CARET Legal
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Online Quote Approval
- Estimate Builder
- Assign Quote Followup
- Track Recurring Work
- Smart Mapping
- Categorize and Prioritize Tasks
- Record Access
- View Tech Progress
- Schedule Adjustment
- Comment Tracker
- Access Customer Info
- Update Office Instantly
- Capture Rich Records
- Accurate Invoicing
- Eliminate Double Data Entry
Pricing Info
Pricing Info
Self Starter Plan – Free
- Send unlimited quotes
- Up to 20 jobs per month
- Support documentation
Team Plan – $19/month per technician (billed monthly)
- All Self Starter plan features
- Unlimited jobs
- Email support
Company Plan – $59/month per technician (billed annually)
- All Team plan features
- QuickBooks integration
- Electronic paperwork
- Invoice item library
- Service templates
- Subcontracting
- Phone support 9am-5pm ET
- Consulting and training available
Enterprise Plan – $89/month per technician (billed annually)
- Minimum of 10 technicians
- All Company plan features
- Service Review platform available
- Customer pricing contracts
- Intacct
- FacilitySource
- Zapier
- Custom integration support
- Premium support 24 x 7
- Consulting and training available
Integrations
Integrations
ServiceTrade integrates with the following business systems and applications:
- QuickBooks
- Sage
- NetSuite
- ComputerEase
- Microsoft Dynamics
- Intacct
- FacilitySource
- Zapier
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Team 360 Services, Blue Hat Mechanical, Southern Outdoor Restoration
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
ServiceTrade is a SaaS platform that offers basic and premium customer service applications to commercial service contractors.
Company Email
Contact No.
Company's Address
4601 Creekstone Dr #260,
Durham, NC 27703,
United States
ServiceTrade Comparisons
Popular ServiceTrade 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
In case you are still having doubts about which service will be best for your company it might be a sensible idea to analyze each service’s social metrics. Such metrics are frequently a way to see how popular a given service is and how wide is its online presence.For example, if you check ServiceTrade LinkedIn profile you’ll see that they are followed by 154 people. In case of CARET Legal the volume of followers on their LinkedIn page is 101.
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