CARET Legal vs HoudiniEsq
CARET Legal
caretlegal.comHoudiniEsq
houdiniesq.comSide by side
| Figure | CARET Legal | HoudiniEsq |
|---|---|---|
| Price from | $79/mo | $20.67/mo |
| Free plan | — | Yes |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| Linux | — | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | — |
| Self-hosted | — | Yes |
| Plans published | 3 | 8 |
| Spec score · Legal Practice Management Software | 9.3 (#3) | 9.2 (#5) |
| Billing and payments | Yes | Yes |
| Case management | The system centralizes matters and related information from intake through resolution. | Case management covers clients, matters, email, documents, tasks, todos, notes, time, invoices, fees, expenses, trust, staff, and more. |
| Client intake | Yes | Yes |
| Client portal | Yes | The secure client portal lets firms specify what is viewable and for how long, and lets clients pay invoices directly in the portal. |
| 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 | Yes |
| Integrations | Listed integrations include Microsoft 365, Google Workspace, IMAP, Outlook and Word plugins, RMail, HotDocs, OneDrive, NetDocuments and QuickBooks Online. | Listed integrations include Outlook, Word, Excel, QuickBooks, Google Calendar, Google Drive, CalendarRules.com, SoftFile.com, and the US Postal Service. |
| Time tracking | Yes | Yes |
| Trust accounting | Yes | Yes |
Plans
CARET Legal
- Enterprise$79 a month
- Enterprise Plus$99 a month
- Enterprise Insights$119 a month
HoudiniEsq
- Solo Practitioners LicenseFree
- The Cloud & Beyond$48 a month
- In-house Practice$21 a month
- In-house Enterprise$39 a month
- FREE Solo Practitioners LicenseFree
- In-house Practice$248 a year
- In-house Enterprise$464 a year
- The Cloud & Beyond$576 a year
In their own words
CARET Legal
CARET Legal has no write-up on Specifiction yet; its figures are above.
HoudiniEsq
HoudiniEsq is a legal practice management suite for handling matters, documents, communications, time, and billing. Available on the web, on-premise, or in the cloud, it brings together client and matter records, tasks, notes, invoices, fees, expenses, trust accounting, and staff information. The suite includes client intake, a client portal, time tracking, billing and payments, an email client, and an AI assistant. Users can create, edit, and annotate Word and PDF files in HoudiniEsq without Microsoft Word or Adobe installed. Workflow automation can prepare draft documents, send email and notifications, fill fields, and complete routine tasks. Custom forms, fields, types, subtypes, and project codes support configuration. Integrations include Outlook, Word, Excel, QuickBooks, Google Calendar, and Google Drive; the QuickBooks connector handles client details and financial and trust transactions. The free solo license is for one person working alone; adding users requires a multi-seat license. Listed paid plans are $21 a month, $39 a month, and $48 a month, each priced per user.