CARET Legal
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Realtime Expense Reports
- Corporate Cards
- Flexible Travel Integrations
- Direct Deposit Reimbursement
- Advanced Approval Hierarchies
- Candidate Reimbursement
- PCI-compliant Security
- Advanced Tax Tracking
- Automatic Accounting Sync
- Automatic Reporting & Submitting
- Automatic Approval
- Automatic Reimbursement
- Automatic Accounting Sync
- Inbox & Guided Review
- Duplicate Expense Detection
- Credit Card Import
- Unlimited Expense/Receipt Upload
- Expense Rules
- Auditor Access
- Guided Review
- One-click Online Reimbursement
- Vacation Delegate
- Advanced policy enforcement
- Corporate Card Reconciliation
- Custom Report Exports
- Multi-level Tagging
- GL Code Mapping
- Multi-stage Approval Workflow
- SAML SSO
- Custom Business Logic
Pricing Info
Pricing Info
Team – $5/active user
- Basic expense approval
- Reimburse online
- Sync with QuickBooks and Xero
Corporate – $9/active user
- Everything in Team, plus:
- Advanced policy enforcement
- Corporate card reconciliation
- Multi-stage approval workflow
- Sync with NetSuite, Sage Intacct, Dynamics, more
Enterprise – by quote
- Everything in Corporate, plus:
- Custom business logic
- Sync with Oracle, SAP, Salesforce, FinancialForce PSA
- Full ERP integration (CRM, HR, payroll)
- Dedicated Success Coach
Integrations
Integrations
Expensify integrates with the following business systems and applications:
- UBER
- Sane Box
- Scan Snap
- trainline
- NetSuite
- Intacct
- Oracle
- Sage
- Microsoft Dynamics
- Financial Force
- Workday
- TSheets
- Nex Travel
- Tripcatcher
- Egencia
- Travelport Locomote
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Yahoo, UBER, EVERNOTE, Pinterest
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 application that automates expense reporting and tracking, from receipt collection and payment processing to finalization of expense reports. It integrates with financial institutions, credit cards, or other payment modes, so there is no need for any manual data entry, even recording purchases made in real-time.
Company Email
Contact No.
Company's Address
548 Market Street, Suite 61434
San Francisco, CA 94104
USA
Expensify Comparisons
Popular Expensify Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
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
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
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
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
Both Expensify and CARET Legal were reviewed by a panel of independent SaaS experts who prepared a full examination of all key aspects of each solution. Their final rating was calculated with unique SmartScore system that calculates a separate partial score to every factor like: main features, client support, mobile device support, security, client satisfaction and market presence. We realize useful features are not the only factor important to a company so we make sure we pay attention to all sides of a solution prior to calculating its final score.
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