Caret Legal

CARET Legal is a cloud-based practice management platform for small and mid-sized U.S. law firms. It covers intake, matter management, billing, native accounting, and analytics in a single system, without requiring third-party integrations. Notable features include passive time tracking (the vendor claims up to $20,000 in additional captured billable time per attorney, though actual results vary), automated workflows, and CARET Analytics for KPI tracking.

The platform is SOC 2 compliant with PCI DSS-ready billing, role-based access controls, end-to-end encryption, and audit logging. 24/7 support is included.

Capabilities

Spans 5 product areas: Law Practice Management Suites, Time and Billing, Firm Analytics, KPIs and Reporting Tools, Accounting/Finance, Matter Management.

Workflow Coverage

Based on published feature listings, this tool maps to 8 workflow areas:

• Billing, Time & Finance — Billing and Invoicing, Time Tracking, Accounting, Budgeting/Forecasting (+12 more)
• Document Review & Management — Document Management, Document Database Management (Repository for Archiving and Retention), Document Disposition Based on User Defined Rules, Version Control (+8 more)
• Filing & Compliance — Calendar Integration, Calendar Management, Access Controls, Encryption capabilities (+6 more)
• Client & Matter Lifecycle — CRM, Contacts Management, Conflicts Checking, Custom Client Intake
• Firm Operations & Growth — Task Management, Staff Rostering
• Communication & Collaboration — Client Portal, Native Email Client, Integration with Microsoft Teams
• Document Drafting & Automation — Document Assembly, Contract Management, Transaction Management
• Research & Analysis — Insights and Analytics

Workflow mappings derived from published feature lists. Not independently verified.

Company Info

• Sector: Legal Tech

What We Haven’t Verified

This page was assembled from publicly available information. Feature claims and workflow mappings are based on what the vendor and third-party listings publish — not hands-on testing or practitioner feedback.