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CARET Legal vs SimpleLaw Document Automation

CARET Legal

caretlegal.com

SimpleLaw Document Automation

simplelaw.com

Side by side

FigureCARET LegalSimpleLaw Document Automation
Price from$79/mo$3.25/mo
Free plan—Yes
Free trialYesYes
Open source——
WebYesYes
iOSYesYes
AndroidYesYes
APIYes—
Plans published37
Spec score · Legal Practice Management Software9.3 (#3)8.9 (#12)
Spec score · Legal Client Portal Software9.2 (#4)8.5 (#12)
Client intakeYesYes
Client portalYesClients can access matters securely, upload documents, complete forms, view tasks, and pay invoices without an additional portal fee.
Document automationYesIt fills Word or PDF documents automatically from stored case data, custom fields, and intake information.
FoundedGartner Peer Insights lists CARET as founded in 1983 and headquartered in Del Mar, United States.LinkedIn lists 2005 as the company founding year, while SimpleLaw's own history says the product was introduced in 2013.
Free planNoYes
IntegrationsListed integrations include Microsoft 365, Google Workspace, IMAP, Outlook and Word plugins, RMail, HotDocs, OneDrive, NetDocuments and QuickBooks Online.Document storage options include SimpleLaw servers, Dropbox, Google Drive, and Microsoft OneDrive.
Rating on G24.4 out of 5 from 210 reviews.5.0 out of 5 from 1 review
What it doesCARET Legal is a cloud legal-practice platform combining matter management, documents, billing, accounting, reporting and email.SimpleLaw is a cloud legal practice-management platform covering lead intake through matter resolution for law firms.

Plans

CARET Legal

  • Enterprise$79 a month
  • Enterprise Plus$99 a month
  • Enterprise Insights$119 a month

CARET Legal pricing →

SimpleLaw Document Automation

  • Law FirmFree
  • Up to 39 users$59 a month
  • 40+ users$56 a month
  • Annual attorney plan$39 a year
  • Monthly attorney plan$49 a month
  • 40+ users$56 a year
  • Up to 39 users$59 a year

SimpleLaw Document Automation pricing →

In their own words

CARET Legal

CARET Legal has no write-up on Specifiction yet; its figures are above.

Visit caretlegal.com

SimpleLaw Document Automation

SimpleLaw Document Automation helps law firms complete documents using custom fields and client-intake data. It supports Word and PDF files, with reusable templates that can be filled using stored case, custom-field, and intake information. Firms can create text, date, number, and paragraph fields, along with as many intake forms as needed. Clients complete forms through the portal or by email. SimpleLaw presents the web-based product as legal case-management software for law firms and attorneys, and lists client intake, messaging, secure document exchange, electronic signatures, online payments, and matter status updates. Its free Law Firm plan is described as a way to connect with potential leads. The two-week free trial precedes paid annual plans, listed at $59 a month for up to 39 users and $56 a month for 40 or more users; both include unlimited matters. The company offers personalized live web-based training, a video training library, and user support. SimpleLaw says customer data is segregated without a shared database and that files and data are encrypted. Its AWS hosting is described as ISO 27001-certified and SOC2 compliant; the company also states that its portal complies with HIPAA requirements and that communications are encrypted according to GDPR legislation.

Visit simplelaw.com