--- title: CARET Legal Reviews meta_title: 'CARET Legal Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 210 reviews by the users' company size, role or industry to find out how CARET Legal works for a business like yours. aggregate_rating: rating_value: 4.4 review_count: 210 scale: '5' date_modified: '2026-07-13' parent_category: name: Legal url: https://www.g2.com/categories/legal --- # CARET Legal Reviews **Vendor:** CARET **Category:** [Legal Practice Management Software](https://www.g2.com/categories/legal-practice-management) **Average Rating:** 4.4/5.0 **Total Reviews:** 210 ## About CARET Legal CARET Legal is the leading solution for legal professionals to manage their practice and create space for what matters, including delighting clients and maximizing billable time. From client intake, to matter management, to back-office reporting, CARET Legal helps you save time, increase team collaboration, increase accuracy, scale your business, and collect revenue faster than ever before. With almost a decade in business, 95% of CARET Legal customers would recommend the platform to others. Law firms using CARET Legal report that they recoup their investment 31% faster than G2's legal practice management software category average. ## CARET Legal Pros & Cons **What users like:** - Users appreciate the **intuitive interface** of CARET Legal, making it easy to navigate and efficient for daily operations. (22 reviews) - Users highlight the **seamless workflow and automation** in CARET Legal, significantly enhancing productivity and reducing administrative burden. (13 reviews) - Users value the **consolidated document management** which enhances efficiency and simplifies their daily operations seamlessly. (12 reviews) - Users value the **centralized financial management** of CARET Legal, simplifying operations and enhancing overall productivity. (11 reviews) - Users praise CARET Legal for its **efficient and responsive customer support** , enhancing confidence in the software's reliability. (10 reviews) - Users appreciate the **organization capabilities** of CARET Legal, enjoying its ease of use and integration with Outlook. (9 reviews) - Users value the **streamlined case management** of Caret Legal, enhancing organization and efficiency for law practices. (8 reviews) - Intuitive (8 reviews) - Access (7 reviews) - Users appreciate the **seamless integration of accounting** in Caret Legal, enhancing timekeeping and collaboration across the firm. (7 reviews) **What users dislike:** - Users often face **software bugs** in CARET Legal, leading to frustrating glitches and slow performance during use. (9 reviews) - Users express frustration over the **missing features** in CARET Legal, limiting functionality and usability across tasks. (6 reviews) - Users express frustration with CARET Legal's **poor customer support** , resulting in unresolved issues and long wait times for assistance. (6 reviews) - Users experience **slow performance** with CARET Legal, facing freezing, glitches, and disruptive slowdowns affecting their workflow. (6 reviews) - Users experience frustrating **functionality issues** with CARET Legal, including glitches and slowdowns that disrupt workflow. (5 reviews) - Users report significant **billing issues** with CARET Legal, including high migration fees and unresponsive customer support. (4 reviews) - Users find the **document management component lacking** , leading to frustrations and unresolved issues during data migration. (4 reviews) - Users experience **lagging performance** with CARET Legal, facing slow, glitchy functionality that diminishes usability. (4 reviews) - Technical Issues (4 reviews) - Users report a **frustrating data management experience** with CARET, facing costly issues and poor migration outcomes. (3 reviews) ## CARET Legal Reviews ### 1. Easy to Use, but Outlook/Phone Sync and App Glitches Create Daily Friction **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about CARET Legal?** Interface is easy to use. Document generation is easy. **What do you dislike about CARET Legal?** - 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. **What problems is CARET Legal solving and how is that benefiting you?** As many problems as Amicus Attorney had as an aging software product, I greatly regret the switch from it to CARET Legal. It turn out that CARET Legal is newer but is more limited, it's not as mature of a program. It has greatly harmed our workflow. **Official Response from Brandon Speers:** > Thank you for taking the time to share this. We always welcome feedback, but it's never easy to learn that a customer is having a frustrating experience with our platform. Here's where we stand on the issues you've raised. As Microsoft moves away from COM add-ins, we're rebuilding toward a more modern web add-in experience rather than stepping back from it. The evolution is expected to resolve email linking. Contact and note sync with Outlook is not part of our integration by design. Maintaining a clean system of record for contact data is important to us, and direct sync tends to work against that. Natively created appointments don't carry a default reminder. If you're working with synced Outlook 365 events, you can set a default reminder today in User Settings under Calendar. We continue to invest in the iPhone app and are always working to improve the experience for our customers. Your note about contract flexibility is fair feedback, and we'll make sure it reaches the right people internally. We'd like to work through your specific concerns with you directly. Please reach out to your Customer Success Manager or email CLCustomerSuccess@getcaret.com — someone will follow up personally. We're sorry the transition from Amicus Attorney hasn't gone as expected. We know that switching platforms is a significant decision for firms, and that disruptions can have huge impacts. That's not the experience we want for anyone, and your feedback is going directly to the people building and improving this product. ### 2. Caret Legal Streamlines Case Management, Billing, and Client Communication **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 02, 2026 **What do you like best about CARET Legal?** 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. **What do you dislike about CARET Legal?** 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. **What problems is CARET Legal solving and how is that benefiting you?** It allows us to work hourly cases much easier and to bill our time accurately and efficiently. We now have a much better picture of how many hours are put into files and how quickly bills are being paid by vendors. **Official Response from Sarah Gardiner:** > Thank you so much for sharing your experience working with CARET Legal! We're thrilled to hear that our platform has made such a positive impact on your firm and helps you efficiently manage your cases, billing, and client communication. ### 3. Efficient Document Management, Lacking Quick Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2026 **What do you like best about CARET Legal?** 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. **What do you dislike about CARET Legal?** 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. **What problems is CARET Legal solving and how is that benefiting you?