What is better CARET Legal or Upflow? If you need an effective Accounting Software product for your company you should invest time and examine a wide range of alternatives. It doesn’t have to be challenging, and can be as simple as matching their functionalities in a table like the one below. You will also get a good idea how each product works. For instance, on this page you can see CARET Legal’s overall score of 9.1 and compare it against Upflow’s score of 10; or CARET Legal’s user satisfaction level at 96% versus Upflow’s 97% satisfaction score.
The evaluation will help you find out the pros and cons of each software, and decide which one suits you requirements better. On top of the robust features, the software that is easy to understand and use is always the better option.
We did our best to review all popular Law Practice Management Software services available out there, but among all the ones we reviewed these three deserved our special attention: CARET Legal, Clio, 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.
Automation & API: Zapier (for custom workflows) and a REST API for programmatic access to action data.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Lattify, Botify, ActivTrak
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
Upflow is a specialized Accounts Receivable (AR) solution that enables finance teams to automate collection workflows and gain real-time visibility into cash flow performance. It replaces manual spreadsheet tracking with systematic, personalized reminders and offers a dedicated customer portal for streamlined payments.
No Accounting Software will manate to cater to all the needs of a company. While core features of CARET Legal and Upflow should matter you should also thoroughly study the integrations provided by each app. In many cases you will already be making use of other types of SaaS software in your company and it’s always better to go with services that integrate well with one another. If you do that you can guarantee a smooth transfer of information between your teams and software used, which can considerably reduce time devoted to migrating between one service and the other.
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