--- title: CARET Legal Reviews meta\_title: 'CARET Legal Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 210 reviews by the users' company size, role or industry to find out how CARET Legal works for a business like yours. aggregate\_rating: rating\_value: 4.4 review\_count: 210 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Legal url: https://www.g2.com/categories/legal ---

# CARET Legal Reviews & Product Details

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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. Law firms using CARET Legal report that they recoup their investment 31% faster than G2's legal practice management software category average.

* * *

Product Website
CARET Legal
Seller
[CARET](https://www.g2.com/sellers/caret-891b58ed-205f-4e4e-a01f-a392a0b14764)
Discussions
[CARET Legal Community](https://www.g2.com/products/caret-legal/discuss)
Languages Supported

English

Solution Type

All-in-One

Overview by
Sarah Gardiner

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## Value at a Glance

Averages based on real user reviews.

### Time to Implement

2 months

[
View More Pricing Information
](https://www.g2.com/products/caret-legal/pricing)

## CARET Legal Integrations
(10)

What do users say about integrations?

Verified by CARET Legal

[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Adobe Acrobat

](https://www.g2.com/products/adobe-acrobat/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Google Workspace

](https://www.g2.com/products/google-workspace/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Lawmatics

](https://www.g2.com/products/lawmatics/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

LawToolBox

](https://www.g2.com/products/lawtoolbox/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Microsoft 365

](https://www.g2.com/products/microsoft365/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Microsoft Outlook

](https://www.g2.com/products/microsoft-outlook/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Microsoft Word

](https://www.g2.com/products/microsoft-word/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

NetDocuments

](https://www.g2.com/products/netdocuments/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

QuickBooks Online

](https://www.g2.com/products/quickbooks-online/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

RMail

](https://www.g2.com/products/rmail/reviews)

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 ![Verified User in Legal Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Legal Services")
EL

Verified User in Legal Services

Small-Business (50 or fewer emp.)

5/18/2026

"Easy to Use, but Outlook/Phone Sync and App Glitches Create Daily Friction"

1/5

What do you like best about CARET Legal?

Interface is easy to use. Document generation is easy. Review collected by and hosted on G2.com.

What do you dislike about CARET Legal?

- Does NOT have true Outlook integration -- only calendar entry titles sync, not the notes for the appointment; and only syncs with Legacy Outlook.. (No integration with calendar on your phone - you must use their App for everything.)

- Because it performs a two-way sync of calendar entries with Legacy Outlook, you must delete all users entries in their Outlook or else their personal calendar will be sucked into the Firm's calendar.

- Does NOT sync contacts to Outlook at all. You must use your browser or the App, not native phone Contacts. That also means that text messages ahve no name because the name that matches the ph# is in the App, not in Contacts. (No sync of contacts to your phone.)

- It will NOT support initiating an email in Outlook and linking it to a file later in 2026, when Microsoft discontinues support for the extension. So, you must use the Browser in CARET Legal to send any emails you want linked.

- When making new appointments in CARET Legal, it does not set "notify" by default. If you forget to manually add a notification, you will get no reminder of your appointment.

- Imported contacts into CARET - no direct support for the notes associated with a contact. They can import it to a custom text field, but note loses line feeds -- it becomes one continuous sentence.

- Caret's contract is rigid; you can add an employee during the term, bur if you downsize, they will continue to charge the full amount for the year even if you are not using that license.

- iPhone app is glitchy. Review collected by and hosted on G2.com.

What problems is CARET Legal solving and how is that benefiting you?

As many problems as Amicus Attorney had as an aging software product, I greatly regret the switch from it to CARET Legal. It turn out that CARET Legal is newer but is more limited, it's not as mature of a program. It has greatly harmed our workflow. Review collected by and hosted on G2.com.

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Response from Brandon Speers of CARET Legal

[Editedit](https://www.g2.com/survey_responses/caret-legal-review-12833404/official_response/edit)

Thank you for taking the time to share this. We always welcome feedback, but it's never easy to learn that a customer is having a frustrating experience with our platform.

Here's where we stand on the issues you've raised.

As Microsoft moves away from COM add-ins, we're rebuilding toward a more modern web add-in experience rather than stepping back from it. The evolution is expected to resolve email linking.

