--- title: CARET Legal Reviews meta_title: 'CARET Legal Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 210 reviews by the users' company size, role or industry to find out how CARET Legal works for a business like yours. aggregate_rating: rating_value: 4.4 review_count: 210 scale: '5' date_modified: '2026-08-07' parent_category: name: Legal url: https://www.g2.com/categories/legal --- # CARET Legal Reviews **Vendor:** CARET **Category:** [Legal Practice Management Software](https://www.g2.com/categories/legal-practice-management) **Average Rating:** 4.4/5.0 **Total Reviews:** 210 ## About CARET Legal CARET Legal is the leading solution for legal professionals to manage their practice and create space for what matters, including delighting clients and maximizing billable time. From client intake, to matter management, to back-office reporting, CARET Legal helps you save time, increase team collaboration, increase accuracy, scale your business, and collect revenue faster than ever before. With almost a decade in business, 95% of CARET Legal customers would recommend the platform to others. Law firms using CARET Legal report that they recoup their investment 31% faster than G2's legal practice management software category average. ## CARET Legal Pros & Cons **What users like:** - Users commend the **user-friendly interface** of CARET Legal, enhancing daily operations and streamlining processes efficiently. (22 reviews) - Users value the **efficient workflow** in CARET Legal, significantly reducing manual tasks and enhancing overall productivity. (13 reviews) - Users value the **centralized document management** in Caret Legal, enhancing efficiency and streamlining daily operations. (12 reviews) - Users value the **centralization of financial management** in CARET Legal, enhancing efficiency and streamlining operations significantly. (11 reviews) - Users commend the **efficient customer support** of CARET Legal, swiftly resolving issues and bolstering user confidence. (10 reviews) - Users appreciate the **organization capabilities** of CARET Legal, enjoying its ease of use and integration with Outlook. (9 reviews) - Users value the **streamlined case management** of Caret Legal, enhancing organization and efficiency for law practices. (8 reviews) - Intuitive (8 reviews) - Access (7 reviews) - Users appreciate the **seamless integration of accounting** in Caret Legal, enhancing timekeeping and collaboration across the firm. (7 reviews) **What users dislike:** - Users experience **frequent software bugs** in CARET Legal, leading to frustrating slowdowns and time-consuming resolutions. (9 reviews) - Users are frustrated with the **missing features** in CARET Legal, hindering usability and efficiency in daily tasks. (6 reviews) - Users express frustration with **poor customer support** , citing unresolved issues and slow response times from the technical team. (6 reviews) - Users experience frustrating **slow performance** with CARET Legal due to freezing and unexpected glitches during use. (6 reviews) - Users experience frustrating **functionality issues** with CARET Legal, including glitches and slowdowns that disrupt workflow. (5 reviews) - Users report significant **billing issues** with CARET Legal, including high migration fees and unresponsive customer support. (4 reviews) - Users find the **document management component lacking** , leading to frustrations and unresolved issues during data migration. (4 reviews) - Users experience **lagging performance** with CARET Legal, facing slow, glitchy functionality that diminishes usability. (4 reviews) - Technical Issues (4 reviews) - Users report a **frustrating data management experience** with CARET, facing costly issues and poor migration outcomes. (3 reviews) ## CARET Legal Reviews ### 1. Intuitive practice management with great portability **Rating:** 5.0/5.0 stars **Reviewed by:** Joshua C. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2020 **What do you like best about CARET Legal?** Easy to use interface with robust capabilities. Zola is friendly to everyone from our most luddite attorney to our most tech savy paralegal - in vastly different ways. It works great for everyone, suits their individual needs, and helps our practice run more efficiently. I especially like the portability and ease of using the platform on my cell or laptop. **What do you dislike about CARET Legal?** I am still hoping that they will offer a plugin to save documents directly from word to Zola on my Mac. I know this capability is offered for PCs, but I would love to see it on my Macs. Would like to see Open.AI integration and the ability to query my matter docs with natural language. **Recommendations to others considering CARET Legal:** It's a great practice management system. We have been very happy with and are excited to continue growing together. **What problems is CARET Legal solving and how is that benefiting you?** Puts all of our case information in one easy-to-use location. Makes billing and time tracking simple. Able to capture billing automatically through the email interface. Saves version histories and allows individual users to rapidly come up to speed on a file. Generates professional invoices in a snap. Save times and allows attorney's and staff to focus on more substantive tasks. **Official Response from Sarah Gardiner:** > Thank you so much for your feedback, Joshua. We appreciate the opportunity to serve your firm. Mac users are very important to us, which is why we developed our zDrive plugin to be compatible with Macs as well as PCs. Our product team is currently looking into expanding our Microsoft Word Plugin capabilities to work with Macs as well. We will reach out to you when we have more information. ### 2. i've offered to go on tour for them to tell everyone how great it is!! **Rating:** 5.0/5.0 stars **Reviewed by:** jason m. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 20, 2023 **What do you like best about CARET Legal?** I've tried a half dozen of these and Caret/Zola is the best one I've found so far. the integration of tasks, email, time, accounting together into the matters is perfect. it's not the most robust solution, but that means that it's way easier to use than those more complex options (and the price is much lower also). the bigger names cost more, have a much steeper learning curve, and still you end of only using a fraction of the availabe features because you don't need them. so far i haven't found anything i need to do that caret/zola don't cover. **What do you dislike about CARET Legal?** my only disappointment with them is the lack of full mac integration. since the system is primarily web-based this isn't more than a minor issue, but the optional add-ins for MS Office products don't play well with mac. **What problems is CARET Legal solving and how is that benefiting you?