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CARET Legal

caretlegal.com

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Spec score 9.3 #3 of 140 in Legal Practice Management Software

Spec sheet

What it does
CARET Legal is a cloud legal-practice platform combining matter management, documents, billing, accounting, reporting and email.Read 15 Oct 2026 · ai.g2.com
Free plan
NoRead 21 Sep 2026 · caretlegal.com
Integrations
Listed integrations include Microsoft 365, Google Workspace, IMAP, Outlook and Word plugins, RMail, HotDocs, OneDrive, NetDocuments and QuickBooks Online.Read 15 Oct 2026 · caretlegal.com
Mobile apps
YesRead 21 Sep 2026 · caretlegal.com
Founded
Gartner Peer Insights lists CARET as founded in 1983 and headquartered in Del Mar, United States.Read 15 Oct 2026 · gartner.com
AI document summaries
Quick Summary uses built-in AI to condense lengthy legal documents inside CARET Legal, with summaries kept in the firm environment.Read 15 Oct 2026 · caretlegal.com
API access control
API access is intended for authorized individuals and technically skilled third parties, with usage subject to security controls.Read 15 Oct 2026 · caretlegal.com
API extensibility
CARET describes custom callouts, actions and triggers and identifies Lawmatics as its first pre-built API integration.Read 15 Oct 2026 · caretlegal.com
Automated workflows
Workflows can create tasks and meetings based on matter type and track progress.Read 15 Oct 2026 · caretlegal.com
Billing and payments
The platform includes billing, accounting, trust and operating account separation, PCI-compliant card and ACH payments, and PayNow links.Read 15 Oct 2026 · caretlegal.com
Billing and payments
YesRead 21 Sep 2026 · caretlegal.com
Calendaring and tasks
Calendaring can create time entries and task management centralizes deadlines, reminders and procedures.Read 15 Oct 2026 · caretlegal.com
Case management
The system centralizes matters and related information from intake through resolution.Read 15 Oct 2026 · caretlegal.com
Chrome extension
The Chrome extension captures time on user-whitelisted work websites, supports offline capture and sync, and is for existing customers.Read 15 Oct 2026 · chromewebstore.google.com
Client communication
Client tools include a portal, two-way texting and native mobile applications.Read 15 Oct 2026 · caretlegal.com
Client intake
YesRead 21 Sep 2026 · caretlegal.com
Client portal
YesRead 21 Sep 2026 · caretlegal.com
Company legal name
Google Play identifies the developer as Abacus Data Systems, Inc.Read 15 Oct 2026 · play.google.com
Document automation
YesRead 21 Sep 2026 · caretlegal.com
Documentation and support
The help center provides knowledge-base articles, setup instructions, training videos and a linked service-status page; plan descriptions promise 24/7 support and training.Read 15 Oct 2026 · support.caretlegal.com
Email management
Native email supports two-way synchronization, automatic time capture, matter filing and conversion of messages into tasks or calendar events.Read 15 Oct 2026 · caretlegal.com
Headquarters and size
LinkedIn lists Del Mar, California headquarters and 201–500 employees.Read 15 Oct 2026 · linkedin.com
License model
Terms prohibit copying, reverse engineering, derivative works and unauthorized resale, indicating proprietary commercial software rather than open source.Read 15 Oct 2026 · caretlegal.com
Limit: Android experience
A Google Play reviewer reports major differences from iPhone, little email integration and no customization in the Android app.Read 15 Oct 2026 · play.google.com
Limit: calendar and email issues
GetApp reviewers report lag, delayed calendars, disappearing calendar items, emails failing to save to matters and billing problems.Read 15 Oct 2026 · getapp.com
Limit: integration gaps
GetApp reviewers cite no Outlook-contact synchronization, inability to mark outgoing emails important or confidential, and limited self-built reporting.Read 15 Oct 2026 · getapp.com
Limit: mobile functionality
Apple reviewers describe the app as a reduced web client lacking invoice/report generation, while Google Play reviewers report clunky use and limited desktop access.Read 15 Oct 2026 · apps.apple.com
Limit: reliability and support
G2 summarizes complaints about crashes, glitches, slow responses, task organization, invoicing and customer service.Read 15 Oct 2026 · ai.g2.com
Mobile availability
CARET documents mobile apps for both iOS and Android, requiring an active CARET Legal account.Read 15 Oct 2026 · support.caretlegal.com
Outage history
StatusGator lists CARET incidents including an 11-hour outage on March 9, 2026 and a 55-minute incident on June 22, 2026.Read 15 Oct 2026 · statusgator.com
Praise: unified workflow
GetApp reviewers praise the workflow from time tracking through prebilling and final billing and the all-in-one feature set.Read 15 Oct 2026 · getapp.com
Praise: usability and organization
G2’s review analysis repeatedly cites ease of use, organized information, tracking and communication, and access from any device.Read 15 Oct 2026 · ai.g2.com
Public API
The API initially supports creating, retrieving and modifying matters plus custom fields, contacts, notes and files.Read 15 Oct 2026 · caretlegal.com
Rating on Apple App Store
3.1 out of 5 from 16 ratings.Read 15 Oct 2026 · apps.apple.com
Rating on Capterra/GetApp
4.5 out of 5 from 159 reviews.Read 15 Oct 2026 · getapp.com
Rating on G2
4.4 out of 5 from 210 reviews.Read 15 Oct 2026 · ai.g2.com
Rating on Google Play
2.9 out of 5 from 18 reviews.Read 15 Oct 2026 · play.google.com
Rating on TrustRadius
7 out of 10 from 8 reviews.Read 15 Oct 2026 · trustradius.com
Reporting and analytics
CARET Analytics provides performance dashboards, KPI tracking and configurable reports on higher tiers.Read 15 Oct 2026 · caretlegal.com
Scale claim
CARET’s homepage says more than 6,500 firms use CARET and that the company has over 40 years of experience.Read 15 Oct 2026 · caretlegal.com
Security compliance
CARET states that CARET Legal achieved SOC 2 compliance and supports PCI DSS protection for payment data.Read 15 Oct 2026 · caretlegal.com
Security controls
The security page describes external penetration testing, 2048-bit encryption, TLS transmission, brute-force countermeasures, daily backups, two-factor authentication and activity logging.Read 15 Oct 2026 · caretlegal.com
System requirement: iOS
The App Store listing requires iOS 14 or later and lists iPhone, iPad, Apple Watch and Apple-silicon Mac compatibility.Read 15 Oct 2026 · apps.apple.com
Time tracking
YesRead 21 Sep 2026 · caretlegal.com
Trust accounting
YesRead 21 Sep 2026 · caretlegal.com

Plans and prices

Enterprise $79 a month annually Built-in email · document management · calendaring · task management · contact management · billing · accounting · reporting · client portal · document storage · LEDES invoicing · integrated payments · 24/7/362 phone support Read 15 Oct 2026 · caretlegal.com
Enterprise Plus $99 a month annually Everything in Enterprise · standard CARET Analytics dashboards/reports · automated workflows · custom permissions · department-based accounting · native document editing · unlimited matter-related storage · AI-generated document summaries Read 15 Oct 2026 · caretlegal.com
Enterprise Insights $119 a month annually Everything in Enterprise Plus · configurable CARET Analytics dashboards · customizable data visualization · personalized metric selection · flexible reporting Read 15 Oct 2026 · caretlegal.com

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