CARET Legal

Pros: I love the fact that it is cloud-based and accessible from any computer, smart phone or tablet. I like that we can use ONE system to manage our files including emails and time entries as well as billing.

Cons: I do not like that it does not have the auto correction features that will automatically correct to capitalize the first letter of the first word of a sentence. I do not like that it does not have the ability to expand text as in Amicus and that Caret does NOT sync People with Outlook contacts and does not have the ability to mark emails sent from Caret as Important (or Confidential etc).

Pros: Caret offers a lot of Organization in the layout which I love, and I also found that it was very beginner friendly.

Cons: sometimes the cloud will glitch and things are not showing up but it usually corrects itself in matter of mins.

Pros: Caret Legal makes managing my practice incredibly easy. Everything—from matters and documents to billing and email—is organized in one clean, intuitive platform. The automation tools save time, the billing features are straightforward, and the customer support is consistently excellent. It’s efficient, reliable, and genuinely improves my day-to-day workflow.

Cons: Caret Legal has a clean interface and helpful support, but creating custom reports can be frustrating. You can’t build them on your own and have to rely on their team to compile everything, which limits flexibility and can slow down access to the insights you need.

Pros: I love that email is part of the program. Every email I draft is billed to the matter ... when it works.

Cons: Frequent issues, calendar items disappear from calendar, emails won't save to the matters and billing issues. Customer service says their engineers don't know what the problem is.

Pros: Integrating with Microsoft enables seamless communication, saving us time by eliminating the need to switch between different software.

Cons: There’s not much we dislike because it works well for our needs, though some advanced features could be more intuitive.

Pros: We are a law firm. I am completely used to using this program. It is convenient both for accounting and for managing clients' legal cases.

Cons: The only thing I don't use this program for is payroll. My employees clock in and out using QuickBooks, and that program is the one that handles paying my employees.

Pros: They always seem to be adding innovative new updates and features - although sometimes they don't have the best onboarding or have to iron out a few kinks, they're really trying to keep up with the quickly developing world of legal software. Our account manager is also amazing, and has been an advocate for us whenever we have encountered any issues.

Cons: They have an outsourced technical support team with which I've constantly encountered communication issues with. They switched to outsourced tech help happened several years ago - back then, customer service was quite helpful, and now, a simple issue can have multiple tickets, threads, and just general messy communication that seems to drag out and prolong issues.

Pros: I love the Caret legal calendaring feature. It is very time saving and avoids errors. I also like the way documents are stored.

Cons: Sometimes Caret glitches or is down and it is very incontinent. additionally it does not accurately calculate federal deadlines which would be very helpful in my practice.

Pros: I really like the seamless workflow in CARET Legal that extends from time tracking to prebilling and then to finalized billing. This process cuts down on manual administrative work, which had been a considerable burden before. The automation in billing provides an efficiency that I truly appreciate, as it lets me focus on more critical tasks rather than be bogged down by tedious manual processes. Furthermore, setting up CARET Legal was fairly easy, and the team's responsiveness and support have been integral in helping us adjust and tweak the system to meet our specific needs. This assistance has been invaluable as we transition and figure out how to best utilize the software for our requirements.

Cons: I would say the way the trust accounts work. I would like for it to be more customizable for a trust balance to be applied across all matters for each client as well as there be an option to apply partial trust payments to prebills at a more bulk level vs. one by one.

Pros: All in one solution including billing, document management, e-mail integration, and task management that you cannot find in other softwares.

Cons: Since everything is in one place, any glitches have effects on the whole firm and may slow down processes until repaired.

Pros: I would say that Caret is very user friendly and easy to navigate. You can search for any matter by inputting just a few letters of the matter name.

Cons: Sometimes it freezes up but not often. When this happens, I can either contact support or just close out and wait for a few minutes and try again.

Pros: It allows us to focus on important tasks by automating what otherwise would be manual work. Also, the ease of use helps our veteran staff feel more comfortable using the program.

Cons: There are no issues worth noting. We are pleased with the program and how it has made our working day less complicated.

