CARET Legal Review - why 4.7 stars?

Zola Suite Review
ITQlick Score: 90/100
ITQlick Rating:
Pricing: 2.2/10 - low cost
Category: Legal Management -> CARET Legal review
Ranking:Ranked 7 out of 256 Legal Management systems
Company: CARET
Pricing: starts at $79 per user/month
Typical customers: Small, medium and large size businesses
Platforms: Desktop, Mobile, Cloud
Links: CARET Legal pricing, CARET Legal alternatives
Shlomi LaviShlomi Lavi / updated: Mar 22, 2023

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What is CARET Legal?

CARET Legal is a Legal Management software is a comprehensive cloud-based software designed to manage legal practice, billing, and accounting needs. The software is specifically designed to streamline the day-to-day operations of legal practices, making it easier for lawyers and their teams to focus on their clients legal matters. CARET Legal offers a variety of features and integrations, making it an all-in-one solution for legal professionals.

CARET Legal is primarily designed for law firms and attorneys looking to streamline their practice management processes. It is suitable for firms of all sizes, from solo practitioners to large firms with multiple locations. One of the softwares unique features is its integration with Microsoft Office 365, allowing users to access their emails, documents, and calendar from within the CARET Legal platform.

CARET Legal offers a range of features designed to increase efficiency and productivity for law firms. One key feature is time tracking, which enables attorneys and legal staff to record their time and expenses automatically, making billing more accurate and efficient. The software also offers matter management, document management, and task management, allowing legal professionals to stay organized and on top of deadlines.

Another unique feature of CARET Legal is its integrations with various accounting software, including QuickBooks and Xero. This enables firms to manage their accounting and billing processes directly from the platform, without the need for separate software.

CARET Legal was founded in 2015 and is based in New York City. The company has over 50 employees and has received numerous awards for its innovative approach to legal practice management.

Overall, CARET Legal Management software offers an all-in-one solution for law firms of all sizes, with a range of features designed to streamline processes and increase efficiency. Its integration with Microsoft Office 365 and accounting software make it a particularly attractive option for firms looking to consolidate their systems into one platform.

Who is it best for?

CARET Legal Management software is designed to cater to the needs of law firms of all sizes, from solo practitioners to large enterprises. It serves various industries, including banking, finance, insurance, healthcare, real estate, and more. CARET Legal is widely used by legal professionals who need a comprehensive and efficient solution to manage their workflow and improve their overall productivity.

Here are some examples of customers who use CARET Legal Management software:

  1. Wong Fleming: A global law firm with 17 offices worldwide that specializes in corporate law, employment law, immigration law, and more. Wong Fleming uses CARET Legal to manage its client communications, billing, and document management.

  2. Wallack Somers & Haas, P.C.: A law firm based in Connecticut that provides legal services in various practice areas, including family law, criminal defense, personal injury, and more. The firm uses CARET Legal to streamline its workflows and improve its efficiency.

  3. Wall Street Law Firm: A law firm based in New York that provides legal services to clients in various industries, including finance, real estate, and more. The firm uses CARET Legal to manage its client matters, track time, and generate invoices.

  4. Jassy Vick Carolan LLP: A California-based law firm that focuses on representing businesses and individuals in intellectual property litigation and transactional matters. The firm uses CARET Legal to manage its client communications, document management, and billing.

  5. Kuchler Polk Weiner LLC: A Louisiana-based law firm that represents clients in various practice areas, including environmental law, healthcare law, and more. The firm uses CARET Legal to manage its client matters, track time, and generate invoices.

CARET Legal is known for its robust feature set that includes:

  1. Case Management: CARET Legal case management feature helps legal professionals manage their matters more efficiently. The feature allows users to track deadlines, manage documents, and assign tasks to team members.

  2. Time and Billing: CARET Legal time and billing feature streamlines the invoicing process by allowing users to track their time and expenses and generate invoices from one centralized location.

  3. Document Management: CARET Legal document management feature allows users to store and manage all their documents in one secure location. The feature also enables users to search for documents by keywords and tags, making it easier to find what they need.

  4. Reporting and Analytics: CARET Legal reporting and analytics feature provides users with valuable insights into their firms performance. The feature allows users to generate reports on time and billing, productivity, and more.

CARET Legal was established in 2015 and is headquartered in New York City. The company has over 100 employees and serves thousands of law firms across the United States.

Main features and functionalities

CARET Legal Management software can help your business in several ways, depending on your specific needs. Here are a few examples:

  1. Improved productivity: CARET Legal offers a suite of features that can help improve productivity and streamline workflows. For instance, the software offers task and project management tools, as well as time tracking and billing features, that can help you stay on top of your workload and manage your time more efficiently.

