# Actionstep vs CARET Legal

**Leader by vioscaleAI score:** CARET Legal

| Attribute | Actionstep | CARET Legal |
|---|---|---|
| **vioscaleAI score** | 36 (33% (low)) | 51.6 (59% (medium)) |
| deployment.options | `{"cloud":true}` | `{"cloud":true}` |
| description.long | Integrated practice management and accounting platform combining matter management, client communication, billing, trust accounting, document assembly, and workflow automation designed for law firms. | A cloud practice management platform that helps law firms manage matters, billing, timekeeping, calendars, and client relationships, with integrated AI features that operate within existing workflows. |
| features.capabilities | `{"pricing_model":"flat_monthly_per_user","deployment_model":"cloud_web_app","time_tracking_and_timer_widgets":true,"microsoft_word_plugin_document_assembly":true,"secure_client_portal_for_document_sharing":true}` | `{"pricing_model":"flat_monthly_per_user","deployment_model":"cloud_web_app","ledes_ebilling_aba_task_codes":true,"time_tracking_and_timer_widgets":true,"matter_centric_calendaring_rules":true,"native_email_outlook_gmail_syncing":true,"microsoft_word_plugin_document_assembly":true,"integrated_credit_card_and_ach_processing":true,"secure_client_portal_for_document_sharing":true}` |
| integrations.count | 10 | 12 |
| integrations.list | `[{"name":"Outlook","native":false,"category":"email","direction":"bidirectional"},{"name":"Gmail","native":false,"category":"email","direction":"bidirectional"},{"name":"Google Calendar","native":false,"category":"calendaring","direction":"bidirectional"},{"name":"Google Drive","native":false,"category":"cloud_storage","direction":"bidirectional"},{"name":"Microsoft Word","native":false,"category":"document_editing"},{"name":"Microsoft Power Automate","native":false,"category":"workflow_automation","direction":"bidirectional"},{"name":"NetDocuments","native":false,"category":"document_management","direction":"bidirectional"},{"name":"Xero","native":false,"category":"accounting","direction":"bidirectional"},{"name":"MiTimes","native":false,"category":"time_tracking","direction":"bidirectional"},{"name":"Josef","native":false}]` | `[{"name":"Microsoft 365","native":true,"category":"email","direction":"bidirectional"},{"name":"Google Workspace","native":true,"category":"email","direction":"bidirectional"},{"name":"IMAP","native":true,"category":"email","direction":"bidirectional"},{"name":"Microsoft Outlook for Windows Plugin","native":true,"category":"email","direction":"bidirectional"},{"name":"RMail","native":false,"category":"email","direction":"outbound"},{"name":"LawToolBox","native":false,"category":"calendar","direction":"bidirectional"},{"name":"Lawmatics","native":false,"category":"crm","direction":"bidirectional"},{"name":"HotDocs","native":false,"category":"document","direction":"outbound"},{"name":"OneDrive","native":true,"category":"storage","direction":"bidirectional"},{"name":"NetDocuments","native":false,"category":"document","direction":"bidirectional"},{"name":"Microsoft Word for Windows Plugin","native":true,"category":"document","direction":"bidirectional"},{"name":"QuickBooks Online","native":true,"category":"accounting","direction":"bidirectional"}]` |
| market.availability | `{"primaryMarkets":[],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` | `{"primaryMarkets":["US"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` |
| platform.support | `{"web":true}` | `{"web":true}` |
| pricing | `{"type":"subscription","plans":[{"free":false,"name":"Practice Management","summary":"Per user pricing plus implementation fees. Includes billing, time tracking, and trust accounting.","features":["Matter & Case Management","Client Intake & Form Management","Document Management, Assembly, & Storage","Client Relationship Management","Client Portal","Custom Business Reporting","Marketing & Business Development","Client Communication","Advanced Calendaring","Task and Process Management","Data Management","Workflow Automation","Core Accounting Tools","Financial Reporting","Microsoft Office Connection","Access to Powerful Integrations","Enterprise-Level Security","Single Sign On (SSO)","Federated Single Sign On (SSO)","Time Capture & Time Sheets","Comprehensive