CARET Legal

4.5 (131)
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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

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    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 Software
    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 Software
    • Likelihood to recommend 10.0 /10

    Great now, but with room to grow even greater.

    Reviewed on 21/11/2017

    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.

    Ramey
    Ramey
    Overall rating
    • Used Daily for 1+ year
    • Review Source

    Overall rating

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

    Overall, very pleased with the software, generally easy to use, really enjoy working with the...

    Reviewed on 06/02/2018

    Handles most of the tasks of law firm administration and management with ease. Really makes life...

    Handles most of the tasks of law firm administration and management with ease. Really makes life and running a law office simpler, particularly for a solo or small firm with little to no staff.

    Pros

    The responsiveness of tech support and customer service to not only troubleshooting problems, but suggested features and improvements, is absolutely top notch. That alone is enough to really recommend Zola.

    Cons

    Sometimes, the workflow can be a bit awkward, as some features are less intuitive or require more steps. Links that you would expect to be there are sometimes missing (for example, there is no way to click on the Matter on the Task item to go to the Matter page). For the most part, though, these things are often fixed in updates, and the usability continues to be refined so that clunkier parts of the site get better over time.

    Michael
    Overall rating
    • Industry: Government Administration
    • Company size: 51–200 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 2.0 /10

    Zola to Caret - Poor handoff

    Reviewed on 28/06/2023

    Pros

    We chose this product for ease of use and functionality promises that were not delivered.

    Cons

    Caret purchased Zola and the transition has not been optimal. The email and calendaring functions are glitchy to the point of non-usability. Customer service is slow or non-responsive. We were promised a customer portal function that doesn't meet our needs.

    Response from CARET

    Hi Michael. We're truly sorry to hear about your experience with CARET Legal and our team. We'd love to help you with the issues you're facing regarding email, calendaring and the portal. Please reach out to our support team and we'll do our very best to resolve the issues you're experiencing.

    Eric
    Eric
    Overall rating
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

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

    The software is very intuitive making the transition from other software a snap

    Reviewed on 07/02/2018

    Pros

    This software loads fast and is streamlined and instinctive. I am a former abacus user. It took me less than an hour to learn and master tasks in zolasuite that it took me months to figure out on abacus. In addition, the mobile app is huge if you are on the road. Even something as simple as being able to immediately create a timeslip for a phonecall you may have had with a client while waiting during a court recess is huge. It monetizes something you may as soon forget about when you return to the office. This means zolasuite could very well pay for itself based upon revenue you dont lose.

    Cons

    The migration from abacus was an issue. It occurred two weeks ago and what notes that are there are scrambled and attached to cases thet don't belong to. It may be worthwhile to handle this yourself.

    Response from CARET

    Eric, thank you so much for this very thorough (and flattering) review. Regarding migration of your Notes, I'm very sorry we missed the mark on that; we actually pride ourselves in performing highly accurate and thorough migrations.

    I'm reaching out to you personally to make sure we get it right asap.

    Fred Cohen, CEO

    Jeffrey
    Jeffrey
    Overall rating
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software

    Very user friendly

    Reviewed on 30/11/2017

    Pros

    Ease of use, everything is all in one spot, great features, incorporates with my other software (i.e. - LawPay)

    Cons

    There are frequent updates to roll out new features. Although this is a good thing, things changing frequently in the software can sometimes slow down processing time.

    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: $79.00/month
    • Pricing model: Subscription
    • Free Trial: Available

    Enterprise: $79 per user/month (billed annually) or $89 per user/month (billed monthly) Enterprise Plus: $99 per user/month (billed annually) or $109 per user/month (billed monthly) Enterprise Insights: $119 per user/month (billed annually) or $129 per user/month (billed monthly) Enterprise Advance: $139 per user/month (billed annually) or $149 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, LawToolBox, Microsoft 365, Microsoft Outlook, Microsoft Word, NetDocuments, OneDrive, QuickBooks Online, WORLDOX GX

    CARET Legal offers the following support options:

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

    Related categories

    See all software categories found for CARET Legal.