** solves time/expense keeping, task tracking and completion, has helped me move to a more paperless office with the electronic document management and utilization **Official Response from Sarah Gardiner:** > Jason, thank you so much for taking the time to review CARET Legal. We really appreciate it and love hearing from happy clients like you! ### 3. Billing, journal entries easy to accomplish. **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew M. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 20, 2023 **What do you like best about CARET Legal?** The journal entry feature. We use journal entries to book expenses in summary form rather than depending upon the recording of individual transactions. Quickbooks, for example, allows journal entries but their instructions discourage using them. Such general ledger software packages are "forms-based," meaning, that they are set up to record each and every transaction as it occurs. This procedure is limiting and fraught with omission. Journal entries allow me to book expenses from our bank and credit card statements monthly in summary form without losing any of the granularity needed to examine individual transactions. **What do you dislike about CARET Legal?** The credit memo creates "phantom cash." The recommended procedure creates an operating retainer. The credit is to the Retainer Liability and the balancing debit is posted to the bank account. Since we did not receive cash, our bank cash is overstated. I have to perform a manual journal entry to remove the "phantom cash." **What problems is CARET Legal solving and how is that benefiting you?** Revenue recording is a breeze. Billing is a breeze. Production of trial balances, balance sheets and P&L's is a breeze. Downloading ledger data in Excel format is extraordinarily helpful. **Official Response from Sarah Gardiner:** > Hi, Andrew. Thank you so much for leaving a review of CARET Legal. We're thrilled to hear the journal entry feature has been beneficial for your practice. Regarding the "phantom cash," we're going to have our support team reach out to you to investigate this one. Stay tuned! ### 4. Zola, now CARET Legal, is a one-stop shop for running a firm. **Rating:** 4.5/5.0 stars **Reviewed by:** Kate Z. | Attorney / Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2022 **What do you like best about CARET Legal?** First, I've been impressed with the seemless transition from Zola to CARET Legal. The fact that you can do your billing, time management, scheduling and accounting and reconciliation in one place is such a great quality in a program. With Zola I don't need 3-4 separate subscriptions. **What do you dislike about CARET Legal?** I do wish there was better linking to email and the ability to save contacts easier; group email billing. And I have found that the client portal is a little complicated for some clients to use. **Recommendations to others considering CARET Legal:** Quick to respond when you have questions. If you aren't a fan of Quickbooks, Zola is for you! **What problems is CARET Legal solving and how is that benefiting you?** Being able to do my billing, time management, and accounting in one place. Being able to access my file information on the go. Being able to track referrals better. If it could only remind me to make sure I timely bill (that's a me-problem). **Official Response from Sarah Gardiner:** > Hi, Kate. Thank you so much for your feedback. We're thrilled that Zola Suite has helped your firm increase efficiency and productivity by having one comprehensive platform to manage your practice! That is our mission and we're ecstatic to see how this has positively affected firms around the country, like yours. ### 5. The Complete Package **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2023 **What do you like best about CARET Legal?** Caret (Zola) is a complete package of all the components my small firm needs: time keeping, billing, document management, and accounting. It is user-friendly and easy to learn. When I submit a support request, the response is always prompt, and the support team has always been very helpful. **What do you dislike about CARET Legal?** There is very little I dislike. Some of the features are available only with premium packages, but that is to be expected. If anything, sometimes I find the "help" contents to be a little lacking. However, if I cannot figure it out, I submit a support ticket and always get a quick response. I do wish it was compatible with Microsoft Teams. **What problems is CARET Legal solving and how is that benefiting you?** Caret (Zola) is a great solution for invoicing clients. Timekeeping is efficient, and the invoicing process is fairly intuitive. Recent additions like APX have made the process more seamless. I have recently added some new features that I am still navigating and learning, but I assume they will also be helpful in minimizing the time I have to spend on administrative tasks. **Official Response from Sarah Gardiner:** > Thank you so much for your wonderful review of CARET Legal. We appreciate you taking the time to share your experience with us. We're thrilled to hear that our platform has minimized the time you spend on administrative tasks and creates more space for you to focus on your clients. ### 6. Trying to Like It **Rating:** 2.5/5.0 stars **Reviewed by:** Sheila R. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2023 **What do you like best about CARET Legal?** I do like the ability to have your own Default Screen look the same when you login. **What do you dislike about CARET Legal?** E-mail does not have options like Outlook. If you are going to connect Caret Legal to Outlook you should at least give the user an option as to how you want your outlook to run. We all use Outlook and the e-mail option in Caret is terrible. There are other items but I do keep an ongoing list. Perhaps, I should start doing that. However, there are a lot of billing options I do not like and some cannot be changed. **What problems is CARET Legal solving and how is that benefiting you?** Unfortunately, I cannot tell you what specific problems are benefiting me. If I had nore time, I would be able to tell you more. **Official Response from Sarah Gardiner:** > Hi Sheila, we're sorry to hear that your experience with CARET Legal has not lived up to your expectations. Our Outlook integration delivers a two-way sync, allowing both your Outlook and CARET Legal calendars to display the same information. We'll have a member of our support team reach out to better assist you. ### 7. It works, but isn't the best out there **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2023 **What do you like best about CARET Legal?** Timers are very helpful. The time tab and calendar summary tool are also very useful. Text messaging feature is convenient (once you get through the set up). **What do you dislike about CARET Legal?