CARET Legal

• First and foremost, being able to access the software via a web-based login is extremely useful, especially when so many of us are working from home
• Time entry is straightforward and easy
• I do feel like it is helping us capture a higher percentage of our billable work than we did in the past
• Most of the reporting functionality is really great
• Customer support has been extremely responsive and helpful
• Integration with Quickbooks Online is really nice

• Caret Legal is very user friendly
• It allows all of our documents, billing, calendaring and notes to be captured in one place

• I like that everything is all in one place

All in one solution including billing, document management, e-mail integration, and task management that you cannot find in other softwares

• 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 like that it is a web-based system that lets you access it wherever you are
• We have many remote employees and knowing they can access in the office or on the road makes it very convenient

• The best thing about Carat is that everything is on the website that you can access anywhere (i
• e
• documents, tasks, calendar, events, time slips)
• The app on the phone also works great

• It allows us to focus on important tasks by automating what otherwise would be manual work
• Also, the ease of use helps our veteran staff feel more comfortable using the program

• ⭐ What I Liked • It really is an all-in-one platform
• Once we got set up, I appreciated that CARET handled matter management, billing, trust accounting, email, and documents in one place
• I didn’t have to bounce between programs nearly as much as I used to
• • The workflow automation is genuinely helpful
• When you invest the initial time to build task flows—especially for intake, litigation steps, and document follow-ups—the system runs smoothly
• It cut down on a lot of “who is doing what” confusion
• • Email integration is one of its best features
• Being able to tag emails directly to matters without relying on Outlook plug-ins was a big plus
• It kept communication organized automatically
• • Reporting is strong
• The dashboards helped me keep track of time entries, productivity, and where matters were getting bottlenecked
• Their financial reporting is better than what I’ve seen with lighter practice management tools

• I’m the office manager at a small family law firm, and Caret Legal has really simplified how we run things day to day
• We used to rely on several different tools for billing, scheduling, and document storage, but now everything’s in one place
• It’s organized, intuitive, and easy for our whole team to use
• The time tracking, task lists, and calendar features keep everyone on the same page, and the Outlook integration is a big plus
• Billing and invoicing are straightforward, and we can quickly see where each case stands
• Our Customer Success Manager has also been great — whenever we’ve had questions or issues, they’ve been quick to respond and resolve any issues
• Caret Legal saves us time and helps the office run smoothly
• I’d definitely recommend it to other law firms looking to streamline their operations