Contact and note sync with Outlook is not part of our integration by design. Maintaining a clean system of record for contact data is important to us, and direct sync tends to work against that.

Natively created appointments don't carry a default reminder. If you're working with synced Outlook 365 events, you can set a default reminder today in User Settings under Calendar.

We continue to invest in the iPhone app and are always working to improve the experience for our customers.

Your note about contract flexibility is fair feedback, and we'll make sure it reaches the right people internally.

We'd like to work through your specific concerns with you directly. Please reach out to your Customer Success Manager or email CLCustomerSuccess@getcaret.com — someone will follow up personally.

We're sorry the transition from Amicus Attorney hasn't gone as expected. We know that switching platforms is a significant decision for firms, and that disruptions can have huge impacts. That's not the experience we want for anyone, and your feedback is going directly to the people building and improving this product.

Current UserValidated ReviewerSource: Organic

 ![Verified User in Legal Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Legal Services")
AL

Verified User in Legal Services

Small-Business (50 or fewer emp.)

4/2/2026

"Caret Legal Streamlines Case Management, Billing, and Client Communication"

5/5

What do you like best about CARET Legal?

Caret Legal has been a game changer for our firm. From the moment we implemented it, we noticed a significant improvement in how efficiently we manage cases, billing, and client communication. The interface is clean and intuitive, making it easy for our entire team to get up to speed quickly without a steep learning curve.

One of the standout features is its seamless integration of case management and accounting tools. Having everything in one place has saved us countless hours and reduced the risk of errors. The billing system is especially impressive. It is customizable, accurate, and easy to use, which has helped us streamline invoicing .

Customer support has also been excellent. Whenever we’ve had questions or needed assistance, their team has been responsive, knowledgeable, and genuinely helpful.

Overall, Caret Legal delivers exactly what modern law firms need: reliability, efficiency, and smart organization. It’s a powerful tool that has made a noticeable difference in our day to day operations, and I would highly recommend it to any firm looking to upgrade their legal practice management software. Review collected by and hosted on G2.com.

What do you dislike about CARET Legal?

At times we have experienced a lag, especially when handling larger datasets or generating reports. It has impacted the calendar feature a few times, as well, causing us to re-enter events once the lag has been fixed. This has made routine operations more time-consuming than they should be. Review collected by and hosted on G2.com.

What problems is CARET Legal solving and how is that benefiting you?

It allows us to work hourly cases much easier and to bill our time accurately and efficiently. We now have a much better picture of how many hours are put into files and how quickly bills are being paid by vendors. Review collected by and hosted on G2.com.

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Response from Sarah Gardiner of CARET Legal

[Editedit](https://www.g2.com/survey_responses/caret-legal-review-12581460/official_response/edit)

Thank you so much for sharing your experience working with CARET Legal! We're thrilled to hear that our platform has made such a positive impact on your firm and helps you efficiently manage your cases, billing, and client communication.

Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Verified User in Law Practice](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Law Practice")
UL

Verified User in Law Practice

Small-Business (50 or fewer emp.)

6/16/2026

"Efficient Document Management, Lacking Quick Support"

4.5/5

What do you like best about CARET Legal?

I love that I can add costs and have them automatically totaled on the main page for each matter. I can see all the fields in one place without having to dig through folders to find specific information, and I can also view the fees for the matter right there. Having everything together at a glance helps me share details quickly and efficiently when discussing a matter. The initial setup was pretty easy, too. We’re able to work on the same platform and send notes to each other about the calendar and files, which keeps everyone on the same page. Review collected by and hosted on G2.com.

What do you dislike about CARET Legal?

I’d much rather talk to someone on the phone quickly instead of going back and forth over email. It has been really hard to get in contact with billing support. If there’s a billing issue and a ticket has already been seen, please contact the person (me) directly. Review collected by and hosted on G2.com.

What problems is CARET Legal solving and how is that benefiting you?

I find that CARET Legal helps me stay on top of emails and documents. It shows all the fields at a glance, which makes it quick and efficient to find the information I need. I also love that I can add costs and have them automatically summed up within the matter without any extra effort. Review collected by and hosted on G2.com.

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Response from Brandon Speers of CARET Legal

[Editedit](https://www.g2.com/survey_responses/caret-legal-review-12966940/official_response/edit)

Thank you for taking the time to share this. We are always glad to hear customers are benefitting from CARET Legal’s all-in-one platform.

