CARET Legal
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
Core features
- Accounts Payable
- Accounts Receivable
- Audit Trail
- Depreciation
- General Ledger
- Multi-Currency/Int’l
- Time & Expense Management
Other features
- Billing & Invoicing
- Automated Billing
- Automated Transactions
- Billable Hours
- Check Printing
- Credit Card Processing
- E-commerce
- Invoices
- Purchase Orders
- Recurring Billing
Reporting
- Balance Sheet
- Budgeting & Forecasts
- Cash Flow Statement
- Custom Dashboard Reports
- Profit & Loss Statement
- Sales Reports
- Vertical & Horizontal Analysis
Tax Features
- 1099 Support
- Business Activity Statements
- Multiple Sales Tax
- VAT
Other features
- Fixed asset depreciation
- Automated Journal Entries
- Bank Reconciliation
- Trial Balance
Pricing Info
Pricing Info
FinancialForce ERP is a subscription-based SaaS sold as per module, typically consisting of the following:
- FinancialForce Financial Management
- FinancialForce Ordering and Billing
- FinancialForce Human Capital Management (HCM)
- FinancialForce Professional Services Automation (PSA)
- FinancialForce Supply Chain Management (SCM)
All modules are priced on quote basis, meaning that users receive an individual pricing package tailored to their needs. Contact the company for more details, and ask for your quote.
Integrations
Integrations
- Business Intelligence
- Customer Relationship Management (CRM)
- E-commerce
- Inventory Management
- Payroll
- Point of Sale
- Supply Chain Management
- Salesforce
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
The Spitfire Group, Louet North America, Crown Partners, Bryce Company Holdings, XClever, Apex Fund Services, and Bernstein & Andriulli
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
FinancialForce is designed for large companies that have outgrown entry-level systems but are not big enough to support their own intranet systems. It helps businesses streamline their financial management process through automation and collaboration tools. Also, it has robust reporting and tax management features.
Company Email
info@financialforce.com
Contact No.
Company's Address
595 Market St. Suite 2700
San Francisco, CA 94105
USA
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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
hello@getcaret.com
Contact No.
Company's Address
CARET Legal
2010 Jimmy Durante Blvd, Suite 130, Del Mar, CA 92014
USA
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You should pay attention to the fact that even though both FinancialForce Accounting and CARET Legal may provide a reliable set of features each product might be designed for a different company size. If you are comparing features you should focus on a company type they are meant for. Certain elements may scale up with no problem for big enterprises but if you run a small or medium business it’s often better to avoid paying for advanced functionalities that you may never use.
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