CARET Legal Reviews - Page 3

Zola Suite has been super easy to use. Although they provided an onboarding specialist to walk me through the product, I didn't need the help. The product is very intuitive.

There isn't anything that I don't like about the platform. But if I have to include something, I wish the Zola email offering would allow opened emails to pop out in a separate window or tab, making it easier to copy/paste content from other emails or search other emails for content while the one email is open. Not at all a big deal though, and it's easy to work around.

Hi Jack! Thank you so much for your review. In regards to email, you can open it in a new window or tab by clicking on the icon that has an arrow pointing towards the top-right direction. You can also double-click inbound emails to open in a new window.

The responsiveness of tech support and customer service to not only troubleshooting problems, but suggested features and improvements, is absolutely top notch. That alone is enough to really recommend Zola.

Sometimes, the workflow can be a bit awkward, as some features are less intuitive or require more steps. Links that you would expect to be there are sometimes missing (for example, there is no way to click on the Matter on the Task item to go to the Matter page). For the most part, though, these things are often fixed in updates, and the usability continues to be refined so that clunkier parts of the site get better over time.

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 billing component of the software is user friendly.

The conversion has been a nightmare, there is poor service on the back end, it has derailed out business for days on end with outages, it has yet to work wit lawpay, and took a ridiculously long time to integrate with Netdocs.

Hi, Shawn. Thank you for sharing your feedback. We know that moving your firm to a new practice management platform is a huge decision and one that is not made lightly. We're incredibly disappointed to hear about your experience in making the move to Zola. Our dedicated migration team strives to make this process as seamless as possible, but clearly, we failed to deliver on that promise. Our VP of Onboarding will be reaching out to you today to discuss how we can move ahead and make sure your team members have all of the data and training they need to fully leverage all of Zola's efficiency-boosting tools.

We chose this product for ease of use and functionality promises that were not delivered.

Caret purchased Zola and the transition has not been optimal. The email and calendaring functions are glitchy to the point of non-usability. Customer service is slow or non-responsive. We were promised a customer portal function that doesn't meet our needs.

Hi Michael. We're truly sorry to hear about your experience with CARET Legal and our team. We'd love to help you with the issues you're facing regarding email, calendaring and the portal. Please reach out to our support team and we'll do our very best to resolve the issues you're experiencing.

I love the ability to manage tasks within Zola Suite. Zola Suite also has a very intuitive document automation system.

Although I understand the HotDocs integration is not yet released and still in testing, it needs additional features. Specifically, the "Overlay" feature that is native to HotDocs needs to be activated within ZolaSuite. It also needs the ability to email the HotDocs interview to clients through Zola Suite.

Hi, Aaron. Thank you for sharing your feedback. We're thrilled to hear how Zola Suite has improved your firm's productivity. We're almost ready to launch our HotDocs integration and will be making significant enhancements in round two of the release. Stay tuned!

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.

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).

User friendly intuitive easy to get implemented

Document automation is somewhat elementary but it works

Hi John, thank you so much for taking the time to review Zola. We really appreciate your feedback!

I like the ability to have both a place to record time and calendar events with the ability to have the accounting piece included.

The thing i like the least is having to record a time entry and then check that a task has been completed. If it were all in one process it would be less time consuming.

I like the ability that this product gives me to blend different types of billing methods within the same client. I have been searching for a product that would allow both hourly and flat fee billing by matter and not client.

Still trying to get my hands around the accounting module. Not sure if I am better to wait for full Quick Books integration to start using that functionality. Need to have some method for accounting for expense disbursement which does not require the entry of a check.

Calendar / task / mobile app really work well access by principal & staff — exchanging between staff works well

Financial component is weakest part — ended up getting a simple program for trust accounting. Just didn’t integrate the billing component— felt other programs did it better

What I like most about Zola is the easy access to email on the front screen. I also like how you can enter events into the calendar from the email.

What I like least about this software is the difficulty of creating templates. I signed up for training on how to use templates but it wasn't much help.

Thank you for your review of Zola Suite. We're glad Zola Suite is helping streamline emails and calendaring. Depending on your requirements there are a number of ways that document templates can be set up. We're going to reach out to you so that we can set up a few together via screen share.

It’s ease of use. The software is simple and easy to use.

It signs you out after a certain period of inactivity.

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 have NEVER received better customer support from any software company! They pick up the phone right away, they are knowledgable and easy to understand, and they are friendly and polit. A++.

I use this only for billing, but two things could be improved: 1) there should be a field for phone number and email address along with mailing address on the top of bills (I can only plug in mailing address); and 2) it's a bit awkward to have to go from bill creation under Time to invoices under matters.

Choosing ZolaSuite was quite the process for me, but in the end I went with ZolaSuite because of the integrated email and the fact that the accounting software is included. The integration with Outlook (email and calendar) has worked out very well. I also found the software to be fairly intuitive. Customer Service has been very responsive when I've needed to contact them (usually less than 12 hrs definitely within 24). I do a number of pro bono cases and like that I can track the time and create invoices showing the time without a charge by simply checking a box.

The only thing that has been disappointing to me about the software is that due dates cannot be assigned to subtasks in the task templates, only to the completion of the task as a whole.

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 easy access

None

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.

I find it easy to use and self explanatory. The biggest benefit has been the ease of tracking my time and easily generating client invoices.

It's not unusual for the site to freeze on me or to run slow. I've had times where I lost an email I drafted because the system locked up and I ended up starting from scratch without it saving a draft of the email.

No pros were added to this review

No cons were added to this review

It is fast, intuitive, and easy to use. No kidding - you don't have to watch hours of training videos to use it. This system is obviously designed by lawyers for lawyers. It handles all the essential functions of a modern law office, including emails with an easy interface.

Company support is required to embed logos into invoices and signatures into emails. Support is very responsive, so this is not a significant issue. The system is just adding two-way synchronization between Zola and Outlook for calendar and contacts. The synchronization for emails works very well, so I expect the calendar and contact sync will work equally well.