We also welcome feedback and would be happy to connect with you on the areas where you feel we could do better. Please reach out to your Customer Success Manager or email CLCustomerSuccess@getcaret.com — someone will follow up personally.

Validated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Marion Raquel F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Marion Raquel F.")
MF

Marion Raquel F.

Senior Paralegal Trust &amp; Estates 

Small-Business (50 or fewer emp.)

3/20/2026

"Intuitive and Efficient, Perfect for Legal Workflows"

5/5

What do you like best about CARET Legal?

I use CARET Legal for my work as a paralegal, and I find it easy to use. It organizes all information efficiently in one matter, which I really appreciate. This software is a time-saver because it cuts down on time spent looking for information in different places. It allows me to speak to clients with all the information at my fingertips. I'd recommend it highly, and I especially like that it gives me access to all necessary information in one place. Review collected by and hosted on G2.com.

What do you dislike about CARET Legal?

Having to restart my computer to get into Z drive to edit a document. Review collected by and hosted on G2.com.

What problems is CARET Legal solving and how is that benefiting you?

I use CARET Legal because it organizes all my information efficiently in one place, solving the problem of having to search across different locations. This cuts down on time and allows me to speak to clients with all the information at my fingertips. Review collected by and hosted on G2.com.

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Response from Sarah Gardiner of CARET Legal

[Editedit](https://www.g2.com/survey_responses/caret-legal-review-12516437/official_response/edit)

Marion, thank you so much for taking the time to share your experience working with CARET Legal. We're thrilled to hear that our platform makes it easy to access and organize everything within a single matter, and helps you communicate confidently and efficiently with clients. We’re proud to be part of your firm's day‑to‑day success.

Validated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Chelsea P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Chelsea P.")
CP

Chelsea P.

Paralegal

Small-Business (50 or fewer emp.)

12/3/2025

"The Most Evolved Legal Management Software Available"

4.5/5

What do you like best about CARET Legal?

CARET Support is very efficient and quick with their responses. Any issues I have had, they typically have resolved within hours, even the most seemingly complex ones. I feel more confident in the software knowing that the support team has our back. I also really like that it is cloud based, making it easy to access on my phone or any other device with an internet connection. Review collected by and hosted on G2.com.

What do you dislike about CARET Legal?

I regret that there isn't a function to send phone messages specifically. We use the Phone Calls and then Tasks system, which is their answer to that function, and it has served us well, but it isn't exactly the same as other software we have used. You do still have the capability of marking tasks complete similar to marking off a phone message as returned or dealt with, so this complaint is not really an issue. And, as an upside to the Task function, you can coordinate between the person assigned and the task giver with notes or updates on the task itself. In that sense, one could say that the Task function is superior to Phone Messages. Review collected by and hosted on G2.com.

What problems is CARET Legal solving and how is that benefiting you?

CARET Legal has done a lot to refine both it's billing function and Email since we began using it, and they seem to really be taking our suggestions and critiques to heart. They have already implemented several things we have suggested, and that has streamlined it's functionality for us immensely. I will gladly rave about a company or product that is willing to continue improving and evolving so that it can be of better use to its clients, and CARET is certainly that. Review collected by and hosted on G2.com.

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Response from Sarah Gardiner of CARET Legal

[Editedit](https://www.g2.com/survey_responses/caret-legal-review-12040342/official_response/edit)

Chelsea, thank you so much for taking the time to share your experience with CARET Legal. We're glad to hear our support team has been quick and efficient - that's what we aim for.

Your suggestions are invaluable, and we're committed to implementing improvements that create a better experience for our customers. We appreciate your partnership and look forward to continuing to support your firm.

Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

AB

Angela B.

Director of Finance and Operations

Legal Services

Small-Business (50 or fewer emp.)

11/19/2025

"Efficiency and Productivity Improved with Caret Legal"

4/5

What do you like best about CARET Legal?

We made the switch to Caret Legal in April of 2024 after considering multiple cloud-based systems that could provide a smooth migration from our previous, older platform, minimize downtime, and provide a fully integrated accounting system for our firm. The onboarding teams guided us through the platform every step of the way, making sure we understood every workflow and could adapt the system to firm our needs. The flexibility to customize parts of the platform according to our preferences and procedures has been of great help and has streamlined our daily operations and enhanced efficiency.

