CARET Legal
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
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
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
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
hello@getcaret.com
Contact No.
Company's Address
CARET Legal
2010 Jimmy Durante Blvd, Suite 130, Del Mar, CA 92014
USA
CARET Legal Comparisons
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Digital Approvals (Desktop & Mobile)
- Automated Workflows
- Electronic Payments (Accounts Payable & Accounts Receivable)
- International Payments (Multiple Currencies Available)
- Check Payments
- CRA Remittance Payments (Canada Only)
- Xero Integration (Two-way Sync, Instant Reconciliation)
- QuickBooks Integration (Two-Way Sync, Instant Reconciliation)
- Fraud Detection
- Audit Trails and Record-Keeping
Pricing Info
Plooto offers various SMB and enterprise pricing options and a 30-day free trial of any plan. Accountants and bookkeepers can get free or discounted plans by contacting the vendor.
For Businesses
Grow – C$32/month
- Automatic two-way sync with Xero and Quickbooks
- Streamline invoice processing with Plooto Capture (OCR)
- Set custom approval workflows with unlimited approvers
- Work with unlimited accountant users
- Conduct unlimited domestic transactions per month ($0.5 each)
- Send international payments with competitive exchange rates
- Accept payments with Pre-Authorized Debits (PAD) and credit card
Pro – By quote
- Everything in Grow +
- Automatic two-way sync with Netsuite
- Implement dual controls on user actions
- Manage user access with single sign-on (SSO)
- Access priority customer support
For Accounting Firms
Go – C$9/month
- Automatic two-way sync with Xero and Quickbooks
- Streamline invoice processing with Plooto Capture (OCR)
- Set basic approval workflows with 1 approver
- Work with 1 accountant user
- Conduct 5 domestic transactions per month ($1 each)
- Send international payments with competitive exchange rates
- Accept payments with Pre-Authorized Debits (PAD) and credit card
Grow – C$32/month
- Everything in Go +
- Set custom approval workflows with unlimited approvers
- Work with unlimited accountant users
- Conduct unlimited domestic transactions per month (C$0.5 each)
Pro – By quote
- Everything in Grow +
- Automatic two-way sync with Netsuite
- Implement dual controls on user actions
- Manage user access with single sign-on (SSO)
- Access priority customer support
Integrations
-
NetSuite
-
QuickBooks
-
QuickBooks Online
-
Xero
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
An online payment system that allows businesses and freelancers to streamline and automate the way they send and collect payments. Plooto is fully cloud-based, integrates with leading accounting platforms like Quickbooks and Xero, and can process payments even if the customer doesn’t have a Plooto account. With just an email address, payments are directly and securely transferred to and from your bank account.
Company Email
sales@plooto.com
Contact No.
Company's Address
325 Front St. W., 4th Floor
Toronto, ON M5V 2Y1
Canada
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All the data, facts and reviews that we shared in this comparison were collected from official vendor pages, marketing resources available online, actual experience from real clients as well as our individual everyday use of each software by an expert. We pay a lot of attention to thoroughly study every product, therefore we not only examine it ourselves, but we also compare our findings with experiences of other people from the B2B community.
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