Billing","Trust Accounting","Client Accounting"],"description":"Core platform including matter management, client intake, document management and assembly, CRM, client portal, billing, trust accounting, and workflow automation","contactSales":true},{"free":false,"name":"Legal Accounting","summary":"Per user pricing. North America only.","features":["Multi-Currency General Ledger","Banking Transactions & Reconciliation","Profit & Loss Statements","Expense and Disbursement Management","Accounts Payable & Receivable","Cashflow Management","Budgeting","Forecasting","Revenue Recognition","Payments"],"description":"Standalone or add-on accounting module with general ledger, banking, trust accounting, revenue recognition, and financial reporting. North America only.","contactSales":true}],"addOns":[{"name":"Builder"},{"name":"Capture"},{"name":"Trace – AI Time Capture"},{"name":"Acumen – Embedded Analytics"}],"summary":"Per user pricing plus implementation fees. Requires contacting sales.","freeTier":false,"sourceUrl":"https://www.actionstep.com/pricing/","retrievedAt":"2026-10-06T22:05:05.211Z"}` | `{"type":"subscription","plans":[{"free":false,"name":"Enterprise","summary":"$79/user/month billed annually","features":["Built-In Email","Document Management","Calendaring","Task Management","Contact Management","Billing","Accounting","Reporting","Client Portal","Document Storage","LEDES Invoicing","Integrated Payments","24/7 Phone Support"],"commitment":"annual","components":[{"kind":"per_unit","unit":"user","amount":79,"period":"month","currency":"USD"}],"contactSales":false},{"free":false,"name":"Enterprise Plus","summary":"$99/user/month billed annually","features":["Everything in Enterprise","CARET Analytics with standard dashboards and reports","Automated Workflows","Custom Permissions","Department-based Accounting","Native Document Editing","Unlimited Matter-Related Document Storage","AI-Generated Document Summaries"],"commitment":"annual","components":[{"kind":"per_unit","unit":"user","amount":99,"period":"month","currency":"USD"}],"contactSales":false},{"free":false,"name":"Enterprise Insights","summary":"$119/user/month billed annually","features":["Everything in Enterprise Plus","CARET Analytics with configurable reports and dashboards","Customizable Data Visualization","Personalized Metric Selection","Flexible Reporting Options"],"commitment":"annual","components":[{"kind":"per_unit","unit":"user","amount":119,"period":"month","currency":"USD"}],"contactSales":true}],"addOns":[{"name":"Premium Support"},{"name":"Custom Branded Portals"}],"summary":"From $79/user/month. All plans billed annually. Free trial available.","currency":"USD","freeTier":false,"sourceUrl":"https://www.caretlegal.com/pricing/","retrievedAt":"2026-10-06T22:22:21.132Z","startingPrice":{"unit":"user","amount":79,"period":"month","currency":"USD"},"billingPeriods":["year"]}` |
| pricing.free_tier | no | no |
| pricing.model | quote | commercial |
| pricing.price_level | unknown | high |
| pricing.starting_price | - | `{"amount":79,"currency":"USD"}` |
| pricing.transparent | no | yes |
| security.certifications | - | `[{"name":"SOC 2","status":"active"},{"name":"PCI DSS","status":"active"}]` |
| security.gdpr | yes | - |
| security.pci | - | yes |
| security.soc2 | yes | yes |
| security.trust_center | https://www.actionstep.com/risk-intelligence-for-legal-professionals-a-guide-to-aml-ctf-compliance/ | https://www.caretlegal.com/security/ |

## Capabilities (Legal Practice Management)

| Capability | Actionstep | CARET Legal |
|---|:--:|:--:|
| **Capabilities** |  |  |
| Deployment model | Cloud web app | Cloud web app |
| Iolta trust accounting compliance | - | - |
| Conflict of interest checker | - | - |
| Ledes ebilling aba task codes | - | ✓ |
| Secure client portal for document sharing | ✓ | ✓ |
| Native email outlook gmail syncing | - | ✓ |
| Microsoft word plugin document assembly | ✓ | ✓ |
| Integrated credit card and ach processing | - | ✓ |
| Time tracking and timer widgets | ✓ | ✓ |
| Matter centric calendaring rules | - | ✓ |
| SOC2 type ii | - | - |
| ISO 27001 | - | - |
| Pricing model | Flat monthly per user | Flat monthly per user |

*Source: vioscaleAI. Generated 2026-10-07T01:14:53.783Z. "-" = undocumented, not absent.*