I personally use Caret Legal every day for hours, and the system consistently performs well overall. Once of the things I like most about the system is the build-in accounting system. This feature has helped us save time, minimize mistakes, and centralize our financial management. We also appreciate the integrations with Outlook, Word, and Adobe, being able to transition between these programs without worrying about lost files or workflow interruptions has helped boost our productivity.

The platform is user-friendly and is easy for staff to navigate. Caret's training platforms have been particularly helpful. We've appreciated the built-in training available within the system as well as the access to training videos and lessons. The reliability of Caret is another strong point. We rarely experience downtime and if we do, it's handled quickly and communication is excellent. Out dedicated account representative has been outstanding, and is always responsive and proactive, making addressing concerns easy. Having a direct line to a reliable account representative has been a game changer for us and makes us feel supported and heard when we have questions or concerns. Review collected by and hosted on G2.com.

What do you dislike about CARET Legal?

Caret has been strong overall, but there are a few aspects that could use some improvements. Particularly, the internal email system is not something our staff finds beneficial due to its simplicity. However, we choose to use the Outlook integration and find it to be adequate for our needs, so the simplicity of the email system is not a major concern for us. The Adobe plugin is also an area that could use slight improvements. While it functions well overall and helps make our document management smooth, the 20 MB file size limit before requiring a download of the document can be frustrating when working with larger items like exhibits.

Our only other concern with Caret Legal to this point has been the general support team. Our dedicated account representative has been excellent, but the general support team available through phone or email doesn't seem to have a great working knowledge of specific details of the system creating longer wait times for responses as tickets are escalated to more experienced reps. While these are concerns for us, they are relatively minor but may be bigger concurs to others. Review collected by and hosted on G2.com.

What problems is CARET Legal solving and how is that benefiting you?

Caret Legal addressed several issues for our firm by making our workflows more efficient in a cloud-based platform. Before using Caret Legal, we managed case files, documents, emails and accounting through multiple systems which was time consuming and created more instances for errors. We've found that Caret Legal's combination of these systems has streamlined our processes, made our team more efficient, and allowed for our team to work remotely more efficiently whether that be from home or traveling. Time tracking is another major concern for most law firms and Caret Legal has improved our time tracking processes greatly. The variety of ways to track time, through tickets, emails, timers, etc. has been extremely helpful to everyone allowing us to guarantee that all billable time is being accounted for. Review collected by and hosted on G2.com.

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Response from Sarah Gardiner of CARET Legal

[Editedit](https://www.g2.com/survey_responses/caret-legal-review-11981274/official_response/edit)

Angela, thank you so much for sharing your experience with CARET Legal! We love to hear that moving to one system has streamlined your processes, made your team more efficient, and gave your team flexibility to work remotely more efficiently. We're also glad that we've helped to improve time tracking and financial processes, and that you feel supported by our team - that's exactly what we strive for!

We are sorry to hear about your frustrations. Our team is actively working with you on your concerns and will resolve these matters with you directly.

11/24/2025
Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Jeremy J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jeremy J.")
JJ

Jeremy J.

Attorney

Small-Business (50 or fewer emp.)

11/25/2025

"A helpful client management software with great potential; working out some kinks."

3.5/5

What do you like best about CARET Legal?

The client management side of things is great. Being able to link matters when doing specific tasks is great. Caret Payments has been a nice addition to taking credit card payments. The tasks help us to stay on top of things that are several months out. Review collected by and hosted on G2.com.

What do you dislike about CARET Legal?

There are somewhat frequent server issues that make Caret slow or occasionally the servers are just out. (usually not for very long, but the interuption to business is difficult). We have recently had an issue where the contact cards for our clients are getting deleted. Frustrating/ looks bad to input all client information at check in and then having to re-request all the information again from them during our meeting. Review collected by and hosted on G2.com.

What problems is CARET Legal solving and how is that benefiting you?

It is helping us track our cases and create a good workflow from first client meeting the final payment. Interoffice communication and communication with clients has been improved by carets memo/billing functions. Review collected by and hosted on G2.com.

