# Compare Clio vs CARET Legal 2026 | Capterra > Unsure of what to choose? Check Capterra to compare Clio and CARET Legal based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/105428-144573/Clio-vs-CARET-Legal --- # Clio vs CARET Legal Features and Cost Comparison Last updated April 15th, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/) Your comparison: ClioCARET Legal2/4 selected [Clio](https://www.capterra.com/p/105428/Clio/)[4.7 (1,692)](https://www.capterra.com/p/105428/Clio/reviews/) [CARET Legal](https://www.capterra.com/p/144573/CARET-Legal/)[4.5 (155)](https://www.capterra.com/p/144573/CARET-Legal/reviews/) [## Clio](https://www.capterra.com/p/105428/Clio/)[4.7 (1,692)](https://www.capterra.com/p/105428/Clio/reviews/) Starting Price $49.00/month Value-for-Money 4.5 Functionality 4.5 Ease of Use 4.6 Customer Service 4.7 Reviews Sentiment Based on [1,692 reviews](#user-reviews) Positive 1,594 Neutral 50 Negative 48 [## CARET Legal](https://www.capterra.com/p/144573/CARET-Legal/)[4.5 (155)](https://www.capterra.com/p/144573/CARET-Legal/reviews/) Starting Price Contact vendor Value-for-Money 4.3 Functionality 4.3 Ease of Use 4.5 Customer Service 4.4 Reviews Sentiment Based on [155 reviews](#user-reviews) Positive 134 Neutral 9 Negative 12 ## Send this comparison chart to my inbox ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. What’s your intended use case? ## Summary * * * Key features rated by users Features selected based on 3,358 reviews from law practice management software users. about the Fit Score methodology. Fit Score methodology Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about. If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology 90%Fit High performer Feature ratings Legal Case Management 4.6 Billing & Invoicing 4.5 Time Tracking 4.6 Document Management 4.3 Trust Accounting 4.3 78%Fit Feature ratings Legal Case Management 4.3 Billing & Invoicing 4.0 Time Tracking 4.4 Document Management 4.1 Trust Accounting 4.2 User satisfaction User satisfaction 4.7 User reviews[1,692](https://www.capterra.com/p/105428/Clio/reviews/) Ease of use 4.6 Functionality 4.5 Value for money 4.5 Customer support 4.7 User satisfaction 4.5 User reviews[155](https://www.capterra.com/p/144573/CARET-Legal/reviews/) Ease of use 4.5 Functionality 4.3 Value for money 4.3 Customer support 4.4 Price starts from Price starts from $49Per User, Per Month - Free version - Free trial Price starts from \-- - Free version - Free trial Best for Best for Ranked #1 and with the most 5-star reviews on Capterra, Clio is the only intelligent legal work platform with context-aware AI and trusted legal research. Proudly used by 400,000+ legal professionals Best for CARET Legal is designed for the evolving needs of small and mid-sized law firms and offers subscription packages to handle a variety of practice management needs. ## User reviews Pros & cons CP Christopher P. Attorney > "The way it connects to my Gmail and my Google Calendar, along with uploading all my clients into contacts make my life so much easier. " [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7036235) VR Verified Reviewer Managing partner > "The per user cost and constant updating of services that are not included and frankly don't work well with their other services seems less of..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6873793) KA Keirsten A. Client Care Coordinator > "The Outlook integration is amazing, if a coworker is unavailable for a specific client, I can go to the communications tab and see what is..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7093577) TG Tania G. Paralegal > "I was not a huge fan in how the communication was displayed. When looking at email threads it was a bit hard to understand who contacted who..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7048409) KA Keirsten A. Client Care Coordinator > "I like that we have the option to send documents for e-signature, and that Clio lets us know when it has been viewed and signed." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7093577) JP Jay P. Attorney > "I signed up in October, migrated end of December, and in mid February cannot get an accurate report for the fees earned in January. " [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7095612) LC Lou C. Managing Partner > "Having one place to store all our client data, documents and notes regarding the work with do with them is invaluable." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7035945) RM Ryan M. Attorney at Law > "In short, the above is somewhat anecdotal, but goes to show that rather simple issues that arise (such as fixing a client number) are either..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6619003) DY Deborah Y. Partner > "I am also now learning to use it to capture my client emails and communicaitons without need to use add-on apps and for better cybersecurity." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6877371) VR Verified Reviewer Principal Lawyer > "Clio may be more developed in other markets, but in Australia, it’s been frustratingly underwhelming. If you’re based in Australia, I’d..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6854035) JC Josue C. Founding Partner > "Great use of technology to streamline my practice and make normal tasks take seconds (drafting, reminding clients of court dates, etc)." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6555152) VI Vanessa I. Legal Assistant > "I do not like how it does not alert when there are duplicate entries." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7110453) Eric B. Owner > "From billing to CRM to scheduling to task management - it handles everything with ease." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7039024) VW Victor W. Office Manager > "It does not allow you to navigate from activity to activity in the entry window without exiting the window, and then clicking on the next..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6745799) Sarah G. Owner > "I do marketing emails and try to help them keep their business running smoothly and efficiently." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7132404) JC Josue C. Founding Partner > "Some of the features don't work as well as I want or there are little glitches on my computer (windows that pop up saying things I don't..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6555152) Cralissa H. Senior Paralegal > "It is user friendly and covers all our bases from invoicing to document management and even sharing items with our clients." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6869445) Lisa S. Partner > "Also, sometimes the launcher does not work, and I have to download the document sought to revise it." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6868804) VR Verified Reviewer Certified Paralegal > "Overall, this is a great platform to keep everything in one place from contacts, documents, billing, time tracking, and invoices." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6868890) CV Carolina V. CFO > "Document filing/storage area by matter is a bit clunky, as is the Clio-generated Client email - though it is conceptually a great idea it..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6560388) BS Brenda S. Case Manager > "Clio is a good overall software that is useful in maintaining a detailed and organized database, however, its limitation in functionalities..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6647579) JK Jenifer K. Billing Administrator > "Not being able to search clients by balance when someone other than the client pays the invoice with no identifiable reference. " [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6590075) HS Hannah S. Attorney > "Overall, Clio has streamlined my law practice, improving efficiency, client management, and billing accuracy daily." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6887168) AD Ashley D. Attorney > "It was difficult to build out my intake form to send to clients. Once they started to fill out the form, they had to complete it." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6741679) AS Ashley S. Attorney > "I’m able to easily track intake from first contact through execution of engagement." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6805060) LG Laura G. Paralegal > "Clio does not yet work with Connecticut Probate Courts to be able to upload documents directly to their system." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6555130) FEP Frederick Ezekiel P. Legal Secretary > "I like the tasks feature that I find useful for planning and tracking workflow." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6868274) JP Jay P. Attorney > "The responsiveness to my complaints about this, has been underwhelming." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7095612) VI Vanessa I. Legal Assistant > "It is great with managing data and storing information." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7110453) VR Verified Reviewer Paralegal > "The banking system is a little complicated." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7104878) JC Joel C. Attorney > "I've been user for several years, but its evolution, combined with some additional training, has made it a vastly more valuable tool." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7040057) VR Verified Reviewer Account Executive > "Have a lot of features and can be hard to keep up" [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7037739) BS Brenda S. Case Manager > "Clio's functionalities are useful in the ability to maintain clients information in a organized database." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6647579) JH Jodi H. Legal Assistant > "There is no way to send one document that is both an invoice and a trust request so that you can show clients where their money has gone and..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6097967) Kelcey S. Firm Administrator > "Our firm also loves the tasking feature and the several ways to capture time." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6869389) RZ Ryan Z. Owner > "Clio also, without any notice at all, removed certain features that allowed for the linking of card payments from Clio Scheduler (a sister..." [See full review](https://www.capterra.com/p/105428/Clio/#SoftwareAdvice___6268037) Erin P. Attorney Owner > "Customer support is always available to assist, and Clio offers options to test new product features. " [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6870008) EL Elizebeth L. Owner > "Collab with Clio for Co Counsel is not functional for document share or notating the file properly" [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6610648) TT Tania T. Law Clerk > "client intake & document management system - billing tool is easily accessible and convenient for time tracking." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6654790) VR Verified Reviewer Principal Lawyer > "Key integrations promised at sign-up still don’t exist (two years later)" [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6854035) CP Christopher P. Attorney > "It is well worth the cost and I just upgraded to a higher version for the additional features. " [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7036235) MJ Maria J. Admin Staff > "Mixnor bug fixes: sometimes when you go back on a page, it doesn't load." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6600916) VR Verified Reviewer Paralegal > "I love the customer service if I ever have an issue they will address it right away." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7104878) CO Caroline O. Paralegal > "Only downsides is that it's very basic and does provide a full amount of features, despite the constant updates." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6590103) VR Verified Reviewer Managing partner > "This is a good program for a solo or small office but a below average program for a large office. " [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6873793) CM Catlan M. Owner > "Implementation and sales team disappeared once I signed the contract, and I was left calling regular support like everyone else; really..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6081638) EL Emily L. Paralegal > "It has really saved me a lot of time when it comes to communicating with my clients and providing them copies of their records." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6745689) AM Alex M. Attorney and Practitioner at law > "Sometimes it freezes up if I’ve forgotten to stop a timer on my phone." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6555066) Daniel G. V. Attorney > "For a reasonable price, Clio includes a number of useful features in one package: DocuSign capacity, billing, trust accounting, document..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6141279) VR Verified Reviewer Principal Lawyer > "Poor accountability from support and product teams" [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6854035) JB Jessica B. Operations Manager > "Clio is a fantastic information-gathering tool and is close to being a one-stop-shop for everything we need pertaining to our clients." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6590365) RZ Ryan Z. Owner > "Clio is plagued with bugs and its cloud-based document system stops working entirely every few weeks or so, requiring a complete..." [See full review](https://www.capterra.com/p/105428/Clio/#SoftwareAdvice___6268037) PG Peggy G. Legal Assistant > "I like that it offers an academy so you can learn how to properly work the software. " [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6810033) MC Maria C. Attorney > "These software programs do not fully communicate." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6838038) Verónica M. Attorney > "The platform's user-friendly design simplifies navigating through different modules, whether I'm tracking billable hours, organizing case..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___4832891) MR Markell R. Lawyer > "We were considering moving our document storage to Clio, but we couldn't preset files with our folder organization system and it seemed more..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6081577) VR Verified Reviewer Principal Lawyer > "Good for basic matter management and time recording" [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6854035) EH Erika H. Paralegal > "Sometimes the way the bills are displayed can be confusing for clients." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6605465) Juan B. CEO > "The ability to track time and handle billing intuitively has greatly simplified my daily routine, freeing me from many tedious administrative..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6134103) BH Brad H. Partner > "Some of the services are not as intuitive as some staff would like, especially older staff." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6590992) VR Verified Reviewer Account Executive > "The support received is excellent with many avenues for learning." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7037739) William K. Manager > "Well of course the cost." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7115028) CL Christopher L. Owner > "Aside from that minor, negative Con above, I Love Clio, as does my staff and colleagues. " [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7036895) KAD Keri-Ann D. Paralegal > "Clio tends to have latency issues." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6341821) AD Ashley D. Attorney > "It was great for keeping track of tasks and where clients were in the pipeline." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6741679) KH Karen H. attorney > "Reports and tracking are not always helpful." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6324293) NO N O. Partner > "Support is always available and help you with the different products to enhance your legal representation of clients." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6556269) JW Jessica W. Lead Paralegal > "Not enough custom fields." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6608213) Michael B. Attorney > "I especially like that Manage and grow share data very well." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6874110) AI Alexander I. Managing Attorney > "The customer support is not 24/7 and not being able to send reminders as text messages rather than by email or in app" [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6141167) DH DeAnna H. Attorney > "Clio offered me guidance when I first set up my firm, and they continue to offer support and innovation as my practice becomes larger. " [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6676141) CT Chin T. Finance Exec > "Somehow, it doesn't look very professional, we couldn't use a high-res logo and there are limits in the extent to which we can change the..