CARET Legal
Legal billing software
Legal case management software
Legal practice management software
Legal software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$79 per user per month
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What is CARET Legal
CARET Legal is a cloud-based legal practice management platform that combines matter management, time tracking, billing, and payments for law firms. It is used by small to mid-sized firms to manage client intake, matters, documents, calendaring, and invoicing from a single system. The product emphasizes integrated billing and payment processing alongside core practice management workflows. It is part of CARET’s broader legal software portfolio, which also includes other law practice tools.
Integrated time, billing, payments
The platform brings time capture, invoicing, and online payments into the same workflow as matter management. This reduces reliance on separate billing or payment tools and helps keep financial data tied to matters. Firms that bill hourly and collect retainers can manage common billing-to-collection steps without exporting data. This is a practical advantage versus point solutions focused only on timekeeping or payments.
Matter-centric practice workflows
CARET Legal centers work around matters, linking contacts, tasks, calendar events, documents, and billing entries to a single record. This structure supports day-to-day practice operations such as tracking deadlines, managing communications, and maintaining an audit trail of activity. It fits firms that want a unified system rather than separate case management and billing products. The approach aligns with typical practice management expectations in this category.
Cloud access and collaboration
As a cloud product, CARET Legal supports access from multiple locations without on-premises infrastructure. This can help distributed teams collaborate on matters, share documents, and keep calendars and tasks synchronized. Cloud deployment also simplifies updates compared with locally installed systems. It is suitable for firms prioritizing remote work and centralized data access.
Payment features can be region-limited
Payment processing capabilities and supported payment methods can vary by geography and firm setup. Firms operating outside supported regions or with specific banking requirements may need alternative payment arrangements. This can reduce the value of an “all-in-one” workflow if payments must be handled elsewhere. Buyers should confirm availability for their jurisdiction and trust-account needs.
Migration and configuration effort
Moving from an existing practice management or billing system typically requires data cleanup, mapping, and validation. Matter histories, contacts, documents, and billing data may not transfer perfectly without planning and testing. Firms with complex legacy setups should expect implementation time for configuration, templates, and user training. This is a common constraint for full-suite practice management platforms.
May not fit highly complex firms
Firms with advanced requirements—such as highly customized reporting, complex multi-entity billing, or specialized workflows—may find limitations without additional tooling or services. Some organizations may need deeper customization than what standard configuration supports. Larger firms with strict governance or bespoke processes should validate administrative controls and workflow flexibility during evaluation. The product is generally positioned more toward small to mid-sized firm operations than enterprise-scale complexity.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Enterprise | $79 per user/month (billed annually) | Built-in email; Document Management; Calendaring; Task & Contact Management; Billing & Accounting; Reporting; Client Portal; Document Storage; LEDES Invoicing; Integrated Payments; 24/7/362 phone support. Pricing is per user plus one-time implementation fees. |
| Enterprise Plus | $99 per user/month (billed annually) | Everything in Enterprise, plus: CARET Analytics (standard dashboards & reports); Automated Workflows; Custom Permissions; Department-based Accounting; Native Document Editing; Unlimited matter-related document storage; AI-generated document summaries. |
| Enterprise Insights | $119 per user/month (billed annually) | Everything in Enterprise Plus, plus: CARET Analytics with configurable reports & dashboards (customizable data visualization, personalized metric selection, flexible reporting options). |
Seller details
CARET
San Diego, CA, USA
2018
Private
https://www.caret.com/
https://x.com/caretlegal
https://www.linkedin.com/company/caretlegal/
