# CARET Legal Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about CARET Legal Software - reviews, pricing plans, popular comparisons to other Law Practice Management products and more. Source: https://www.capterra.com/p/144573/Zola-Suite/ --- # CARET Legal Software Review 2026: Features, Integrations, Pros & Cons Last updated on July 21, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) CARET Legal ## What is CARET Legal? CARET Legal automates the most critical processes in your firm to help you manage all aspects of your practice. Our award-winning law practice management platform is designed to take you further. From client intake, to matter management, to back-office reporting, CARET Legal enables you to save time, increase team collaboration, scale your business, and collect revenue faster than ever before. ## What is CARET Legal used for? [Law Practice Management](https://www.capterra.com/law-practice-management-software/)[Legal Billing](https://www.capterra.com/legal-billing-software/)[Legal Case Management](https://www.capterra.com/legal-case-management-software/) Top alternative Featured Overall rating Based on 158 user reviews Reviews sentiment Positive 87% Neutral 6% Negative 8% Starting price Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for CARET Legal?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://getcaret.com/&name=CARET Legal) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### CARET Legal 4.4 (158) VS. [4.2 (2,054)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (157) Ease Of Use 4.0 (2,010) Value For Money 4.3 (135) Value For Money 3.9 (1,600) Customer Service 4.4 (150) Customer Service 3.8 (1,703) ## CARET Legal alternatives [4.3 (713)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars Highest Rated [4.7 (1,738)](https://www.capterra.com/p/105428/Clio/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.4 (286)](https://www.capterra.com/p/140815/Filevine/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 87% of reviewers rated it above 4 stars [4.4 (3,311)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/144573/CARET-Legal/alternatives/) ## FAQs about CARET Legal Overview ### What problems does CARET Legal solve? CARET Legal solves fragmented law firm workflows by centralizing matter management, billing, trust accounting, documents, email, and calendars in one system. It reduces missed time entries, manual invoice preparation, scattered client communication, and task ownership confusion. Solo attorneys, paralegals, office managers, and small to midsize firms benefit most. Answer based on 117 reviews Overview ### Which roles and teams benefit most from CARET Legal? CARET Legal is most used by attorneys, paralegals, and legal support teams that manage matters, documents, deadlines, and client communication in one system. Partners, owners, and firm administrators use it for firm oversight, billing, and workflow visibility, while accounting managers rely on it to streamline invoicing, trust accounting, and financial reporting. Answer based on 150 reviews Talk to an expert ### More questions? Ask our experts Overview ### What company size and industries is CARET Legal built for? CARET Legal is designed for small and mid-sized law firms, with reviewer data showing 99% from small businesses and just 1% from enterprises. It primarily serves Law Practice at 66% and Legal Services at 30%, indicating a clear fit for legal organizations rather than broader cross-industry use. Answer based on 158 reviews Features and Usability ### What are the key features of CARET Legal? CARET Legal includes core law practice management features like matter management, time tracking, billing and invoicing, and calendar management. Reviewers also highlight differentiators such as built-in trust accounting, email integration with Outlook and Gmail, document management, workflow automation, and mobile access for running matters, tasks, and billing remotely. Answer based on 68 reviews Integrations ### Which third-party tools and platforms does CARET Legal integrate with? CARET Legal integrates with Google Calendar, Gmail, and LawPay, plus official connections for Google Drive, Google Docs, Microsoft 365, Microsoft Outlook, and QuickBooks Online. It connects to 10 third-party tools overall, covering email, calendaring, document management, cloud storage, billing, and accounting workflows. Answer based on 15 reviews Getting Started and Support ### How easy is it to onboard and train a team on CARET Legal? CARET Legal offers in-person training, live online sessions, webinars, documentation, and videos. Many reviewers say everyday users and new hires can start quickly because core workflows feel intuitive, while admins and firms setting up billing, accounting, or standardized workflows need more time, follow-up training, and support during the transition. Answer based on 26 reviews Getting Started and Support ### What customer support options does CARET Legal offer, and how do users rate the experience? CARET Legal offers email/help desk, FAQ/forum, a knowledge base, phone support, 24/7 live rep, and chat. Users often describe support as responsive, knowledgeable, and helpful during setup, training, and troubleshooting, though some report slower follow-up, inconsistent ticket handling, and delays resolving more complex issues after product changes. Answer based on 68 reviews Bugs and issues ### Does CARET Legal have bugs or reliability issues? CARET Legal has mixed reliability, with