** I find that CARET Legal helps me stay on top of emails and documents. It shows all the fields at a glance, which makes it quick and efficient to find the information I need. I also love that I can add costs and have them automatically summed up within the matter without any extra effort. **Official Response from Brandon Speers:** > 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 Customer Success Manager or email CLCustomerSuccess@getcaret.com — someone will follow up personally. ### 4. Intuitive and Efficient, Perfect for Legal Workflows **Rating:** 5.0/5.0 stars **Reviewed by:** Marion Raquel F. | Senior Paralegal Trust & Estates , Small-Business (50 or fewer emp.) **Reviewed Date:** March 20, 2026 **What do you like best about CARET Legal?** 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. **What do you dislike about CARET Legal?** Having to restart my computer to get into Z drive to edit a document. **What problems is CARET Legal solving and how is that benefiting you?** I use CARET Legal because it organizes all my information efficiently in one place, solving the problem of having to search across different locations. This cuts down on time and allows me to speak to clients with all the information at my fingertips. **Official Response from Sarah Gardiner:** > Marion, thank you so much for taking the time to share your experience working with CARET Legal. We're thrilled to hear that our platform makes it easy to access and organize everything within a single matter, and helps you communicate confidently and efficiently with clients. We’re proud to be part of your firm's day‑to‑day success. ### 5. The Most Evolved Legal Management Software Available **Rating:** 4.5/5.0 stars **Reviewed by:** Chelsea P. | Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** December 03, 2025 **What do you like best about CARET Legal?** 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. **What do you dislike about CARET Legal?** 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. **What problems is CARET Legal solving and how is that benefiting you?** CARET Legal has done a lot to refine both it's billing function and Email since we began using it, and they seem to really be taking our suggestions and critiques to heart. They have already implemented several things we have suggested, and that has streamlined it's functionality for us immensely. I will gladly rave about a company or product that is willing to continue improving and evolving so that it can be of better use to its clients, and CARET is certainly that. **Official Response from Sarah Gardiner:** > Chelsea, thank you so much for taking the time to share your experience with CARET Legal. We're glad to hear our support team has been quick and efficient - that's what we aim for. Your suggestions are invaluable, and we're committed to implementing improvements that create a better experience for our customers. We appreciate your partnership and look forward to continuing to support your firm. ### 6. Efficiency and Productivity Improved with Caret Legal **Rating:** 4.0/5.0 stars **Reviewed by:** Angela B. | Director of Finance and Operations, Legal Services, Small-Business (50 or fewer emp.) **Reviewed Date:** November 19, 2025 **What do you like best about CARET Legal?** 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. **What do you dislike about CARET Legal?** 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. **What problems is CARET Legal solving and how is that benefiting you?** Caret Legal addressed several issues for our firm by making our workflows more efficient in a cloud-based platform. Before using Caret Legal, we managed case files, documents, emails and accounting through multiple systems which was time consuming and created more instances for errors. We've found that Caret Legal's combination of these systems has streamlined our processes, made our team more efficient, and allowed for our team to work remotely more efficiently whether that be from home or traveling. Time tracking is another major concern for most law firms and Caret Legal has improved our time tracking processes greatly. The variety of ways to track time, through tickets, emails, timers, etc. has been extremely helpful to everyone allowing us to guarantee that all billable time is being accounted for. **Official Response from Sarah Gardiner:** > Angela, thank you so much for sharing your experience with CARET Legal! We love to hear that moving to one system has streamlined your processes, made your team more efficient, and gave your team flexibility to work remotely more efficiently. We're also glad that we've helped to improve time tracking and financial processes, and that you feel supported by our team - that's exactly what we strive for! We are sorry to hear about your frustrations. Our team is actively working with you on your concerns and will resolve these matters with you directly. ### 7. A helpful client management software with great potential; working out some kinks. **Rating:** 3.5/5.0 stars **Reviewed by:** Jeremy J. | Attorney, Small-Business (50 or fewer emp.) **Reviewed Date:** November 25, 2025 **What do you like best about CARET Legal?** 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. **What do you dislike about CARET Legal?** 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. **What problems is CARET Legal solving and how is that benefiting you?** It is helping us track our cases and create a good workflow from first client meeting the final payment. Interoffice communication and communication with clients has been improved by carets memo/billing functions. **Official Response from Sarah Gardiner:** > Jeremy, thank you for sharing your experience with CARET Legal. We're glad that our platform has helped you manage clients better, stay on top of tasks, and manage your client payments. We're sorry to hear about your experience with contact cards. Our team is actively working with you on this concern and will resolve this matter with you directly. ### 8. Very User-Friendly with a Quick Learning Curve **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** June 23, 2026 **What do you like best about CARET Legal?** Very user friendly I have been in the legal field for over 15 years I am new to this firm and have not used Caret at any of my previous firms. It was a quick easy learning process. The time tab makes it very easy to manages. **What do you dislike about CARET Legal?** I have yet to find a feature I dislike. So far everything has been very efficient. **What problems is CARET Legal solving and how is that benefiting you?** Tracking billable time was my biggest challenge becoming dependent on the timer feature has been a life saver. **Official Response from Brandon Speers:** > Thank you for taking the time to share this. We are always glad to hear customers are benefitting from CARET Legal’s intuitive platform and time tracking. If you ever need additional support as you continue to leverage our platform, we welcome feedback and would be happy to connect with you. Please reach out to your dedicated Customer Success Manager or email CLCustomerSuccess@getcaret.com — someone will follow up personally. ### 9. Comprehensive Document Hub, But Needs Workflow Improvements **Rating:** 3.5/5.0 stars **Reviewed by:** Vida N. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2026 **What do you like best about CARET Legal?** I like CARET Legal because it's the one place that holds all the information on my client, which really helps me do my work like preparing documents. I appreciate that I don't need to go to other software since CARET Legal holds all the client documents. **What do you dislike about CARET Legal?