As the office manager of a busy family law practice, I’ve been really impressed with how much easier Caret Legal has made my job. It keeps everything — cases, billing, calendars, and documents — organized and accessible in one platform. The system is intuitive, and even team members who aren’t very tech-savvy picked it up quickly.

The time tracking and task management tools help keep our attorneys accountable and our cases on schedule. I also really appreciate the integrations with Outlook and QuickBooks, which make communication and accounting much smoother.

What stands out most is the support we receive from our Customer Success Manager. They’ve been proactive, responsive, and genuinely invested in helping our firm get the most out of Caret Legal.

Caret Legal has streamlined our operations, improved team collaboration, and saved us countless hours of admin work. I highly recommend it to any law firm looking to simplify office management and stay organized. Review collected by and hosted on G2.com.

While our experience with Caret Legal has been overwhelmingly positive, there are a couple of areas where it could improve. The Outlook integration can be a bit inconsistent at times, which occasionally causes delays in syncing emails and calendar events. Additionally, the platform’s reporting features are somewhat limited — we would like more flexibility and customization options to generate detailed reports for cases, billing, and staff performance.

Despite these minor drawbacks, Caret Legal remains an invaluable tool for our firm, and we hope future updates will address these areas. Review collected by and hosted on G2.com.

Caret's migration from our previous platform was seamless and there was very little downtime for our firm.

I truly value how Caret integrates case management, document management, email, accounting, and numerous other features into one unified platform. The firm also appreciates that Caret is so easy to learn which has led to better timekeeping and collaboration of our matters.

The customer service team is consistently prompt and efficient in their responses, and I’ve observed that they frequently update the program based on client feedback. Review collected by and hosted on G2.com.

We have noticed one drawback, which occurs infrequently: since this is an internet cloud-based platform, there can be some latency when the internet is experiencing problems. However, these issues are typically resolved within an hour or so. Review collected by and hosted on G2.com.

CARET Legal is a superior product. I have researched many similar systems and CARET Legal has the best ease of use and IT/customer service teams. CARET Legal listens when I relay that I am struggling with a function or something is missing that would assist in my everyday use, and then they not only address it, they exceed my expectations. CARET Legal understands how law firms operate and they assure that their product mirrors our needs. Review collected by and hosted on G2.com.

There are no downsides to using CARET Legal. They understand the needs of a law firm and its operations. Review collected by and hosted on G2.com.

Caret Legal is an all-in-one software platform that streamlines running a law firm. From case management to accounting, it is easy to quickly find what you need. Review collected by and hosted on G2.com.

Like any new software there are some bugs that are being worked out, but the communication with support is easy and they are typically responsive. Review collected by and hosted on G2.com.

We are using Caret Legal for all areas of our practice - document management, time keeping, billing, accounting and we are starting to implement their "New Lead" feature, workflows, and document templates.

The Migration team, the Trainers, and Support are all great to work with. Our implementation went well. Any time there was a problem, the Migration team was already on it and provided the fix/solution or a work around until a fix can be implemented. Once you start using Caret Legal, it is easy to use. Review collected by and hosted on G2.com.

Too early to tell. We are a few months with Caret and we continue to learn more and use more of the Caret Legal features Review collected by and hosted on G2.com.

We love the back end office that is included the file management. Not having to run 2 software's is so helpful, and the access to billing/payment information to everyone in the firm lightens the accounting department's tasks. Review collected by and hosted on G2.com.

The integration with Microsoft breaks frequently. Would be nice if you can invite both inside and outside people to appointments, and accept them before they hit your calendar. Review collected by and hosted on G2.com.

I love how you can quickly generate documents in CARET. Review collected by and hosted on G2.com.

I would like to be able to see who created an appointment in CARET but it does not allow you to see who set up the appointment. Review collected by and hosted on G2.com.

easy to use, keeps me organized, integrated with outlook Review collected by and hosted on G2.com.

glitches and runs slow at times and freezes up Review collected by and hosted on G2.com.

Everything is accessible through one site. Easy to use. Review collected by and hosted on G2.com.

The writing is so small at the top. I look at a lot and can barely read.

Should be a favorites document tab accessible right when I log in. Review collected by and hosted on G2.com.

It does barely enough to call itself a case management software Review collected by and hosted on G2.com.

Customer support is non existent. To add a new user takes at least 3 weeks and 14 emails. They also surprise you with price increases. They charge annually and go right for your credit card without a quote. The task list has the same bugs that it had 7 years ago when I started with it. You to refresh it to see what is actually on it, each time. No longer worth the money. Review collected by and hosted on G2.com.