I love how easy CARET Legal is to use, making it super user-friendly, which is particularly beneficial when bringing new employees on board; they require very little training and can quickly learn to navigate the program and use all its features like tasks and calendar effectively. I also appreciate that CARET Legal helps in keeping all our documents secured in one place, which is crucial for managing our legal firm's documents efficiently. Additionally, the ability to attach events to each case and have everything in one spot is incredibly convenient. Another aspect I enjoy is how CARET Legal assists with our billing, as it significantly reduces paperwork, streamlining administrative tasks. Moreover, the initial setup of CARET Legal was very easy for our firm, making the transition seamless. Overall, I am very grateful for everything it does for our firm. Review collected by and hosted on G2.com.

We do not have any complaints about Caret Legal. Review collected by and hosted on G2.com.

I love that CARET Legal is a cloud-based platform. This feature is particularly beneficial because it enables me to work effortlessly from anywhere, which is crucial in maintaining productivity and flexibility for my practice. The cloud-based system also greatly simplifies the onboarding process for new employees, making it a seamless experience. Additionally, I appreciate CARET's robust analytics capabilities. They provide valuable insights into our practice's financial health by helping us identify which practice areas are generating the most revenue and pinpointing areas that require improvement. This information is instrumental in making informed business decisions and strategizing for future growth. Review collected by and hosted on G2.com.

I find CARET Legal's task management disappointing. It struggles to prioritize past due tasks and major upcoming tasks. Additionally, the initial setup process was extremely frustrating, taking 7 months. This was mainly due to frequent changes in CARET project managers, leading to lack of continuity. Furthermore, our data had to be imported twice because of CARET's errors, complicating the transition despite us moving from another product owned by CARET. Review collected by and hosted on G2.com.

Caret Legal makes managing my practice incredibly easy. Everything—from matters and documents to billing and email—is organized in one clean, intuitive platform. The automation tools save time, the billing features are straightforward, and the customer support is consistently excellent. It’s efficient, reliable, and genuinely improves my day-to-day workflow. Review collected by and hosted on G2.com.

Caret Legal is a great tool overall, but there are a few small areas that could be smoother. Some features take a bit of getting used to, and the system can feel slow at times Review collected by and hosted on G2.com.

I like the convenience and ease of use of CARET Legal the most. Billing, invoicing clients, and daily timekeeping tasks are made very easy with CARET Legal. The initial setup was very easy, and the team was great to work with. Review collected by and hosted on G2.com.

I don't find that the document management storage feature of CARET Legal is as convenient as some of the other tools that we use. Review collected by and hosted on G2.com.

The ease of use for all employees and the ability to have all accounting and financial data along with matters in one place Review collected by and hosted on G2.com.

There are some financial functions that are not up to par with other platforms. Review collected by and hosted on G2.com.

I like that it is cloud based and available from any laptop, smartphone or tablet. Review collected by and hosted on G2.com.

I do not like that you can only go in one matter at a time so therefore I will use it on several different browsers at once. I also do not like that emails do not have flags for urgency and do not auto correct spelling for the first letter of a word in a sentence to be capitalized. I do not like that Caret does not synch with Outlook for PEOPLE. I also miss the expansion of text from Amicus that Caret does not have. Review collected by and hosted on G2.com.

CARET Legal is a superior product. I have researched many similar systems and CARET Legal has the best ease of use and IT/customer service teams. CARET Legal listens when I relay that I am struggling with a function or something is missing that would assist in my everyday use, and then they not only address it, they exceed my expectations. CARET Legal understands how law firms operate and they assure that their product mirrors our needs. Review collected by and hosted on G2.com.

There are no downsides to using CARET Legal. They understand the needs of a law firm and its operations. Review collected by and hosted on G2.com.

I appreciate the calendaring software in CARET Legal. It ensures that I don’t have to manually verify the court rules, as it automatically adds pre-made deadlines based on those rules. This functionality helps me to effectively manage and meet deadlines without having to worry about overlooking any important dates. Furthermore, I find the setup process extremely easy and straightforward, which made transitioning to CARET Legal quite smooth. This ease of use significantly enhances my workflow and allows me to stay focused on my core tasks without unnecessary hassle. Review collected by and hosted on G2.com.

Sometimes, CARET Legal glitches, and I have to wait for the resolution of the issue, which can be time-consuming. Review collected by and hosted on G2.com.

Caret Legal is an all-in-one software platform that streamlines running a law firm. From case management to accounting, it is easy to quickly find what you need. Review collected by and hosted on G2.com.

Like any new software there are some bugs that are being worked out, but the communication with support is easy and they are typically responsive. Review collected by and hosted on G2.com.

I think it may have degraded a bit in its ease of connectivity and integration. Review collected by and hosted on G2.com.

Automatic integration for address books, calendar, etc. Review collected by and hosted on G2.com.