What is better CARET Legal or ActionStep? Selecting the best Law Practice Management Software for your business is not that easy with so many functions, choices, and terms to take note of. However, relying on our review platform will make it possible for you to simplify the selection steps by showing all main software in one place.
As an illustration, you can contrast CARET Legal and ActionStep for their functions and overall scores, namely, 9.1 and 8.7, respectively. Likewise, you can see which one has higher general user satisfaction rating: 96% (CARET Legal) and 100% (ActionStep) to learn which one is better for your company. Don’t simply choose the solution with the most attractive price, but the solution that offers the best value.
We are aware that not all businesses have enough time to examine a wide range of various services, so we created a list of recommendations that you may find useful. Our top selections for the Law Practice Management Software category are: Clio, CARET Legal, PracticePanther.
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
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
email
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.
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
email
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.
When you test different Law Practice Management Software products you shouldn’t just look at their features list and available pricing plans. Consider that the app must be matching your requirements and company so the more flexible their offer the better. Learn which OSes are supported by CARET Legal and ActionStep and make sure you will get mobile support for whatever devices you use in your company. It may also be a good idea to learn which languages and geographies are supported, as this may be a critical factor for many businesses.
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