  2. Better collaboration: CARET Legal includes features that enable better collaboration among team members. For instance, the software offers a shared calendar and contact management system that can help ensure everyone is on the same page and has access to the same information.

  3. Enhanced client communication: CARET Legal also includes tools that can help you communicate more effectively with your clients. For instance, the software offers a client portal that allows clients to securely access and review their case information, as well as communicate with you directly through the portal.

  4. Improved data security: CARET Legal takes data security seriously and offers a range of security features designed to keep your data safe. These include two-factor authentication, SSL encryption, and automatic data backups.

Overall, CARET Legal can help you work more efficiently, collaborate more effectively, and provide better service to your clients, all while keeping your data secure.

What is the actual cost?

CARET Legal offers three plans to its users for practice management. The plans offered by CARET Legal include

  • ENTERPRISE: The cost of the ENTERPRISE plan is around $89 per user per month and $79 per user per month for the annual payment option.

  • ENTERPRISE PLUS: The cost of the ENTERPRISE PLUS plan is around $99 per user per month and $89 per user per month for the annual payment option.

  • ENTERPRISE ADVANCE *NEW* : The cost of the ENTERPRISE ADVANCE *NEW* plan is around $149 per user per month and $139 per user per month for the annual payment option.

ITQlick pricing score is 2.2 out of 10 (10 is most expensive). Access ITQlick pricing guide for CARET Legal. You can also find here pricing information from CARET Legal's website.

Pros

  • CARET Legal offers a comprehensive suite of legal management features, including time tracking, billing, document management, and task management. This puts it ahead of many competitors that only offer a limited range of features.
  • The software comes with an Integrated CRM and full accounting of all operating and trust accounts
  • CARET Legal allows for a high degree of customization, including the ability to create custom fields, workflows, and reports. This allows businesses to tailor the software to their specific needs and workflows, making it a more efficient and effective tool.
  • CARET Legal has a user-friendly interface that is easy to navigate and use. This can be particularly important for small businesses or solo practitioners who may not have dedicated IT staff to help with software implementation and training.

Cons

  • Compared to some of its competitors, CARET Legal has a more limited range of integrations with other legal software and tools, which could be a disadvantage for firms with more complex needs.
  • CARET Legal can be more expensive than some of its competitors, which may not make it the best choice for smaller law firms or solo practitioners.
  • Some users have reported that CARET Legal can be difficult to learn and get used to, which could be a barrier to adoption for firms that are looking for a more user-friendly solution.

How it stacks up?

Access a head to head analysis of CARET Legal vs alternative software solutions.
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CARET Le...
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Filevine
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Clio
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Tabs3
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Review

Frequently Asked Questions (FAQs)

Is it the best Legal Management system?

CARET Legal is ranked 7 out of 256 software in their category (Legal Management systems).

How they are rated on ITQlick?

The rating of CARET Legal is 4.7 stars out of 5 and the total score is 90 out of 100. The rating score is based on our unbiased data-based algo. Learn more - rating methodology page.

Is it an easy to use Software?

Yes, CARET Legal makes it fairly easy to use. This product is user friendly and intuitive.

Is it cloud-based?

Yes, they offer cloud based hosting, which means IT resources are retrieved through web-based tools and applications and you don't need to buy servers and additional hardware equipment.

Can it be used on mobile?

Yes, you can access CARET Legal on your mobile/smart phone.

What should we ask during a demo session?

Differences between CARET Legal and alternatives?

The most popular alternatives to CARET Legal in 2023: PracticePanther, Filevine, Clio, MyCase, Tabs3. Access the complete competitors analysis here - CARET Legal VS Legal Management Software alternatives.

Is CARET Legal right for you or your business?

Law firms can use CARET Legal to get a 360-degree, integrated practice management system, which frees them from a tangle of other apps and allows them to be more productive, flexible, and profitable. Examples of customers using CARET Legal are Dunlap, Bennett & Ludwig, 907 Legal, etc.

List of categories

Billing & Invoicing
Tax Preparation
Case Management
Document Management
Records Management
Email Marketing
Billing Management
Expense Tracking
Calendar
Contact management
Legal Management
Task Management

List of features

Time and Expense Tracking
Billing & Invoicing
Document Management
Email Marketing
Time Tracking
Task Management

Auditor - Shlomi Lavi

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Shlomi Lavi is an entrepreneur and founder of ITQlick.com. He holds a Bachelor of Science (B.Sc.) in Information Systems Engineering from Ben Gurion University in Israel. Shlomi brings 17 years of global IT and IS management experience as a consultant and implementation expert for small, medium and large-sized (global) companies. Shlomi’s goal is to share the best knowledge and news about information systems so you can make smarter buying decisions for your business.