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.

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.

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.

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.

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.

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.

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 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.

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.

We are using Caret Legal for all areas of our practice - document management, time keeping, billing, accounting and we are starting to implement their "New Lead" feature, workflows, and document templates.

The Migration team, the Trainers, and Support are all great to work with. Our implementation went well. Any time there was a problem, the Migration team was already on it and provided the fix/solution or a work around until a fix can be implemented. Once you start using Caret Legal, it is easy to use. Review collected by and hosted on G2.com.

Too early to tell. We are a few months with Caret and we continue to learn more and use more of the Caret Legal features Review collected by and hosted on G2.com.