CARET Legal Reviews

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 .

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.

Having to restart my computer to get into Z drive to edit a document.

I use CARET Legal because it organizes all my information efficiently in one place, solving the problem of having to search across different locations. This cuts down on time and allows me to speak to clients with all the information at my fingertips.

Caret Legal makes managing my practice incredibly easy. Everything—from matters and documents to billing and email—is organized in one clean, intuitive platform. The automation tools save time, the billing features are straightforward, and the customer support is consistently excellent. It’s efficient, reliable, and genuinely improves my day-to-day workflow.

Caret Legal is a great tool overall, but there are a few small areas that could be smoother. Some features take a bit of getting used to, and the system can feel slow at times

CARET Legal helps our firm keep everything for our practice organized in one place—matters, documents, billing, and communication. It cuts down on time spent jumping between different tools and makes it easier to keep track of deadlines and tasks. Overall, it saves us time, reduces stress, and helps our firm stay more focused on our clients.

I really appreciate how Caret simplifies everything for me. Its integration with our Microsoft suite makes it effortless to connect the two, streamlining my workflow.

This platform works very well for our needs, and I honestly can't think of anything I dislike about it. It consistently does exactly what we require. I am sure Caret will continue to excel.

Caret has truly streamlined our operations. I can't overstate how much time we've saved by integrating Caret with our Microsoft suite.

Very simple, intuitive interface. Easy to run financial reports.

Transfers from the Trust Account to the Operating Account should show up in the "Client Payments" total when filtering for operating account. Right now, they don't. This makes tax tracking a pain.

Billing.

Ease of use and quick response time when I have problems or questions

There are issues when an APX payment gets returned. It generally doesn't update in Caret (it occasionally does)

I enjoy the automation of monthly reports and the streamlined billing practices

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.

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.

CARET Legal has done a lot to refine both it's billing function and Email since we began using it, and they seem to really be taking our suggestions and critiques to heart. They have already implemented several things we have suggested, and that has streamlined it's functionality for us immensely. I will gladly rave about a company or product that is willing to continue improving and evolving so that it can be of better use to its clients, and CARET is certainly that.

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.

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.

I find CARET Legal streamlines our time tracking and billing workflow, reducing manual admin work and providing a seamless transition from time tracking to billing.

All of the financials and documents are in one place.

Some of the glitches may have greater effects on the law firm since everything is in one place.

Caret is the all in one solution and makes running the law firm easier.

Caret allows me to spend more time on important tasks.

There's nothing worth noting. We are incredibly pleased with the program.

Caret has taken the manual labor out of basic tasks, which has allowed us more time to focus on what is most important.