** When I download documents that have long names, CARET Legal will download them but into different folders. **What problems is CARET Legal solving and how is that benefiting you?** CARET Legal holds all client information and documents in one place, eliminating the need for other software. **Official Response from Brandon Speers:** > 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. Your description of how document downloads work is by design. For filenames that are too long - we put them in a different folder but we do import them. When you use the Matter-Documents Download Entire Matter or Download Current Subfolder, there is a 158 character limit for the full document name. The full document name includes the characters in Matter Number + all folders and sub-folders + the document name. If any files exceed the 158 character limit, you will see a folder in the zip file called "Folder character count exceeded". This will include all files that exceed the 158 character limit in any folder. 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. ### 10. A Reliable All-in-One Solution for Managing Our Firm **Rating:** 5.0/5.0 stars **Reviewed by:** Susan O. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2025 **What do you like best about CARET Legal?** 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. **What do you dislike about CARET Legal?** 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. **What problems is CARET Legal solving and how is that benefiting you?** Caret Legal has solved several key challenges for our firm. Before using the platform, managing cases, billing, scheduling, and client communications required juggling multiple tools, which was time-consuming and prone to errors. Caret Legal centralizes all of these functions, allowing us to track cases, manage tasks, and organize documents in one place. The benefits have been significant: our team is more organized, deadlines are easier to manage, billing is more accurate, and communication flows smoothly. Overall, it has reduced administrative headaches, saved countless hours of work, and improved efficiency across the office. **Official Response from Sarah Gardiner:** > Susan, thank you so much for sharing your experience working with CARET Legal! We're thrilled our platform has helped streamline operations and improved team collaboration. We're also glad to hear your Customer Success Manager has been a proactive and supportive partner - we take pride in offering personalized service to our customers. ### 11. Great Accuracy, but Customer Service Is a Headache **Rating:** 1.0/5.0 stars **Reviewed by:** Rebecca Santangelo R. | Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 09, 2026 **What do you like best about CARET Legal?** It is very easy to use and the accuracy of this program is much better than their predecessor. **What do you dislike about CARET Legal?** 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. **What problems is CARET Legal solving and how is that benefiting you?** We utilize caret for our billing software **Official Response from Brandon Speers:** > Thank you for taking the time to share this. We always welcome feedback and it's never easy to learn that a customer is having a frustrating experience with our platform. Here's where we stand on the issues you've raised. We confirmed that your dedicated customer support representative was able to connect with you directly. Your rep will continue to work with you to address your concerns. They will stay closely connected with you to handle any and all follow up questions. If you ever need to get in touch with us in the future, you can always reach out to our dedicated Customer Success team by emailing CLCustomerSuccess@getcaret.com. This is not the experience we want for anyone, and your feedback is going directly to the people building and improving this product. ### 12. Easy Time Entries and Straightforward Reporting in One Place **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2026 **What do you like best about CARET Legal?** 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. **What do you dislike about CARET Legal?** I would like some reports to be customizable and sometimes the data is inconsistent between two similar reports **What problems is CARET Legal solving and how is that benefiting you?** Facilitate time entries for lawyers and easy billing **Official Response from Brandon Speers:** > 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 directly on how to best use our reporting capabilities and to hear 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. ### 13. Straightforward Use, But Falls Short on Support **Rating:** 1.5/5.0 stars **Reviewed by:** Natalya M. **Reviewed Date:** December 03, 2025 **What do you like best about CARET Legal?** 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. **What do you dislike about CARET Legal?** 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. **What problems is CARET Legal solving and how is that benefiting you?** I use CARET Legal to organize legal matters and assist with billing. It's user-friendly and efficient for matter creation. **Official Response from Sarah Gardiner:** > Natalya, thank you for sharing your feedback. We're glad that your team was able to get up and running quickly with CARET Legal, and that the platform is helping you manage matters efficiently, so you can stay focused on getting work done. We’re sorry to hear about your frustrations. Our team is actively working with your firm to address these concerns and will continue to resolve with your team directly. ### 14. Easy-to-Use Organizational Tools with Strong Task Tracking and Workflows **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 18, 2026 **What do you like best about CARET Legal?** 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. **What do you dislike about CARET Legal?** 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. **What problems is CARET Legal solving and how is that benefiting you?** Task tracking and integrated workflows that enable cases to proceed automatically across departments. **Official Response from Sarah Gardiner:** > Thank you for sharing your experience with CARET Legal. We're thrilled to hear that our platform helps your firm stay organized, streamline processes, and track work more efficiently. We're also glad to know that billing and time tracking are easy to manage. We appreciate your feedback and are proud to support your day‑to‑day operations. Regarding task and matter organization - please reach out to our support team at support@caretlegal.com for more assistance. They are more than happy to help. ### 15. Streamlined Billing with Excellent Support **Rating:** 4.5/5.0 stars **Reviewed by:** Crissy D. **Reviewed Date:** November 28, 2025 **What do you like best about CARET Legal?** 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. **What do you dislike about CARET Legal?** 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. **What problems is CARET Legal solving and how is that benefiting you?** I find CARET Legal streamlines our time tracking and billing workflow, reducing manual admin work and providing a seamless transition from time tracking to billing. **Official Response from Sarah Gardiner:** > Crissy, thank you for sharing your experience working with CARET Legal. We’re thrilled to hear that our billing processes have reduced manual work, and our team has been supportive as you've made the transition. Thank you for your note on trust accounts. We'll be sure to share this feedback with our product team. ### 16. All-in-One Solution with Excellent Support, Minor Cloud Latency **Rating:** 4.5/5.0 stars **Reviewed by:** Kristen A. | Legal Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2025 **What do you like best about CARET Legal?