many firms reporting occasional glitches, slowdowns, and email or Outlook sync problems. Small law offices like having case management, billing, and calendars in one system, but some teams say updates can interrupt work and certain bugs affect daily tasks until support resolves them. Answer based on 34 reviews ## Features AI summary Based on 1,608 Law Practice Management reviews Capterra data shows that buyers of law practice management software rank the following features as their top priorities: - **Legal Case Management** (**68%** of reviewers rated this feature as critical) - **Billing & Invoicing** (**69%**) - **Document Management** (**49%**) CARET Legal supports all three features that reviewers rate most highly: **Legal Case Management**, **Billing & Invoicing**, and **Document Management**. Together, these capabilities help law firms keep case details organized, manage client billing accurately, and store important documents in one place, allowing teams to improve daily workflows and maintain better control over legal matters. Legal Case Management 4.3 (17) 64.71% of 17 reviewers that rated this feature as important or highly important Systematic approach to handling legal cases, matters, or projects within a law firm or legal department Billing & Invoicing 4.0 (40) 72.50% of 40 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers Task Management 4.0 (6) 33.33% of 6 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Trust Accounting 4.2 (15) 80.00% of 15 reviewers that rated this feature as important or highly important Manage bookkeeping for client trust accounts Time Tracking 4.5 (23) 69.57% of 23 reviewers that rated this feature as important or highly important Measure and track time including hours worked and paid time off (PTO) Document Management 4.1 (24) 70.83% of 24 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location CARET Legal 141 features Send and receive text messages to communicate with clients or prospects in real-time Define levels of authorization for access to specific files or systems Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Integrate with a third-party accounting system Track money owed to a company's creditors/suppliers Track outstanding invoices and the money owed from clients Recognizing income when earned and expenses when incurred regardless of when cash is received or disbursed. Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Software program that continuously adjusts its behavior based on observed data Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage the process of evaluating documents or requests submitted for approval Route documents and other data through one or more stakeholders for review and approval Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Manage adding fixed assets to proposed budgets Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws A record of all activities within the system, including user access, changes made, etc. Data is backed up automatically to prevent data loss Setup and send recurring or automated bills Create backups and provide methods to recover deleted/lost data Compare and match accounting/financial records with corresponding bank statements Management of a legal case related to insolvency of a business or individual Track billable hours and/or non-billable expenses for work performed Track the list of items required to be billed/invoiced to clients Create, manage, and send invoices or bills to customers Setting up the amount/charge for per hour of work by a company or professional Track actual spending to ensure it's in line with the planned budget Create budgets based on historical data and future projections Accounting functionality within the system, not requiring integration with third-party tools Track and manage schedules and meetings via an integrated calendar Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process Access and track notes regarding case activities and updates within case files Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period A financial statement that lists a company's accounts and details the account type and balance Issue payments to third parties via checks Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Provides a channel for team members to share AI models, media files, communicate, and work together Manage and track all internal and external communication conducted via calls, email, text, or chat Track and manage adherence to policies for any service, product, process, or supplier Search and check for conflicts of interest or statutes of limitations Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Track, store, and access client contracts or licenses Accept and process credit card transactions Notifications received when important dates and deadlines are coming up Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Reports that show customers their invoices, payments, and balance on the account Customize data fields to support various needs and use cases Customize contracts and forms to collect specific information Invoices that can be tailored according to company's branding, payment terms and personalized information Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Assembly of graphs and charts for visualizing and tracking statistics/metrics Import and export data to and from software applications Protect sensitive data for digital privacy Specify or track the date/time a project, task, etc., is due for completion Manage and maintain a detailed