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.

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

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.

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.

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.

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.

It is very easy to use and the accuracy of this program is much better than their predecessor. Review collected by and hosted on G2.com.

The customer service is a bit of a headache--you starft out opening an issue with their bot, and then wait for responses. If you have immediate concerns it can sometimes take a bit to get assistance--their go to is with videos and articles. Review collected by and hosted on G2.com.

Time entries are easy to create, and the reports are straightforward for checking company status and billing. I also like having matter documents and client information available all in one place. Review collected by and hosted on G2.com.

I would like some reports to be customizable and sometimes the data is inconsistent between two similar reports Review collected by and hosted on G2.com.

I find CARET Legal straightforward to use, which significantly enhances my ability to manage and organize legal matters effectively. The ease of matter creation is a standout feature, allowing me to focus on getting tasks done quickly without unnecessary complexity. The user-friendly design makes it possible to navigate and operate the platform with minimal training or prior knowledge, which I deeply appreciate. Additionally, the initial setup process of CARET Legal was easy, so integrating it into our workflow did not pose any challenges and allowed us to get up and running swiftly. Review collected by and hosted on G2.com.

I have experienced significant challenges with CARET Legal. Communication issues with their outsourced technical support team are common, leading to frustrating back-and-forth interactions and a lack of understanding regarding issues. For example, I've had an unresolved ticket since February about straightforward technical problems, like associates inadvertently recording 100% discounted entries on invoices. It wasn't until our account manager got involved that any progress was made. Additionally, I feel misled by the upselling of the new Caret Analytics feature, which was not as advertised upon upgrade, leading to dissatisfaction. Review collected by and hosted on G2.com.

Caret provides clear organizational tools, and integrates many functions. It is easy to use. The task feature enables effective tracking and communication of what needs to be done. Workflows enable consistent application of procedures and strategies across cases. Billing and time tracking are effective and easy to navigate and edit. Review collected by and hosted on G2.com.

I am unable to organize tasks or matters by category such as due date or filed case. The list merely appears in one order. The product sometimes crashes, causing work to be lost. Review collected by and hosted on G2.com.

I really like the seamless workflow in CARET Legal that extends from time tracking to prebilling and then to finalized billing. This process cuts down on manual administrative work, which had been a considerable burden before. The automation in billing provides an efficiency that I truly appreciate, as it lets me focus on more critical tasks rather than be bogged down by tedious manual processes. Furthermore, setting up CARET Legal was fairly easy, and the team's responsiveness and support have been integral in helping us adjust and tweak the system to meet our specific needs. This assistance has been invaluable as we transition and figure out how to best utilize the software for our requirements. Review collected by and hosted on G2.com.

I would say the way the trust accounts work. I would like for it to be more customizable for a trust balance to be applied across all matters for each client as well as there be an option to apply partial trust payments to prebills at a more bulk level vs. one by one. Review collected by and hosted on G2.com.

Caret's migration from our previous platform was seamless and there was very little downtime for our firm.

I truly value how Caret integrates case management, document management, email, accounting, and numerous other features into one unified platform. The firm also appreciates that Caret is so easy to learn which has led to better timekeeping and collaboration of our matters.

The customer service team is consistently prompt and efficient in their responses, and I’ve observed that they frequently update the program based on client feedback. Review collected by and hosted on G2.com.

We have noticed one drawback, which occurs infrequently: since this is an internet cloud-based platform, there can be some latency when the internet is experiencing problems. However, these issues are typically resolved within an hour or so. Review collected by and hosted on G2.com.

I appreciate that CARET Legal allows me to consolidate all my tasks on a single platform, which I find incredibly convenient. I can manage everything from legal case management, accounting, and invoicing, to email management and time entry without needing to switch between multiple tools. The platform's user-friendly design simplifies its use, making it easy to navigate and utilize effectively. Transitioning to CARET Legal was initially daunting, but in retrospect, the setup process turned out to be manageable and straightforward. Overall, this integration into one cohesive platform has significantly streamlined my workflow and improved efficiency. Review collected by and hosted on G2.com.

I experience several issues with the invoicing system in CARET Legal, including bugs and difficulties in editing split billing invoices, which sometimes allow me to adjust entries and other times do not. Additionally, the L codes do not always appear when editing invoices. I find the accounting tools lacking compared to QuickBooks, and I miss having a comprehensive report that includes remittance information for vendor bills. Moreover, customer support can be unresponsive at times, necessitating multiple emails or calls for assistance. I also think the document saving and organizational structure could use improvement. Review collected by and hosted on G2.com.