CARET Legal Reviews & Product Details

Caret Legal has been a game changer for our firm. From the moment we implemented it, we noticed a significant improvement in how efficiently we manage cases, billing, and client communication. The interface is clean and intuitive, making it easy for our entire team to get up to speed quickly without a steep learning curve.

One of the standout features is its seamless integration of case management and accounting tools. Having everything in one place has saved us countless hours and reduced the risk of errors. The billing system is especially impressive. It is customizable, accurate, and easy to use, which has helped us streamline invoicing .

Customer support has also been excellent. Whenever we’ve had questions or needed assistance, their team has been responsive, knowledgeable, and genuinely helpful.

Overall, Caret Legal delivers exactly what modern law firms need: reliability, efficiency, and smart organization. It’s a powerful tool that has made a noticeable difference in our day to day operations, and I would highly recommend it to any firm looking to upgrade their legal practice management software. Review collected by and hosted on G2.com.

At times we have experienced a lag, especially when handling larger datasets or generating reports. It has impacted the calendar feature a few times, as well, causing us to re-enter events once the lag has been fixed. This has made routine operations more time-consuming than they should be. Review collected by and hosted on G2.com.

I use CARET Legal for my work as a paralegal, and I find it easy to use. It organizes all information efficiently in one matter, which I really appreciate. This software is a time-saver because it cuts down on time spent looking for information in different places. It allows me to speak to clients with all the information at my fingertips. I'd recommend it highly, and I especially like that it gives me access to all necessary information in one place. Review collected by and hosted on G2.com.

Having to restart my computer to get into Z drive to edit a document. Review collected by and hosted on G2.com.

CARET Support is very efficient and quick with their responses. Any issues I have had, they typically have resolved within hours, even the most seemingly complex ones. I feel more confident in the software knowing that the support team has our back. I also really like that it is cloud based, making it easy to access on my phone or any other device with an internet connection. Review collected by and hosted on G2.com.

I regret that there isn't a function to send phone messages specifically. We use the Phone Calls and then Tasks system, which is their answer to that function, and it has served us well, but it isn't exactly the same as other software we have used. You do still have the capability of marking tasks complete similar to marking off a phone message as returned or dealt with, so this complaint is not really an issue. And, as an upside to the Task function, you can coordinate between the person assigned and the task giver with notes or updates on the task itself. In that sense, one could say that the Task function is superior to Phone Messages. Review collected by and hosted on G2.com.

We made the switch to Caret Legal in April of 2024 after considering multiple cloud-based systems that could provide a smooth migration from our previous, older platform, minimize downtime, and provide a fully integrated accounting system for our firm. The onboarding teams guided us through the platform every step of the way, making sure we understood every workflow and could adapt the system to firm our needs. The flexibility to customize parts of the platform according to our preferences and procedures has been of great help and has streamlined our daily operations and enhanced efficiency.

I personally use Caret Legal every day for hours, and the system consistently performs well overall. Once of the things I like most about the system is the build-in accounting system. This feature has helped us save time, minimize mistakes, and centralize our financial management. We also appreciate the integrations with Outlook, Word, and Adobe, being able to transition between these programs without worrying about lost files or workflow interruptions has helped boost our productivity.

The platform is user-friendly and is easy for staff to navigate. Caret's training platforms have been particularly helpful. We've appreciated the built-in training available within the system as well as the access to training videos and lessons. The reliability of Caret is another strong point. We rarely experience downtime and if we do, it's handled quickly and communication is excellent. Out dedicated account representative has been outstanding, and is always responsive and proactive, making addressing concerns easy. Having a direct line to a reliable account representative has been a game changer for us and makes us feel supported and heard when we have questions or concerns. Review collected by and hosted on G2.com.

Caret has been strong overall, but there are a few aspects that could use some improvements. Particularly, the internal email system is not something our staff finds beneficial due to its simplicity. However, we choose to use the Outlook integration and find it to be adequate for our needs, so the simplicity of the email system is not a major concern for us. The Adobe plugin is also an area that could use slight improvements. While it functions well overall and helps make our document management smooth, the 20 MB file size limit before requiring a download of the document can be frustrating when working with larger items like exhibits.

