CARET Legal vs Clio Manage
CARET Legal
caretlegal.comClio Manage
clio.comSide by side
| Figure | CARET Legal | Clio Manage |
|---|---|---|
| Price from | $79/mo | — |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 3 | 8 |
| Spec score · Legal Practice Management Software | 9.3 (#3) | 9.3 (#2) |
| Spec score · Legal Client Portal Software | 9.2 (#4) | 9.1 (#5) |
| Billing and payments | The platform includes billing, accounting, trust and operating account separation, PCI-compliant card and ACH payments, and PayNow links. | It supports time and expense capture, customizable invoices, automated reminders, online payments and trust-account management. |
| Billing and payments | Yes | Yes |
| Calendaring and tasks | Calendaring can create time entries and task management centralizes deadlines, reminders and procedures. | Calendaring, court-date scheduling, task assignment, reminders and deadline tracking are included capabilities. |
| Case management | The system centralizes matters and related information from intake through resolution. | The product links contacts, documents, calendar events, notes, time entries and bills to centralized matters. |
| Client intake | Yes | No |
| Client portal | Yes | Yes |
| 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. | Clio provides a searchable Help Center, Clio Academy training and live phone, email and chat support advertised as 24 hours a day on weekdays. |
| Document automation | Yes | Yes |
| Founded | Gartner Peer Insights lists CARET as founded in 1983 and headquartered in Del Mar, United States. | 2008 |
| Free plan | No | No |
| Headquarters and size | LinkedIn lists Del Mar, California headquarters and 201–500 employees. | Clio says it is headquartered in Vancouver, Canada and has more than 2,000 employees across international offices. |
| Integrations | Listed integrations include Microsoft 365, Google Workspace, IMAP, Outlook and Word plugins, RMail, HotDocs, OneDrive, NetDocuments and QuickBooks Online. | Clio advertises more than 300 integrations spanning calendar, email, accounting and document-storage tools. |
| 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. | Google Play reviewers describe limited mobile functionality, freezes during note entry and time-entry errors. |
| Mobile apps | Yes | Yes |
Plans
CARET Legal
- Enterprise$79 a month
- Enterprise Plus$99 a month
- Enterprise Insights$119 a month
Clio Manage
- EasyStartPrice not published
- EssentialsPrice not published
- AdvancedPrice not published
- CompletePrice not published
- Starter$49 a month
- CorePriced on request
- ElitePriced on request
- SignaturePriced on request
In their own words
CARET Legal
CARET Legal has no write-up on Specifiction yet; its figures are above.