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Verified User

Small-Business (50 or fewer emp.)

6/22/2026

"Convenient and User-Friendly for Law Firm Billing"

4/5

What do you like best about CARET Legal?

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.

What do you dislike about CARET Legal?

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.

Response from Brandon Speers of CARET Legal

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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 dedicated Customer Success Manager or email CLCustomerSuccess@getcaret.com — someone will follow up personally.

MD

Marissa D.

Accounting Supervisor

Small-Business (50 or fewer emp.)

6/9/2026

"2026 Caret Legal Accounting Review"

5/5

What do you like best about CARET Legal?

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.

What do you dislike about CARET Legal?

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

Response from Brandon Speers of CARET Legal

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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. We can confirm that your dedicated customer service representative has reached out to you directly. If you have any further questions you can continue to work with your dedicated representative, or please reach out to our general Customer Success team by emailing CLCustomerSuccess@getcaret.com.

UL

Verified User in Law Practice

Small-Business (50 or fewer emp.)

12/31/2025

"Cloud-Based Convenience Across All Devices"

4/5

What do you like best about CARET Legal?

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

What do you dislike about CARET Legal?

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.

Response from Sarah Gardiner of CARET Legal

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Thank you so much for sharing your experience working with CARET Legal. We're thrilled to hear that our platform is helping your firm stay organized by keeping documents, emails, contacts, and billing all in one easily accessible place.

We appreciate your feedback and are committed to implementing improvements that create a better experience for our customers. We have forwarded your suggestions to our product team and look forward to continuing to support your firm.

JM

Jen M.

Office Manager and Senior Paralegal

Small-Business (50 or fewer emp.)

10/24/2025

"CARET Legal Exceeds Expectations with Outstanding Support and Usability"

5/5

What do you like best about CARET Legal?

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.

What do you dislike about CARET Legal?

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.

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

CARET Legal has added a workflow system to its product, which is easy to use either as an individual user or as a team. It is a great addition to the CARET Legal software. I believe that it will not only streamline our law firm's processes, it will ensure that nothing falls through the cracks. Review collected by and hosted on G2.com.

Response from Sarah Gardiner of CARET Legal

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Jen, thank you for taking the time to share your experience with CARET Legal. We're delighted to hear that our support team and workflows have made a positive impact. Your feedback means a lot to us!

EG

Erin G.

12/1/2025

"Effortless Calendaring, Occasional Glitches"

4/5

What do you like best about CARET Legal?

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.

What do you dislike about CARET Legal?

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.

Response from Sarah Gardiner of CARET Legal

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Erin, thank you for your review. We're glad that CARET Legal's calendaring helps you manage deadlines with ease and that the setup process supported a smooth transition. We're proud to be a partner in your firm's success.

BS

BRITTON S.

Firm Administrator

Small-Business (50 or fewer emp.)

10/28/2025

"All-in-One Law Firm Solution with Responsive Support"

4/5

What do you like best about CARET Legal?

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.

What do you dislike about CARET Legal?

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.

Response from Sarah Gardiner of CARET Legal

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Britton, thank you so much for your thoughtful review! We're so glad CARET Legal has become an essential part of your firm's daily operations and helps your attorneys stay organized and efficient.

UL

Verified User in Law Practice

Small-Business (50 or fewer emp.)

4/26/2023

"Good organized system for files and billing"

3.5/5

What do you like best about CARET Legal?

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

What do you dislike about CARET Legal?

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

Response from Sarah Gardiner of CARET Legal

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Thank you for your feedback. Many of our firms with more advanced documentation needs find that our newest Enterprise Advance subscription with embedded HotDocs document automation can help. If you'd like to explore this further, please reach out to our support team at support@zolasuite.com. We look forward to hearing from you.

BR

Brooke R.

Personal Injury Paralegal

Small-Business (50 or fewer emp.)

12/29/2025

"Easy to Learn with Excellent Organizational Features"

4/5

What do you like best about CARET Legal?

It was very simple to learn in my opinion, and I enjoy the organizational themes that caret offers throughout Review collected by and hosted on G2.com.

What do you dislike about CARET Legal?

sometimes the cloud acts up, and things will vanish that will later show back up. Like today my boss asked me to create a view for matters and I did. 2 mins later it was gone. I thought she deleted it, and just created another one. After that created one, they both showed up again. I guess with anything glitches will happen. This is the only reason I did not rate a 10/10. Review collected by and hosted on G2.com.

Response from Sarah Gardiner of CARET Legal

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Brooke, thank you for sharing your experience with CARET Legal. We’re glad that our platform was easy to learn and helps keep your firm organized.

We’re sorry to hear about your frustrations. Your dedicated CSM will be reaching out shortly to discuss your concerns, work toward a resolution, and schedule additional training if that would be helpful.

AL

Verified User in Law Practice

Small-Business (50 or fewer emp.)

10/10/2025

"Change in software programs made easy by the Caret Legal team"

4.5/5

What do you like best about CARET Legal?

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.

What do you dislike about CARET Legal?

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.

Response from Sarah Gardiner of CARET Legal

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Thank you for sharing your experience with CARET Legal! We're thrilled to hear that you're enjoying the platform. Your feedback means a lot to us. As you continue to explore and use more of our features, please don’t hesitate to reach out to our support team—we’re always here to help!

VB

Vanessa B.

11/25/2025

"User-Friendly and Efficient for Law Firms"

4/5

What do you like best about CARET Legal?

I love how user-friendly CARET Legal is, which makes it easy to manage all aspects of our law firm efficiently. Having all case information centralized in one place significantly streamlines our operations and enhances our productivity. The software has been instrumental in handling essential functions like invoicing, opening cases, and document management, making our workflow smoother and more organized. Review collected by and hosted on G2.com.

What do you dislike about CARET Legal?

I am frustrated by the occasional freezing of CARET Legal, which disrupts smooth workflow. Review collected by and hosted on G2.com.

Response from Sarah Gardiner of CARET Legal

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Vanessa, thank you for taking the time to share your thoughts on CARET Legal! We’re thrilled to hear the platform has helped keep your firm organized and supports your day-to-day operations. We’re proud to be part of your success and look forward to continuing our partnership.