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___4778154) LC Lou C. Managing Partner > "The customer service attention is outstanding. " [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7035945) WC William C. CFO > "Minor complaints about user access/authorizations. " [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6555217) DY Deborah Y. Partner > "Great for solo practitioners and larger firms alike!" [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6877371) SP Stephanie P. Director of Operations > "Automation with the custom fields is lacking and we have to use secondary programming that still does not meet our needs. " [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6170046) DY Deborah Y. Partner > "This user friendly system continues to amaze me as it has added more and more desirable features. " [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6877371) MF Matt F. Managing Partner > "The price -- it's really expensive, and it just keeps going up." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6620629) CB Christine B. Chief of Staff, Lead Paralegal > "Setting reminders is also great to help you take on task and meet your deadlines." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6555060) MA Myles A. Managing Member > "Tech support" was a total waste of time. " [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6861390) [View Reviews](https://www.capterra.com/p/105428/Clio/reviews/) KR Kayla R. Office Manager and Paralegal > "The platform keeps everything organized in one intuitive place, saves time through helpful automation, and makes billing simple." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7064897) Todd E. Managing Partner > "It is disappointing that a company serving the legal industry demonstrates such a lack of transparency and disregard for written..." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7098199) SM Samantha M. Paralegal > "One of the standout features is its seamless integration of case management and accounting tools." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7124112) DD Donna D. Managing Partner > "I do not like that it does not have the auto correction features that will automatically correct to capitalize the first letter of..." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7071623) SM Samantha M. Paralegal > "From the moment we implemented it, we noticed a significant improvement in how efficiently we manage cases, billing, and client..." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7124112) JY Jacob Y. Shareholder > "Occasional bugs after updates. When CARET pushes out new features, things occasionally break or slow down." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7047933) SO Susan O. Office Manager > "The software feels built with law firms in mind — practical features, logical layouts, and great support when we need it." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7036012) SB Syretha B. Firm Administrator > "There are times when we experience random glitching, super-slow periods and downtime." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7039351) VB Vanessa B. Office Manager > "We can easily keep all of our matters in one place and can access them from any device which is very helpful." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7050680) VB Vanessa B. Office Manager > "Sometimes it freezes up but not often. When this happens, I can either contact support or just close out and wait for a few minutes..." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7050680) NM Natalya M. Chief Operating Officer > "They always seem to be adding innovative new updates and features - although sometimes they don't have the best onboarding or have..." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7055532) EG Erin G. Paralegal > "Sometimes Caret glitches or is down and it is very incontinent." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7054124) SM Samantha M. Paralegal > "It’s a powerful tool that has made a noticeable difference in our day to day operations, and I would highly recommend it to any..." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7124112) NM Natalya M. Chief Operating Officer > "They have an outsourced technical support team with which I've constantly encountered communication issues with." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7055532) BS BRITTON S. Firm Administrator > "We have many remote employees and knowing they can access in the office or on the road makes it very convenient." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7035412) PW PHILLIP W. Attorney > "The software is buggy and the company couldn't care less about improving the product." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7099160) BS BRITTON S. Firm Administrator > "I like that it is a web-based system that lets you access it wherever you are. " [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7035412) DF Daymaris F. COO > "Customer service is really bad, they don't have people with accounting knowledge in customer support that can help with all the..." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#SoftwareAdvice___6678684) JY Jacob Y. Shareholder > "Their financial reporting is better than what I’ve seen with lighter practice management tools." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7047933) CM C M. Owner > "Turns out, they eliminated the plan I was on and doubled my annual charge! " [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7060256) KH Kate H. Bookkeeper > "It is convenient both for accounting and for managing clients' legal cases." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7058788) JY Jacob Y. Shareholder > "Compared to other platforms, the UI isn’t the most intuitive." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7047933) SO Susan O. Office Manager > "Our Customer Success Manager has also been great — whenever we’ve had questions or issues, they’ve been quick to respond and..." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7036012) PW PHILLIP W. Attorney > "The billing (Accounting) program is almost worthless." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7099160) SM Samantha M. Paralegal > "Having everything in one place has saved us countless hours and reduced the risk of errors." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7124112) PW PHILLIP W. Attorney > "Would NOT recommend using CARET, especially the accounting program." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7099160) SO Susan O. Office Manager > "Caret Legal saves us time and helps the office run smoothly." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7036012) Todd E. Managing Partner > "Lots of employee turnover. " [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7098199) BR Brooke R. Personal Injury Paralegal > "if you are used to using a computer, it is all very user friendly and didn't require a ton of videos to get the use of it down." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7070626) Todd E. Managing Partner > "Poor management. " [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7098199) KR Kayla R. Office Manager and Paralegal > "It’s efficient, reliable, and genuinely improves my day-to-day workflow." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7064897) JB Jim B. Attorney > "I won't get in to the shortcomings of the software in too detail, but suffice it to say, the interface is very slow, the use of the..." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#GetApp___4409309) JY Jacob Y. Shareholder > "I’d recommend it for mid-size firms that want automation and advanced reporting." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7047933) LR Lee R. Attorney > "Difficult to track and save emails which caused me to seek out a different product." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___6241464) SO Susan O. Office Manager > "The platform is reliable, easy to navigate, and has noticeably improved our workflow." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7036012) MW Michael W. Chief Legal Officer > "Caret purchased Zola and the transition has not been optimal." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___4881830) JS Jesus S. IT Admin and Administration > "It’s reliable, easy to use, and meets our needs effectively, helping us stay organized and efficient." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7059365) SC Susan C. Attorney > "I use this only for billing, but two things could be improved: 1) there should be a field for phone number and email address along..." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___3034788) JH Jennifer H. Paralegal > "We have no complaints and are always able to obtain help if we need it in a timely manner." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7048007) VR Verified Reviewer Attorney/Owner > "The system says that the client paid, but to actually put the money in your operating account, you again have to HAND WRITE (form..." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#GetApp___4344121) NM Natalya M. Chief Operating Officer > "Our account manager is also amazing, and has been an advocate for us whenever we have encountered any issues." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7055532) AF Alex F. Attorney > "Customer service is useless and sends generic messages asking to perform various steps - none of which work." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#SoftwareAdvice___4737871) SM Samantha M. Paralegal > "Caret Legal has been a game-changer for our firm." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7124112) CW Conner W. Operations Manager > "You can't customize the CRM/sales process stages or really anything about the CRM for that matter, so you have to brute force your..." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___2871997) SO Susan O. Office Manager > "I’d definitely recommend it to other law firms looking to streamline their operations." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7036012) VR Verified Reviewer Attorney/Owner > "So many features that I took for granted in other programs as "standard" are just not functionalities in Zola. " [See full review](https://www.capterra.com/p/144573/CARET-Legal/#GetApp___4344121) SO Susan O. Office Manager > "It’s organized, intuitive, and easy for our whole team to use." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7036012) AF Alex F. Attorney > "Email on desktop software or mobile app has not been working for over a week! " [See full review](https://www.capterra.com/p/144573/CARET-Legal/#SoftwareAdvice___4737871) VB Vanessa B. Office Manager > "I have been using Care for 6 years and I have found it to work very well for our firm." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7050680) AF Alex F. Attorney > "Overall, the program is very slow and takes time to perform most tasks. " [See full review](https://www.capterra.com/p/144573/CARET-Legal/#SoftwareAdvice___4737871) AY Alisha Y. Solicitor > "We use the mobile function instead of desktop frequently as the layout is great." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___6651798) AM Andrew M. Controller > "I am desperate for a journal entry identifier. " [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___3526659) KH Kate H. Bookkeeper > "It is quite simple and convenient, and also easy to learn." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___7058788) KG Katherine G. Attorney > "There is no ability to pop emails out in a separate window. When we have had an issue in the past, Zola has been fast to respond..." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___2842072) AJ Amy J. Forensic Psychologist > "Aside from customer service and calendaring issues, it has been amazing." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#SoftwareAdvice___6613826) JA Jennifer A. Attorney - Solo > "However, the program is a bit slow and clunky (I have a new laptop, so it's not the specs of the laptop). " [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___2869931) Ulrich N. Doctor > "I manage my files efficiently, organize my documents and track my time." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___6022986) AF Alex F. Attorney > "They ruined a good practice management program." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#SoftwareAdvice___4737871) AF Alex F. Attorney > "Have lots of features and functions, such as bi-directional email integration, trust accounting, CRM, billing, time tracking, etc." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#SoftwareAdvice___4737871) Michael G. Managing Partner > "We are spending less time to get bills out, and they are going out faster." [See full review](https://www.capterra.com/p/144573/CARET-Legal/#Capterra___2841662) [View Reviews](https://www.capterra.com/p/144573/CARET-Legal/reviews/) ## User interface 4.65 (1,692) [CARET Legal](https://www.capterra.com/p/144573/CARET-Legal/) 4.45 (155) ## Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ### Features Clio Top features 45/50 - Access Controls/Permissions - Accounting - Activity Dashboard - Activity Tracking - AI Copilot - AI Redlining - AI Summarization - Alerts/Notifications - API - Appointment Management - Backup and Recovery - Billable Items Tracking - Billing & Invoicing - Billing Rate Management - Calendar Management - Case Law Research - Client Portal - Collaboration Tools - Communication Management - Compliance Management - Conflict Management - Contact Management - Contract/License Management - CRM - Customizable Fields - Customizable Forms - Customizable Reports - Customizable Templates - Deadline Management - Document Generation - Document Management - Document Templates - Email Management - Expense Tracking - Forms Management - Generative AI - Legal Case Management - Mobile Access - Payment Processing - Records Management - Reminders - Reporting & Statistics - Search/Filter - Secure Data Storage - SSL Security - Task Management - Third-Party Integrations - Time Tracking - Trust Accounting - Workflow Management [See all features](https://www.capterra.com/p/105428/Clio/#features) CARET Legal 44/50 - Access Controls/Permissions - Accounting - Activity Dashboard - Activity Tracking - AI Copilot - AI Redlining - AI Summarization - Alerts/Notifications - API - Appointment Management - Backup and Recovery - Billable Items Tracking - Billing & Invoicing - Billing Rate Management - Calendar Management - Case Law Research - Client Portal - Collaboration Tools - Communication Management - Compliance Management - Conflict Management - Contact Management - Contract/License Management - CRM - Customizable Fields - Customizable Forms - Customizable Reports - Customizable Templates - Deadline Management - Document Generation - Document Management - Document Templates - Email Management - Expense Tracking - Forms Management - Generative AI - Legal Case Management - Mobile Access - Payment Processing - Records Management - Reminders - Reporting & Statistics - Search/Filter - Secure Data Storage - SSL Security - Task Management - Third-Party Integrations - Time Tracking - Trust Accounting - Workflow Management [See all features](https://www.capterra.com/p/144573/CARET-Legal/#features) ### Recognition No recognitions have been awarded to Clio No recognitions have been awarded to CARET Legal ### Deployment & support Clio Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos CARET Legal Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos ### Company Details Clio - By Clio - Located in Canada - Founded in 2007 CARET Legal - By CARET - Located in United States - Founded in 1983 ## Popular Comparisons [Clio](https://www.capterra.com/p/105428/Clio/)[4.65 (1,692)](https://www.capterra.com/p/105428/Clio/reviews/) vs [8am MyCase](https://www.capterra.com/p/115613/MyCase/)[4.64 (789)](https://www.capterra.com/p/115613/MyCase/reviews/) $49/month Price $49/month 4.5 Features 4.4 4.6 Ease of Use 4.6 [View full comparison](https://www.capterra.com/compare/105428-115613/Clio-vs-MyCase) [CARET Legal](https://www.capterra.com/p/144573/CARET-Legal/)[4.45 (155)](https://www.capterra.com/p/144573/CARET-Legal/reviews/) vs [8am MyCase](https://www.capterra.com/p/115613/MyCase/)[4.64 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