Assembly vs CARET Legal
Assembly
assembly.com
CARET Legal
caretlegal.comSide by side
| Figure | Assembly | CARET Legal |
|---|---|---|
| Price from | $29/mo | $79/mo |
| Free plan | Yes | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| iOS | — | Yes |
| Android | — | Yes |
| API | Yes | Yes |
| Plans published | 5 | 3 |
| Spec score · Legal Client Portal Software | 9.3 (#1) | 9.2 (#4) |
| Client portal | The portal centralizes client messaging, file sharing, e-signature contracts, invoices, forms and tasks under the firm's branding. | Yes |
| Integrations | Assembly supports embedded third-party tools and connects to more than 1,000 apps through Zapier, Make and similar no-code services. | Listed integrations include Microsoft 365, Google Workspace, IMAP, Outlook and Word plugins, RMail, HotDocs, OneDrive, NetDocuments and QuickBooks Online. |
| Public API | The REST API manages clients, companies, messaging, files, billing and other resources using API keys in the X-API-KEY header. | The API initially supports creating, retrieving and modifying matters plus custom fields, contacts, notes and files. |
| Rating on G2 | 4.7 out of 5 from 344 reviews. | 4.4 out of 5 from 210 reviews. |
| What it does | Assembly combines CRM, a branded client portal, ready-made workflow apps and an AI app builder for professional-service firms. | CARET Legal is a cloud legal-practice platform combining matter management, documents, billing, accounting, reporting and email. |
Plans
Assembly
- FreeFree
- Starter$29 a month
- Professional$99 a month
- Advanced$499 a month
- EnterprisePriced on request
CARET Legal
- Enterprise$79 a month
- Enterprise Plus$99 a month
- Enterprise Insights$119 a month
In their own words
Assembly
Assembly combines an AI app builder with a CRM and branded client experience for creating client-facing apps and internal tools. Users describe an app in plain language, review a proposed plan, publish it, and refine it in conversation. More than 30 templates cover workflows such as document collection, project tracking, proposals, and client support. Apps can connect to third-party services through authentication or an API key, and an MCP connector links the workspace to AI tools including ChatGPT and Claude. Workspaces include a branded client experience where published apps appear together. Assembly's platform handles client authentication, roles, permissions, and data scoping. The maker says it is SOC 2 Type II certified, stores customer data in the United States, encrypts it in transit with TLS and at rest with AES-256, and does not use workspace or client data to train AI models. It is not suited to public-facing websites, directories, or consumer apps. A free plan is available; Starter costs $29/mo billed annually.
CARET Legal
CARET Legal has no write-up on Specifiction yet; its figures are above.