** Logging you out of all tabs when your computer restarts requires re-opening or logging in to each matter/tab. Setting up the text messaging feature was difficult for administrators, and the texting notifications are still not quite ironed out here (aka complicated and not user-friendly). The tasks tab could be easier to use and more efficient. The referral program used to be amazing and is now subpar at best. You won't get exposure if you're only willing to give out more than $100 per demo (hint: a lawyer's time is worth much more than $100/hr, and that is what you're providing for a 1hr demo). It's frankly not worth it anymore and you're only hurting yourselves with this change. **What problems is CARET Legal solving and how is that benefiting you?** Timekeeping, invoice creation, organization of files including contacts and status of matter, etc. **Official Response from Sarah Gardiner:** > Thank you for taking the time to share your feedback. We're sorry to hear you had trouble with our text messaging feature. We are constantly striving to improve CARET Legal and the further development of this feature is on our roadmap. If you need any assistance regarding client texting or tasks, please reach out to our support team at support@zolasuite.com. They're happy to help! ### 8. CARET Legal is very useful! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 20, 2023 **What do you like best about CARET Legal?** There are many aspects of CARET that I have found to be very beneficial. I like the ability to have different folders within a case to organize all of our firm's documents. I like being able to link Outlook email and calendar to CARET. I like the ability to just drag documents into a folder. **What do you dislike about CARET Legal?** I do not like the fact that we can't change the name of an email once it's saved. It would be so nice if we could change the title (ex: Email to Adjuster re: Settlement). Instead, we have to click through each email or search for key words. I also wish we could choose the time for the all-day reminders, instead of having them sent at midnight. **What problems is CARET Legal solving and how is that benefiting you?** It is keeping our files organized. It is nice to search for key words in the "Document" tabs and being able to quickly find what I'm looking for. CARET is making work production more efficient and we are able to work more quickly. **Official Response from Sarah Gardiner:** > Thank you so much for your feedback. We're thrilled to hear that CARET Legal is making work production more efficient for your team. And thank you for your suggestions to improve our platform. We have passed this information along to our Development Team. ### 9. Caret is an excellent all encompassing practice management tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Sean S. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 20, 2023 **What do you like best about CARET Legal?** Caret has a very intuitive interface that can be learned quickly and efficiently. The entire interface is appealing and easy to use. **What do you dislike about CARET Legal?** In document templates you have to fool the system if you will on certain things. Caret lacks the ability to define template fields such as making a name or address capital or bold, etc. **What problems is CARET Legal solving and how is that benefiting you?** Caret solved the problem of finding a cloud-based practice management system that was easy to use, yet full featured, and at a reasonable price. Team members find that Caret is easier to use and the drag and drop features make moving documents around much simpler and faster! **Official Response from Sarah Gardiner:** > Sean, thank you so much for taking the time to leave a review! We really appreciate it and love hearing from happy customers like you. If you have more questions on document templates, please reach out to support@zolasuite.com. ### 10. Not terrible but a lot of little reasons that Caret software is sometimes very frustrating. **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2023 **What do you like best about CARET Legal?** It can be integrated into Box. The time keeping aspect is easy & convenient. **What do you dislike about CARET Legal?** Junk/Spam leads, in CRM, have to be deleted individually, and you can't delete the contact card without first deleting each junk/spam lead entry. And again, not able to do mass/bulk deletions. The CRM is just not very good at all compared to other software out there. Calendar entries are super irritating if you need to correct/update/delete a recurring one. And it's very easy to accidentally move an entry on the calendar just by hovering over it. again, like with the CRM, the calendar's just not the greatest and as easy to use/convenient compared to other software out there **What problems is CARET Legal solving and how is that benefiting you?** multifunctional, industry-specific (sort of) **Official Response from Sarah Gardiner:** > Thank you for your review. We're sorry to hear that you're having some trouble with our calendar and CRM capabilities. Regarding the junk/spam lead deletions, we appreciate your feedback and have passed this along to our product team to further improve our capabilities and enhance the user experience. Please reach out to our support team if you need further assistance. ### 11. Needs Work **Rating:** 3.5/5.0 stars **Reviewed by:** Rob H. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2023 **What do you like best about CARET Legal?** Using APX when it works correctly is nice **What do you dislike about CARET Legal?** When Making deposits, why do you have to keep typing the same date and type of payment for each check of a deposit **What problems is CARET Legal solving and how is that benefiting you?** Not a whole lot; consoldated billing has many issues. APX creates a payment even when it didn't go through can't receive payments with apx without going through zola when this happens. **Official Response from Sarah Gardiner:** > Rob, thank you for your review of CARET Legal. We're happy to hear that our integrated payments feature is beneficial for your firm. We're sorry to hear that you're having some complications when making deposits as well as with our consolidated billing functionality. A member of our team will be reaching out to you regarding these issues. ### 12. I use Caret for tracking billable hours on client matters **Rating:** 4.0/5.0 stars **Reviewed by:** David V. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2023 **What do you like best about CARET Legal?** Very straight-forward, moving from screen-to-screen logically. **What do you dislike about CARET Legal?** It lacks 'shortcuts,' that is, short acronyms or abbreviations that, when typed, automatically expand to full words or sentences and that make entering the same kind of entry across multiple matters easier and faster. Examples: 'hrg' for 'Hearing,' 'ts' for 'Timesharing,' 'MSA' for "Marital Settlement Agreement," etc. **What problems is CARET Legal solving and how is that benefiting you?** Not applicable at my user level **Official Response from Sarah Gardiner:** > David, thank you for taking the time to review CARET Legal. We're happy to hear that our platform is intuitive for your firm. We're sorry we don't have a workaround for the shortcuts comment you mentioned as of now, but we're happy to put this request to our product team. They're always looking for new enhancements to the platform based on customer feedback. ### 13. Zola Suite **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** November 21, 2023 **What do you like best about CARET Legal?