record of information and updates associated with each court case Automated or logic-based workflows that assist in the creation of electronic documents Scan, move or upload electronic files within the software's repository Switch documents into read-only mode to prevent concurrent editing by multiple users Assign categories, labels, tags, or attributes to documents for organization, search and storage Custom forms to streamline repetitious aspects of a document Store, manage, and track all electronic documents in a centralized location Review and analyze existing information across documents Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Transmit documents to regulatory authorities over the web Electronically collect payments for goods or services Digitally sign online documents Manage, store and organize emails within the system or via third-party apps Convert data into a code for security Estimate expected cost based on various factors before a project begins Identify and track situations that legally reduce financial liability Monitor and record expenses such as purchases or charges incurred Create, save, and store files Public or private sharing of digital files such as documents, audio/video, images, and more Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Plan, manage, and track the financial activities of an individual or organization Generate reports to assess the financial performance of an organization For legal practices focusing on issues involving family relationships, such as divorce, child custody, adoption, divorce, and more. Software is specifically designed to address the needs of professionals in the law industry Specifically designed to address the needs of law firms and legal departments Designed for small businesses Automate repetitive tasks such as filling out information or creating certain types of forms Store, manage and track all forms in a centralized location Search for specific words or phrases within a document or database Centralized accounting record which tracks all financial transactions A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Create invoices from scratch or have recurring invoices Captures invoice data and maintains comprehensive records for auditing and reporting purposes Creation, processing, verification, and execution of invoices till the payment is made Initiate, document and approve journal entries throughout the accounting cycle Systematic approach to handling legal cases, matters, or projects within a law firm or legal department Repository of industry-specific forms that can be used as is Manage and track all matters, contracts, and documents across the day-to-day legal lifecycle. Access software remotely via mobile devices Access the system via a mobile application Allow users to create, edit, and sort multiple notes Online forms for managing client intake Accept and process online payment transactions Ability to recognize printed or written text within digital images or scanned documents Accept, record, and reconcile financial transactions Reporting on how each user, task or process has advanced since its initiation Manage and track financials on a project-to-project basis Measure time to completion or hours worked for projects Monitor the progress of projects from start to finish Integrates with QuickBooks Receive data and information in real time Notifications that are delivered to users as soon as an event occurs Active reporting of data and metrics Receive system updates as soon as any changes are made Upload, track, and submit receipts in a central database Ability to record, store, update, and retrieve information Automated process of charging customers at regular intervals for repeated access or use of a product or service Timed notification for any upcoming task, deadline, appointment, or activity Access work applications remotely, for when working away from the office and/or traveling Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Search and filter data across systems to locate required information by entering keywords or certain criteria Securely stores data to prevent data loss or breaches Send messages via SMS Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Create, manage and track all task activities and progression Track the status and progress of tasks Track and manage the scheduling of tasks Implementation of various strategies to manage tax obligations via planning and maintaining compliance Set up connections to third-party platforms to improve business processes Log and record hours worked and costs spent to assist in billing and invoicing Measure and track time including hours worked and paid time off (PTO) Track time worked per client Track time worked per project Track the amount of time spent on a job or task Manage, record and track all business exchanges in form of money and its related interactions in the system Manage bookkeeping for client trust accounts Extra layer of security that requires not only a password and username but also something specific to that user Track revisions and updates made to files and navigate between different versions Streamlining repetitive tasks and activities through automated and predefined workflows Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.3 (150) 4.3 Based on 150 reviews ## Pricing Value for money 4.3 (135) Free Trial [View pricing plan details](https://www.capterra.com/p/144573/CARET-Legal/pricing/) Enterprise Custom Quote Available It includes: - Built-in