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
Popular CARET Legal Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Automatic Data Extraction
- Automatic Policy Enforcement
- Real-time Expense Visibility
- Dynamic Approval System
- Custom Approval Hierarchy
- 3rd Party APIs
- Trip Authorization and Requests
- Multi-Country & Multi-Org Setup
- Automatic Account Syncing
- Corporate Cards
- Advance Management
- Duplicate Detection
- Mileage Claims
- Analytics
- Expense Audit Trail
Pricing Info
Sage Expense Management offers usage-led pricing, billing users only when they create at least one expense or have a corporate card connected to Sage Expense Management with at least one transaction on it in a month. These are called active users. This means users can onboard all employees but get charged only for active users. They can then book a demo to get a quick tour of how the software works.
Below are the three plans Sage Expense Management offers based on the users’ needs:
Growth – $11.99/month
- Unlimited receipt scanning with automated data extraction
- Receipt collection & expense completion via Text Messages
- Unlimited expense tracking from, Gmail, Outlook, Slack, and more.
- Mileage & Per Diem tracking
- Direct Visa integration via real-time feeds
- Direct Mastercard integration via real-time feeds
- American Express virtual Cards
- Instant text notifications for card spend, receipt collection via text and automated reconciliation
- Personal card management
- Universal statement parser to import credit card statements
- Automated credit card reconciliation
- Single-stage approvals
- Business rules and real-time policy violation checks
- Custom employee categories and expense fields
- Employee access delegation
- Two-way integrations with:
- QuickBooks Online
- Xero
- QuickBooks Desktop (additional cost applicable)
- AI-powered Copilot for instant spend insights and real-time support, get expense breakdowns and instant answers to all your queries.
- Basic email and knowledge base support
- Optional premium support with 24/7 live chat based support (additional fee applicable)
Business – $14.99/month
Everything in Growth plan, plus:
- Multi-org, multi-stage and policy-driven approvals
- ACH reimbursements (US only)
- Project expense tracking
- Custom data exports, including MIS
- Multi-currency, multi-region setup with multiple entities/orgs
- Two-way integrations (one-time implementation fee applicable) with:
- NetSuite
- Sage Intacct (Sage fees as applicable)
- Sage 300 Construction & Real Estate (Sage fees as applicable)
- QuickBooks Desktop (additional cost applicable)
- Direct, third-party, and API integrations with any accounting, travel, HRMS, and payroll software
- Premium Support with 24/7 live chat and email-based support, with a named account manager
- Optional SSO (additional fee applicable)
Enterprise – By quote
Everything in Business plan, plus:
- IP whitelisting of admin accounts
- Google single sign-on (SSO)
- Single sign-on with AD and Okta
- Branded account and emails
- Dedicated Enterprise Account Manager
- Half-yearly business reviews to optimize cost and compliance
- Customer Advisory Group for feature suggestions and direct FaceTime with the Product and Engineering teams, with priority access to features and planned deployments.
Integrations
Sage Expense Management integrates with the following business systems and applications:
- Intuit Quickbooks
- Xero
- travelperk
- Gmail
- Office 365
- Oracle NetSuite
- Sage Inacct
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Aprio, Centric, Sprenger
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
Sage Expense Management is an AI-powered spend management platform with intuitive features including Facebook plugins.
Company Email
support@fylehq.com
Contact No.
Company's Address
Fyle Technologies
Newark, Delaware
United States
Sage Expense Management Comparisons
Popular Sage Expense Management Alternatives
If you continue having doubts about which service will be best for your company it might be a sensible idea to take a look at each service’s social metrics. These metrics are quite often a sign of how popular a given product is and how wide is its online presence.For instance, if you check CARET Legal LinkedIn page you’ll find out that they are followed by 101 people. In case of Sage Expense Management the amount of followers on their LinkedIn page is 40000.
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