CARET Legal

4.5 (131)
Write a Review!
Legal software solution that creates space for what matters

About CARET Legal

CARET Legal is the leading solution for legal professionals to manage their practice and create space for what matters, including delighting clients and maximizing billable time.

From client intake, to matter management, to back-office reporting, CARET Legal helps you save time, increase team collaboration, increase accuracy, scale your business, and collect revenue faster than ever before.

With almost a decade in business, 95% of CARET Legal customers would recommend the platform to others.


Key benefits of CARET Legal

  • Eliminate manual timekeeping with 10+ integrated methods to automatically track billable hours. ​

  • Organize and align your team with collaboration tools. Gain full visibility into workflows within the firm, set reminders for team members, and tie all records back to a specific matter.​

  • Communicate with clients conveniently from the CARET Legal platform with integrated client texting, email, and calendar integrations, and the ability to securely send sensitive documents through the client portal.​

  • Drive more revenue and decrease your A/R cycle with integrated accounting and billing.

  • Securely access critical client data on the go. CARET Legal is cloud-based, and the first SOC 2 compliant solution that enables the freedom to work from anywhere, including the CARET Legal mobile app, while keeping your client data secure.

  • Images

    CARET Legal Software - CARET Legal interface
    CARET Legal Software - Dedicated iOS & Android mobile apps
    CARET Legal Software - Document automation for form generation
    CARET Legal Software - Matter management to track matters from start to finish
    CARET Legal Software - The only legal practice management application with intelligent (built-in) email
    CARET Legal Software - Organize all of your contacts in one place
    CARET Legal Software - Customized matter views where you can filter matters by practice area, responsible attorney, open date or custom fields
    CARET Legal Software - Document management for law firms
    CARET Legal Software - Case-centric and rules-based calendaring so you never miss an important deadline
    CARET Legal Software - Task management to enforce consistency and accountability
    CARET Legal Software - Over 11 different ways to track time
    View 12 more
    CARET Legal video
    CARET Legal Software - CARET Legal interface
    CARET Legal Software - Dedicated iOS & Android mobile apps
    CARET Legal Software - Document automation for form generation
    CARET Legal Software - Matter management to track matters from start to finish
    CARET Legal Software - The only legal practice management application with intelligent (built-in) email
    CARET Legal Software - Organize all of your contacts in one place
    CARET Legal Software - Customized matter views where you can filter matters by practice area, responsible attorney, open date or custom fields
    CARET Legal Software - Document management for law firms
    CARET Legal Software - Case-centric and rules-based calendaring so you never miss an important deadline
    CARET Legal Software - Task management to enforce consistency and accountability
    CARET Legal Software - Over 11 different ways to track time

    Not sure about CARET Legal? Compare with a popular alternative

    Starting Price

    US$89.00
    month
    US$2,000.00

    Pricing Options

    Free version
    Free trial
    Free version
    Free trial

    Features

    122
    52

    Integrations

    16
    11

    Ease of Use

    4.5 (131)
    4.3 (96)

    Value for Money

    4.4 (131)
    4.4 (96)

    Customer Service

    4.5 (131)
    4.6 (96)
    Green rating bars show the winning product based on the average rating and number of reviews.

    Alternatives

    Cleo Integration Cloud

    4.6
    #1 Alternative to CARET Legal
    Cleo Integration Cloud (CIC) is a cloud-based integration platform, purpose-built to design, build, operate and...

    LeanLaw

    4.7
    #2 Alternative to CARET Legal
    Top rated legal app for QuickBooks. LeanLaw makes QuickBooks Online work for law firms. Trust accounting, compensation...

    LEAP

    4.0
    #3 Alternative to CARET Legal
    LEAP is a comprehensive cloud-based secure legal practice management software. It combines key features like secure...

    QuickBooks Online

    4.3
    #4 Alternative to CARET Legal
    QuickBooks Online is a complete small business accounting solution which allows users to manage all their financial...

    Reviews

    Overall rating

    4.5 /5
    (131)
    Value for Money
    4.4/5
    Features
    4.3/5
    Ease of Use
    4.5/5
    Customer Support
    4.5/5

    Already have CARET Legal?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 131
    Michael
    Michael
    Overall rating
    • Industry: Legal Services
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Great now, but with room to grow even greater.

    Reviewed on 2017/11/21

    Pros

    The website and app are easy to use, responsive and have a fairly logical layout. It's easy to search and find information, and data input is relatively simple. Our office doesn't use Zola as an all-in-one solution, but for the parts we use daily (which is still most of the features), we're very happy with the state of the software.

    Customer service has been incredibly responsive, and you really get the feel that they are willing to invest the time in problem solving. I also really feel like my input has been taken into account as product updates roll out.

    The mobile app has improved by leaps and bounds. It is in an excellent place, and very usable.

    Cons

    There are still a few bugs and features to fill in gaps as the software matures further, but nothing that prevents functionality. I've been with Zola for about 18 months; what would have been my biggest cons 6 months ago have since been addressed.

    The email interface requires the most work, but it too is nonetheless in a good state. Tagging emails to cases could be a little easier, and moving emails to different folders could be more responsive and update more quickly.

    I'd also quibble about needing to use multiple tabs to get full functionality out of the software (at minimum, Dashboard, Email, and Calendar all need to be semi-permanently open because it's not easy to switch between them otherwise); That's not a huge deal, just a minor annoyance.

