CARET Legal Features

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.

This software is just incredible. With Caret Legal, I manage my legal files brilliantly. Accounting, generating basic reports and time management are just some of the advantages this software offers me.

So far, I don't have much to complain about with Caret Legal.

Hi, Ulrich. Thank you for taking the time to share your experience working with CARET Legal. We love hearing from happy customers like you!

Ease of Use and the combination of all of the functions of practice management, accounting and planning all in one program

Training is too much too soon. There needs to be an initial short training followed up in 30-60 days to do a more detailed training when everyone has used the program and can understand the program and ask meaningful questions

This software loads fast and is streamlined and instinctive. I am a former abacus user. It took me less than an hour to learn and master tasks in zolasuite that it took me months to figure out on abacus. In addition, the mobile app is huge if you are on the road. Even something as simple as being able to immediately create a timeslip for a phonecall you may have had with a client while waiting during a court recess is huge. It monetizes something you may as soon forget about when you return to the office. This means zolasuite could very well pay for itself based upon revenue you dont lose.

The migration from abacus was an issue. It occurred two weeks ago and what notes that are there are scrambled and attached to cases thet don't belong to. It may be worthwhile to handle this yourself.

Eric, thank you so much for this very thorough (and flattering) review. Regarding migration of your Notes, I'm very sorry we missed the mark on that; we actually pride ourselves in performing highly accurate and thorough migrations. I'm reaching out to you personally to make sure we get it right asap. Fred Cohen, CEO

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

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.

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...

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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 two big things that Zola gets right are the accounting component and work flow for billing. Before trying Zola, I tried manual spreadsheets, FreshBooks, Harvest, CaseOne, Clio, Xero, ebility, and probably some others. None of them got out of the way and let me run a business like Zola does. Yes, they assume that I have a dedicated office manager, but even when I do, why would I want to do that...

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There are some user interface things that I think will improve in the coming year. (For example, I don't use Zola for email, the fact that it is front and center doesn't help me, but that is not something I have to work around.) They publish their roadmap so I know that the platform is going to develop.

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

All the neat features that really help with my workflow

Some bugs here and there, but we understand that Zola is constantly being developed. Miss a few features from TimeMatters, like being able to cross-relate files and contacts.

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.

Zola allows for complete control of any aspect of your business from absolutely anywhere. Provided, of course, that you have access to the internet. No more dragging files to and from locations, or being unable to check on work from home or vacation. A simple log in to the service, and you can be anywhere while still being aware and up to date.

There isn't much to say in terms of negative content that I personally have experienced. Any issues I can even remotely think of, such as site layout and template availability, for instance, have been deftly and quickly handled by the wonderful support staff.

Setting tasks, deadline tracking and calendar management are a big positive.

I love this software the more I use it.

Ease of use. The killer feature: ability to work from email. Emails can be converted to calendar events or tasks with the click of a button. Emails can be saved to cases. Accounting and billing integrated into app.

No cons were added to this review

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...

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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!

On the whole, Zola is an excellent practice management software. The onboarding process was smooth and we were easily able to get our client and matter databases uploaded. The built-in email integration is hands-down the best feature about Zola. After linking your email account, the integrated email application allows us to quickly and easily save client correspondence and attachments directly to...

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The CRM feels pretty lacking. The fact that it is included is a nice bonus over other practice management offerings, but the overall functionality isn't great. You can't customize the CRM/sales process stages or really anything about the CRM for that matter, so you have to brute force your own process to fit what is given to you. We decided to use a different software for our CRM because it ultimately...

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Hi, Conner. Thank you for your feedback; we're thrilled to hear that Zola Suite has helped to improve your firm's efficiency and profitability. We're sorry that Zola CRM's capabilities have not lived up to your expectations. Currently, firms can only customize CRM Sources within Firm Settings but we're working on a major update that will include the ability to customize CRM stages. With respect to task management, we're actively working on the ability to add individual due dates for subtasks. We'll be sure to update you when it's released.

Robust all-in-one package, which makes it very unique in the law practice management sphere. Very reasonably priced for the functionality. Relatively easy to use once you get past the learning curve. US-based support that is very responsive (more on that below).

Where do I begin?! I have had nothing but problems since the beginning - and I've only been using it for about 4 months. I prepaid for a year and now I regret it. I wanted an all-in-one reasonably priced software that includes CRM, accounting/billing, and time tracking without having to integrate with other apps. However, the program is a bit slow and clunky (I have a new laptop, so it's not the...

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Hi Jennifer. Thank you for sharing your feedback. We're very sorry to hear about your negative experiences. We recognize that transitioning to a new platform can be challenging but we strive to make the process efficient and seamless whether you're a solo practitioner or a member of a 200-user firm. In reviewing your feedback, it seems that many of these issues could have been resolved with more comprehensive training and better communication during the onboarding process. We have shared this feedback with our dedicated onboarding and training team, and a member of our senior leadership team will be in touch to make sure you are configured for success with Zola moving forward.

The customer service is excellent. Sometimes a software can be good, but if the customer service is not as good or better, it can make working with it more difficult. I have always had great customer support whenever calling Zola, and I called a lot at the beginning of the software implementation. I don't call as often now, but I know when I do call, I will get the same customer support as I did when I called more often. The Customer Support team is very good!

In the Documents section, there is no way to easily blackline documents and keep newer versions. Zola's software does not recognize the newer versions of documents. I'm hoping they will change this in the future.

Hi, Eva. Thank you for your feedback. We're thrilled to hear that Zola Suite has helped your practice become more productive. Within Zola's document management section, you can upload new versions of documents and the current version number will appear on the right of the document's name (example: "Ver 5"). By simply clicking on the version number, you will see every version that was uploaded along...

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The support staff is incredibly knowledgeable and quick to respond to any inquiries. If a feature is missing, they are quick to fix or add it. Billing is quick and easy, as is jumping to various matters. The calendar syncs to other calendar apps, making scheduling accurate. The reporting feature shows many different metrics of productivity. You can email directly from a matter and create a time entry,...

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The task feature is helpful for remembering deadlines and setting reminders, but does not send alerts when a task becomes due or overdue. Sometimes there is a delay between an email being received in my inbox and showing in Zola. Email glitches happen with some regularity. There is no ability to pop emails out in a separate window. When we have had an issue in the past, Zola has been fast to respond and resolve the issue. They have added functions and features based on our requests. There are bugs, but they work hard to correct them.

Hi Katherine, we're glad to hear that Zola Suite helps you manage your practice in a more efficient way. In regards to Zola's task feature, users who assign a task to another member of their team have the ability to receive an alert when the task is completed or overdue. Those who were assigned the task will receive an email with the task description and due date, and if the assignee doesn't complete the task in time, it will display in the "Overdue" tab of the assignee's task list. In addition, Zola's email client supports the ability to pop emails out into a separate window when viewing and composing emails. Please reach out to our Support team if you have any questions.

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.

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...

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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...

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