** We signed up for this service to obtain integrated billing with our invoice system. **What do you dislike about CARET Legal?** We did a trial, and tried the different features. **What problems is CARET Legal solving and how is that benefiting you?** We are too new to assess its accounting ability. **Official Response from Sarah Gardiner:** > Kyle, we’re sorry to hear about your experience. In regard to timekeeping, we wanted to make sure you were aware of some functionality and settings that are available within CARET Legal. The timers are defaulted to round to 6 minutes or .1 hour but this can be adjusted depending on your preference. In addition, when starting and stopping timers, users have the ability to adjust the duration and narrative of the time entries before they are saved. A member of our support team will be reaching out to answer any questions you may have on implementing the above. ### 14. BEWARE **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 07, 2023 **What do you like best about CARET Legal?** Caret Legal casts it's net wide in so much as the program is very comprehensive. This is the best feature as it is an "all in one" platform. **What do you dislike about CARET Legal?** Customer Service is HORRIBLE! The program is CONSTANTLY glitching causing a lot of down time. You are connected with foreigners who take down information with the promise that someone will call back (which does not happen). **What problems is CARET Legal solving and how is that benefiting you?** They are actually causing problems for us as we are always on the phone with customer service which takes away from our productivity. **Official Response from Sarah Gardiner:** > We're so sorry to hear about your experience working with our team. We pride ourselves on delivering white-glove support to all of our customers and we're sorry to hear that we did not meet your expectations. We will be sure to pass along this feedback to our team and use it to continuously improve our services. ### 15. CARET Legal/Zola Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** June 19, 2023 **What do you like best about CARET Legal?** Caret/Zola is very easy and intuitive to use. I like that it integrates my team's calendar, email, and tasks. The timekeeping /billing program also makes it simple to track each attorney's time. **What do you dislike about CARET Legal?** The contact management system is a bit disorganized. **What problems is CARET Legal solving and how is that benefiting you?** Caret/Zola makes it easy to keep all information regarding each of my clients/matters in one place. This saves time that would be otherwise spent organizing and keeping track of client information, case updates, and time entries. **Official Response from Sarah Gardiner:** > Thank you for your review. We're happy to hear that CARET Legal has enhanced organization within your firm and improved time tracking. ### 16. Extremely satisfied with Caret Legal System **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** April 20, 2023 **What do you like best about CARET Legal?** The most helpful feature of Caret is the efficiency with that all the team members at the Firm can work from the attorney to the accounting department and the paralegals nice and smooth. **What do you dislike about CARET Legal?** Wish the online customer service help was more time sensitive about issues to be resolved. The attorney;'s time is extremely valuable for them sometimes to wait on an answer to be received. **What problems is CARET Legal solving and how is that benefiting you?** The time entry section on the expenses is extremely useful to the team members at the firm. Anyone can be on the same page, knowing all the pertinent information and be on the same page in case any question arise. **Official Response from Sarah Gardiner:** > Thank you so much for taking the time to leave a review. We're so happy to hear that CARET Legal has helped with efficiency amongst your team. Thank you for your feedback on our customer support. We're constantly improving our support services to deliver fast and helpful assistance to our customers. ### 17. It has all I need to run a successful practice **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2023 **What do you like best about CARET Legal?** The integrated nature of the product is what I like best. It is truly an online office and I am able to scan documents and have access to case notes immediately. **What do you dislike about CARET Legal?** I wish the accounting feature was more customizable to my exact needs for the practice. **What problems is CARET Legal solving and how is that benefiting you?** The fact that I am able to have my complete client file accessible from anywhere in an organized manner is such a benefit and definitely makes me more productive. **Official Response from Sarah Gardiner:** > Thank you so much for taking the time to share your experience working with CARET Legal. We love hearing how our platform helps your firm be more productive. If you're interested in any additional training regarding the Accounting feature, please contact our support team (support@zolasuite.com). They will be happy to help. ### 18. Attorney **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2023 **What do you like best about CARET Legal?** Sorting by date top see work during set periods **What do you dislike about CARET Legal?** It does not have text shortcuts to expedite entry in the notes or description of frequently used terms ("tc" for "Telephone conference with...", "hrg" for "Hearing", etc). **What problems is CARET Legal solving and how is that benefiting you?** Ability to track hours **Official Response from Sarah Gardiner:** > Thank you for taking the time to leave us a review. We appreciate your feedback regarding text shortcuts to expedite entry within notes and have passed it along to our product team. ### 19. Caret has been one of the better platforms I have used for a law office. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2023 **What do you like best about CARET Legal?** I like their customer support. They are very quick at responding and very knowledgable. **What do you dislike about CARET Legal?** I do not like that you cannot create automatic tasks that populate with due dates. **What problems is CARET Legal solving and how is that benefiting you?** It is helping us keep better track of our billing and accounting. It is a lot easier to see what needs to be paid/needs to be paid. **Official Response from Sarah Gardiner:** > Thank you for your review of CARET Legal. We're happy to hear that our platform helps your firm better track your billing and accounting needs and that our support team has been helpful to your practice. In regards to your mention of automatic tasks, Task Templates can create sub-tasks automatically. We are expanding our workflow capabilities in the near future which will address any trigger and date functionality requests. ### 20. Paralegal at boutique law firm **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2023 **What do you like best about CARET Legal?