Our only other concern with Caret Legal to this point has been the general support team. Our dedicated account representative has been excellent, but the general support team available through phone or email doesn't seem to have a great working knowledge of specific details of the system creating longer wait times for responses as tickets are escalated to more experienced reps. While these are concerns for us, they are relatively minor but may be bigger concurs to others. Review collected by and hosted on G2.com.

The client management side of things is great. Being able to link matters when doing specific tasks is great. Caret Payments has been a nice addition to taking credit card payments. The tasks help us to stay on top of things that are several months out. Review collected by and hosted on G2.com.

There are somewhat frequent server issues that make Caret slow or occasionally the servers are just out. (usually not for very long, but the interuption to business is difficult). We have recently had an issue where the contact cards for our clients are getting deleted. Frustrating/ looks bad to input all client information at check in and then having to re-request all the information again from them during our meeting. Review collected by and hosted on G2.com.

As the office manager of a busy family law practice, I’ve been really impressed with how much easier Caret Legal has made my job. It keeps everything — cases, billing, calendars, and documents — organized and accessible in one platform. The system is intuitive, and even team members who aren’t very tech-savvy picked it up quickly.

The time tracking and task management tools help keep our attorneys accountable and our cases on schedule. I also really appreciate the integrations with Outlook and QuickBooks, which make communication and accounting much smoother.

What stands out most is the support we receive from our Customer Success Manager. They’ve been proactive, responsive, and genuinely invested in helping our firm get the most out of Caret Legal.

Caret Legal has streamlined our operations, improved team collaboration, and saved us countless hours of admin work. I highly recommend it to any law firm looking to simplify office management and stay organized. Review collected by and hosted on G2.com.

While our experience with Caret Legal has been overwhelmingly positive, there are a couple of areas where it could improve. The Outlook integration can be a bit inconsistent at times, which occasionally causes delays in syncing emails and calendar events. Additionally, the platform’s reporting features are somewhat limited — we would like more flexibility and customization options to generate detailed reports for cases, billing, and staff performance.

Despite these minor drawbacks, Caret Legal remains an invaluable tool for our firm, and we hope future updates will address these areas. Review collected by and hosted on G2.com.

I find CARET Legal straightforward to use, which significantly enhances my ability to manage and organize legal matters effectively. The ease of matter creation is a standout feature, allowing me to focus on getting tasks done quickly without unnecessary complexity. The user-friendly design makes it possible to navigate and operate the platform with minimal training or prior knowledge, which I deeply appreciate. Additionally, the initial setup process of CARET Legal was easy, so integrating it into our workflow did not pose any challenges and allowed us to get up and running swiftly. Review collected by and hosted on G2.com.

I have experienced significant challenges with CARET Legal. Communication issues with their outsourced technical support team are common, leading to frustrating back-and-forth interactions and a lack of understanding regarding issues. For example, I've had an unresolved ticket since February about straightforward technical problems, like associates inadvertently recording 100% discounted entries on invoices. It wasn't until our account manager got involved that any progress was made. Additionally, I feel misled by the upselling of the new Caret Analytics feature, which was not as advertised upon upgrade, leading to dissatisfaction. Review collected by and hosted on G2.com.

Caret provides clear organizational tools, and integrates many functions. It is easy to use. The task feature enables effective tracking and communication of what needs to be done. Workflows enable consistent application of procedures and strategies across cases. Billing and time tracking are effective and easy to navigate and edit. Review collected by and hosted on G2.com.

I am unable to organize tasks or matters by category such as due date or filed case. The list merely appears in one order. The product sometimes crashes, causing work to be lost. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Caret's migration from our previous platform was seamless and there was very little downtime for our firm.

I truly value how Caret integrates case management, document management, email, accounting, and numerous other features into one unified platform. The firm also appreciates that Caret is so easy to learn which has led to better timekeeping and collaboration of our matters.

The customer service team is consistently prompt and efficient in their responses, and I’ve observed that they frequently update the program based on client feedback. Review collected by and hosted on G2.com.

We have noticed one drawback, which occurs infrequently: since this is an internet cloud-based platform, there can be some latency when the internet is experiencing problems. However, these issues are typically resolved within an hour or so. Review collected by and hosted on G2.com.