CARET Legal
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Quick Start Setup
- CRM
- Case Management
- General Ledger
- Trust Accounting
- Document Storage
- Document Assembly
- Time Recording
- Billing
- Workflow
- Client Portal
- Secure Document Exchange
- Google and Outlook Plugins
- MS Office Integration
- Calendar Sync
- Web-Forms
- Backups
- Data Security
Pricing Info
Pricing Info
ActionStep offers a single SMB/enterprise package for all users. A free trial is also available. Here are the details:
- $60/user/month
- Quick Start Setup
- CRM
- Case Management
- General Ledger
- Trust Accounting
- Document Storage
- Document Assembly
- Time Recording
- Billing
- Workflow
- Client Portal
- Secure Document Exchange
- Google and Outlook Plugins
- MS Office Integration
- Calendar Sync
- Web-Forms
- Backups
- Data Security
Integrations
Integrations
ActionStep integrates with the following business systems and applications:
- Zapier
- HotDocs
- NetDocuments
- Google Drive
- Dropbox
- InfoTrack
- Xero
- Gmail
- Microsoft Office
- Office on Mac
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
ActionStep is a clever online practice management solution that gives you the tools you need to get sales, get your work done, and get paid all in a single application. It provides an integrated approach to managing the daily operations of law firms. The application offers matter management, document management, time recording, and billing.
Company Email
Contact No.
Company's Address
919 E Main Street, Suite 1155
Richmond, VA 23219
USA
ActionStep Comparisons
Popular ActionStep Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Tasks and Workflows
- Built-In Email
- Calendar
- Billing and Accounting
- iOS and Android Mobile Apps
- Document Management
- Document Automation
- Notes Organizer
- Client Portal
- Contact Management
- Matter Management
- Reports and Analytics
- Microsoft Word Ribbon Plugin
- CRM Module
Pricing Info
CARET Legal offers quote-based enterprise pricing options and a free trial for all plans. Contact the vendor for a custom pricing quote at 800-726-3339.
Enterprise – By quote
- Built-In Email
- Basic Document Management
- Calendaring
- Task Management
- Contact Management
- Billing
- Accounting
- Reporting
- Client Portal
- Document Storage
- LEDES Invoicing
- Integrated Payments
- Tier 1 – 24/7 Support
- No minimum user count
Enterprise Plus – By quote
- Everything in Enterprise plan +
- CARET Analytics with standard dashboards and reports (coming soon)
- Automated Workflows
- Custom Permissions
- Department-based Accounting
- Advanced Document Management
- Native Document Editing & Storage
- Unlimited Matter Related Document Storage
- Al-Generated Document Summaries
Enterprise Insights – By quote
- Everything in Enterprise Plus +
- CARET Analytics with configurable reports and dashboards
Integrations
CARET Legal integrates with the following business systems and applications:
- Lawmatics
- HotDocs
- Gmail
- Office 365/Microsoft 365
- Exchange
- IMAP
- Google Calendar
- APX
- LawToolBox
- QuickBooks
- Microsoft Word
- Microsoft Outlook
- Ricoh
- RPost
- OneDrive
- Google Drive
- Box
- Dropbox
- NetDocuments
- uniFLOW
- iManage
- WorldDox
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
C.E. Borman & Associates, Smith Law Firm, Johnson & Krol, LLC
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
CARET Legal (Zola Suite) is a cloud-based management platform designed for legal professionals and practitioners. It provides a 360-degree view of various operations through features such as CRM, intake management, billing, document management, task management, and more. It also comes with a client portal that is available on the web and mobile.
Company Email
Contact No.
Company's Address
CARET Legal
2010 Jimmy Durante Blvd, Suite 130, Del Mar, CA 92014
USA
CARET Legal Comparisons
Popular CARET Legal Alternatives
You should note that even though both ActionStep and CARET Legal may have a top quality array of features every service might be aimed at a different company size. If you are analyzing various solutions you may want to pay attention to a business type they are catering to. Some features might scale up efficiently for big enterprises but if you run a small or medium business it’s usually more sensible to avoid paying for complex functionalities that you might never actually use.
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