** Ability to easily manipulate software; user-friendly; great response time from support; **What do you dislike about CARET Legal?** Contacts are challenging to create, mainly when several individuals are related to a company; the feature doesn't allow for duplicity of company information to add an individual's name, Email, or phone number(s) without creating a new Contact. **What problems is CARET Legal solving and how is that benefiting you?** Time-keeping; document management and retrival **Official Response from Sarah Gardiner:** > Thank you for taking the time to leave a review of CARET Legal. We're happy to hear that our software has been user-friendly for your team to operate and perform efficiently. In regards to your note on duplicating contact records - there is a 3-dot icon on the top right of each contact card that offers a clone option to help reduce the need for manual data entry. If you're having trouble locating this, please contact our support team. They will be happy to help. ### 21. Caret Legal Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2023 **What do you like best about CARET Legal?** Very easy to navigate and organized intuitively. Simple to enter information and download documents. Very user friendly. All in one solution. Helpful support **What do you dislike about CARET Legal?** Can't think of anything at the moment... **What problems is CARET Legal solving and how is that benefiting you?** An online solution that is accessible in several different media. I use it for document management, case management, and billing. **Official Response from Sarah Gardiner:** > Thank you so much for taking the time to review CARET Legal. We love hearing from happy customers like you! ### 22. Caret has good options but needs improvement. **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 08, 2023 **What do you like best about CARET Legal?** Customer service is great most of the time. I also like how it can create templates **What do you dislike about CARET Legal?** There are no workflows. The intake forms don't talk to the custom/matter fields. There is no way to send an electronic engagement agreement through Caret. **What problems is CARET Legal solving and how is that benefiting you?** It allows all files to be digital and that gives access to multiple employees efficiently. **Official Response from Sarah Gardiner:** > Thank you for your review of CARET Legal. Workflows are currently on our product roadmap and will be released in the near future. We appreciate your other feature requests and will be sure to pass along this feedback to our product team. ### 23. Very Pleased with Zola Suite **Rating:** 5.0/5.0 stars **Reviewed by:** Barbara G. | Attorney, Small-Business (50 or fewer emp.) **Reviewed Date:** August 25, 2022 **What do you like best about CARET Legal?** Zola has several great features, but without hesitation, the Document Automation feature is absolutely my favorite feature! Whether we are drafting one document or an entire 50-page form packet, this feature saves us a significant amount of time! A close second is the CRM feature - it is wonderful to be able to track referrals, assess percentage of retention, etc. I also like that calendars can be shared among users, emails can be linked to matters, billing is easy to review within the program, and customization of the matter-specific fields, depending on the practice area. **What do you dislike about CARET Legal?** It needs rules-based tasks (i.e., trigger-depending on completion of prior tasks). It is my understanding this has been in the works for some time. We are a very niched firm, and I want to be able to use the tasks as a checklist, which would include me completing one task and the next task being automatically set for X days after the completion of the task upon which it was dependent. I would also like to see the subject line of the emails automatically filled out based upon a firm's preference (i.e., Matter No., Matter Name, etc.). **What problems is CARET Legal solving and how is that benefiting you?** The use of Zola is significantly increasing efficiency for our firm through the doc automation feature, the linking of emails to a client matter and the quick view of the custom matter fields that gives a brief recap of the status of the case at quick glance. I also love that the intake is electronic and customized for a specific practice area - it alleviates the need to read handwriting by having all responses typed out. **Official Response from Sarah Gardiner:** > Barbara, thank you so much for sharing your experience working with Zola Suite! We are thrilled to hear how Zola's document automation capabilities and CRM help make your practice more efficient and profitable. Rules-based tasks are still on the roadmap for Zola and we'll be sure to send you an update when this feature is live. In regards to your note about email subject lines - we passed along this note to our development team as a new feature request. ### 24. Zola makes client organization easy **Rating:** 5.0/5.0 stars **Reviewed by:** Katie S. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 28, 2023 **What do you like best about CARET Legal?** I like that Zola has so many unique features to assist in making client organization seamless and efficient. **What do you dislike about CARET Legal?** I dislike that Zola has technical issues sometimes. **What problems is CARET Legal solving and how is that benefiting you?** Zola makes finding documents and client matters easy. **Official Response from Sarah Gardiner:** > Katie, thank you so much for your feedback. We're thrilled to hear from happy clients like you! ### 25. Like some processes, don't like others **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2023 **What do you like best about CARET Legal?** Organized fairly well. Easy to navigate. **What do you dislike about CARET Legal?** Working in the cloud causes delays in response time. The accounting feature is not as good as quickbooks. **What problems is CARET Legal solving and how is that benefiting you?** Database, billing and accounting are all in one program. Updates in real-time when entering payments. **Official Response from Sarah Gardiner:** > Thank you for your review of CARET Legal. We're sorry to hear that you've ran into some issues with our accounting feature. Please reach out to our support team if you have any questions (support@zolasuite.com). They will be happy to help you! ### 26. Easy transition to Zola **Rating:** 4.5/5.0 stars **Reviewed by:** Kevin L. | Attorney, Small-Business (50 or fewer emp.) **Reviewed Date:** August 17, 2022 **What do you like best about CARET Legal?