Filevine vs CARET Legal

Filevine8.7Visit CARET Legal8.6Visit

Higher score Filevine #5 in AI Legal Workflow Automation 8.7/10 Pricing on request ✓ 1 of 2 features Visit Filevine

vs

CARET Legal #6 in AI Legal Workflow Automation 8.6/10 Paid ✓ 1 of 2 features Visit CARET Legal

• Filevine fits best

  Firms needing highly connected matter workflows

• CARET Legal fits best

  Firms wanting complete cloud practice management

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Side by side

Feature	Filevine 8.7/10 Visit ↗	CARET Legal 8.6/10 Visit ↗
At a glance
Editor score	8.7	8.6
Ranking	#5 in AI Legal Workflow Automation	#6 in AI Legal Workflow Automation
Best for	Firms needing highly connected matter workflows	Firms wanting complete cloud practice management
Pricing model	Paid	Paid
Starting price	—	—
Free plan	—	—
Free trial	—	—
Deployment	Cloud	Cloud, Mobile
Platforms	Web	Web, iOS, Android
Support	Email, Live chat, Phone, Tickets, Docs	Email, Phone · 24/7
Compliance	SOC 2, GDPR, HIPAA, PCI DSS, SSO/SAML, 2FA	SOC 2, PCI DSS, 2FA
Integrations	2,000+ integrations	13 integrations
Built for	Solo, Small business, Mid-market, Enterprise	Small business, Mid-market, Enterprise
Features Filevine 1/2 · CARET Legal 1/2
Document automation	✓	✓
Legal intake	Not checked yet	Not checked yet
Specs
Workflow builder	Not checked yet	Not checked yet
AI capabilities	Not checked yet	Not checked yet
Documented integrations	Not checked yet	Not checked yet
Deployment	Not checked yet	Not checked yet
Our review
Pros	Connects matter management, intake, documents, client portals, and billing Automates document assembly, tasks, communications, and billing workflows Lists integrations and APIs alongside AI drafting, research, and document review	Combines matter management, intake, document automation, billing, and trust accounting Client portal supports document sharing, invoices, and payments Native iOS and Android apps plus integrations and a public API
Cons	Custom-quote pricing requires contacting sales AI, intake, signature, and deposition tools may be optional packages No separate mobile app; the web platform is mobile-friendly	No free plan; plans are priced per user and billed annually One-time implementation fees apply Advanced workflows, permissions, and reporting require higher-tier plans
Our verdict	Filevine is a cloud-based legal practice management platform for law firms, legal teams, government organizations, and in-house counsel. It brings matter management, client intake, document handling, communication, timekeeping, billing,… Read the review →	CARET Legal brings matter and case management, calendaring, documents, billing, accounting, client communications, and workflows into a cloud practice-management suite. It is aimed at firms that want to manage much of their legal work in… Read the review →

Strengths and trade-offs

• Filevine — where it wins

  • Connects matter management, intake, documents, client portals, and billing
  • Automates document assembly, tasks, communications, and billing workflows
  • Lists integrations and APIs alongside AI drafting, research, and document review

  Where it doesn't

  • Custom-quote pricing requires contacting sales
  • AI, intake, signature, and deposition tools may be optional packages
  • No separate mobile app; the web platform is mobile-friendly

• CARET Legal — where it wins

  • Combines matter management, intake, document automation, billing, and trust accounting
  • Client portal supports document sharing, invoices, and payments
  • Native iOS and Android apps plus integrations and a public API

  Where it doesn't

  • No free plan; plans are priced per user and billed annually
  • One-time implementation fees apply
  • Advanced workflows, permissions, and reporting require higher-tier plans

• Filevine8.7/10 · Pricing on request

  A broad legal workflow platform for firms that want matters, documents, intake, and billing connected.

  Visit FilevineFull verdict →
• CARET Legal8.6/10 · Paid

  A broad cloud suite for firms managing matters, documents, billing, and client workflows.

  Visit CARET LegalFull verdict →