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Response from Sarah Gardiner of CARET Legal

[Editedit](https://www.g2.com/survey_responses/caret-legal-review-12005255/official_response/edit)

Jeremy, thank you for sharing your experience with CARET Legal. We're glad that our platform has helped you manage clients better, stay on top of tasks, and manage your client payments.

We're sorry to hear about your experience with contact cards. Our team is actively working with you on this concern and will resolve this matter with you directly.

Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Verified User in Law Practice](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Law Practice")
UL

Verified User in Law Practice

Small-Business (50 or fewer emp.)

6/23/2026

"Very User-Friendly with a Quick Learning Curve"

4.5/5

What do you like best about CARET Legal?

Very user friendly I have been in the legal field for over 15 years I am new to this firm and have not used Caret at any of my previous firms. It was a quick easy learning process. The time tab makes it very easy to manages. Review collected by and hosted on G2.com.

What do you dislike about CARET Legal?

I have yet to find a feature I dislike. So far everything has been very efficient. Review collected by and hosted on G2.com.

What problems is CARET Legal solving and how is that benefiting you?

Tracking billable time was my biggest challenge becoming dependent on the timer feature has been a life saver. Review collected by and hosted on G2.com.

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Response from Brandon Speers of CARET Legal

[Editedit](https://www.g2.com/survey_responses/caret-legal-review-13000219/official_response/edit)

Thank you for taking the time to share this. We are always glad to hear customers are benefitting from CARET Legal’s intuitive platform and time tracking. If you ever need additional support as you continue to leverage our platform, we welcome feedback and would be happy to connect with you. Please reach out to your dedicated Customer Success Manager or email CLCustomerSuccess@getcaret.com — someone will follow up personally.

Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

VN

Vida N.

Small-Business (50 or fewer emp.)

6/24/2026

"Comprehensive Document Hub, But Needs Workflow Improvements"

3.5/5

What do you like best about CARET Legal?

I like CARET Legal because it's the one place that holds all the information on my client, which really helps me do my work like preparing documents. I appreciate that I don't need to go to other software since CARET Legal holds all the client documents. Review collected by and hosted on G2.com.

What do you dislike about CARET Legal?

When I download documents that have long names, CARET Legal will download them but into different folders. Review collected by and hosted on G2.com.

What problems is CARET Legal solving and how is that benefiting you?

CARET Legal holds all client information and documents in one place, eliminating the need for other software. Review collected by and hosted on G2.com.

Show More

Response from Brandon Speers of CARET Legal

[Editedit](https://www.g2.com/survey_responses/caret-legal-review-13022149/official_response/edit)

Thank you for taking the time to share this. We are always glad to hear customers are benefitting from CARET Legal’s all-in-one platform.

Your description of how document downloads work is by design. For filenames that are too long - we put them in a different folder but we do import them. When you use the Matter-Documents Download Entire Matter or Download Current Subfolder, there is a 158 character limit for the full document name. The full document name includes the characters in Matter Number + all folders and sub-folders + the document name. If any files exceed the 158 character limit, you will see a folder in the zip file called "Folder character count exceeded". This will include all files that exceed the 158 character limit in any folder.

We also welcome feedback and would be happy to connect with you on the areas where you feel we could do better. Please reach out to your dedicated Customer Success Manager or email CLCustomerSuccess@getcaret.com — someone will follow up personally.

Validated ReviewerIncentivizedSource: G2 invite on behalf of seller

SO

Susan O.

Office Manager

Small-Business (50 or fewer emp.)

10/29/2025

"A Reliable All-in-One Solution for Managing Our Firm"

5/5

What do you like best about CARET Legal?

As the office manager of a busy family law practice, I’ve been really impressed with how much easier Caret Legal has made my job. It keeps everything — cases, billing, calendars, and documents — organized and accessible in one platform. The system is intuitive, and even team members who aren’t very tech-savvy picked it up quickly.

The time tracking and task management tools help keep our attorneys accountable and our cases on schedule. I also really appreciate the integrations with Outlook and QuickBooks, which make communication and accounting much smoother.

What stands out most is the support we receive from our Customer Success Manager. They’ve been proactive, responsive, and genuinely invested in helping our firm get the most out of Caret Legal.

Caret Legal has streamlined our operations, improved team collaboration, and saved us countless hours of admin work. I highly recommend it to any law firm looking to simplify office management and stay organized. Review collected by and hosted on G2.com.

