---
title: "Compare CARET Legal vs TrustBooks 2026 | Capterra"
description: "Unsure of what to choose? Check Capterra to compare CARET Legal and TrustBooks based on pricing, features, product details, and verified reviews."
source_url: "https://www.capterra.com/compare/144573-145679/CARET-Legal-vs-TrustBooks"
page_type: "comparison"
language: "en"
---

# CARET Legal vs TrustBooks 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:

CARET LegalTrustBooks2/4 selected

[CARET Legal](https://www.capterra.com/p/144573/CARET-Legal/)[4.5 (159)](https://www.capterra.com/p/144573/CARET-Legal/reviews/)

[TrustBooks](https://www.capterra.com/p/145679/TrustBooks/)[5.0 (107)](https://www.capterra.com/p/145679/TrustBooks/reviews/)

[## 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

[## TrustBooks](https://www.capterra.com/p/145679/TrustBooks/)[5.0 (107)](https://www.capterra.com/p/145679/TrustBooks/reviews/)

Starting Price

$49.00/month

Value-for-Money

4.9

Functionality

4.9

Ease of Use

4.9

Customer Service

5

Reviews Sentiment

SR

MS

Based on [107 reviews](#user-reviews)

Positive

107

Neutral

0

Negative

0

## Not a match? Find software alternatives tailored to your priorities.

These software suggestions are similar to those you’re currently comparing.

### Sage Intacct

4.3 (717)

* * *

Starting Price

Contact vendor for pricing

Free Trial

Free Version

* * *

User rating

86%

of reviewers  
rated it above 4 stars

* * *

### 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

* * *

Highest Rated

### 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

* * *

### MYOB Business

3.9 (148)

* * *

Starting Price

A$30.00

Flat Rate,Per Month

Free Trial

Free Version

* * *

User rating

70%

of reviewers  
rated it above 4 stars

* * *

## Summary

* * *

Features in Trust Accounting Software

Best performer

36 / 38

Only CARET Legal

-   Accrual Accounting
-   API
-   Asset Accounting

14 / 38

User satisfaction

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

User satisfaction

5.0

User reviews[107](https://www.capterra.com/p/145679/TrustBooks/reviews/)

Ease of use

4.9

Functionality

4.9

Value for money

4.9

Customer support

5.0

Price starts from

Price starts from

\--

-   Free version
-   Free trial

Price starts from

$49Flat Rate, Per Month

-   Free version
-   Free trial

Best for

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.

Best for

Small law firms and solo attorneys

## User reviews

Pros & cons

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/)

SR

Stephanie R.

Managing Attorney

> "The trust ledger capability allows us to access data within seconds and provide a copy to any client of exactly what has been..."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514592)

AR

Anna R.

paralegal

> "I have to go back to that matter and change. When I write checks for a future date, the check numbers don't automatically go..."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514752)

MS

Matthew S.

Attorney-Managing Partner

> "We link TrustBooks with our Clio case management software and the uploading process to transfer the data to TrustBooks from Clio..."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2517181)

SH

Stacey H.

Principal & Manager

> "The only thing I don't like it that it doesn't default to the last screen that I was in but since I use many cloud based platforms..."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2516528)

NS

Nathan S.

CPA

> "The law firm I do trust accounting for has multiple offices and the ability to have a cloud-based trust accounting platform is..."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514753)

DH

David H.

Partner

> "I have a hard time locating client files without going page by page until I find their name. "

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2516792)

CS

Candace S.

Attorney

> "Additionally, the easy to use reconciliation feature allows me to reconcile with my bank statement in minutes. Plus, it allows..."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2523308)

RF

Randall F.

Managing Partner

> "Integrations can be a bit quirky and UI inefficient at times."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514731)

MD

Marta D.

Attorney

> "The integration feature with LawPay has also been very helpful in keeping track of incoming payments."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514795)

DS

Devin S.

Paralegal

> "Only down side is it takes at least 24 hours for transactions to sync from Clio"

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514789)

LP

Lynn P.

Director

> "The program automates important record-keeping and reconciliation tasks that are important to complete regularly."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2529109)

JW

Jennifer W.

Attorney

> "The software kept getting confused as to which went where when it was imported from Clio."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514820)

RW

Robert W.

Partner

> "Trust accounting using this program is one less thing to worry about, allowing us to focus on our practice rather than the..."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514602)

MC

Matthew C.

Attorney

> "I've only had the software for less than 6 months so there were learning moments that I had to have help with but I can't imagine..."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2515656)

DG

Dawne G.

Client Services Director

> "It's very easy to keep track, since we use the recommended checks and only draft checks via TrustBooks- no going back and updating..."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2516372)

NS

Nathan S.

CPA

> "There is a control in place that doesn't allow this, and I understand why, but I would change that if I could."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514753)

JM

Jim M.

Owner

> "It's very convenient to be able to access my account from any web browser on any device."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514823)

DH

David H.

Partner

> "Not thrilled with having to create a payee before paying the payee. "

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2516792)

VG

Vanessa G.

President

> "It is much easier and allows for much less human error than other systems (like spreadsheets)."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2528759)

SE

Susan E.

Attorney

> "It is not as easy to share the accounting information with my CPA. "

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514569)

AO

Alexa O.

Office Manager

> "It gives me all the reports that I need, makes it easy to determine if I'm balanced."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2515438)

DG

Dawne G.

Client Services Director

> "Writing checks was a stressful activity."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2516372)

WF

William F.

Attorney

> "It has made managing our trust account so much easier - especially the quarterly reviews. "

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514585)

Dawn W.

President

> "They're very basic as well."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514570)

AK

Adam & K.

