency and made it easier to track case progress from start..." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___7165652) 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..." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___6659404) LL Lucio L. File Manager > "Settlement negotiations are made much less stressful thanks to intelligent negotiation tracking and valuations offered by SA." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___7182191) 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) 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) 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) MA Mujahid A. Soc Analyst > "It helped streamline case management, improve document organization, and enhance team collaboration." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___7165652) 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) Mary Joy T. Administrative Assistance > "It helped me stay organized, manage tasks more efficiently, and keep important information easy to access during daily work." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___7157899) AD Alexandria D. Paralegal > "Not very user friendly or intuitive." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___6659404) Bill L. Vice President of Sales and Operations > "We were impressed with its depth of features and how it helps law firms streamline daily operations." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___7175754) Austin D. Paralegal > "with some generated documents such as envelopes do not populate with the proper addresses or will not auto generate the..." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___4914548) Mary Joy T. Administrative Assistance > "It helped make daily tasks smoother and reduced the time spent switching between different tools." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___7157899) 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) GK Gopi K. Deputy Manager > "It took some time to get everyone fully trained, but the efficiency boost and time saved on document management have been..." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___7164485) 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) LL Lucio L. File Manager > "Our settlements resulting from SA's help have more than made up for our investment into the platform." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___7182191) 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) 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) 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) GK Gopi K. Deputy Manager > "It has completely streamlined how our firm handles cases." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___7164485) 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) JG Justin G. Paralegal > "The software also encourages me to perform my job duties better, ultimately rewarding me by being familiar with the software..." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___6579511) 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..." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___2462320) Bill L. Vice President of Sales and Operations > "Overall, it proved to be a powerful solution for improving productivity and collaboration." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___7175754) 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) 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) 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..." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___2538313) 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) 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) Mary Joy T. Administrative Assistance > "The workflow feels efficient once you get used to the system." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___7157899) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) CBG 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) 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) 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) 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..." [See full review](https://www.capterra.com/p/131579/SmartAdvocate/#Capterra___2538313) [View Reviews](https://www.capterra.com/p/131579/SmartAdvocate/reviews/) 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) 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) MD Marissa D. Accounting Manager > "It has been an efficient way to organize all matter data with legal billing and has kept up current on billing." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7164888) 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 the..." [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) 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 firm..." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7124112) 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) 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) 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) 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 issues..." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#SoftwareAdvice___6678684) MBP Mary Beth P. Paralegal > "Billing was my biggest challenge and the time feature has been a life saver." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7173826) 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) 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) 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) 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) 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) 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 to..." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7055532) 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) 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) 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) 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) 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 > "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 > "Would NOT recommend using CARET, especially the accounting program." [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) Todd E. Managing Partner > "Lots of employee turnover. " [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7098199) SC Sarah C. Attorney > "The dashboard is helpful and user friendly, and customer service is always responsive." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7170663) Todd E. Managing Partner > "Poor management. " [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7098199) 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) 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) 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 resolve..." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7036012) 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) 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) 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 the..." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#GetApp___4344121) 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) 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) 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) 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) 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) 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) 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) 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 > "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) 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) 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) 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) 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) AF Alex F. Attorney > "They ruined a good practice management program." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#SoftwareAdvice___4737871) 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) 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 own..." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___2871997) 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) 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 and..." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___2842072) 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) 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) 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) 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) 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) 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) 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) 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) 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) CH Charlie H. Managing Partner > "We also love the integration between Zola Suite and Outlook for calendar management, Zoom for coordinating Zoom meetings with our..." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___3539372) 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) AD Austin D. Owner and Founding Attorney > "The best features of ZolaSuite for my firm is it's integration with Google Business for email, the fact that it has full-accounting..." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___3525176) 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) [View Reviews](https://www.capterra.com/p/144573/CARET-Legal/reviews/) ## User interface [SmartAdvocate](https://www.capterra.com/p/131579/SmartAdvocate/) 4.72 (134) [CARET Legal](https://www.capterra.com/p/144573/CARET-Legal/) 4.45 (159) ## 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 Accounting 120 Important SmartAdvocate 37/50 - 2-Way Messaging - Access Controls/Permissions - Accounting - Accounting Integration - Activity Dashboard - Activity Tracking - Adaptive Learning - AI Copilot - Alerts/Notifications - API - Automatic Backup - Billable Items Tracking - Billable & Non-Billable Hours - Billing & Invoicing - Calendar Integration - Calendar Management - Calendar/Reminder System - Case Management - Case Notes - Client Management - Client Portal - Cloud - Communication Management - Compliance Management - Conflict Management - Contact Database - Contract/License Management - Court Records Search - Credit Card Processing - Cross-system Integration - Customer Database - Customizable Fields - Customizable Forms - Customizable Reports - Customizable Templates - Data Import/Export - Data Visualization - Deadline Management - Decision Making - Docket Management - Document Automation - Document Management - Document Storage - Document Templates - Electronic Payments - Electronic Signature - Email Management - Expense Tracking - Financial Management - For Legal Professionals [See all features](https://www.capterra.com/p/131579/SmartAdvocate/#features) CARET Legal Top features 41/50 - 2-Way Messaging - Access Controls/Permissions - Accounting - Accounting Integration - Activity Dashboard - Activity Tracking - Adaptive Learning - AI Copilot - Alerts/Notifications - API - Automatic Backup - Billable Items Tracking - Billable & Non-Billable Hours - Billing & Invoicing - Calendar Integration - Calendar Management - Calendar/Reminder System - Case Management - Case Notes - Client Management - Client Portal - Cloud - Communication Management - Compliance