Clio versus Caret Legal

How does Caret Legal compare to Clio? We’ve highlighted the reasons why Clio is the leader in cloud-based, legal practice management software. This page will help you understand the differences between Caret Legal and Clio—and to help you choose the best software for your law firm. Note: ZolaSuite changed their name to Caret Legal in February 2023.

Trusted by more than 150,000 legal professionals, garnering the most 5-star reviews of any legal practice management system available.

Bring your favorite tools together to work in harmony, not silos

Let your firm’s tech stack work together with more integration options than any other legal software. Clio brings all of your firm’s workflows and data together by connecting all the tools you’re already using to reduce duplicate entry and increase efficiency. Plus, discover best-in-class tools that meet your firm’s needs now and as you grow, including video conferencing and advanced document automation tools.

G2 has ranked Clio as the #1 product for Legal Practice Management and #1 in Market Presence seven years in a row.

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  • Caret Legal Compare Payments

    Legal practice management and payments in one easy system

    Clio’s easy-to-use payment processing solution empowers you to accept client payments by credit card, debit card, or eCheck. Clio Payments was built specifically for Clio. Our simple and transparent pricing allows firms to understand what they’re paying without worrying about additional fees or what happens if they don’t process a payment.

  • Caret Legal vs Clio compare user accounts

    Transforming the legal experience, for all

    Don’t worry about minimum user counts. We provide software for firms of all sizes with the flexibility of month-to-month plans without forced annual commitments. It’s low risk to get started with worry-free data migration.

  • Scheduler

    Prospective clients never slip through the cracks

    Clio goes beyond basic intake to provide complete client relationship management. Our robust tool allows prospective clients to discover your firm online, book and pay for consultations, and complete their intake—all before you even speak with them. Best of all, you get a clear way to manage your pipeline of prospective clients.

Clio optimizes the mobile experience so you and your clients can manage your cases from anywhere, at any time.

  • I love that Clio is essentially a one-stop shop for all my practice management needs: time tracking, billing, calendaring, etc. I also love its integrations with other apps like Outlook. Clio is quite user-friendly.


    TIFFANY
    Attorney

  • Clio is generally easy to use and intuitive; but if you don’t know how to do something there are so many different help articles and videos to show you how. If you can’t find it in the articles or videos; their support team are rockstars.


    SHAY
    Administrative Coordinator

  • We have a saying in our firm that if it didn’t happen in Clio it didn’t happen. Clio practice management houses our entire client file including accounting!


    SARAH
    Operations Manager

  • Ready to get started with Clio?

    We understand migrating data from one system to another can be overwhelming. That’s why our dedicated onboarding team is ready to assist your firm’s transition to Clio.

    Migration
    Consultation

    Data Export
    & Processing

    Data Import
    & Review

  • “I was really nervous about the data migration but it was pretty much seamless. It was such a relief to hear that all the client files and data had been quickly migrated so that I could start working on the cases.”

    Kristen Schneck

    Owner, Abdullah and Schneck Immigration Law Group LLC