CARET Legal review
A broad legal practice suite for firms that need reporting, APIs, and mobile access.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
CARET Legal pros and cons
- 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
CARET Legal fact sheet, pricing and score →
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