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CARET Legal

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What CARET Legal is

CARET Legal is paid legal practice software available through web, iOS, and Android apps. It combines client intake, intake forms, client portals, document automation, time tracking, billing and payments, and trust accounting in one service. The Enterprise plan includes built-in email, document management, calendaring, billing, accounting, and a client portal. Enterprise Plus adds CARET Analytics standard dashboards and reports, automated workflows, custom permissions, department-based accounting, and native document editing. Enterprise Insights adds configurable reports and dashboards, customizable data visualization, personalized metric selection, and flexible reporting options. CARET Legal has no free plan. Mobile access is included alongside the web platform, while the listed capabilities cover both internal practice work and client-facing processes.

Who it suits

CARET Legal suits legal practices needing intake, client portals, documents, time tracking, billing, accounting, and mobile access. It may also fit firms that need progressively more configurable analytics and workflows.

What it does well

  • Web, iOS, and Android access
  • Client intake forms and portal
  • Document automation and time tracking
  • Billing, payments, and trust accounting
  • Advanced reporting on higher tiers

What to know first

  • No free plan

Plans

PlanBilled and limitsPrice
Enterpriseannually · Built-in email · document management · calendaring · task management · contact management · billing · accounting · reporting · client portal · document storage · LEDES invoicing · integrated payments · 24/7/362 phone support$79 a month
Enterprise Plusannually · Everything in Enterprise · standard CARET Analytics dashboards/reports · automated workflows · custom permissions · department-based accounting · native document editing · unlimited matter-related storage · AI-generated document summaries$99 a month
Enterprise Insightsannually · Everything in Enterprise Plus · configurable CARET Analytics dashboards · customizable data visualization · personalized metric selection · flexible reporting$119 a month

As caretlegal.com lists them, read 15 Oct 2026. The maker's own page has the final word.

Verdict

CARET Legal brings core legal practice operations, client intake, and client-facing access together across web and mobile. Its higher tiers add workflow controls and increasingly configurable reporting, but buyers must request pricing.

Facts from CARET Legal's own pages

AI document summaries
Quick Summary uses built-in AI to condense lengthy legal documents inside CARET Legal, with summaries kept in the firm environment. · caretlegal.com, 15 Oct 2026
API access control
API access is intended for authorized individuals and technically skilled third parties, with usage subject to security controls. · caretlegal.com, 15 Oct 2026
API extensibility
CARET describes custom callouts, actions and triggers and identifies Lawmatics as its first pre-built API integration. · caretlegal.com, 15 Oct 2026
Automated workflows
Workflows can create tasks and meetings based on matter type and track progress. · caretlegal.com, 15 Oct 2026
Billing and payments
The platform includes billing, accounting, trust and operating account separation, PCI-compliant card and ACH payments, and PayNow links. · caretlegal.com, 15 Oct 2026
Billing and payments
Yes · caretlegal.com, 21 Sept 2026
Calendaring and tasks
Calendaring can create time entries and task management centralizes deadlines, reminders and procedures. · caretlegal.com, 15 Oct 2026
Case management
The system centralizes matters and related information from intake through resolution. · caretlegal.com, 15 Oct 2026
Chrome extension
The Chrome extension captures time on user-whitelisted work websites, supports offline capture and sync, and is for existing customers. · chromewebstore.google.com, 15 Oct 2026
Client communication
Client tools include a portal, two-way texting and native mobile applications. · caretlegal.com, 15 Oct 2026
Client intake
Yes · caretlegal.com, 21 Sept 2026
Client portal
Yes · caretlegal.com, 21 Sept 2026
Company legal name
Google Play identifies the developer as Abacus Data Systems, Inc. · play.google.com, 15 Oct 2026
Documentation and support
The help center provides knowledge-base articles, setup instructions, training videos and a linked service-status page; plan descriptions promise 24/7 support and training. · support.caretlegal.com, 15 Oct 2026
Document automation
Yes · caretlegal.com, 21 Sept 2026
Email management
Native email supports two-way synchronization, automatic time capture, matter filing and conversion of messages into tasks or calendar events. · caretlegal.com, 15 Oct 2026
Founded
Gartner Peer Insights lists CARET as founded in 1983 and headquartered in Del Mar, United States. · gartner.com, 15 Oct 2026
Free plan
No · caretlegal.com, 21 Sept 2026
Headquarters and size
LinkedIn lists Del Mar, California headquarters and 201–500 employees. · linkedin.com, 15 Oct 2026
Integrations
Listed integrations include Microsoft 365, Google Workspace, IMAP, Outlook and Word plugins, RMail, HotDocs, OneDrive, NetDocuments and QuickBooks Online. · caretlegal.com, 15 Oct 2026
License model
Terms prohibit copying, reverse engineering, derivative works and unauthorized resale, indicating proprietary commercial software rather than open source. · caretlegal.com, 15 Oct 2026
Limit: Android experience
A Google Play reviewer reports major differences from iPhone, little email integration and no customization in the Android app. · play.google.com, 15 Oct 2026
Limit: calendar and email issues
GetApp reviewers report lag, delayed calendars, disappearing calendar items, emails failing to save to matters and billing problems. · getapp.com, 15 Oct 2026
Limit: integration gaps
GetApp reviewers cite no Outlook-contact synchronization, inability to mark outgoing emails important or confidential, and limited self-built reporting. · getapp.com, 15 Oct 2026

Where CARET Legal stands on Freedom251

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