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.

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.