** The fact that it is cloud based means not having issues with our server. It has been very robust so far and exceedingly use to use. Still learning some of its functionality but thus far it has been pleasantly easy and worthy of recommendation. **What do you dislike about CARET Legal?** The only thing I cannot currently figure out is how to run reports for my time year to date but sure that is pretty use to do. Would like to be able to see time entered for future days which is how I sometimes plan my week ahead but no big deal if cannot be shown based on how Zola functions. When I shift entries into the next day or two they always appear once that day rolls around. **What problems is CARET Legal solving and how is that benefiting you?** Our prior system had a lot of crashing issues and required excessive time for our office manager to reconcile reports. Bill generation is also easier on Zola than on our prior system which is a big help. **Official Response from Sarah Gardiner:** > Hi Kevin, thank you so much for taking the time to share your feedback. We love working with happy customers like you. A member of our Support team will be reaching out to you in regards to your reporting and time questions. Please keep an eye out on your inbox! ### 27. Awesome Document Management Software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Primary/Secondary Education | Small-Business (50 or fewer emp.) **Reviewed Date:** April 20, 2023 **What do you like best about CARET Legal?** Document management is easy to use. Awesome search features, both in-document and by title. Email management system is easy to use and easy to save attachments. File management is great and customizeable. Cloud-based is a plus! **What do you dislike about CARET Legal?** Unable to categorize/code emails. Unable to save emails/attachments to more than one matter. Contacts address field does not auto-populate when a contact is with the same business/firm address. Need to be able to generate an address label or envelope from within a contact. **What problems is CARET Legal solving and how is that benefiting you?** Case management, document management, email management. Having cloud-based software is extremely beneficial. Customer service is always available and helpful. **Official Response from Sarah Gardiner:** > Thank you so much for leaving your feedback. We're thrilled that CARET Legal has been an easy solution to implement in your firm. And thank you for your feature suggestions. We have passed these along to our Development team. In terms of having the ability to generate an address label or envelope from within a contact - in CARET Legal, this doesn't come from contacts, it would be a document template. We are happy to offer training on this if you're interested. Please reach out to support@zolasuite.com ### 28. Easy to Use Database for Law Firms **Rating:** 4.0/5.0 stars **Reviewed by:** Kimberly W. | Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2022 **What do you like best about CARET Legal?** I like that emails can all be saved to matters. To create a task list that will notify you when a task is overdue or completed is extremely helpful when dealing with a lot of deadlines. **What do you dislike about CARET Legal?** Being unable to move an email to a different viewing screen and that tasks pop up and block your view when you are working on something else. **What problems is CARET Legal solving and how is that benefiting you?** Being a law firm and dealing with today's technology as it pertains to texting is going to be beneficial. **Official Response from Sarah Gardiner:** > Hi, Kimberly. Thank you so much for your feedback. We appreciate you taking the time to share your experience working with Zola. A member of Zola's Support Team will be reaching out to you regarding email and tasks. ### 29. Pretty good, but a little improvement would be great **Rating:** 3.0/5.0 stars **Reviewed by:** Nelle S. | Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2022 **What do you like best about CARET Legal?** I like that it has calendar, contacts, matters, documents, tasks, time/expense billing, email, CRM, & an 'at a glance' dashboard - many things we need, all in one program. The document assembly is quite simple/user-friendly, & the fields can be adjusted to suit your business's needs. There are various search options to help you locate files or documents or track things. It has some features that help remind you to bill for work done, & help track the amount of time you spent on that task. There are many short YouTube videos that explain how to use various features or accomplish various tasks. I like that emails have an option to save to the file. **What do you dislike about CARET Legal?** Some of the search options aren't as handy as I'd like - they either don't help me pin down what I need, or spit it out in a format I can read but not print. The document assembly is very basic - I wish there were some more complex "if/then options". I also wish that calendar entries were part of the data pool from which you could pull merge fields. Some of the displays are fairly tiny and/or include light text on a light background - they can be hard to read. Wish there was a way to enlarge certain views (without "overflowing" my screen) or change font/background for greater legibility. I don't like that, each time I move to a matter, I have to wait for the screen to load the contacts before I can select documents, communications, or whatever other tab I want. Would prefer that the initial display was less extensive/faster loading, or allowed me to choose which tab I want before displaying. I wish there was a "Help" feature &/or some written "owner's manual" I could browse for instructions on how to use Zola or do different things within it - sometimes I don't have time to hunt down & then watch a video & I feel like just reading the pertinent paragraph would be faster. It seems like scrolling past an email sometimes switches it from unread to read, & that's a problem - makes it hard to know what I've reviewed & what I haven't. **What problems is CARET Legal solving and how is that benefiting you?** We've got shared databases (such as contacts) rather than individual employees having to find &/or track such information for themselves. The document assembly process, once you've input all the necessary data & crafted appropriate templates, is VERY fast. **Official Response from Sarah Gardiner:** > Hi, Nelle. Thank you so much for your review. We're happy to hear that our document assembly and billing tools are beneficial to your practice. We appreciate your feedback on various features within Zola Suite, like our search options, displays and other functionality. We've passed this feedback along to our Development Team. As for the "Help" feature - we have a dedicated help center where you can read articles on each feature within Zola. Here is the link: https://help.zolasuite.com/portal/. We hope this will help you in finding the answers you need but if not, please don't hesitate to reach out to our Support team at support@zolasuite.com. We'd be happy to help you! ### 30. Pleasantly Surprised **Rating:** 5.0/5.0 stars **Reviewed by:** Miranda M. | Legal Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** July 24, 2022 **What do you like best about CARET Legal?