About CARET
CARET is a company based in La Jolla (United States) founded in 1983 was acquired by Thomas H Lee Partners in March 2021. The company has 216 employees. CARET has completed 6 acquisitions, including Amicus Attorney, Cloudnine Realtime and Commercial Logic. CARET offers products and services including CARET Legal and CARET Accounting. CARET operates in a competitive market with competitors including Clio, Litify, Dye & Durham Corp, Smokeball and inCase, among others.
- Headquarter La Jolla, United States
- Employees 216
- SectorsProfessional & Legal Services
- Email••••••••
- Phone•••• ••••
- Website getcaret.com
- Social LinkedIn
- Acquired by Thomas H Lee Partners (Mar 2021)
- InvestorsThomas H Lee Partners
& 1 more
- Employee Count216
- Investments & AcquisitionsAmicus Attorney
& 5 more
- Acquired by
Products & Services of CARET
CARET offers a comprehensive portfolio of products and services, including CARET Legal and CARET Accounting.
SaaS platform for organizing legal workflows and facilitating payments.
Platform for automating accounting firm processes and operations.
Investors in CARET
CARET has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Thomas H Lee Partners and Providence Equity.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity investments in media, communications, education, and technology sectors. | – | provequity.com | - | |
Private equity investments are directed toward traditional industries. | 1974 | thl.com | Boston, United States |
Investor details for CARET
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People of CARET
50 people are tracked at CARET (14 in leadership, 36 in team); the tracked headcount is 216.
| Name | Role | Group |
|---|---|---|
Keri Gohman | CEO | Leadership |
Bryan Bulkley | Director, Accounting | Leadership |
Ryan Riddle | Director, Client Value | Leadership |
Samantha McAlister | Chief Customer Officer | Leadership |
Sanaa Mahtani | Vp, Finance & Rev Ops | Leadership |
Mark Schatz | CEO | Leadership |
Gerri Reyes | People Operations Business Partner | Leadership |
Melinda Davila | Chief People Officer | Leadership |
Vlad Katsovich | VP, Engineering | Leadership |
Raphael Lopez | VP Product - Caret Legal | Leadership |
Ann Maleady | Director Of Global Onboarding | Leadership |
Andrew Conway | Chief Financial Officer | Leadership |
Amy Ellington | People Ops, Business Partner | Leadership |
Alexander Straffin | Vp, Professional Services | Leadership |
Jen Krakower | Customer Success Manager | Team |
Joreen Audrey Baquilod | Senior Manager Of Customer Support - Caret Legal (zola Suite) | Team |
Jennifer Girvan | Technical Writer | Team |
Mark Szalkiewicz | Customer Success Engineer At Caret | Team |
Orlando Lara | Support Team Lead | Team |
Justin Vaira | Senior Systems Configuration Engineer | Team |
30 more people are available in the full profile.
Complete people profiles for CARET
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Investments & Acquisitions by CARET
CARET has strategically engaged in corporate development activities, having acquired 6 companies. Notable acquisitions include Amicus Attorney, Cloudnine Realtime and Commercial Logic.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Practice management solutions are provided for accounting firms. | cli-usa.com | Etna, United States | 1979 | Dec 2017 | •••• | |
Document assembly automation is facilitated via a cloud-based platform. | hotdocs.com | Lindon, United States | 1996 | Nov 2017 | •••• | |
Documentary films and festivals are provided by Hot Docs. | hotdocs.ca | Toronto, Canada | 1993 | Nov 2017 | •••• | |
CRM software solutions are offered for small and medium-sized businesses. | results-software.com | Herndon, United States | 2001 | Feb 2017 | •••• | |
Provider of cloud computing solutions | cloudninerealtime.com | San Diego, United States | 2000 | Feb 2017 | •••• | |
Platform offering legal practice management software | amicusattorney.co.uk | Buxton, United Kingdom | 1999 | May 2006 | •••• |
Complete acquisition details for CARET
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Timeline of CARET
9 dated milestones of CARET across 38 years, from founding to its latest funding, stage changes and deals.
- Founded CARET is founded.
- Acquisition Acquires Amicus Attorney.
- Exit Acquired by Providence Equity Partners.
- Acquisition Acquires Cloudnine Realtime.
