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What is CARET Legal?

CARET Legal automates the most critical processes in your firm to help you manage all aspects of your practice. Our award-winning law practice management platform is designed to take you further.

From client intake, to matter management, to back-office reporting, CARET Legal enables you to save time, increase team collaboration, scale your business, and collect revenue faster than ever before.

Who Uses CARET Legal?

CARET Legal is designed for the evolving needs of mid-sized law firms and offers subscription packages to handle a variety of practice management needs.

CARET Legal Software - CARET Legal interface
CARET Legal Software - Intelligent Email
CARET Legal Software - Matter Management
CARET Legal Software - Task Management
CARET Legal Software - Calendar

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Reviews of CARET Legal

Average score

Overall
4.5
Ease of Use
4.5
Customer Service
4.5
Features
4.3
Value for Money
4.4

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Michael
Michael
Managing Partner in US
Verified LinkedIn User
Law Practice, 11–50 Employees
Used the Software for: 1-5 months
Reviewer Source

Alternatives Considered:

Significant upgrade from our last billing software

5.0 3 years ago

Comments: Zola Suite is significantly improving the efficiency of our timekeeping and billing processes. We are spending less time to get bills out, and they are going out faster. I am very happy we made the switch.

Pros:

First and foremost, being able to access the software via a web-based login is extremely useful, especially when so many of us are working from home. Time entry is straightforward and easy. I do feel like it is helping us capture a higher percentage of our billable work than we did in the past. Most of the reporting functionality is really great. Customer support has been extremely responsive and helpful. Integration with Quickbooks Online is really nice.

Cons:

The transition from our old software to the new (e.g., data migration) was tough. To be fair, we expected it to be tough: we used the old software for almost 15 years so it had a lot of data and we were heavily reliant on it and very used to the way it worked. The Zola customer service folks worked with us tirelessly to make it happen and that was great, but even though we expected the transition to be difficult, it was slightly more difficult than we expected. Access to historical data (data imported from our old software) is more limited than I was hoping for. The default user types are a little too limited (there's no middle ground between "has all access and all rights" and "doesn't have sufficient access to do essential tasks") but the customer support team very quickly found a custom solution for us, which was great.

CARET Response

3 years ago

Hi Michael. Thank you for your feedback. We're happy to hear that Zola has significantly improved the efficiency of your timekeeping and billing processes. We're sorry to hear that your migration expectations were not met. With an advanced migration, our team will migrate contacts, calendar events, matters, tasks, unbilled time entries, trust balances and more. While most legal practice management providers will not migrate historical financial data, we're committed to pushing the envelope and our dedicated data operations team is developing tools that will allow us to increase the volume of data we're able to efficiently and accurately migrate for clients. More on that to come soon! With respect to your feedback around user profiles, as an EnterprisePlus user, we can create custom user types for your account. A member of our support team will be in touch to help ensure that everything is configured correctly.

Kit
Kit
Managing Partner in US
Verified LinkedIn User
Legal Services, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Alternatives Considered:

Best overall in case management software, but has minor UI annoyances

5.0 5 years ago

Comments: After using Clio, MyCase, and PracticePanther at various points in my career (and testing CosmoLex and RocketMatters most recently when opening a new firm), none of the CMS programs on the market have come close to ZolaSuite's comprehensive functionality. Having the ability to do not just case management and billing, but complete firm accounting/reconciliation is a godsend. The integrated CRM in the Enterprise Plus tier is fantastic - no need to have an outside CRM that may or may not fully integrate with your CMS. The email feature is the clencher - having an actual, FULL email inbox that syncs with Gsuite email makes keeping case-related correspondence a snap.

Pros:

Robust program that covers everything from case management to client lead intake to comprehensive firm accounting. Easy to use and navigate for the most part. Integrated CRM and FULL accounting of all operating and trust accounts with triple reconciliation keeps the entire process streamlined and accessible without having to utilize a dozen different programs and hoping nothing falls through the cracks.

Cons:

Has minor UI issues that can be annoying, particularly the inability to active a full subscription without going through a multi-step process involving both the sales department and support team at Zola. This should be a "click here, pick your plan, enter your payment method" process with no need to have it "activated" by the company before being able to use it. That being said, there are some additional features that I would love to see Zola add/integrate/improve ASAP (which I am sending to Zola as suggestions for future improvements). If these features were incorporated, ZolaSuite would certainly be a category killer and rapidly take over the entire market, but they are not "dealbreaker" items as far as I'm concerned for overall ratings.

Marc
Attorney in US
Legal Services, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Non-Responsive Customer Support

3.0 last month New

Pros:

Initially promised to be an all inclusive case management and accounting system. Unfortunatley, customer support responsiveness has declined of late since Zolasuite was acquired by Abbacus

Cons:

Customer Support. First level support is only able to provide very basic troubleshooting. Second Level support wants you to schedule a training time. Beyond that, where the work actually needs to be done is non-responsive.

CARET Response

last month

Hi Marc, we're very sorry to hear that your experience with CARET Legal is not living up to your expectations. We will be sure to pass along this feedback to our team and use it to continuously improve our customer experience.

Lee
Attorney in US
Law Practice, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Alternatives Considered:

Big Fan of Caret

5.0 3 months ago

Pros:

Very user friendly product. The ability to enter time and invoice within was a great plus.

Cons:

Difficult to track and save emails which caused me to seek out a different product.

CARET Response

2 months ago

Hi, Lee. Thank you for taking the time to share your experience working with CARET Legal. We love hearing from happy customers like you! Please feel free to reach out to our customer support team regarding tracking and saving emails. They'd be happy to assist you.

Christian
Partner in US
Law Practice, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

Cloud-based practice management

5.0 2 years ago

Pros:

Built-in accounting was important and Zola's accounting features are excellent, though we'd occasionally like to be able to customize reports. Even so, we can get the info we need. Time entry is easy and set up to facilitate completeness. The automatic time entry windows help us not to lose time. Matters management is simple and flexible. Document upload and management is good, with features to avoid duplication, track versions, view documents easily, automatic OCR, integration with Word. Email handling and the ability to associate emails with matters is good. but the change from server-based management comes with

Cons:

Some of the issues are simply the result of being a web-based program, so navigating and using requires people to change habits, and some features of local server-based management are not available. OCR is not always consistent - some documents that OCR in a local pdf editing app do not seem to OCR on Zola. Wish list: a plug-in to permit creation of a spreadsheet in Excel and direct upload to Zola like the Word plug-in; Outlook shared calendar integration so the entire firm calendar would synch with the shared Microsoft Exchange Outlook calendar; an invite mechanism like Outlook; the ability to save all email attachments at once to a matter folder; the ability to move documents from a matter to another matter subfolder; the ability to change the document menu from white lettering on grey to black lettering on white; the ability to import V-cards; icon notification of email receipt; document searching by date created/modified

CARET Response

2 years ago

Christian, thank you for taking the time to share your experience with Zola Suite as well as your wish list. We always welcome feature requests and enhancements that will greatly improve our platform. We're working on some enhancements to OCR and we're discussing the ability to customize reports with our product team. Stay tuned!