Email - Document Management - Calendaring - Task Management - Contact Management - Billing - Accounting - Reporting - Client Portal - Document Storage - LEDES Invoicing - Integrated Payments - Tier 1 - 24/7 Support Enterprise Plus Custom Quote Available It includes: - Automated Workflows - Custom Permissions - Department Based Accounting - Advanced Document Management - Native Document Editing and Storage - AI-Generated Document Summaries - Dashboards and Reports Enterprise Insights Custom Quote Available It includes: - Unlimited Document Storage - CARET Analytics with configurable reports and dashboards - Flexible Reporting - Data Visualization Value for money 4.3 (135) 4.3 Based on 135 reviews ## Integrations [ Google Docs](https://www.capterra.com/p/160756/Google-Docs/)[ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ OneDrive](https://www.capterra.com/p/161304/OneDrive/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/) 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. ## Support, customer service and training options Customer Service 4.4 (150) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.4 (150) 4.4 Based on 150 reviews ## User reviews Overall rating 4.4 Based on 158 reviews Filter by rating 5(108) 4(29) 3(9) 2(8) 1(4) Mentioned topic Sorted by most recent MB Mary Beth P. Paralegal Law Practice ### "Billing with Timer" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 23, 2026 It has been very user friendly for beginners. Billing was my biggest challenge and the time feature has been a life saver. Pros The time feature has been very helpful. I have learned to become dependent on the timer and it is a game changer. Cons Have not found anything I dislike about it so far. I have been a paralegal for over 15 years and this is the first firm I have worked for that uses caret. It has proved to be very user friendly. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor June 30, 2026 Thank you for taking the time to share this! We are always glad to hear customers are benefitting from CARET Legal’s all-in-one platform. We also welcome feedback and would be happy to connect with you on the areas where you feel we could do better. If you have any further questions you can continue to work with your dedicated representative, or please reach out to our general Customer Success team by emailing CLCustomerSuccess@getcaret.com. SC Sarah C. Attorney Law Practice ### "Positive Experience " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 June 18, 2026 My overall experience with CARET is a positive one. So positive, that when I helped start a new law firm, we purchased the same CARET system. Pros CARET makes client billing simple and easy. The dashboard is helpful and user friendly, and customer service is always responsive. Cons CARET is the only system of its nature that I have ever had the pleasure of using, so I do not have any negative feedback. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor June 30, 2026 Thank you for taking the time to share this! We are always glad to hear customers are benefitting from CARET Legal’s all-in-one platform. We also welcome feedback and would be happy to connect with you on the areas where you feel we could do better. If you have any further questions you can continue to work with your dedicated representative, or please reach out to our general Customer Success team by emailing CLCustomerSuccess@getcaret.com. MD Marissa D. Accounting Manager Law Practice ### "2026 Review of Caret Legal" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 9, 2026 It has been an efficient way to organize all matter data with legal billing and has kept up current on billing. Pros The integration of accounting and financial aspects with legal billing in all in one place. It has also streamlined our billing process. Cons If Caret had more financial functions it would be appreciated to mimic a more substantial accounting platform. Switched from [Sage Timeslips](https://www.capterra.com/p/114210/Sage-Timeslips/) It was not nearly enough of what we needed for the firm overall Alternatives considered [CosmoLex](https://www.capterra.com/p/18931/CosmoLex/) [Centerbase](https://www.capterra.com/p/75540/Centerbase/) Reasons for choosing CARET Legal The ease of use, pricing and integration of multiple uses Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor June 26, 2026 Thank you for taking the time to share this! We are always glad to hear customers are benefitting from CARET Legal’s all-in-one platform. We also welcome feedback and would be happy to connect with you on the areas where you feel we could do better. We can confirm that your dedicated customer service representative has reached out to you directly. If you have any further questions you can continue to work with your dedicated representative, or please reach out to our general Customer Success team by emailing CLCustomerSuccess@getcaret.com. SM Samantha M. Paralegal Law Practice ### "Streamlined Service" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 2, 2026 It has been so helpful to have Caret and to streamline our Case management, billing and invoicing, and document management …all in one system, so you don’t need multiple tools stitched together. Pros Caret Legal has been a game-changer for our firm. From the moment we implemented it, we noticed a significant improvement in how efficiently we manage cases, billing, and client communication. The interface is clean and intuitive, making it easy for our