** 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. **What do you dislike about CARET Legal?** 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. **What problems is CARET Legal solving and how is that benefiting you?** Timekeeping efficiency, document management and billing. **Official Response from Sarah Gardiner:** > Kristen, thank you so much for your thoughtful review! We're thrilled to hear that your migration to CARET Legal was seamless and that the platform has positively impacted your firm's operations. Your feedback means a lot, and we’re proud to support your firm’s success. ### 17. All-in-One Legal Software but Needs Improvements **Rating:** 4.0/5.0 stars **Reviewed by:** Christina Whitaker C. **Reviewed Date:** November 25, 2025 **What do you like best about CARET Legal?** 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. **What do you dislike about CARET Legal?** 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. **What problems is CARET Legal solving and how is that benefiting you?** I use CARET Legal to consolidate multiple platforms, streamlining case management, accounting, invoicing, and time entry, enhancing efficiency and accessibility. **Official Response from Sarah Gardiner:** > Christina, thank you for sharing your experience with CARET Legal. We’re thrilled to hear that CARET Legal has helped you consolidate tasks into one platform, streamlining case management, accounting, invoicing, and time entry. It’s great to know the user-friendly design and smooth setup process have improved your workflow and efficiency. Thank you for sharing your feedback on accounting and invoicing. Your dedicated Customer Success Manager would be happy to discuss your concerns, provide guidance on best practices, and work with you to find solutions that fit your needs. They can also walk you through any features or workflows that may help improve your experience. Please reach out to them at any time. ### 18. User-Friendly, Essential for Law Firms **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer H. **Reviewed Date:** November 19, 2025 **What do you like best about CARET Legal?** 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. **What do you dislike about CARET Legal?** We do not have any complaints about Caret Legal. **What problems is CARET Legal solving and how is that benefiting you?** I use CARET Legal for calendaring, task management, billing, and note-keeping, which centralizes our documents securely and reduces paperwork. Its user-friendliness helps minimize training time for new employees. **Official Response from Sarah Gardiner:** > Jennifer, thank you so much for sharing your experience working with CARET Legal! We're thrilled to hear the platform's ease of use has streamlined administrative work and the transition was seamless. We're honored to be your partner and look forward to supporting your continued success. ### 19. Flexible Cloud-Based Platform with Some Setup Challenges **Rating:** 4.0/5.0 stars **Reviewed by:** Jacob Y. **Reviewed Date:** November 19, 2025 **What do you like best about CARET Legal?** 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. **What do you dislike about CARET Legal?** 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. **What problems is CARET Legal solving and how is that benefiting you?** I use CARET Legal to manage time collection, billing without mailing invoices, and client matters, enhancing accuracy. Its analytics help identify top-earning practice areas. Being cloud-based allows remote work and simplifies onboarding. **Official Response from Sarah Gardiner:** > Jacob, thank you for sharing your experience with CARET Legal. We’re thrilled to hear that our analytics capabilities have helped your firm make informed decisions and plan for growth, and that onboarding new team members has been seamless. We’re sorry to hear about your frustrations. Our team has met with you to address your setup and task management concerns, and we’ll continue working to improve your experience. ### 20. Reliable All-In-One Practice Management Solution **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** December 11, 2025 **What do you like best about CARET Legal?** 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. **What do you dislike about CARET Legal?** 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 **What problems is CARET Legal solving and how is that benefiting you?** CARET Legal helps our firm keep everything for our practice organized in one place—matters, documents, billing, and communication. It cuts down on time spent jumping between different tools and makes it easier to keep track of deadlines and tasks. Overall, it saves us time, reduces stress, and helps our firm stay more focused on our clients. **Official Response from Sarah Gardiner:** > Thank you for sharing your experience with CARET Legal. We’re thrilled to hear that our platform helps keep your practice organized and reduces the time spent juggling multiple tools. We’re also glad that CARET Legal makes managing your practice easier and that our support team continues to be a reliable resource for you and your firm. We’re proud to be part of your firm's day‑to‑day success. ### 21. Convenient and User-Friendly for Law Firm Billing **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2026 **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. **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. **What problems is CARET Legal solving and how is that benefiting you?** I find CARET Legal makes billing, invoicing clients, and daily timekeeping tasks very easy. **Official Response from Brandon Speers:** > 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. ### 22. 2026 Caret Legal Accounting Review **Rating:** 5.0/5.0 stars **Reviewed by:** Marissa D. | Accounting Supervisor, Small-Business (50 or fewer emp.) **Reviewed Date:** June 09, 2026 **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 **What do you dislike about CARET Legal?** There are some financial functions that are not up to par with other platforms. **What problems is CARET Legal solving and how is that benefiting you?** App being updated to function properly **Official Response from Brandon Speers:** > 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. ### 23. Cloud-Based Convenience Across All Devices **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** December 31, 2025 **What do you like best about CARET Legal?** I like that it is cloud based and available from any laptop, smartphone or tablet. **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. **What problems is CARET Legal solving and how is that benefiting you?** It assists our office in maintaining our files and all related information, including litigation documents, emails, contacts, communications, and billing. **Official Response from Sarah Gardiner:** > 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. ### 24. CARET Legal Exceeds Expectations with Outstanding Support and Usability **Rating:** 5.0/5.0 stars **Reviewed by:** Jen M. | Office Manager and Senior Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2025 **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. **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. **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. **Official Response from Sarah Gardiner:** > 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! ### 25. Effortless Calendaring, Occasional Glitches **Rating:** 4.0/5.0 stars **Reviewed by:** Erin G. **Reviewed Date:** December 01, 2025 **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. **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. **What problems is CARET Legal solving and how is that benefiting you?