    Last thing, and this is very minor: I'd love to see a style update through the whole website. It's not cluttered, which is great, but I don't feel like it has a very modern look.

    Steven
    Overall rating
    • Industry: Law Practice
    • Company size: Self Employed
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Great Product for Solo

    Reviewed on 2020/01/07

    My overall experience has been very satisfactory. Customer service is excellent. When I have a...

    My overall experience has been very satisfactory. Customer service is excellent. When I have a question, I just type it into the help section and I receive either a phone call or email very promptly.

    As a solo, this product is amazing and does so much. The ability to do accounting and generate basic reports, which is all that I need, is very convenient. There is so much more that it can do, and I learn something new every day.

    Pros

    Zola Suites has helped me to be able to capture the time sending emails and making phone calls that ordinarily would slip through the cracks. This product more than pays for itself

    Cons

    i wish that Contacts would automatically link to my contacts on my Iphone

    Alternatives Considered

    Cleo Integration Cloud

    Reasons for Switching to CARET Legal

    The ability to do accounting under the same subscription makes this product more cost effective.
    Alex
    Overall rating
    • Industry: Legal Services
    • Company size: 2–10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 0.0 /10

    Unreliable and slow but easy to navigate and has many features.

    Reviewed on 2023/04/14

    Zola was acquired by another company a few months ago. It was rebranded into CaRET and turned into...

    Zola was acquired by another company a few months ago. It was rebranded into CaRET and turned into complete garbage - it simply doesn't work. Salespeople send messages trying to upsell their credit card processing services and new subscription plans. Email on desktop software or mobile app has not been working for over a week! Customer service is useless and sends generic messages asking to perform various steps - none of which work. They ruined a good practice management program. I will not renew and do not recommend anyone else who cares about their practice and profitability.

    Pros

    Easy to navigate and intuitive. Have lots of features and functions, such as bi-directional email integration, trust accounting, CRM, billing, time tracking, etc.

    Cons

    Overall, the program is very slow and takes time to perform most tasks. Limits the number of credit cards you can sync with your bank; limits the billing/bulk options under certain plans; accounting module is very basic and light ages behind QuickBooks; CRM lacks depth and functionality of other CRMs.

    Response from CARET

    Hi Alex. We're truly sorry to hear about your experience with CARET Legal. We'd love to help you with the issues you're facing regarding email, billing and accounting and overall performance. Please reach out to our support team at [email protected] and we'd be happy to speak with you further to resolve the issues you're experiencing.

    Ulrich
    Ulrich
    Overall rating
    • Industry: Medical Practice
    • Company size: 2–10 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Great CARET Legal!

    Reviewed on 2023/11/13

    My experience with Caret Legal has been incredible. I've gained in promotion and efficiency thanks...

    My experience with Caret Legal has been incredible. I've gained in promotion and efficiency thanks to all the features it offers. I manage my files efficiently, organize my documents and track my time. Everything is perfect with Caret Legal!

    Pros

    This software is just incredible. With Caret Legal, I manage my legal files brilliantly. Accounting, generating basic reports and time management are just some of the advantages this software offers me.

    Cons

    So far, I don't have much to complain about with Caret Legal.

    Response from CARET

    Hi, Ulrich. Thank you for taking the time to share your experience working with CARET Legal. We love hearing from happy customers like you!

    Maryann
    Overall rating
    • Industry: Law Practice
    • Company size: 2–10 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Practice Management, Accounting and Email/Calendar Functions all in one

    Reviewed on 2019/10/04

    We are solving the problem of too many programs to keep track of and the ease of use. Our issues...

    We are solving the problem of too many programs to keep track of and the ease of use. Our issues are that there are only two forms of interaction with the program of administrator and user. We need an in-between level of some administration functions with the attorneys but not all the accounting information available to them.

    Pros

    Ease of Use and the combination of all of the functions of practice management, accounting and planning all in one program

    Cons

    Training is too much too soon. There needs to be an initial short training followed up in 30-60 days to do a more detailed training when everyone has used the program and can understand the program and ask meaningful questions

    Showing 5 reviews of 131 Read all reviews

    CARET Legal FAQs

    Below are some frequently asked questions for CARET Legal.

    CARET Legal offers the following pricing plans:

    • Starting from: US$89.00/month
    • Pricing model: Subscription
    • Free Trial: Available

    Enterprise: $89 per user/month (billed annually) or $79 per user/month (billed monthly) Enterprise Plus: $99 per user/month (billed annually) or $89 per user/month (billed monthly) Enterprise Advance: $149 per user/month (billed annually) or $139 per user/month (billed monthly)

    CARET Legal has the following typical customers:

    11–50, 51–200, 201–500

    CARET Legal supports the following languages:

    English

    CARET Legal supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    CARET Legal integrates with the following applications:

    Box, Dropbox Business, Gmail, Google Calendar, Google Contacts, Google Docs, Google Drive, HotDocs, Microsoft 365, Microsoft Outlook, Microsoft Word, NetDocuments, OneDrive, QuickBooks Online, WORLDOX GX, iManage

    CARET Legal offers the following support options:

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

    Related categories

    See all software categories found for CARET Legal.