CARET Pay review
A CARET Legal payment layer for trust routing, portals, plans, and matter-linked transactions.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
CARET Pay is a payment-processing solution for law firms using CARET Legal. It handles credit-card, debit-card, ACH, and e-check payments for invoices, retainers, and direct payments. Firms can route funds to operating or trust accounts, offer client portal invoice payment pages, send Firm PayNow links and QR codes, and associate transactions with matters and contacts. Its legal focus makes it a fit for CARET firms that want payment collection connected to billing and practice-management workflows.
The product’s feature set goes beyond basic card acceptance. Payment-plan workflows support structured collection, while payment reporting and bank-register workflows help connect payment activity with firm financial processes. Matter and contact association adds context to transactions, and client-facing options include portal payment pages, links, and QR codes. CARET Pay integrates with CARET Legal and QuickBooks Online, keeping its ecosystem focused rather than broad. Firms already operating in CARET Legal should find that focus relevant; firms seeking a payment tool with a wide integration marketplace may prefer another option.
CARET Pay is offered as part of CARET Legal’s cloud-based legal practice-management platform, not as a separately priced standalone product. The available plans are Enterprise, Enterprise Plus, and Enterprise Insights. Enterprise includes integrated payments, a client portal, billing and accounting, and LEDES invoicing. Enterprise Plus adds standard analytics dashboards, automated workflows, and custom permissions, while Enterprise Insights adds configurable analytics, customizable data visualization, and personalized metric selection. Choose CARET Pay when embedded legal billing, trust-account routing, payment plans, and firm reporting are priorities. Consider an alternative if you need a standalone payments product, broader platform coverage, or integrations beyond its listed ecosystem.
CARET Pay pros and cons
- Where it wins
- Routes payments to operating or trust accounts
- Supports payment links, QR codes, portals, and payment plans
- Associates transactions with matters and contacts
- Where it doesn't
- Delivered within CARET Legal rather than as a standalone product
- Web-only platform
- Integrations include CARET Legal and QuickBooks Online
CARET Pay fact sheet, pricing and score →
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