What do you dislike about CARET Legal?

While our experience with Caret Legal has been overwhelmingly positive, there are a couple of areas where it could improve. The Outlook integration can be a bit inconsistent at times, which occasionally causes delays in syncing emails and calendar events. Additionally, the platform’s reporting features are somewhat limited — we would like more flexibility and customization options to generate detailed reports for cases, billing, and staff performance.

Despite these minor drawbacks, Caret Legal remains an invaluable tool for our firm, and we hope future updates will address these areas. Review collected by and hosted on G2.com.

What problems is CARET Legal solving and how is that benefiting you?

Caret Legal has solved several key challenges for our firm. Before using the platform, managing cases, billing, scheduling, and client communications required juggling multiple tools, which was time-consuming and prone to errors. Caret Legal centralizes all of these functions, allowing us to track cases, manage tasks, and organize documents in one place.

The benefits have been significant: our team is more organized, deadlines are easier to manage, billing is more accurate, and communication flows smoothly. Overall, it has reduced administrative headaches, saved countless hours of work, and improved efficiency across the office. Review collected by and hosted on G2.com.

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Response from Sarah Gardiner of CARET Legal

[Editedit](https://www.g2.com/survey_responses/caret-legal-review-11878885/official_response/edit)

Susan, thank you so much for sharing your experience working with CARET Legal! We're thrilled our platform has helped streamline operations and improved team collaboration. We're also glad to hear your Customer Success Manager has been a proactive and supportive partner - we take pride in offering personalized service to our customers.

Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

## Questions about CARET Legal? Ask real users or explore answers from the community

Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights.

[
Ask about CARET Legal
](https://www.g2.com/products/caret-legal/discussions/new)

MW

Mike Weidner
•
Last activity over 5 years ago

Email and Billing

1 Upvote

1

[
Join the conversation
](https://www.g2.com/discussions/50538-email-and-billing)

EN

Evan Nelson
•
Last activity 3 months ago

CARET Legal: how are you handling Outlook and phone contact sync gaps?

1 Upvote

0

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Join the conversation
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View all Discussions
](https://www.g2.com/products/caret-legal/discuss)

## Pricing Insights

Averages based on real user reviews.

### Time to Implement

2 months

### Return on Investment

10 months

### Average Discount

6%

[
View More Pricing Information
](https://www.g2.com/products/caret-legal/pricing)

CARET Legal Comparisons

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_27c2b2085719eaa619fd5ae00d28f144/clio-clio-manage.jpg "Product Avatar Image")

Clio Manage

4.6/5(997)

[
Compare Now
](https://www.g2.com/compare/caret-legal-vs-clio-clio-manage)

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_1e9154e13e16cf6240d1cfc546a5fa12/smokeball.png "Product Avatar Image")

Smokeball

4.7/5(385)

[
Compare Now
](https://www.g2.com/compare/caret-legal-vs-smokeball)

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_3daed0a0106e1008bdcaed7498296072/8am-mycase.png "Product Avatar Image")

8am MyCase

4.4/5(390)

[
Compare Now
](https://www.g2.com/compare/8am-mycase-vs-caret-legal)

##### 
##### CARET Legal Features

Platform Basics

Reporting

Activity Dashboard

Cloud

Content Management

Document Management

Calendar Integration

Workflow

Time & Billing

Time Tracking

Billing

[
View More Features
](https://www.g2.com/products/caret-legal/features)

## Top-Rated Alternatives

[

 ![Clio Manage](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Clio Manage")

Clio Manage

4.6/5(997)

](https://www.g2.com/products/clio-clio-manage/reviews)

[

 ![8am MyCase](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "8am MyCase")

8am MyCase

4.4/5(390)

](https://www.g2.com/products/8am-mycase/reviews)

[

 ![Smokeball](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Smokeball")

Smokeball

4.7/5(385)

](https://www.g2.com/products/smokeball/reviews)

[
View All Alternatives
](https://www.g2.com/products/caret-legal/competitors/alternatives)

##### Categories on G2

[Legal Case Management](https://www.g2.com/categories/legal-case-management)[Legal Practice Management](https://www.g2.com/categories/legal-practice-management)[Legal Billing](https://www.g2.com/categories/legal-billing-software)

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