CARET Legal Features

All the features Zola has to offer far exceed my expectations. The fact that you can tie every aspect of your law office in one central location makes everything so much easy in day to day operations. Document storage, data base, billing, expense tracking, template creation and usage, email. Everything you need in one location at the touch of a button

Emailing has limits in that there is no delivery/read receipt. In this day of electronic filing and communication, these features are very important to a law office. The app has a significant amount of limits that make its use a bit frustrating for our attorneys as they can't utilize all the billing codes properly for our firm.

Thank you for your review! We're committed to your firm's success and we're so happy to hear that we've exceeded your expectations. We do offer advanced proof of (email) delivery via an exclusive integration with RMail. We'd be happy to walk you through the process of sending one of these messages. As with the other features in Zola Suite, it's designed with the user in mind and you can do it all right through your dashboard ¿ no third party logins required! We'd love to learn a bit more about the issues you've encountered with billing codes. Our main goal is to help you run a more efficient practice, so please contact us at your earliest convenience.

Easy to navigate and intuitive. Have lots of features and functions, such as bi-directional email integration, trust accounting, CRM, billing, time tracking, etc.

Overall, the program is very slow and takes time to perform most tasks. Limits the number of credit cards you can sync with your bank; limits the billing/bulk options under certain plans; accounting module is very basic and light ages behind QuickBooks; CRM lacks depth and functionality of other CRMs.

Hi Alex. We're truly sorry to hear about your experience with CARET Legal. We'd love to help you with the issues you're facing regarding email, billing and accounting and overall performance. Please reach out to our support team at support@zolasuite.com and we'd be happy to speak with you further to resolve the issues you're experiencing.

Billing and keeping track of time is very easy with this software. Additionally, the "Tasks" feature is very helpful for remembering deadlines and the like.

Zola Suite does have a few bugs that could use some ironing out. Some days, some of the features are unavailable. At times, saving emails to the email page from Outlook is not as easy as it should be. If Zola Suite addressed this, it would be near perfect.

Thank you for taking the time to share your feedback, Lucas! We're so glad to hear that Zola Suite's time tracking and task management features have helped you be more efficient. A member of our team will be in touch to discuss the Outlook issue you're experiencing; it sounds like we may need to update your Outlook plugin.

The interface is intuitive so I can easily teach myself as I go. I like that almost every option is customizable to look and feel the way I want it to - without having jump through a zillion special hoops for the customization process. Just a click or two and I'm done.

Hmmmm, not much, really. There's a glitch with the google calendar sync where it duplicates entries too many times. But I'd rather it tell me twice than not at all! (I think this glitch is fixed now, anyway).

My favorite thing about this software is being able to access every case and document from anywhere. I also love the way that emails can be attached to cases eliminating the need to search through emails every time I have to go back.

The only negative thing I have to say about this software is that I wish you could save attachments directly through Outlook. I find navigating outlook easier that the email associated with Zola and it would be nice to be able to save it directly into a file rather than saving it onto my desktop first.

Access from the Cloud Easy to Use iOs App Great customer support Easy migration of data from TimeMatters to Zola Suite

none - I like everything about the software so far

Ease of use, everything is all in one spot, great features, incorporates with my other software (i.e. - LawPay)

There are frequent updates to roll out new features. Although this is a good thing, things changing frequently in the software can sometimes slow down processing time.

Intuitive interface; easily syncs with G Suite. I took a demo of all of the top practice management programs and ended up going with Zola. I found the software is the easiest to use and worked well with how I like to organize my files. Honestly, cannot say enough great things about my experience thus far.

I have only been using Zola for a short period of time and have not experienced any cons. If I had to select a Con, it would be the lack of form templates.

Thank you for your fantastic review of Zola Suite, Edward. We want to make sure that you're aware that Zola Suite has document automation features and we provide unlimited complimentary training on how to use the form builder. We also will configure up to 3 routine documents for annual accounts. Please do not hesitate to reach out to our support team for more information.

Integrated e-mail. So far as I know, this is the only web-based case management software that natively handles e-mail. With other programs, you have to BCC e-mails to a special address to save them in relationship to a matter. With Zola, you simply choose from a drop-down menu. Help is fantastic, both in the sense of solving particular problems and modifying the program as needs become apparent.

The basic accounting functions are present, but are the weakest part of the program. This is not going to be a replacement for a full-fledged accounting program like Quickbooks, but is adequate to the task of running small to medium firms.

The ability to assign tasks to employees and to add opposing counsel or other connected parties to the client profile is very useful.

The accounting functionality and largely not functional. It is not a user training issue as the company has stated for others with similar issues. I have spoken to customer service and was told that there is nothing that can be done as the functionality does not exist. When billing, I bulk bill and then it provides a print out of who got billed and what the total is, but then it doesn't print a...

Read more

Thank you for your feedback. Our teams have prioritized the issues your firm has faced and we appreciate your patience as we work to resolve them. We look forward to continuing to work closely with you and your team to ensure the right level of productivity.

The RPost (e-mail encryption and e-signatures) and LawPay integrations, along with all of Zola Suite's inherent features (case management, custom forms, document automation, document management, excellent time tracking, client portal, business and trust accounting, etc.) provide a seamless and paperless process from client intake and e-signature of the engagement letter to getting the work done to...

