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CARET Legal

CARET Legal: A broad legal practice suite for firms that need reporting, APIs, and mobile access. Ranked #10 of 141 in Legal Practice Management Software by our editors (8.1/10); pricing: Paid; best for firms needing API and reporting depth.

8.1/10Editor score
CARET Legal8.1 Visit CARET Legal

At a glance

  • Editor score
    8.1 / 10
  • Pricing
    Paid
  • Best for
    Firms needing API and reporting depth
  • Free plan
    No
  • Client intake
    Yes
  • Facts checked
    21 Sep 2026
CARET Legal screenshot
  • Where it wins

    • Covers matters, billing, trust accounting, intake, documents, and client portals
    • Public API plus Microsoft, Google, document, accounting, and payment integrations
    • iOS and Android apps support mobile access to practice management features
  • Where it doesn't

    • Starts at $79 per user per month with annual billing
    • One-time implementation fees apply to the listed plans
    • Advanced analytics and configurable reporting require higher tiers

Our verdict on CARET Legal

CARET Legal is cloud-based legal practice management software for small and midsize law firms. It brings case and matter management, calendaring, email, tasks, workflows, documents, time tracking, billing, payments, accounting, trust accounting, client intake, communications, and a client portal into one platform. Firms can also access native iOS and Android applications, while the public API supports matter-related data and custom integrations. Its scope suits practices seeking a broad operational system rather than a narrowly focused matter or document tool.

Pricing is organized into three annual-billing plans, with prices listed per user per month. Enterprise costs $79 and includes built-in email, document management, calendaring, task management, contact management, billing, and accounting. Enterprise Plus costs $99 and adds standard CARET Analytics dashboards and reports, automated workflows, custom permissions, department-based accounting, and native document editing. Enterprise Insights costs $119 and adds configurable reports and dashboards, customizable data visualization, personalized metric selection, and flexible reporting options. The pricing page also states that one-time implementation fees apply. A free-trial request is available, and the published plans show no free plan.

CARET Legal’s strongest fit is for firms that need connected legal operations and room to extend the platform. Integrations include Microsoft 365, Google Workspace, IMAP, Outlook for Windows, RMail, LawToolBox, Lawmatics, HotDocs, OneDrive, NetDocuments, Microsoft Word for Windows, CARET Pay, and QuickBooks Online. Client intake forms, lead tracking, automated matter creation, document generation, payment processing, trust-fund reconciliation, and analytics address several workflow stages in one system. Firms choosing it should be prepared for paid annual plans and implementation costs; smaller practices seeking only basic scheduling or simple time tracking may prefer a narrower tool.

Your product? Our editors can test CARET Legal in depth and publish a review, labelled as paid · from $149/mo →

CARET Legal pricing

Plans Paid No free plan — trial or paid only. Prices checked 21 Sep 2026.
See plans on caretlegal.com

All 3 CARET Legal plans and prices →

CARET Legal fact sheet

Free planNo
Paid fromNot verified
Client intakeYes
Client portalYes
Document automationYes
Time trackingYes
Billing and paymentsYes
Trust accountingYes
Mobile appsYes
DeploymentCloud, Mobile
PlatformsWeb, iOS, Android
Compliance & securitySOC 2, PCI DSS, 2FA
SupportEmail, Phone · 24/7
Built forSmall business, Mid-market, Enterprise (editorial estimate)
Integrations13 integrations: Microsoft 365, Google Workspace, IMAP, Microsoft Outlook for Windows Plugin, RMail, LawToolBox … See all →
PricingPaid (source)
Websitecaretlegal.com
Facts checked21 Sep 2026

CARET Legal integrations

CARET Legal lists 13 integrations on its own site.

  • Microsoft 365
  • Google Workspace
  • IMAP
  • Microsoft Outlook for Windows Plugin
  • RMail
  • LawToolBox
  • Lawmatics
  • HotDocs
  • OneDrive
  • NetDocuments
  • Microsoft Word for Windows Plugin
  • CARET Pay
  • QuickBooks Online

See all CARET Legal integrations →

Alternatives to CARET Legal

See all CARET Legal alternatives →

Also Ranked In

CARET Legal is ranked in 8 of our directories; the 6 strongest besides Legal Practice Management Software.

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Featured on iTechGuides

Featured on iTechGuides — CARET Legal 8.1/10

CARET Legal is listed in our Legal Practice Management Software directory. Add the badge to your site — it links back to this page.

<a href="https://www.itechguides.com/products/caret-legal/"><img src="https://www.itechguides.com/best/badge/caret-legal.svg" alt="Featured on iTechGuides" width="230" height="46"></a>

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

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