Management - Conflict Management - Contact Database - Contract/License Management - Court Records Search - Credit Card Processing - Cross-system Integration - Customer Database - Customizable Fields - Customizable Forms - Customizable Reports - Customizable Templates - Data Import/Export - Data Visualization - Deadline Management - Decision Making - Docket Management - Document Automation - Document Management - Document Storage - Document Templates - Electronic Payments - Electronic Signature - Email Management - Expense Tracking - Financial Management - For Legal Professionals [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 Management Software (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 ## Popular Comparisons [SmartAdvocate](https://www.capterra.com/p/131579/SmartAdvocate/)[4.72 (134)](https://www.capterra.com/p/131579/SmartAdvocate/reviews/) vs [LEAP](https://www.capterra.com/p/147413/LEAP/)[4.25 (546)](https://www.capterra.com/p/147413/LEAP/reviews/) $109/month Price Contact vendor for pricing 4.7 Features 4.2 4.6 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/131579-147413/SmartAdvocate-vs-LEAP) [CARET Legal](https://www.capterra.com/p/144573/CARET-Legal/)[4.45 (159)](https://www.capterra.com/p/144573/CARET-Legal/reviews/) vs [LEAP](https://www.capterra.com/p/147413/LEAP/)[4.25 (546)](https://www.capterra.com/p/147413/LEAP/reviews/) Contact vendor for pricing Price Contact vendor for pricing 4.3 Features 4.2 4.5 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/144573-147413/CARET-Legal-vs-LEAP) [SmartAdvocate](https://www.capterra.com/p/131579/SmartAdvocate/)[4.72 (134)](https://www.capterra.com/p/131579/SmartAdvocate/reviews/) vs [Neos](https://www.capterra.com/p/58931/neos/)[4.35 (204)](https://www.capterra.com/p/58931/neos/reviews/) $109/month Price $109/month 4.7 Features 4.2 4.6 Ease of Use 4.3 [View full comparison](https://www.capterra.com/compare/58931-131579/neos-vs-SmartAdvocate) [CARET Legal](https://www.capterra.com/p/144573/CARET-Legal/)[4.45 (159)](https://www.capterra.com/p/144573/CARET-Legal/reviews/) vs [Neos](https://www.capterra.com/p/58931/neos/)[4.35 (204)](https://www.capterra.com/p/58931/neos/reviews/) Contact vendor for pricing Price $109/month 4.3 Features 4.2 4.5 Ease of Use 4.3 [View full comparison](https://www.capterra.com/compare/58931-144573/neos-vs-CARET-Legal) [SmartAdvocate](https://www.capterra.com/p/131579/SmartAdvocate/)[4.72 (134)](https://www.capterra.com/p/131579/SmartAdvocate/reviews/) vs [8am MyCase](https://www.capterra.com/p/115613/MyCase/)[4.64 (807)](https://www.capterra.com/p/115613/MyCase/reviews/) $109/month Price $50/month 4.7 Features 4.4 4.6 Ease of Use 4.6 [View full comparison](https://www.capterra.com/compare/115613-131579/MyCase-vs-SmartAdvocate) [CARET Legal](https://www.capterra.com/p/144573/CARET-Legal/)[4.45 (159)](https://www.capterra.com/p/144573/CARET-Legal/reviews/) vs [Clio](https://www.capterra.com/p/105428/Clio/)[4.65 (1,747)](https://www.capterra.com/p/105428/Clio/reviews/) Contact vendor for pricing Price $49/month 4.3 Features 4.5 4.5 Ease of Use 4.6 [View full comparison](https://www.capterra.com/compare/105428-144573/Clio-vs-CARET-Legal) [SmartAdvocate](https://www.capterra.com/p/131579/SmartAdvocate/)[4.72 (134)](https://www.capterra.com/p/131579/SmartAdvocate/reviews/) vs [Clio](https://www.capterra.com/p/105428/Clio/)[4.65 (1,747)](https://www.capterra.com/p/105428/Clio/reviews/) $109/month Price $49/month 4.7 Features 4.5 4.6 Ease of Use 4.6 [View full comparison](https://www.capterra.com/compare/105428-131579/Clio-vs-SmartAdvocate) [CARET Legal](https://www.capterra.com/p/144573/CARET-Legal/)[4.45 (159)](https://www.capterra.com/p/144573/CARET-Legal/reviews/) vs [8am MyCase](https://www.capterra.com/p/115613/MyCase/)[4.64 (807)](https://www.capterra.com/p/115613/MyCase/reviews/) Contact vendor for pricing Price $50/month 4.3 Features 4.4 4.5 Ease of Use 4.6 [View full comparison](https://www.capterra.com/compare/115613-144573/MyCase-vs-CARET-Legal) [SmartAdvocate](https://www.capterra.com/p/131579/SmartAdvocate/)[4.72 (134)](https://www.capterra.com/p/131579/SmartAdvocate/reviews/) vs [8am CasePeer](https://www.capterra.com/p/156217/CASEpeer/)[4.78 (217)](https://www.capterra.com/p/156217/CASEpeer/reviews/) $109/month Price $90/month 4.7 Features 4.6 4.6 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/131579-156217/SmartAdvocate-vs-CASEpeer) [CARET Legal](https://www.capterra.com/p/144573/CARET-Legal/)[4.45 (159)](https://www.capterra.com/p/144573/CARET-Legal/reviews/) vs [8am CasePeer](https://www.capterra.com/p/156217/CASEpeer/)[4.78 (217)](https://www.capterra.com/p/156217/CASEpeer/reviews/) Contact vendor for pricing Price $90/month 4.3 Features 4.6 4.5 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/144573-156217/CARET-Legal-vs-CASEpeer) [SmartAdvocate](https://www.capterra.com/p/131579/SmartAdvocate/)[4.72 (134)](https://www.capterra.com/p/131579/SmartAdvocate/reviews/) vs [Filevine](https://www.capterra.com/p/140815/Filevine/)[4.44 (288)](https://www.capterra.com/p/140815/Filevine/reviews/) $109/month Price Contact vendor for pricing 4.7 Features 4.4 4.6 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/131579-140815/SmartAdvocate-vs-Filevine) [CARET Legal](https://www.capterra.com/p/144573/CARET-Legal/)[4.45 (159)](https://www.capterra.com/p/144573/CARET-Legal/reviews/) vs [Litify](https://www.capterra.com/p/160393/Litify/)[4.37 (139)](https://www.capterra.com/p/160393/Litify/reviews/) Contact vendor for pricing Price $150/month 4.3 Features 4.3 4.5 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/144573-160393/CARET-Legal-vs-Litify)