CARET Legal
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Legal CRM System
- Pipeline Building & Handling
- Client Portals
- 2-Way SMS Messaging
- Client Intake Process
- Smart Forms
- Document Management
- Digital Signature
- File Requesting Process
- Appointment Scheduling
- Automated Marketing
- Contacts Segmentation
- Email Drip Campaigns
- Marketing Tasks
- Time Tracking
- Online Payment
- Reporting
- Integrations
Pricing Info
Pricing Info
Lawmatics is available in three plans, including an enterprise pricing plan that caters to the unique onboarding and support needs of large law firms and agencies. Here are the details of each plan:
Lite – $199/month
- Client intake automation for law firms
- 3 users
- CRM
- 10,000 contacts
- SMS messaging (optional 2-way SMS)
- online payments
- Client intake
- 2 emails/automations
- 250 digital signatures/month
- customized forms
- file requesting process
- appointment booking
- document automation
- Marketing automation
- email creator (plain text)
- Reporting
- basic dashboard & analytics
- basic reports
- Time & Billing (optional)
Pro – $249/month
- Marketing & client intake automation for law firms
- 3 users
- CRM
- 15,000 contacts
- SMS messaging (optional 2-way SMS)
- payments
- client portals
- Client intake
- 100 emails/automations
- 400 digital signatures/month
- customized forms
- file requesting process
- appointment booking
- document automation
- Marketing automation
- email creator (plain text & HTML)
- email drip campaigns
- audience segmentation
- Reporting
- full dashboard & analytics
- custom reports
- lead source
- website tracking
- ROI
- Open API
- Time & Billing (optional)
Enterprise – by quote
- Tailored onboarding & support for large law firms and agencies
- 10 users
- CRM
- unlimited contacts
- SMS messaging (included 2-way SMS)
- payments
- client portals
- Client intake
- unlimited emails/automations
- unlimited digital signatures/month
- customized forms
- file requesting process
- appointment booking
- document automation
- Marketing automation
- email creator (plain text & HTML)
- email drip campaigns
- audience segmentation
- Reporting
- full dashboard & analytics
- custom reports
- lead source
- website tracking
- ROI
- Open API
- Time & Billing (optional)
Integrations
Integrations
Lawmatics integrates with:
- Smokeball
- Rocket Matter
- Kenect
- Zoom
- Zapier
- CallRail
- Practice Panther
- Ring Central
- WealthCounsel
- Filevine
- SmithAI
- Clio
- LawPay
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Conti Moore Law, PLLC; Nesevich Law, Adaptive Law Firm PS
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
Lawmatics is an LPM platform that aids law firms, attorneys, and legal professionals eliminate manual work, create seamless client
experience, and boost practice performance and profitability.
Company Email
mail@lawmatics.com
Contact No.
Company's Address
Lawmatics, Inc.
4250 Executive Square, La Jolla, CA 92037
USA
Lawmatics Comparisons
Popular Lawmatics 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
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
In case you are still having second thoughts about which software will perform best for your business it may be a sensible idea to investigate each service’s social metrics. These metrics are quite often an indicator of how popular every solution is and how extensive is its online presence.For instance, if you analyze Lawmatics LinkedIn account you’ll find out that they are followed by 1617 users. In case of CARET Legal the amount of followers on their LinkedIn page is 101.
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