CARET Legal Review, Pricing & Features

CARET Legal is cloud legal practice management software with billing, documents and AI tools. Plans start at $79 per user per month, billed annually.

Researched and fact-checked by Bartu Cavusoglu · Updated October 26, 2026

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Category
Legal
Pricing
Subscription, from $79 per user/month (billed annually)
Verified
Not yet
Last updated
October 26, 2026
SaaSFree TrialSubscriptionMobile AppGoogle Workspace IntegrationReportingMicrosoft 365 IntegrationCloud

What is CARET Legal?

CARET Legal is a cloud-based legal practice management platform for law firms. It brings case management, billing, accounting, payments, documents, calendaring, client communication and reporting into one system, which the company presents as an alternative to running standalone tools side by side. Its website says more than 6,500 firms use CARET and that it has worked with legal teams for over 40 years.

The company now offers an AI layer on top of the platform. CARET Capture looks for billable time in work already underway, CARET Command points to matters that need attention, and CARET Court Rules calculates deadlines inside the product. The company says these tools work from matters, time, billing and deadlines already stored in CARET, so sensitive data does not move between separate tools.

How does CARET Legal work?

Firms run matters, contacts, time entries, invoices and documents in a single cloud system, reached through the web and through iOS and Android apps. Built-in email, calendaring and task management sit alongside case records, and a client portal gives clients a place to share documents and pay invoices. The company says workflows, matters, billing, permissions and reporting can be shaped around how a firm operates.

Higher plans add automation and analytics. Automated Workflows handle repetitive tasks, Custom Permissions control access, and CARET Analytics provides dashboards and reports. Integrations connect the platform with email and calendar services, document tools, a CRM and QuickBooks Online. Because the AI tools draw on data already inside CARET, the company says there are fewer handoffs between systems and more control over firm information.

Key features of CARET Legal

Core capabilities on the pricing page include built-in email, document management, calendaring, task management, contact management, billing, accounting, reporting, a client portal, document storage, LEDES invoicing and integrated payments. Clients can pay by credit card, ACH or e-check, including to replenish retainers, and invoice changes can sync to QuickBooks Online. Lawmatics can feed lead and contact data into the platform.

Enterprise Plus adds department-based accounting, native document editing, unlimited matter-related document storage and AI-generated document summaries. Enterprise Insights extends CARET Analytics with customizable data visualization, personalized metric selection and flexible reporting. An optional custom branded portal puts the firm's own branding on the mobile and web portals that clients and outside collaborators use to share documents and make payments.

Key Features

Pros & Cons

Pros

  • Billing, accounting, documents, calendaring and client portal are included in one platform from the entry-level plan.
  • Pricing for all three plans is published as per-user monthly rates.
  • Onboarding, training, data migration and 24/7 support are included with every subscription.
  • Integrates with Microsoft 365, Google Workspace, QuickBooks Online, NetDocuments, HotDocs and Lawmatics.
  • AI tools work from data already stored in the platform rather than separate systems.
  • Mobile apps for iOS and Android, plus an optional white-labeled client portal.

Cons

  • Plans are billed annually, and one-time implementation fees are not itemized on the site.
  • Automation, analytics and AI document summaries require Enterprise Plus at $99 per user per month or higher.
  • No free plan is listed, and the free trial length is not stated.
  • Premium Support requires a minimum of 25 users and a minimum term length.

Pricing

Frequently Asked Questions

What is CARET Legal?

CARET Legal is cloud-based legal practice management software for law firms. It combines case management, billing, accounting, payments, documents, client communication and reporting in one platform. The company says more than 6,500 firms use CARET.

How much does CARET Legal cost?

Plans are priced per user per month, billed annually: Enterprise is $79, Enterprise Plus is $99 and Enterprise Insights is $119. One-time implementation fees also apply, and the amounts are not published.

Does CARET Legal have a free trial?

The site offers a Request free trial option as well as demos. It does not state the trial length or a free plan.

What does CARET Legal integrate with?

It integrates with Microsoft 365, Google Workspace, IMAP email, Outlook and Word plugins for Windows, RMail, LawToolBox, Lawmatics, HotDocs, OneDrive, NetDocuments and QuickBooks Online. It also processes credit card, ACH and e-check payments.

Who is CARET Legal best for?

It is aimed at law firms of all sizes, with separate pages for firms of 1-30 employees and 30+ employees. Practice areas include personal injury, family law, estate planning, immigration, litigation and general practice.

Is onboarding and training included?

Yes. Every subscription includes dedicated onboarding support, on-demand courses, webinars, optional live training and expert data migration. Support is available 24/7 for Tier 1 issues.

Does CARET Legal include AI features?

Yes. CARET Capture, CARET Command and CARET Court Rules work from data already in the platform. Enterprise Plus and Enterprise Insights also list AI-generated document summaries.

Is there a mobile app for CARET Legal?

Yes. The site links to iOS and Android apps. It also offers optional custom branded mobile and web portals for clients and outside collaborators.

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