CARET Legal
CARET Legal is legal practice software available through a web browser and iOS and Android apps.
What CARET Legal is
CARET Legal is legal practice software available through a web browser and iOS and Android apps. Its listed tools cover client intake, intake forms, client portals, document automation, time tracking, billing and payments, and trust accounting. The platform is organized into paid Enterprise tiers, with no free plan. Enterprise includes built-in email, document management, calendaring, billing, accounting, and a client portal. Enterprise Plus adds CARET Analytics standard dashboards and reports, automated workflows, custom permissions, department-based accounting, and native document editing. Enterprise Insights adds configurable reports and dashboards, customizable data visualization, personalized metric selection, and flexible reporting options. These tiers separate the available analytics, workflow, permissions, accounting, and reporting controls. Mobile access accompanies the web application, while client-facing intake and portal functions sit alongside practice-management operations.
Good
- Web, iOS, and Android availability
- Includes client intake forms and portals
- Supports billing, payments, and trust accounting
- Offers document automation and time tracking
- Higher tiers add workflows and reporting
Watch out
- No free plan
- Advanced analytics vary by tier
Who it suits
CARET Legal suits law firms seeking client intake, portals, billing, accounting, and document workflows across web and mobile devices. It may also fit organizations needing tiered analytics and reporting controls.
Verdict
CARET Legal brings client-facing intake and portal tools together with billing, accounting, documents, and time tracking. Firms should compare the unlisted Enterprise pricing and tier-specific reporting features with their needs.
Plans and prices
From CARET Legal's own pricing page, checked 15 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Enterprise | $79 a month | Built-in email · document management · calendaring · task management · contact management · billing · accounting · reporting · client portal · document storage · LEDES invoicing · integrated payments · 24/7/362 phone support · annually |
| Enterprise Plus | $99 a month | Everything in Enterprise · standard CARET Analytics dashboards/reports · automated workflows · custom permissions · department-based accounting · native document editing · unlimited matter-related storage · AI-generated document summaries · annually |
| Enterprise Insights | $119 a month | Everything in Enterprise Plus · configurable CARET Analytics dashboards · customizable data visualization · personalized metric selection · flexible reporting · annually |
The facts
Each one read from CARET Legal's own pages, with the date it was checked.
What it does
- AI document summaries
- Quick Summary uses built-in AI to condense lengthy legal documents inside CARET Legal, with summaries kept in the firm environment.checked 15 Oct 2026
- API access control
- API access is intended for authorized individuals and technically skilled third parties, with usage subject to security controls.checked 15 Oct 2026
- API extensibility
- CARET describes custom callouts, actions and triggers and identifies Lawmatics as its first pre-built API integration.checked 15 Oct 2026
- Automated workflows
- Workflows can create tasks and meetings based on matter type and track progress.checked 15 Oct 2026
- Calendaring and tasks
- Calendaring can create time entries and task management centralizes deadlines, reminders and procedures.checked 15 Oct 2026
- Case management
- The system centralizes matters and related information from intake through resolution.checked 15 Oct 2026
- Chrome extension
- The Chrome extension captures time on user-whitelisted work websites, supports offline capture and sync, and is for existing customers.checked 15 Oct 2026
- Client communication
- Client tools include a portal, two-way texting and native mobile applications.checked 15 Oct 2026
- Client intake
- Yeschecked 21 Sep 2026
- Client portal
- Yeschecked 21 Sep 2026
- 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.checked 15 Oct 2026
- Document automation
- Yeschecked 21 Sep 2026
- Email management
- Native email supports two-way synchronization, automatic time capture, matter filing and conversion of messages into tasks or calendar events.checked 15 Oct 2026
- Integrations
- Listed integrations include Microsoft 365, Google Workspace, IMAP, Outlook and Word plugins, RMail, HotDocs, OneDrive, NetDocuments and QuickBooks Online.checked 15 Oct 2026
- License model
- Terms prohibit copying, reverse engineering, derivative works and unauthorized resale, indicating proprietary commercial software rather than open source.checked 15 Oct 2026
- Limit: calendar and email issues
- GetApp reviewers report lag, delayed calendars, disappearing calendar items, emails failing to save to matters and billing problems.checked 15 Oct 2026
- Limit: integration gaps
- GetApp reviewers cite no Outlook-contact synchronization, inability to mark outgoing emails important or confidential, and limited self-built reporting.checked 15 Oct 2026
- 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.checked 15 Oct 2026
Money
- Billing and payments
- The platform includes billing, accounting, trust and operating account separation, PCI-compliant card and ACH payments, and PayNow links.checked 15 Oct 2026
- Free plan
- Nochecked 21 Sep 2026
The company
- Company legal name
- Google Play identifies the developer as Abacus Data Systems, Inc.checked 15 Oct 2026
- Founded
- Gartner Peer Insights lists CARET as founded in 1983 and headquartered in Del Mar, United States.checked 15 Oct 2026
- Headquarters and size
- LinkedIn lists Del Mar, California headquarters and 201–500 employees.checked 15 Oct 2026
Where it runs
- Limit: Android experience
- A Google Play reviewer reports major differences from iPhone, little email integration and no customization in the Android app.checked 15 Oct 2026
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