
CARET Legal
8.4#8 in legal practice management softwareFrom $79 a monthAndroidiOSWebAPI
Visit
| Fact | CARET Legal | SimpleLaw Document Automation |
|---|---|---|
| Client intake | Yes | Yes |
| Client portal | Yes | Clients can access matters securely, upload documents, complete forms, view tasks, and pay invoices without an additional portal fee. |
| Document automation | Yes | It fills Word or PDF documents automatically from stored case data, custom fields, and intake information. |
| Founded | Gartner 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 plan | No | Yes |
| Integrations | Listed 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 G2 | 4.4 out of 5 from 210 reviews. | 5.0 out of 5 from 1 review |
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.
SimpleLaw Document Automation suits law firms and attorneys that want to fill Word or PDF templates using case details and client-intake information. It also fits firms seeking intake forms and client-facing case-management functions.