Pros: Caret Legal is very user friendly. It allows all of our documents, billing, calendaring and notes to be captured in one place.

Cons: I do not have any complaints about Caret Legal. We are able to use it for every aspect of our law firm.

Pros: ⭐ What I Liked • It really is an all-in-one platform. Once we got set up, I appreciated that CARET handled matter management, billing, trust accounting, email, and documents in one place. I didn’t have to bounce between programs nearly as much as I used to. • The workflow automation is genuinely helpful. When you invest the initial time to build task flows—especially for intake, litigation steps, and document follow-ups—the system runs smoothly. It cut down on a lot of “who is doing what” confusion. • Email integration is one of its best features. Being able to tag emails directly to matters without relying on Outlook plug-ins was a big plus. It kept communication organized automatically. • Reporting is strong. The dashboards helped me keep track of time entries, productivity, and where matters were getting bottlenecked. Their financial reporting is better than what I’ve seen with lighter practice management tools.

Cons: ⚠️ What I Didn’t Love • The learning curve is steep. CARET is not something you pick up in an afternoon. Training staff took time, and even then everyone had moments of frustration. It’s powerful, but definitely not simple. • The interface feels dated and cluttered. Compared to other platforms, the UI isn’t the most intuitive. Sometimes it felt like too many clicks to get basic things done. • Pricing is on the higher side. I understood the value, but it still felt pricey—especially for features we didn’t end up using daily. • Occasional bugs after updates. When CARET pushes out new features, things occasionally break or slow down. Nothing catastrophic, but enough to interrupt workflow. • Support can be hit-or-miss. Our dedicated rep was helpful, but routine tickets sometimes took longer than they should have.

Pros: CARET's consistently responsive customer service team is one of the things I appreciate most. The customer service team is typically committed to resolving the issues.

Cons: There are times when we experience random glitching, super-slow periods and downtime. This can be very frustrating for our team.

Pros: I’m the office manager at a small family law firm, and Caret Legal has really simplified how we run things day to day. We used to rely on several different tools for billing, scheduling, and document storage, but now everything’s in one place. It’s organized, intuitive, and easy for our whole team to use. The time tracking, task lists, and calendar features keep everyone on the same page, and the Outlook integration is a big plus. Billing and invoicing are straightforward, and we can quickly see where each case stands. Our Customer Success Manager has also been great — whenever we’ve had questions or issues, they’ve been quick to respond and resolve any issues. Caret Legal saves us time and helps the office run smoothly. I’d definitely recommend it to other law firms looking to streamline their operations.

Cons: The outlook integration has issues from time to time. I would also like the ability to develop reports on my own. The matterscapes do not meet all of our needs.

Pros: I like that it is a web-based system that lets you access it wherever you are. We have many remote employees and knowing they can access in the office or on the road makes it very convenient.

Cons: There are still some bugs that are being worked out, but they encourage feedback and are responsive. Setting some items up can be time consuming but once set up it is a pretty smooth experience.

Pros: The best thing about Carat is that everything is on the website that you can access anywhere (i.e. documents, tasks, calendar, events, time slips). The app on the phone also works great.

Cons: Need to be able to adjust size for information at the top of the page. Would like a favorites folder readily accessible when you log it.

Pros: I like that everything is all in one place.

Cons: Accounting side is a total disaster. Is missing a lot of components of accounting that are needed.

Pros: Caret is a cloud based software meaning we could use it seamlessly across different global offices. We use the mobile function instead of desktop frequently as the layout is great.

Cons: Sometimes it is a bit slow to load documents, but once loaded there are many capabilities.

Pros: Case management, email integration, multitask management

Cons: Customer service was fantastic for the first two years. Now it is non existent. It takes days, if not weeks, to get a response. I will be looking at different options this week if we can’t get a resolution on our issue.

Pros: Initially promised to be an all inclusive case management and accounting system. Unfortunatley, customer support responsiveness has declined of late since Zolasuite was acquired by Abbacus

Cons: Customer Support. First level support is only able to provide very basic troubleshooting. Second Level support wants you to schedule a training time. Beyond that, where the work actually needs to be done is non-responsive.