** I use CARET Legal to avoid missing documents and manage deadlines accurately with its calendaring features. **Official Response from Sarah Gardiner:** > 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. ### 26. All-in-One Law Firm Solution with Responsive Support **Rating:** 4.0/5.0 stars **Reviewed by:** BRITTON S. | Firm Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2025 **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. **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. **What problems is CARET Legal solving and how is that benefiting you?** Our firm depends on Caret Legal to function. We have dozens of attorneys who access the software daily to keep track of everything in their current matters. We can bill our clients directly from the software and pull reports to gather the information we need when we need it. **Official Response from Sarah Gardiner:** > 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. ### 27. Easy to Learn with Excellent Organizational Features **Rating:** 4.0/5.0 stars **Reviewed by:** Brooke R. | Personal Injury Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** December 29, 2025 **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 **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. **What problems is CARET Legal solving and how is that benefiting you?** N/A **Official Response from Sarah Gardiner:** > 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. ### 28. Change in software programs made easy by the Caret Legal team **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2025 **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. **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 **What problems is CARET Legal solving and how is that benefiting you?** Using Caret Legal, we are now looking at more automations with workflows and templates. **Official Response from Sarah Gardiner:** > 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! ### 29. User-Friendly and Efficient for Law Firms **Rating:** 4.0/5.0 stars **Reviewed by:** Vanessa B. **Reviewed Date:** November 25, 2025 **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. **What do you dislike about CARET Legal?** I am frustrated by the occasional freezing of CARET Legal, which disrupts smooth workflow. **What problems is CARET Legal solving and how is that benefiting you?** I find CARET Legal simplifies invoicing, case management, and document management by providing a user-friendly platform that keeps all case information centralized. **Official Response from Sarah Gardiner:** > 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. ### 30. Great File Management and Billing Access, but Microsoft Integration Needs Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Office Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** October 15, 2025 **What do you like best about CARET Legal?** We love the back end office that is included the file management. Not having to run 2 software's is so helpful, and the access to billing/payment information to everyone in the firm lightens the accounting department's tasks. **What do you dislike about CARET Legal?** The integration with Microsoft breaks frequently. Would be nice if you can invite both inside and outside people to appointments, and accept them before they hit your calendar. **What problems is CARET Legal solving and how is that benefiting you?** Delivering and making collection of invoices easier. **Official Response from Sarah Gardiner:** > Thank you for taking the time to share your experience working with CARET Legal. We’re thrilled to hear that our platform has helped improve collections and visibility within your firm. CARET Legal does have the ability to invite both internal team members and external parties to appointments. Here’s a help article for more information: https://support.caretlegal.com/hc/en-us/articles/17775909832468-Can-I-invite-people-that-are-not-CARET-Legal-Contacts-to-an-Event. Regarding your concerns with Microsoft - please reach out to our support team to ensure your integration is properly configured. They'd be happy to help you! ### 31. A convenient solution for a law firm needs a salary improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Катерина . **Reviewed Date:** December 08, 2025 **What do you like best about CARET Legal?** I like the main ledger of accounting entries in CARET Legal. Legal assistants efficiently manage client cases, and there is the possibility of recording consultations, which is very useful. **What do you dislike about CARET Legal?** Salary calculation and payment. It would be great if the program offered the ability to manage employee salaries with automatic calculations and payment to a bank account, as well as time tracking. **What problems is CARET Legal solving and how is that benefiting you?** I use CARET Legal for accounting and client management. The program solves issues with accounting and billing, allows for monitoring client cases, and records consultations, which simplifies the management of legal services. **Official Response from Sarah Gardiner:** > Катерина, thank you for sharing your experience working with CARET Legal. We're glad our platform helps you streamline accounting, billing, and case management. Currently, CARET Legal does not provide payroll services. Although, we do have a few workarounds that our support team would be happy to show you. Please reach out to them at support@caretlegal.com. ### 32. Effortless Workflow Integration with Caret **Rating:** 5.0/5.0 stars **Reviewed by:** JJ S. | Administrative Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2025 **What do you like best about CARET Legal?** I really appreciate how Caret simplifies everything for me. Its integration with our Microsoft suite makes it effortless to connect the two, streamlining my workflow. **What do you dislike about CARET Legal?** This platform works very well for our needs, and I honestly can't think of anything I dislike about it. It consistently does exactly what we require. I am sure Caret will continue to excel. **What problems is CARET Legal solving and how is that benefiting you?** Caret has truly streamlined our operations. I can't overstate how much time we've saved by integrating Caret with our Microsoft suite. **Official Response from Sarah Gardiner:** > JJ, thank you so much for sharing your experience with CARET Legal. We're thrilled to hear that our platform has streamlined your firm's operations and our Microsoft integrations are particularly helpful. We look forward to continuing to support your success. ### 33. Intuitive Interface That Simplifies Daily Tasks **Rating:** 5.0/5.0 stars **Reviewed by:** Aaron K. | Managing Parner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 08, 2025 **What do you like best about CARET Legal?** Very simple, intuitive interface. Easy to run financial reports. **What do you dislike about CARET Legal?