** The calendar sync feature is great. The custom fields section really helps customize what the important details are for a certain case type. I love that the calendar lets you color categorize events, and even view the calendar based on certain events, and that there's an option to add in calendar rules to automate deadlines and follow-ups. The reminder feature for caledar events is also really cool and customizable! Also, the activity log button when viewing a matter is extremely beneficial to see who's done what & when within the matter. Also - the tagging feature available in documents and within communications is fantastic! Anyone can go into a matter and search for a tag like "Deps" or "Trial" and see everywhere within the matter that the tag is mentioned, providing a quick at-a-glance summary. **What do you dislike about CARET Legal?** Regarding the calendar sync, it's a slight nuisance that events that are canceled on Outlook show up on Zola's calendar as an event with a line through it. The only way to fix this (like if all that is needed is to update the event time/title) is to delete the event on Zola and make a new event. I feel the strikethrough line is unnecessary and the event could have a different button to show that just that one event it is not synced onto Outlook (and maybe a re-sync button too?) **What problems is CARET Legal solving and how is that benefiting you?** Making it easier to follow up on tasks. Scheduling for multiple people is also very easy. For instance if I have two attorneys who have their own cases but also handle cases together, I can select those two attorneys' calendar views and then coordinate between both; as someone who has consistently worked for multiple attorneys at a time, this is honestly the best layout of a calendar I've seen! **Official Response from Sarah Gardiner:** > Miranda, thank you so much for sharing your feedback. We love hearing from happy clients like you! We'll be sure to pass along your feedback on canceled events to our product team. ### 31. Truly the best in business for accountability and managing cases **Rating:** 5.0/5.0 stars **Reviewed by:** Jerry G. | Attorney at Criminal Law, Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2022 **What do you like best about CARET Legal?** Zola was the best option compared during our initial testing of multiple firm management software. I personally reviewed and went over other competitors but did not like the UI and overall structure. Zola has an up-to-date interface that looks "modern" if you will, while it seemed like most others were stuck in the past. We pride our firm on being up to date with technology and being able to navigate the software without antiquated menu after menu is a must. I really do enjoy the layout and feature set provided, it's the same as any other offering but they extend this on its simplicity. Keeping track of accounting and case matters is really simple, and the invoice generator to show minute by minute what YOU did, and how you earned that fee, is paramount. I've been able to upload multiple gigabyte files to the case documents section without any sort of warning or rejection. Anytime we have had problems Zola has responded swiftly and corrected issues, even adding a new feature one time. They are big enough to get integrations into other websites, platforms, etc., but they are small enough to still be "reachable." Pricing was on par if not exceptionally better in some cases than the competition. You get absolutely more features per buck. I personally think to even begin to fully utilize the vast amount of tools they provide, you would have to be in a firm with multiple attorneys. **What do you dislike about CARET Legal?** Personally, I find their iOS app to be lacking at times. By a LONG shot, it is the best software for firm management on the go, but that doesn't mean it can't be improved. The app can sometimes crash at in-opportunistic times like inputting times to a matter and you have to go back through again and re-enter. Some of the UI for the app is not exactly user-friendly either, it feels like it was a webpage turned into an app. With that being said, none of these issues are present on the webpage version of the software. It seems to only be the fact that they had to make an app work in Apple's ecosystem, which isn't their primary focus. I do most everything on my laptop anyway, so I rarely see these issues, but occasionally when I do submit times on the go I experience said problems. I don't use Zola as my primary email client, but my paralegal uses it to keep tag emails and communications to case files. I like the simplicity of my other email app which is faster on iOS. I can't blame Zola for that, as they are creating a firm management software first, not an email client only. **Recommendations to others considering CARET Legal:** Try some demos of other software and get to feel the workflow. You may be old-school and need something that matches, Zola is modern, and for the tech enthusiast attorney wanting the most out of management and organization, but that doesn't mean it's hard to use for said old-timers. **What problems is CARET Legal solving and how is that benefiting you?** Timekeeping has been a lifesaver by using Zola. I don't know how I could do it any other way without pulling my hair out. Keeping track of what I have done to earn my client's or the court's pay is paramount. This feature alone would make me subscribe to Zola, barring all other features they have. I can generate time and billing per case and have it linked with everything else regarding the matter, not separate in some accounting software. I can set up my baseline rate and there forward only enter my time. It leaves no room for mistakes on my end. I am able to take on more cases than I ever could with the old-fashioned paper or numerous software systems. Keeping track of all my open cases would be impossible not having a system where I can look on a single page and review at will. Being in a situation where I take both public appointments and private clients there is no way I could accurately keep track of accounting between the two and their different rates. **Official Response from Sarah Gardiner:** > Hi, Jerry. Thank you so much for taking the time to share your experience working with Zola Suite. We appreciate it greatly and love to hear from happy clients, like you. We have passed on your feedback regarding Zola's mobile app to our Product Team. ### 32. Great Platform for Law Practice Management **Rating:** 5.0/5.0 stars **Reviewed by:** Jeffrey K. | Member, Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2020 **What do you like best about CARET Legal?