Read more

At one point, the e-mail integration was a bit buggy, and the merging of data from custom form fields for the document automation feature did not work as advertised on the training video. Fortunately, both of those issues have been resolved and have worked well since then.

The time-keeping function and the ability to contemporaneously track time from multiple pages.

Everything else. The software does not function even close to the way it was advertised to my firm. It is glitchy, unreliable, and requires updates to do things we were told it did from the start. The "dual sync" email and calendar features do not function properly, nor does the recurring task function. IF the software did what it said it did when it was sold to us, I'd be happy....but it doesn't. In short, the software has damaged my practice because it cannot be trusted and because it is not the product we were sold.

The software provides the ability to keep track of which area is bringing in more clients. Setting up the matters is a good function. Finally syncing the calendar with google is a plus (even if it did double everything at first..

Billing is difficult and does not integrate with bank accounts. Doubles the time. Also making corrections to information or adding information to the client matter is not easy and has no clear directions. Need a how-to manual.

Hi Sheri, Thank you for providing this feedback. Our team is currently in the process of creating a detailed user manual, but in the meantime you can access many instructional articles and videos by visiting our Help Center here: https://help.zolasuite.com/portal/home We plan on releasing a live bank account feed by the end of Q4, so we will be sure to reach out to you once that update is live. You can update Matter information at any time by going directly to that Matter and selecting the field you wish to edit. Our Support team is available to answer any questions you may have, and go through our Billing features in more detail. We offer unlimited training, so feel free to reach out by phone or email. Kind Regards, Eileen Ehrlich Client Success Manager

integration of accounting, document prep and merge, matters time tracking and billing features.

Integration with Best Case bankruptcy program would be great and help me tremendously

Hi John. Thank you so much for taking the time to review Zola Suite. We're thrilled to hear that our accounting system has helped your firm move away from QuickBooks and increase efficiency.

Everything you need to run your practice on 1 platform. Integrated email allow one less software program and saving communications directly to client file.

Email can have glitches at times but the Zola team is constantly updating, fixing bugs and adding new features.

I like how fast the search engine pulls up names of contacts and matters. The functionality of the search engine works really well for our purposes, especially when we need to search a phone number or e-mail address, or any identifying information other than a name. The easy access to time entries is also very useful as a office manager. I also appreciate how readily accessible communications, notes, events, tasks, documents, invoices, and expenses are in the client matter.

We had hoped to change our template software but this was not possible because the fields merged by Zola aren't of any use to us in our firm. I would also like to be able to click on a matter name anywhere in the program and be sent directly to the matter page. Additionally, I would like to be able to link events, tasks, and e-mails to closed matters without having to re-open and close them every time.

The document management integration and email integration are extremely useful to allow our team to work remotely whether from home or court. I have also been extremely impressed by Zola's customer support as well as the constant innovations.

I wish Zola had a separate tab for phone messages and the ability to add multiple team members to events. Zola also limits the number of timers a team member can have up at a time to 5. This creates a problem if a person is working between more than five cases.

This product has allowed my firm to work remotely and assists me in keep tracking of what everyone is working on without being in the same office

Create and saving new documents are a little difficult at first, but eventually you get used to it.

Thank you so much for your feedback, Michael! We really appreciate you taking the time to share your experience using Zola Suite.

I like the Zola is very user friendly and easy to use. I also like that the customer support responds in a very prompt manner.

I don't like that you have to click the matters tab every time you would like to switch matters you are working in. I would like Zola better if you could search new matters from anywhere on the website.

Hi Cammi, Thank you for your feedback. I am glad to hear you are having a positive experience using Zola Suite. Here are some tips for quickly navigating from Matter to Matter: 1) When in a Matter details page, you can click on the Matter name at the top of the page. You can then select another Matter to view from the drop down list. 2) you can navigate to a specific Matter from a different section of Zola Suite by using the universal search tool at the top of the screen. Feel free to reach out to Support if there is anything at all we can assist with. Kind Regards, Eileen

The seamless integration with Gmail and Google Calendar sets Zola above the competition. For anyone who currently relies on Gmail and Google Calendar Zola is a no-brainer. The calendaring features and task management tools are robust and the reminder options for SMS and Email put Zola over the top.

The e-mail association function appears to be manual only (no automatic filters/tagging option for incoming email) so the manual sorting of e-mails to associate them with files can be time consuming.

No pros were added to this review

No cons were added to this review

Timekeeping, remote access, ease of file searches, organization are four of the few many aspects of this software that allows us to continue our day-to-day operations with much efficiency and success.

The only con is that all documents have not yet been rolled over on to the software, however, this is a new program, and from my understanding, this feature will be available shortly. Once they are accessible, it will speed up productivity tenfold!

I'm over the moon with CARET Legal! The way I run my law firm has been completely revolutionized by this all-encompassing software. The software's straightforward and user-friendly layout, which has made navigating and using it a breeze, is one of its major characteristics in my opinion. My efficiency and production have greatly increased as a result of the wide variety of tools and features it provides. CARET Legal can handle everything, from case management and document organization to time tracking and billing. I'm not forced to manage several platforms or struggle with manual tasks anymore. My process has been streamlined, and I have gained valuable time thanks to the smooth integration of all these functions into a single, coherent system.

So far I have no complains about CARET Legal

Joseph, thank you so much for your wonderful review of CARET Legal! We love hearing from happy customers like you and we're thrilled to see that our platform has helped your firm become more efficient and organized.

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

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...

Read more

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!