** Transfers from the Trust Account to the Operating Account should show up in the "Client Payments" total when filtering for operating account. Right now, they don't. This makes tax tracking a pain. **What problems is CARET Legal solving and how is that benefiting you?** Billing. **Official Response from Sarah Gardiner:** > Aaron, thank you for sharing your experience working with CARET Legal. We love hearing that our platform is solving billing processes within your firm and it's easy for your team to use. We appreciate your note on tax tracking. We've forwarded it over to our product team. ### 34. Fast Document Generation, But Appointment Tracking Needs Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Pam B. | Paralegal/Office Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2025 **What do you like best about CARET Legal?** I love how you can quickly generate documents in CARET. **What do you dislike about CARET Legal?** I would like to be able to see who created an appointment in CARET but it does not allow you to see who set up the appointment. **What problems is CARET Legal solving and how is that benefiting you?** The ability to see all the pertinent case information when you pull up a matter. **Official Response from Sarah Gardiner:** > Pam, thank you for sharing your experience working with CARET Legal. We're thrilled to hear that our platform has helped improve visibility and streamline document generation for your team. CARET Legal does offer the ability to see who created an appointment through the Activity Log. We'll have our team reach out to you for support. ### 35. Decent Cloud-Based Legal Tool, But Service Needs Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** David A. **Reviewed Date:** December 20, 2025 **What do you like best about CARET Legal?** I like that CARET Legal is cloud-based and functional, which allows me to use it anywhere. **What do you dislike about CARET Legal?** I don't like the customer service responses as they haven't resolved issues regarding the time clock for over a year. Also, during the initial setup, not everything transferred. **What problems is CARET Legal solving and how is that benefiting you?** I use CARET Legal for client and case management. Its cloud-based functionality allows me to use it anywhere. **Official Response from Sarah Gardiner:** > David, thank you for sharing your experience with CARET Legal. We’re thrilled to hear that our cloud‑based solution helps you stay mobile and access your practice with ease. We’re sorry to hear about your frustrations. Your dedicated CSM will be reaching out shortly to discuss your concerns and work toward a resolution. ### 36. Glad Caret can do it all **Rating:** 4.0/5.0 stars **Reviewed by:** Benjamin B. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 24, 2025 **What do you like best about CARET Legal?** I love that it handles document management, calendaring and accounting **What do you dislike about CARET Legal?** The document management component should be improved. **What problems is CARET Legal solving and how is that benefiting you?** It’s an all in one solution, which I love **Official Response from Sarah Gardiner:** > Benjamin, thank you for sharing your experience working with CARET Legal. We're thrilled to hear from happy customers like you. ### 37. Caret Lets Me Focus on What Matters Most **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** November 21, 2025 **What do you like best about CARET Legal?** Caret allows me to spend more time on important tasks. **What do you dislike about CARET Legal?** There's nothing worth noting. We are incredibly pleased with the program. **What problems is CARET Legal solving and how is that benefiting you?** Caret has taken the manual labor out of basic tasks, which has allowed us more time to focus on what is most important. **Official Response from Sarah Gardiner:** > Thank you so much for taking the time to share your experience working with CARET Legal. We love hearing that our platform helps you focus on what really matters and makes your work easier. That's exactly what we aim to do, and we're delighted that CARET Legal is making a positive impact for your firm. ### 38. All Financials in One Place—A Game-Changer for Law Firms **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 25, 2025 **What do you like best about CARET Legal?** All of the financials and documents are in one place. **What do you dislike about CARET Legal?** Some of the glitches may have greater effects on the law firm since everything is in one place. **What problems is CARET Legal solving and how is that benefiting you?** Caret is the all in one solution and makes running the law firm easier. **Official Response from Sarah Gardiner:** > Thank you for sharing your experience with CARET Legal. We’re proud to hear the platform has made it easier to run your firm. We look forward to continuing to support your success. ### 39. Love It!!! **Rating:** 5.0/5.0 stars **Reviewed by:** Martine P. | Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** September 30, 2025 **What do you like best about CARET Legal?** easy to use, keeps me organized, integrated with outlook **What do you dislike about CARET Legal?** glitches and runs slow at times and freezes up **What problems is CARET Legal solving and how is that benefiting you?** keeping client files and information organized and easily accessible. **Official Response from Sarah Gardiner:** > Martine, thank you so much for sharing your experience working with CARET Legal. We love hearing from happy customers like you. ### 40. All-in-One Access, Easy to Use, Make the font bigger! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2025 **What do you like best about CARET Legal?** Everything is accessible through one site. Easy to use. **What do you dislike about CARET Legal?** The writing is so small at the top. I look at a lot and can barely read. Should be a favorites document tab accessible right when I log in. **What problems is CARET Legal solving and how is that benefiting you?** I can access what I need anywhere - including on my phone! **Official Response from Sarah Gardiner:** > Thank you so much for sharing your experience working with CARET Legal. We're thrilled that our platform has made your practice more accessible, especially on the go. ### 41. Caret is buggy and largely unsupported **Rating:** 0.5/5.0 stars **Reviewed by:** Gary N. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2025 **What do you like best about CARET Legal?** It does barely enough to call itself a case management software **What do you dislike about CARET Legal?** Customer support is non existent. To add a new user takes at least 3 weeks and 14 emails. They also surprise you with price increases. They charge annually and go right for your credit card without a quote. The task list has the same bugs that it had 7 years ago when I started with it. You to refresh it to see what is actually on it, each time. No longer worth the money. **What problems is CARET Legal solving and how is that benefiting you?** It solves the case management issue, but not quite as well as it used to. Oh yeah, when I asked for back up of my data, I got a very hard time from them and then only received 1 back up. **Official Response from Sarah Gardiner:** > Hi, Gary. We're sorry to hear about your frustrations. We understand that the user issue you experienced is now resolved and our customer service team is actively working with you to resolve your other concerns. ### 42. All-in-One Cloud Solution That Simplifies Everything **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2025 **What do you like best about CARET Legal?