What is better CARET Legal or Documate? We are here to streamline the cumbersome process of contrasting Law Practice Management Software products for you. For instance, on this page you can check the overall performance of CARET Legal (9.1) and compare it with the overall performance of Documate (8.0). You may also match their overall user satisfaction rating: CARET Legal (96%) vs. Documate (92%).
Similarly, research their features thoroughly to determine which product can better address your company’s requirements. In general, any B2B software must let you to quickly see the big picture, at the same time giving you immediate access to the details.
If you would like to quickly locate the best Law Practice Management Software according to our review team we suggest you try out these services: 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.
Documate offers three plans for users to choose from, including an enterprise pricing plan that enables you to build automated document workflows with dedicated support. Here are the details:
Lite – $99/month (at $83/month when billed annually)
1 template generator
10 document workflows
200 data fields/workflow
AWS dedicated instance
5,000 monthly emails
Storage limit – 500 GB
Standard– $199/month (at $165/month when billed annually)
It may not always be sufficient to simply compare CARET Legal and Documate against one another. While reliable functionalities, cost and user experience are all crucial and should be considered when making a final choice, you should also take a look at the recognition and awards merited by every solution. Frequently a less popular solution may turn out to be a good choice that was a winner of many industry awards such as our Exceptional Customer Support Award which proves that despite limited market presence it’s a significant rival to the services that dominate the market.
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