- Acquisition Acquires Results Software.
- Acquisition Acquires Hot Docs.
- Acquisition Acquires HotDocs.
- Acquisition Acquires Commercial Logic.
- Exit Acquired by Thomas H Lee Partners.
Competitors of CARET
CARET operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Clio, Litify, Dye & Durham Corp., Smokeball and inCase, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| clio.com | 2007 | Burnaby, Canada | $1.29B | – | Legal practice management software is provided for law firm operations. | |
| litify.com | 2016 | New York, United States | $78.56M | – | Cloud-based legal management software is provided for enterprises. | |
| dyedurham.com | 1874 | New Westminster, Canada | $25M | – | Cloud-based software for managing legal practices is provided. | |
| smokeball.com | 2010 | Chicago, United States | $30M | 136 | Cloud-based software for managing legal practices is provided. | |
| in-case.co.uk | 2013 | Manchester, United Kingdom | $1.88M | 26 | Cloud based legal practice management software | |
| litera.com | 2001 | Mcleansville, United States | – | – | Online practice management software is provided for law firms. | |
| aderant.com | 1978 | Atlanta, United States | – | 291 | Legal software for practice, matter, and financial management is offered. | |
| mycase.com | 2009 | Goleta, United States | – | 172 | Cloud-based practice management software is offered for law firms. | |
| elite.com | 1980 | Culver, United States | – | – | Cloud-based software for managing legal practices is provided. | |
| joinparadigm.com | 2019 | New York, United States | – | – | Enterprise law practice management software is provided for legal firms. |
Detailed competitors of CARET
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Web traffic of CARET
The website of CARET (getcaret.com) receives about 10.3K visits a month.
- Monthly visits10.3K
▼ 9.6% vs previous month
Websites whose visitors overlap most with CARET. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
abacusnext.com | abacusnext.com | 100% | – | #1,095,403 | – |
Latest news on Caret
Complete news archive for CARET
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to CARET
10 companies that operate in the same segment as CARET (Legal Tech), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud and AI-based electronic signatures and contract management are provided. | 2003 | San Francisco, California, United States | USD 520 M | USD 3.22 B | 6,840 | |
Legal practice management software is provided for law firm operations. | 2007 | Burnaby, British Columbia, Canada | USD 1.79 B | – | – | |
AI-powered software for contract drafting and management is provided. | 2017 | India | USD 112.95 M | USD 2.43 M | 162 | |
Contract lifecycle management software is developed using AI-powered intelligence. | 2016 | San Carlos, California, United States | USD 154.69 M | – | – | |
AI-powered ediscovery platform streamlines investigations and workflows. | 2012 | Houston, Texas, United States | USD 194.03 M | USD 156.85 M | 561 | |
AI-powered software for legal contract management is utilized. | 2012 | Lehi, Utah, United States | USD 170.95 M | – | – | |
Cloud-based legal management and data services are provided for businesses. | 2008 | Toronto, Ontario, Canada | – | USD 7.63 B | 26,400 | |
AI-driven legal research platform for attorneys is operated. | 2013 | San Francisco, California, United States | USD 67.83 M | – | – | |
Online legal services are offered to businesses and families. | 2008 | San Francisco, California, United States | USD 288.44 M | – | – | |
SaaS-driven property management software for owners and residential property managers | 2006 | Santa Barbara, California, United States | USD 30 M | USD 950.82 M | 1,630 |
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Frequently Asked Questions about CARET
CARET was founded in 1983.
CARET is headquartered in La Jolla, United States. It is registered at La Jolla, California, United States.
Keri Gohman is the current CEO of CARET.
CARET has 216 employees.
CARET was founded in 1983 and is headquartered in La Jolla, United States. Legal practice management software is provided through its platform, with solutions encompassing document automation, payment processing, workflow management, and accounts management. Leads are tracked, and reports are generated for users. Services are targeted at sectors including personal injury and estate planning, supporting operations in the legal industry.
CARET offers CARET Legal and CARET Accounting.
CARET has made 6 acquisitions, including Amicus Attorney, Cloudnine Realtime, and Commercial Logic.
CARET has 2 investors. Key investors include Thomas H Lee Partners, and Providence Equity.
Yes. CARET was acquired by Thomas H Lee Partners in March 2021.