** We like that the software encompasses all areas in one software. **What do you dislike about CARET Legal?** the office internet speed affects the usage. **What problems is CARET Legal solving and how is that benefiting you?** Caret offers solutions not only for case management, but billing and practice management. **Official Response from Sarah Gardiner:** > Thank you for sharing your experience working with CARET Legal. We're thrilled to hear that our platform helps you manage all of your firm operations in one place to keep your team organized and efficient. ### 43. User-Friendly Platform & Responsive Customer Service **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 04, 2025 **What do you like best about CARET Legal?** 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. **What do you dislike about CARET Legal?** Occasionally, we encounter unexpected glitches, significant slowdowns, and even periods of downtime. These issues can be quite frustrating for our team. **What problems is CARET Legal solving and how is that benefiting you?** CARET handles our Case Management seamlessly. This significantly increases productivity and efficiency for our firm. **Official Response from Sarah Gardiner:** > Thank you for sharing your experience working with CARET Legal. We're thrilled to hear that your experience with our customer service team has reflected our commitment to excellence and that our platform has helped improve productivity and efficiency for your firm. ### 44. Effortless to Use with Lightning-Fast Response **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** December 03, 2025 **What do you like best about CARET Legal?** Ease of use and quick response time when I have problems or questions **What do you dislike about CARET Legal?** There are issues when an APX payment gets returned. It generally doesn't update in Caret (it occasionally does) **What problems is CARET Legal solving and how is that benefiting you?** I enjoy the automation of monthly reports and the streamlined billing practices **Official Response from Sarah Gardiner:** > Thank you for sharing your experience with CARET Legal. We love to hear that the platform is easy for your team to use and has streamlined your billing practices. We're sorry to hear you're having issues with CARET Pay (formerly APX). Please reach out to our support team at apxsupport@getcaret.com and they'll be more than happy to investigate this issue with you. ### 45. Money for Nothing **Rating:** 0.0/5.0 stars **Reviewed by:** Tim J. | Attorney/Sole Practitioner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 19, 2024 **What do you like best about CARET Legal?** I did not find anything useful about CARET. Some of their instructers were very sincere and worked to be helpful, but the migration team never got my data properly set for use. **What do you dislike about CARET Legal?** I am a sole practioner. So - very small law office. CARET charged me $2,500 to migrate my data because they said my data was "complicated" (20 yrs of PC Law). After 2 months, my data was still not fully migrated; what was migrated was corrupted (wrong A and L codes - why would they change?), and while I made clear LEDES billing and LSS billing were CRITICAL, after 2 months CARET still had not properly formatted my billing. CARET refuses to refund my money. I don't know how any other law firm manages - perhaps CARET caters to large firm. I had a completely frustrating experience. **What problems is CARET Legal solving and how is that benefiting you?** CARET is not solving the migration problems they caused; and CARET is not refunding my "complicated" upgraded pricing. **Official Response from Sarah Gardiner:** > Hi, Tim. We are sorry to hear about your frustrations. Our team is actively working with you on your concerns and will resolve this matter with you directly. ### 46. Great software with very accessible UI. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2024 **What do you like best about CARET Legal?** With streamlined processes in place, Caret helps you focus your time on what matters, while still meeting the demands of each client’s case. **What do you dislike about CARET Legal?** Hard to track workflow which makes tracking time tricky. **What problems is CARET Legal solving and how is that benefiting you?** Having the ability to do not just case management and billing, but complete firm accounting/reconciliation is a godsend. The integrated CRM in the Enterprise Plus tier is fantastic - no need to have an outside CRM that may or may not fully integrate with your CMS. The email feature is the clencher - having an actual, FULL email inbox that syncs with Gsuite email makes keeping case-related correspondence a snap. **Official Response from Sarah Gardiner:** > Thank you so much for taking the time to share your experience using CARET Legal. We're thrilled to hear that our platform is helping to streamline processes at your firm. Our dedicated support team would be more than happy to schedule training sessions to ensure you're getting the most out of CARET Legal Workflows and they're optimized for your firm's needs. Please don't hesitate to reach out to them at support@caretlegal.com. ### 47. Review of CARET/Zola Suite **Rating:** 2.0/5.0 stars **Reviewed by:** Pam T. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2023 **What do you like best about CARET Legal?** I love all the reports that are available. To be able to look at the dashboard and get a feel for how the firm is doing has been invailuable. I don't know how it compares to competitors. **What do you dislike about CARET Legal?** CARET/Zola is very glitchy. I find that there are a lot of redunancies with in the system and every time I turn around I have to have a work around -- which is NOT efficient. I also need to be able to send people a link to pay their intitial retainer, same as is available with the operating account. We have huge issues with our contacts and there is no simple way to fix it -- which is very frustrating. **What problems is CARET Legal solving and how is that benefiting you?** The accounting/productivity reports have helped us drive our firm by using metrics to measure our efficiencies and challenges. The CRM effectiviely helps us manage our potentials more effectively. **Official Response from Sarah Gardiner:** > Hi Pam, thank you for your feedback. We're thrilled to hear that CARET Legal's dashboard, reports and CRM have greatly benefitted your firm. However, we're sorry to hear that you're experiencing some inefficiencies with redundant tasks that are taking up a lot of time. Our support team will be reaching out to better assist you. ### 48. Think twice - great in theory, but not valued customer. **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2020 **What do you like best about CARET Legal?** Caret prepolutated my response about what I like best. They say: "My favorite feature of Zola is its cloud-based design. I can log in from anywhere at any time, and have access to everything I need." **What do you dislike about CARET Legal?