entire team to get up to speed quickly without a steep learning curve. One of the standout features is its seamless integration of case management and accounting tools. Having everything in one place has saved us countless hours and reduced the risk of errors. The billing system is especially impressive. It is customizable, accurate, and easy to use, which has helped us streamline invoicing and improve cash flow. Customer support has also been excellent. Whenever we’ve had questions or needed assistance, their team has been responsive, knowledgeable, and genuinely helpful. Overall, Caret Legal delivers exactly what modern law firms need: reliability, efficiency, and smart organization. It’s a powerful tool that has made a noticeable difference in our day to day operations, and I would highly recommend it to any firm looking to upgrade their legal practice management software. Cons There are times the program will lag and the calendar will be delayed in reflecting the entries we add. Switched from [Amicus Attorney](https://www.capterra.com/p/80199/Amicus-Attorney/) Amicus was outdated and no longer being updated. It also is not cloud based Alternatives considered [Smokeball](https://www.capterra.com/p/133656/Smokeball/) Reasons for choosing CARET Legal Caret was more streamlined for case management and billing all in one place Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor April 6, 2026 Samantha, thank you so much for sharing your experience working with CARET Legal! We're thrilled to hear that our platform has made such a positive impact on your firm and helps you efficiently manage your cases, billing, and client communication. PW PHILLIP W. Attorney Law Practice ### "RUN, don't walk away from CARET!" 1.0 Overall Rating 1.0 1.0 Ease of Use 2.0 2.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 February 20, 2026 Would NOT recommend using CARET, especially the accounting program. The software is buggy and the company couldn't care less about improving the product. Pros It has a decent database and calendaring system. That is all I can recommend about CARET. There is nothing else positive to say. Cons Everything else is TERRIBLE! The billing (Accounting) program is almost worthless. It has so many bugs you have to work around that it makes running statements a nightmare every month. When you call tech support about a problem, you get a five step process to "force" the program to perform a task it claims it does automatically. Tech support tells you they don't correct problems until enough people complain. And for all of this, you get a 15% increase every year at renewal time. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor February 27, 2026 Phillip, we’re sorry to hear that your experience with CARET fell short of your expectations. Our team is actively working with your firm to address these concerns and will continue to resolve them with your team directly. Todd E. Managing Partner Law Practice ### "CaretLegal is an overall unwise investment" 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 February 19, 2026 After years of mediocre product performance and consistently poor communication, our firm decided not to renew with CaretLegal (formerly Zola Suite/Abacus Law). Our experience during the off-boarding process only confirmed that we made the right choice. Due to a complex data migration, we requested a one-month extension. Our account representative explicitly confirmed in writing that this month would be granted free of charge. Despite this written guarantee, CaretLegal billed our credit card for that month plus an additional one. When I raised the issue, providing the email evidence of the 'free month' agreement, I was met with total silence. My account rep stopped responding, and despite opening a formal ticket and being told the matter was 'elevated to a supervisor,' I have received zero reimbursement and zero follow-up. It is disappointing that a company serving the legal industry demonstrates such a lack of transparency and disregard for written agreements. If you are looking for a reliable partner for your firm's data, look elsewhere. Pros Decent all-in-one solution for law practice management, though the email, even with Office 365, was slow and clunky. Cons Poor communication. Poor customer service. Poor management. Lots of employee turnover. Overall unreliable. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor February 24, 2026 Todd, we’re sorry to hear that your experience with CARET fell short of your expectations. Our team is actively working with your firm to address these concerns and will continue to resolve them with your team directly. DD Donna D. Managing Partner Law Practice ### "Caret Legal was a very successful transition for our office." