CARET Legal Reviews & Product Details

Some process are automated but not automated but missing key components. Review collected by and hosted on G2.com.

It is glitchy and slow. The user interphase has some inconsistent labeling as if it was patch worked. The system doesnt do basic things like have a report writer. The canned reports are deficient in that they information has no value without being customized in excel. Customer support always wants to do a screen share and I dont have time for that. That approach suggest there is some anomaly with our setup that is creating the problem when they should know that it is systemic. Cashe needs to be cleared regularly, singing in incognito or logging out and signing in. It is necessary to re authenticate the email and calendar way to frequently. The document storage interphase is bulky you can open or close folders in mass. The find feature brings up too much information in the documents. Its just not an efficient way to work. The need to us ZDrive to get document versioning is useless everyone has to make sure they are logged in and then it will work but if your in a hurry and there is an issue that method will be abandoned immediately. Email doesn't work the search in email is deficient. The email lags so that most of my users won't use the email in caret which makes it impossible to file emails. The email only supports one email account so unless you check multiple interphases you are limited to checking your one email in Caret. Their billing practices are unsavory and their gimmick of calling fixes, upgrades and upgrades Add Ons and creating different program tiers so they can charge more from someone who limped along for 5years waiting for them to fix things. Its insulting. Stay away. If you are a single member practice this might be for you but it is not the software for small to mid size firm I would recommend any other software. Also the user interhase is horrible, two different scroll bars on the horizontal. Some tabs overwrite current page others open new tab very inconsistent. Review collected by and hosted on G2.com.

Interface is easy to use. Document generation is easy. Review collected by and hosted on G2.com.

- Does NOT have true Outlook integration -- only calendar entry titles sync, not the notes for the appointment; and only syncs with Legacy Outlook.. (No integration with calendar on your phone - you must use their App for everything.)

- Because it performs a two-way sync of calendar entries with Legacy Outlook, you must delete all users entries in their Outlook or else their personal calendar will be sucked into the Firm's calendar.

- Does NOT sync contacts to Outlook at all. You must use your browser or the App, not native phone Contacts. That also means that text messages ahve no name because the name that matches the ph# is in the App, not in Contacts. (No sync of contacts to your phone.)

- It will NOT support initiating an email in Outlook and linking it to a file later in 2026, when Microsoft discontinues support for the extension. So, you must use the Browser in CARET Legal to send any emails you want linked.

- When making new appointments in CARET Legal, it does not set "notify" by default. If you forget to manually add a notification, you will get no reminder of your appointment.

- Imported contacts into CARET - no direct support for the notes associated with a contact. They can import it to a custom text field, but note loses line feeds -- it becomes one continuous sentence.

- Caret's contract is rigid; you can add an employee during the term, bur if you downsize, they will continue to charge the full amount for the year even if you are not using that license.

- iPhone app is glitchy. Review collected by and hosted on G2.com.

CARET Legal solution was easy to learn as a new user. The CARET Legal Team is prompt and supportive for the few questions I have had. CARET Legal provides a one-stop platform we use to manage crm, matters, calendaring, email, business and accounting of the firm. We use most if not all of its features.

CARET Legal keeps improving its product and introduces new features by webcast and digital tours. The improved conflicts feature has improved crm workflow. Other improvements to the interface, accounting and reporting have been easy to adopt. Review collected by and hosted on G2.com.

I do not dislike anything in particular about CARET Legal. Review collected by and hosted on G2.com.

Caret Legal has been a game changer for our firm. From the moment we implemented it, we noticed a significant improvement in how efficiently we manage cases, billing, and client communication. The interface is clean and intuitive, making it easy for our entire team to get up to speed quickly without a steep learning curve.

One of the standout features is its seamless integration of case management and accounting tools. Having everything in one place has saved us countless hours and reduced the risk of errors. The billing system is especially impressive. It is customizable, accurate, and easy to use, which has helped us streamline invoicing .

Customer support has also been excellent. Whenever we’ve had questions or needed assistance, their team has been responsive, knowledgeable, and genuinely helpful.

Overall, Caret Legal delivers exactly what modern law firms need: reliability, efficiency, and smart organization. It’s a powerful tool that has made a noticeable difference in our day to day operations, and I would highly recommend it to any firm looking to upgrade their legal practice management software. Review collected by and hosted on G2.com.

At times we have experienced a lag, especially when handling larger datasets or generating reports. It has impacted the calendar feature a few times, as well, causing us to re-enter events once the lag has been fixed. This has made routine operations more time-consuming than they should be. Review collected by and hosted on G2.com.

I love that I can add costs and have them automatically totaled on the main page for each matter. I can see all the fields in one place without having to dig through folders to find specific information, and I can also view the fees for the matter right there. Having everything together at a glance helps me share details quickly and efficiently when discussing a matter. The initial setup was pretty easy, too. We’re able to work on the same platform and send notes to each other about the calendar and files, which keeps everyone on the same page. Review collected by and hosted on G2.com.

I’d much rather talk to someone on the phone quickly instead of going back and forth over email. It has been really hard to get in contact with billing support. If there’s a billing issue and a ticket has already been seen, please contact the person (me) directly. Review collected by and hosted on G2.com.

One of the aspects I value most about CARET is their consistently responsive customer service team. They are usually dedicated to addressing and resolving any issues that arise. Review collected by and hosted on G2.com.

Occasionally, we encounter unexpected glitches, significant slowdowns, and even periods of downtime. These issues can be quite frustrating for our team. Review collected by and hosted on G2.com.

I use CARET Legal for my work as a paralegal, and I find it easy to use. It organizes all information efficiently in one matter, which I really appreciate. This software is a time-saver because it cuts down on time spent looking for information in different places. It allows me to speak to clients with all the information at my fingertips. I'd recommend it highly, and I especially like that it gives me access to all necessary information in one place. Review collected by and hosted on G2.com.

Having to restart my computer to get into Z drive to edit a document. Review collected by and hosted on G2.com.

CARET Support is very efficient and quick with their responses. Any issues I have had, they typically have resolved within hours, even the most seemingly complex ones. I feel more confident in the software knowing that the support team has our back. I also really like that it is cloud based, making it easy to access on my phone or any other device with an internet connection. Review collected by and hosted on G2.com.

I regret that there isn't a function to send phone messages specifically. We use the Phone Calls and then Tasks system, which is their answer to that function, and it has served us well, but it isn't exactly the same as other software we have used. You do still have the capability of marking tasks complete similar to marking off a phone message as returned or dealt with, so this complaint is not really an issue. And, as an upside to the Task function, you can coordinate between the person assigned and the task giver with notes or updates on the task itself. In that sense, one could say that the Task function is superior to Phone Messages. Review collected by and hosted on G2.com.

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.