Owner/Attorney

> "This software makes staying compliant with trust accounting rules/regs a breeze"

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514544)

RF

Randall F.

Managing Partner

> "Integrations can be a bit quirky and UI inefficient at times."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514731)

[View Reviews](https://www.capterra.com/p/145679/TrustBooks/reviews/)

## User interface

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

4.45 (159)

No images or videos  
provided by vendor

## 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

CARET Legal

Top features

36/38

-   Accounting
-   Accrual Accounting
-   Activity Dashboard
-   AI Copilot
-   API
-   Asset Accounting
-   Bank Reconciliation
-   Billing & Invoicing
-   Billing Rate Management
-   Calendar Management
-   Case Management
-   Check Writing
-   Client Portal
-   Compliance Management
-   Contact Management
-   Cross Ledger Posting
-   Customer Statements
-   Customizable Fields
-   Customizable Reports
-   Data Import/Export
-   Document Management
-   Electronic Payments
-   Fee Calculation & Posting
-   General Ledger
-   Generative AI
-   Invoice Management
-   Real-Time Data
-   Real-Time Reporting
-   Receipt Management
-   Reminders
-   Reporting & Statistics
-   Secure Data Storage
-   Task Management
-   Tax Management
-   Third-Party Integrations
-   Time & Expense Tracking
-   Trust Accounting
-   Workflow Management

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

TrustBooks

14/38

-   Accounting
-   Accrual Accounting
-   Activity Dashboard
-   AI Copilot
-   API
-   Asset Accounting
-   Bank Reconciliation
-   Billing & Invoicing
-   Billing Rate Management
-   Calendar Management
-   Case Management
-   Check Writing
-   Client Portal
-   Compliance Management
-   Contact Management
-   Cross Ledger Posting
-   Customer Statements
-   Customizable Fields
-   Customizable Reports
-   Data Import/Export
-   Document Management
-   Electronic Payments
-   Fee Calculation & Posting
-   General Ledger
-   Generative AI
-   Invoice Management
-   Real-Time Data
-   Real-Time Reporting
-   Receipt Management
-   Reminders
-   Reporting & Statistics
-   Secure Data Storage
-   Task Management
-   Tax Management
-   Third-Party Integrations
-   Time & Expense Tracking
-   Trust Accounting
-   Workflow Management

[See all features](https://www.capterra.com/p/145679/TrustBooks/#features)

### Recognition

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

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

### Deployment & support

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

TrustBooks

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

CARET Legal

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

TrustBooks

-   By Paradigm
-   Located in United States
-   Founded in 2006

## Popular Comparisons

[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)

[TrustBooks](https://www.capterra.com/p/145679/TrustBooks/)[4.97 (107)](https://www.capterra.com/p/145679/TrustBooks/reviews/)

vs

[Clio](https://www.capterra.com/p/105428/Clio/)[4.65 (1,747)](https://www.capterra.com/p/105428/Clio/reviews/)

$49/month

Price

$49/month

4.9

Features

4.5

4.9

Ease of Use

4.6

[View full comparison](https://www.capterra.com/compare/105428-145679/Clio-vs-TrustBooks)

[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)

[TrustBooks](https://www.capterra.com/p/145679/TrustBooks/)[4.97 (107)](https://www.capterra.com/p/145679/TrustBooks/reviews/)

vs

[LEAP](https://www.capterra.com/p/147413/LEAP/)[4.25 (546)](https://www.capterra.com/p/147413/LEAP/reviews/)

$49/month

Price

Contact vendor for pricing

4.9

Features

4.2

4.9

Ease of Use

4.2

[View full comparison](https://www.capterra.com/compare/145679-147413/TrustBooks-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

[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)

[TrustBooks](https://www.capterra.com/p/145679/TrustBooks/)[4.97 (107)](https://www.capterra.com/p/145679/TrustBooks/reviews/)

vs

[8am MyCase](https://www.capterra.com/p/115613/MyCase/)[4.64 (807)](https://www.capterra.com/p/115613/MyCase/reviews/)

$49/month

Price

$50/month

4.9

Features

4.4

4.9

Ease of Use

4.6

[View full comparison](https://www.capterra.com/compare/115613-145679/MyCase-vs-TrustBooks)

[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)

[TrustBooks](https://www.capterra.com/p/145679/TrustBooks/)[4.97 (107)](https://www.capterra.com/p/145679/TrustBooks/reviews/)

vs

[Actionstep Legal Accounting](https://www.capterra.com/p/187835/Soluno/)[4.49 (104)](https://www.capterra.com/p/187835/Soluno/reviews/)

$49/month

Price

$99/month

4.9

Features

4.2

4.9

Ease of Use

4.3

[View full comparison](https://www.capterra.com/compare/145679-187835/TrustBooks-vs-Soluno)

[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)

[TrustBooks](https://www.capterra.com/p/145679/TrustBooks/)[4.97 (107)](https://www.capterra.com/p/145679/TrustBooks/reviews/)

vs

[Xero](https://www.capterra.com/p/120109/Xero/)[4.40 (3,329)](https://www.capterra.com/p/120109/Xero/reviews/)

$49/month

Price

$25/month

4.9

Features

4.3

4.9

Ease of Use

4.4

[View full comparison](https://www.capterra.com/compare/120109-145679/Xero-vs-TrustBooks)

[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)

[TrustBooks](https://www.capterra.com/p/145679/TrustBooks/)[4.97 (107)](https://www.capterra.com/p/145679/TrustBooks/reviews/)

vs

[QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[4.34 (8,529)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/)

$49/month

Price

$38/month

4.9

Features

4.3

4.9

Ease of Use

4.2

[View full comparison](https://www.capterra.com/compare/145679-190778/TrustBooks-vs-QuickBooks-Online)