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 December 31, 2025 Excellent. Much better than anticipated. The team was responsive and handled the anticipated glitches well, Pros I love the fact that it is cloud-based and accessible from any computer, smart phone or tablet. I like that we can use ONE system to manage our files including emails and time entries as well as billing. Cons I do not like that it does not have the auto correction features that will automatically correct to capitalize the first letter of the first word of a sentence. I do not like that it does not have the ability to expand text as in Amicus and that Caret does NOT sync People with Outlook contacts and does not have the ability to mark emails sent from Caret as Important (or Confidential etc). Switched from [Amicus Attorney](https://www.capterra.com/p/80199/Amicus-Attorney/) We had looked into going to the "cloud" with Amicus in the past but they could not guarantee the migration of our system (18 years worth of data) and it would be costly. Then Caret Legal offered to migrate it for free and was great with the migration. We also got rid of our PC Law we used for billing but because they did not respond to our numerous requests to go month to month (rather than annual) and when they did, would NOT permit it at all, we had to move up our timetable. It ended up being LESS expensive overall and they did not charge at all for the migration. There were some glitches, but all were handled. Alternatives considered [Amicus Attorney](https://www.capterra.com/p/80199/Amicus-Attorney/) Reasons for choosing CARET Legal Our plan had just been to put up with Amicus Attorney (what we have) rather than go through a switch, but we are so glad that we did (and our IT folks are REALLY happy). Support for Amicus had dwindled significantly. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor January 8, 2026 Donna, thank you so much for sharing your experience working with CARET Legal. We're thrilled to hear that our platform is helping your firm stay organized by keeping documents, emails, time entries, and billing all in one easily accessible place. We appreciate your feedback and are committed to implementing improvements that create a better experience for our customers. We have forwarded your suggestions to our product team and look forward to continuing to support your firm. BR Brooke R. Personal Injury Paralegal Law Practice ### "Great Program for Work" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 December 29, 2025 9/10 - 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. It was pretty standard. Pros Caret offers a lot of Organization in the layout which I love, and I also found that it was very beginner friendly. Cons sometimes the cloud will glitch and things are not showing up but it usually corrects itself in matter of mins. Switched from [Amicus Attorney](https://www.capterra.com/p/80199/Amicus-Attorney/) I was told we had to and Amicus was going off grid Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor January 8, 2026 Brooke, thank you for sharing your experience with CARET Legal. We’re glad that our platform was easy to learn and helps keep your firm organized. We’re sorry to hear about your frustrations. Your dedicated CSM will be reaching out shortly to discuss your concerns and work toward a resolution. KR Kayla R. Office Manager and Paralegal Law Practice ### "An All-in-One Solution That Delivers" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 17, 2025 Overall, my experience with Caret Legal has been very positive. The platform keeps everything organized in one intuitive place, saves time through helpful automation, and makes billing simple. With reliable performance and consistently excellent customer support, it truly streamlines my day-to-day workflow. Pros Caret Legal makes managing my practice incredibly easy. Everything—from matters and documents to billing and email—is organized in one clean, intuitive platform. The automation tools save time, the billing features are straightforward, and the customer support is consistently excellent. It’s efficient, reliable, and genuinely improves my day-to-day workflow. Cons Caret Legal has a clean interface and helpful support, but creating custom reports can be frustrating. You can’t build them on your own and have to rely on their team to compile everything, which limits flexibility and can slow down access to the insights you need. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor December 19, 2025 Kayla, thank you for sharing your experience with CARET Legal. We're thrilled to hear that our platform keeps your practice organized, and our automation, billing tools, and customer support make your workflow easier. We’re sorry for the frustration you’ve experienced with custom reports. Our team is working on improvements to make the process smoother and more intuitive. CM C M. Owner Law Practice ### "Changing to Clio" 2.0 Overall Rating 2.0 2.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 1/10 December 10, 2025 Not good. Customer service takes at least a week to resolve problems. This year, I notice an extraordinarily large charge on my cc statement. Turns out, they eliminated the plan I was on and doubled my annual charge! I have multiple users so this was an outrageous increase. Pros I love that email is part of the program. Every email I draft is billed to the matter ... when it works. Cons Frequent issues, calendar items disappear from calendar, emails won't save to the matters and billing issues. Customer service says their engineers don't know what the problem is. Alternatives considered [Clio](https://www.capterra.com/p/105428/Clio/) Reasons for choosing CARET Legal Integrated email and email billing directly Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor January 14, 2026 We’re sorry to hear that your experience with CARET is falling short of your expectations. Our team is actively working with your firm to address these concerns and will continue to resolve them with your team directly. [View all Reviews](https://www.capterra.com/p/144573/CARET-Legal/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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