** One of the reasons I chose Zola/Caret was for the accounting. I have not been able to access the feature, which I have been using since 2019, since there seems to be a glitch with PLAID and my bank. I have been unable to reconcile my accounts with "download and review" since May. This means it takes me several additional hours per month. As a solo practicitioner, I do not have that kind of time to spare. I have been reaching out to Caret since the beginning of June. Their last response suggeseted I needed a new bank (which I have been with since 2006), which was neither encouraging or productive. How am I to know this issue won't happen with a new bank? Followup communication only occurs when I reach out for more information. **Recommendations to others considering CARET Legal:** Try it out, and I think you will be happy. I love that it is so easy to get ahold of customer service. They will walk you through everything, and you'll never feel alone. **What problems is CARET Legal solving and how is that benefiting you?** Zola has streamlined everything. Document automation has saved so much time. Integration with LawPay has decreased outstanding invoices. I just need to log in to one place. Time is money. However, if the issue with PLAID is not resolved, then I am no longer saving time. **Official Response from Sarah Gardiner:** > Thank you for your updated feedback. It looks like a review was previously left in 2020, which is why the responses were already populated for this updated review. We're so sorry to hear about your experience within our accounting function. A member of our team is reaching out to you to work towards a resolution that will help you reconcile your accounts in a clear and easy way. ### 49. Quality Document Management System, Easy to Use **Rating:** 4.0/5.0 stars **Reviewed by:** Robert B. L. | Attorney, Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2023 **What do you like best about CARET Legal?** It allows me to place all of my documents into one system, which is easily retreived and reviewed from any computer. I am able to save and access my documents form anywhere. The ability to create Matter files and subfiles allows me to more narrowly refine my documents within the system, and then find them more readily. **What do you dislike about CARET Legal?** The billing software is difficult until you have done it a few times. And, you can't see the invoice in the form the client sees it unless you print it out upon finalization. Otherwise, it is a good system. **What problems is CARET Legal solving and how is that benefiting you?** It is solving the issue of document management, document access, and document storage. It is a safe and secure way to retain your documents and allows your clients to access those documents readily. **Official Response from Sarah Gardiner:** > Thank you for your review of CARET Legal, Robert. We're thrilled to hear that your firm's organization of documents has greatly enhanced while using our platform. We're sorry to hear you've experienced some issues with our billing system. Regarding your invoicing note, you would have to generate the invoice and bulk print to preview it or do individual prints to preview what the client would see. Please reach out to our support team with any questions you have. ### 50. Intuitive practice management with great portability **Rating:** 5.0/5.0 stars **Reviewed by:** Joshua C. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2020 **What do you like best about CARET Legal?** Easy to use interface with robust capabilities. Zola is friendly to everyone from our most luddite attorney to our most tech savy paralegal - in vastly different ways. It works great for everyone, suits their individual needs, and helps our practice run more efficiently. I especially like the portability and ease of using the platform on my cell or laptop. **What do you dislike about CARET Legal?** I am still hoping that they will offer a plugin to save documents directly from word to Zola on my Mac. I know this capability is offered for PCs, but I would love to see it on my Macs. Would like to see Open.AI integration and the ability to query my matter docs with natural language. **Recommendations to others considering CARET Legal:** It's a great practice management system. We have been very happy with and are excited to continue growing together. **What problems is CARET Legal solving and how is that benefiting you?** Puts all of our case information in one easy-to-use location. Makes billing and time tracking simple. Able to capture billing automatically through the email interface. Saves version histories and allows individual users to rapidly come up to speed on a file. Generates professional invoices in a snap. Save times and allows attorney's and staff to focus on more substantive tasks. **Official Response from Sarah Gardiner:** > Thank you so much for your feedback, Joshua. We appreciate the opportunity to serve your firm. Mac users are very important to us, which is why we developed our zDrive plugin to be compatible with Macs as well as PCs. Our product team is currently looking into expanding our Microsoft Word Plugin capabilities to work with Macs as well. We will reach out to you when we have more information. ## CARET Legal Discussions - [Email and Billing](https://www.g2.com/discussions/50538-email-and-billing) - 1 comment, 1 upvote - [Is there any intention to adding a payroll feature to Zola Suite?](https://www.g2.com/discussions/39724-is-there-any-intention-to-adding-a-payroll-feature-to-zola-suite) - 1 comment, 1 upvote - [What intake forms are used? Does Zola have standard forms for certain types of filings?](https://www.g2.com/discussions/24053-what-intake-forms-are-used-does-zola-have-standard-forms-for-certain-types-of-filings) - 1 comment, 1 upvote - [Does your company offer any whitelabel options for the software?](https://www.g2.com/discussions/branded-portal-application) - 1 comment, 1 upvote - [Do you have a newsletter I can sign up for to get information on new features?](https://www.g2.com/discussions/newsletter) - 1 comment, 1 upvote - [View CARET Legal pricing details and edition comparison](https://www.g2.com/products/caret-legal/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-13+15%3A39%3A59+-0500&secure%5Bsession_id%5D=ea04960e-f7b0-4df5-9acf-f004df924520&secure%5Btoken%5D=67cf669c52a938db2a07f97c72bf2633f5e2d26e6cc7b58c1935cea32de2221a&format=llm_user) ## CARET Legal Integrations - [Adobe Acrobat](https://www.g2.com/products/adobe-acrobat/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Lawmatics](https://www.g2.com/products/lawmatics/reviews) - [LawToolBox](https://www.g2.com/products/lawtoolbox/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Word](https://www.g2.com/products/microsoft-word/reviews) - [NetDocuments](https://www.g2.com/products/netdocuments/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [RMail](https://www.g2.com/products/rmail/reviews) ## CARET Legal Features **Platform Basics** - Reporting - Dashboard - Cloud - Mobility **Platform Basics** - Reporting - Dashboard - Cloud - Mobility - Contact Management **Agentic AI - Legal Billing** - Cross-system Integration - Decision Making **Content Management** - Document Management - Calendar Integration - Workflow **Content Management** - Document Management - Calendar Integration - Workflow **Time & Billing** - Time Tracking - Payments - Billing **Agentic AI - Legal Case Management** - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Legal Practice Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top CARET Legal Alternatives - [Clio Manage](https://www.g2.com/products/clio-clio-manage/reviews) - 4.6/5.0 (991 reviews) - [Smokeball](https://www.g2.com/products/smokeball/reviews) - 4.7/5.0 (379 reviews) - [8am MyCase](https://www.g2.com/products/8am-mycase/reviews) - 4.4/5.0 (377 reviews)