# CARET Legal

> Cloud-based practice management software with built-in AI capabilities for law firms

- **Canonical URI:** https://www.vioscale.ai/software/caret-legal
- **Category:** Legal Practice Management
- **Homepage:** https://www.caretlegal.com
- **Also known as:** caret-legal
- **Profile claimed by vendor:** no
- **Last updated:** 2026-10-06T22:33:10.483Z

## vioscaleAI score

**51.6 / 100**, confidence 59% (medium). Computed 2026-10-06.

Composite of weighted, independently-sourced signals (no user reviews, no vendor payment).

| Signal | Score | Weight | Contribution | Evidence present |
|---|--:|--:|--:|:--:|
| price_level | 25 | 0.105 | 2.6 | ✓ |
| reliability | 0 | 0.063 | 0 | - |
| capabilities | 86.7 | 0.043 | 3.7 | ✓ |
| integrations | 32 | 0.049 | 1.6 | ✓ |
| security_posture | 55 | 0.042 | 2.3 | ✓ |
| pricing_transparency | 75 | 0.094 | 7.1 | ✓ |

## Pricing

_As of 2026-10-06, [verify at source](https://www.caretlegal.com/pricing/). Independently observed._

from $79/user/mo · Subscription

> From $79/user/month. All plans billed annually. Free trial available.

| Plan | Price | Free | Commitment |
|---|---|:--:|---|
| Enterprise | $79/user/month billed annually | - | annual |
| Enterprise Plus | $99/user/month billed annually | - | annual |
| Enterprise Insights | Contact sales | - | annual |

### Enterprise

- 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

### Enterprise Plus

- 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

### Enterprise Insights (Contact sales)

- Everything in Enterprise Plus
- CARET Analytics with configurable reports and dashboards
- Customizable Data Visualization
- Personalized Metric Selection
- Flexible Reporting Options

### Add-ons

- **Premium Support**
- **Custom Branded Portals**

## About

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.

_Independently observed._

## Platform & deployment

- **Platforms:** Web
- **Deployment:** Cloud / SaaS

## Integrations (12)

_Independently observed._

- Microsoft 365 — email (native, bi-directional)
- Google Workspace — email (native, bi-directional)
- IMAP — email (native, bi-directional)
- Microsoft Outlook for Windows Plugin — email (native, bi-directional)
- RMail — email (outbound)
- LawToolBox — calendar (bi-directional)
- Lawmatics — crm (bi-directional)
- HotDocs — document (outbound)
- OneDrive — storage (native, bi-directional)
- NetDocuments — document (bi-directional)
- Microsoft Word for Windows Plugin — document (native, bi-directional)
- QuickBooks Online — accounting (native, bi-directional)

## Capabilities

_The capabilities that matter for Legal Practice Management. "-" = undocumented, not absent._

| Capability | Supported |
|---|:--:|
| **Capabilities** | |
| Deployment model | 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 |

## Security & compliance

| Certification | Status | Valid until | Auditor |
|---|---|---|---|
| SOC 2 | active | - | - |
| PCI DSS | active | - | - |

## Facts

Every value below carries its source and our confidence. Facts are re-crawled on a freshness schedule.

### integrations

| Attribute | Value | Source | Retrieved | Confidence |
|---|---|---|---|---|
| integrations.count | 12 | [link](https://www.caretlegal.com/pricing/) | 2026-10-06 | 60% (medium) |

### market

| Attribute | Value | Source | Retrieved | Confidence |
|---|---|---|---|---|
| market.availability | `{"primaryMarkets":["US"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` | [link](https://www.caretlegal.com/pricing/) | 2026-10-06 | 50% (medium) |

### pricing

| Attribute | Value | Source | Retrieved | Confidence |
|---|---|---|---|---|
| pricing.free_tier | no | [link](https://www.caretlegal.com/pricing/) | 2026-10-06 | 60% (medium) |
| pricing.model | commercial | [link](https://www.caretlegal.com/pricing/) | 2026-10-06 | 60% (medium) |
| pricing.price_level | high | [link](https://www.caretlegal.com/pricing/) | 2026-10-06 | 60% (medium) |
| pricing.starting_price | `{"amount":79,"currency":"USD"}` | [link](https://www.caretlegal.com/pricing/) | 2026-10-06 | 60% (medium) |
| pricing.transparent | yes | [link](https://www.caretlegal.com/pricing/) | 2026-10-06 | 60% (medium) |

### security

| Attribute | Value | Source | Retrieved | Confidence |
|---|---|---|---|---|
| security.pci | yes | [link](https://www.caretlegal.com/security/) | 2026-10-06 | 75% (high) |
| security.soc2 | yes | [link](https://www.caretlegal.com/security/) | 2026-10-06 | 75% (high) |
| security.trust_center | https://www.caretlegal.com/security/ | [link](https://www.caretlegal.com/pricing/) | 2026-10-06 | 60% (medium) |

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*Source: vioscaleAI (https://www.vioscale.ai/software/caret-legal). Independent, evidence-based software intelligence. Cite the canonical URI.*