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CARET Legal

Tekpon Score
9

CARET Legal Reviews

& Product Details

What is CARET Legal?

Caret Legal is an award-winning legal practice management software that provides comprehensive tools to maximize efficiency, productivity, and more for law firms. It’s designed to take firms from prospect to profit, offering a range of functionalities to manage cases, documents, contacts, and accounting.

Key features of Caret Legal include case management, legal billing and accounting, document management, and contact management. The case management system helps track and manage all aspects of a case, facilitating collaboration with colleagues and clients, and effectively managing caseloads. The legal billing and accounting software simplifies complex processes with customizable rate cards, time entries, invoices, and more.

Caret Legal’s document management system organizes crucial files and automates manual processes, while the contact management software organizes critical client data in an easy-to-navigate dashboard. The software also features a fully-encrypted client portal for secure sharing of vital information.

Found in these Categories

Best For

Making space for what you do best.
  • StartUps
  • Freelancers
  • Small Business
  • Medium Business
  • Large Enterprise
  • Non-profit Organization
  • Personal
  • Cloud, SaaS, Web-Based
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Company Name

    Caret Legal

  • Located In

    United States

  • Website

    caretlegal.com

Starting from:

$79 /month

Pricing Model: Subscription

  • Free Trial
  • Free Version

Pricing Details:

Enterprise for 79 USD, Enterprise Plus for 89 USD, and Enterprise Advance for 139 USD.

  • Accounting
  • Activity Dashboard
  • Archiving & Retention
  • Automatic Billing
  • Bankruptcy Case Management
  • Billable Items Tracking
  • Billing Rate Management
  • Client Portal
  • CRM
  • Calendar Management
  • Case Management
  • Case Notes
  • Client Management
  • Conflict Management
  • Contract/License Management
  • Document Templates
  • Document Automation
  • Docket Management
  • Document Classification
  • Document Management
  • Email Management
  • Document Review
  • Electronic Signature
  • Fee Calculation & Posting
  • General Ledger
  • Invoice Management
  • Legal Case Management
  • Records Management
  • Task Management
  • Time & Expense Tracking
  • Third Party Integrations
  • Time Tracking
  • Version Control

Additional Features

  • Communication Management
  • Optical Character Recognition
  • Activity Tracking
  • For Small Businesses
  • Document Generation
  • Data Import/Export
  • Notes Management
  • Accounts Payable
  • Financial Management
  • Approval Process Control
  • Check Writing
  • For Family Law
  • Access Controls/Permissions
  • Audit Trail
  • Chart of Accounts
  • Accrual Accounting
  • Trust Accounting
  • Document Storage
  • Tax Management
  • Critical Date Alerts
  • Receipt Management
  • File Management
  • Real Time Notifications
  • Accounting Integration
  • Billing & Invoicing
  • Cross Ledger Posting
  • Financial Reporting
  • Mobile App
  • Estimating
  • Document Check-In/Out
  • Timer
  • Approval Workflow
  • Progress Tracking
  • Project Time Tracking
  • Reporting & Statistics
  • Reporting/Analytics
  • Full Text Search
  • Customizable Templates
  • Summary Reports
  • Contact Database
  • Bank Reconciliation
  • Cash Flow Management
  • Exemption Management
  • Real Time Reporting
  • Customer Database
  • Two-Factor Authentication
  • Customizable Fields
  • Expense Tracking
  • Automatic Backup
  • Remote Access/Control
  • Electronic Filing
  • Transaction Management
  • Budget Tracking
  • SMS Messaging
  • Forms Automation
  • SSL Security
  • Legal Forms Library
  • Collaboration Tools
  • QuickBooks Integration
  • For Legal Professionals
  • For Lawyers
  • File Sharing
  • Workflow Managemen
  • Task Scheduling
  • Customizable Reports
  • Task Progress Tracking
  • Document Capture
  • Secure Data Storage
  • Journal Entry Processing
  • Real Time Data
  • Asset Accounting
  • Credit Card Processing
  • Electronic Payments
  • Audit Management
  • Customer Statements
  • Invoice Processing
  • Invoice Creation
  • Budgeting/Forecasting
  • Alerts/Notifications
  • Accounts Receivable
  • Customizable Forms
  • Forms Management
  • Contact Management
  • Search/Filter
  • Built-in Accounting
  • Deadline Management
  • Reminders
  • Financial Analysis
  • Timesheet Management

Deep Legal Analytics

Tekpon Score
COMPARE

Legal Files

Tekpon Score
COMPARE
  • Google Drive

    Content Management Systems

  • Google Docs

    Document Management Software

  • Gmail

    Email Management Software

  • Dropbox

    Content Management Systems

  • Microsoft 365

    Email Management Software

  • OneDrive

    Content Management Systems

  • Google Calendar

    Scheduling Software

  • Box

    Content Management Systems

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