Clio vs Caret Legal: More lawyers choose Clio for a reason
How does Caret Legal compare to Clio? 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.
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.
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Clio
300+ Integrations
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Caret Legal
15+ Integrations
G2 has ranked Clio as the #1 product for Legal Practice Management and #1 in Market Presence eight years in a row.
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.
| Feature | Clio | Caret Legal |
|---|---|---|
| Visa, Mastercard, Discover & Debit | 2.95% | 3% |
| Business/Corporate Cards | 2.95% | 3.5% |
| American Express | 3.75% | 3.9% |
| Non-Processing Fee | N/A | $20/month |
| International Transactions | Included | Additional 1.5% |
| eCheck | 1% | 1% |
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.
| Feature | Clio | Caret Legal |
|---|---|---|
| User Minimums | No Minimum | Dependant on plan |
| True Month-to-Month pricing | Included | Depends |
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.
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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
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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
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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
Start with a one-on-one meeting with your dedicated customer onboarding specialist to discuss the process and timelines.
Data export & processing
Our migration specialists will give you guidance on how best to export your data. They will then prepare your data to be imported to Clio.
Data import & review
Once the import is complete, our migration specialists review the accuracy of your data and make sure you’re ready to get started with Clio.
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.
Owner, Abdullah and Schneck Immigration Law Group LLC