** I love the email integration - it allows you to review emails from your team to ensure that they're not going off the rails. Clio, to the best of my knowledge, does not have a feature that allows you to save your email. The bottom line is the Zola Suite provides an all-in-one option to manage active litigation matters. **What do you dislike about CARET Legal?** I wish there was a better "all in" tab in each of the matters to see a little bit of each of them, or at least a way to customize what I'd like to see on an "all in" tab. We handle dozens of matters for some of our clients each month and we are unable to auto-generate a professional-looking cover page that itemizes each of the invoices. **Recommendations to others considering CARET Legal:** It's a fantastic product which you can use to increase your efficiency and productivity. **What problems is CARET Legal solving and how is that benefiting you?** I'm able to monitor my staff without feeling overly intrusive. However, our new associates need to buy into the system. Until that happens, its usefulness will not be fully evident. We transitioned all of our old, closed files, which we still reference from time to time, to Zola Suite as well. We now have our one-stop shop for all active and closed matters. **Official Response from Sarah Gardiner:** > Hi, Jeffrey! Thank you so much for sharing your experience working with Zola Suite. We're thrilled to see how much Zola's email client helps keep your firm organized and productive. Customizable dashboards allow users to customize the data they see on their dashboard page, selecting from many widget options (important reports, features and data point). We hope this will be a helpful "all in" tab for you to utilize. In addition, Zola has the option to customize invoices to include your firm's branding (logo, font, colors). If you'd like to learn more about customizable dashboards and customized invoices, please reach out to our Support Team at support@zolasuite.com. ### 33. Zola has matured into a strong and user-driven case-management platform **Rating:** 5.0/5.0 stars **Reviewed by:** Michael L. | Owner/Attorney at Law, Law Practice, Small-Business (50 or fewer emp.) **Reviewed Date:** February 08, 2018 **What do you like best about CARET Legal?** Zola's UI is clean, quick, and easy to use. Their support team is incredibly professional, helpful, and responsive. As a user, it covers almost my full range of needs without being invasive. **What do you dislike about CARET Legal?** My dislikes, minus one, are mostly nit-picks. 1. The color scheme might turn some away. 2. It's also still adding features, so there are a few parts that feel somewhat less polished than others. 3. As a matter of personal preference, I'm not a fan of the fact that multiple tabs of Zola must be open to make use of all of its features. 4. I'd like to see integration with Google Drive added. I can sync with Google Calendar and Gmail, so this feature's absence is more noticeable. **Recommendations to others considering CARET Legal:** As with any software, do your best to know what you're looking to accomplish, but don't be afraid to try new things. And if you're not sure, just ask; there were a few times where I thought Zola was missing a feature only to find out through support that I was overlooking something very simple. **What problems is CARET Legal solving and how is that benefiting you?** Zola has been a great asset in our transition to a paperless office, and they make it easy to use the platform equally well at the office, on a mobile device, or in the courtroom. **Official Response from Sarah Gardiner:** > Michael, thank you very much for sharing your feedback. We truly appreciate it and we're thrilled to know that Zola has helped your firm go paperless. ### 34. Easy Intuitive Practice Management solutions **Rating:** 5.0/5.0 stars **Reviewed by:** Julie G. | Attorney, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2022 **What do you like best about CARET Legal?** I love that the accounting is built in! I love the template builders and the ease of building them to make repeat documents. Building intake forms is great and getting them back in my matter is so nice. Also love the reports. **What do you dislike about CARET Legal?** My google calendar shows things are "double booked" when syncing, so not currently using that feature. some reports on the dashboard, like goals, don't seem to reflect the correct number. **Recommendations to others considering CARET Legal:** I love the built in billing, if you are looking for all of your stuff in one place, this is so convenient. **What problems is CARET Legal solving and how is that benefiting you?** I can see at a glance my money and billables all in one spot, at any time, so it's instant feedback. Keeping electronic folders is not hard, so I've replaced paper! Tasks allow me and my assistant to see where we are at in any given case at any given time. **Official Response from Sarah Gardiner:** > Julie, thank you so much for taking the time to review Zola Suite. Hearing from happy clients like you makes our day. Someone from our Support Team is going to be reaching out to you in regards to your calendar and reporting discrepancies. ### 35. Keeps me organized in my work and on top of my business **Rating:** 5.0/5.0 stars **Reviewed by:** Briana C. | Founding Attorney, Member, Small-Business (50 or fewer emp.) **Reviewed Date:** April 10, 2022 **What do you like best about CARET Legal?** The biggest reason I changed to Zola from Clio (in 2019) was the visual organization of the dashboard. It is so easy for me to see at a glance what I need to do each day; how close I am to my daily, weekly, and monthly earnings targets (which is very good at driving me toward higher-earning work); how much money I have in receivables at any one time (which helps me with my financial planning when I have large clients who pay invoices 90 days out); and, on a broader level; what the clientele of my law practice is from day to day and how it evolves. I also love the way it breaks down my email so I can see, much more easily than in Gmail, which emails have come into my inbox and in which order. It's so easy to keep everything in one matter together in one place: contacts, miscellaneous reminders and notes, phone calls, emails, documents. It is also incredibly easy to create, send, and manage invoices, track client trust funds, and set up flat-fee packages. I am pretty tech-phobic and found Zola very very easy to master. I can't wait to take advantage of all the other features, like customizable intake forms and default task lists. **What do you dislike about CARET Legal?** Zola is on occasion inaccessible. This doesn't happen often, and never for more than a couple hours. The email storage feature is slow, so I store emails in Gmail instead. **What problems is CARET Legal solving and how is that benefiting you?** I'm tracking more of my billable time, and spending more time on higher-earning matters. It takes me so much less time to send out invoices each month. It's easier for me to keep on top of client emails. Information in each matter is more organized and centralized. **Official Response from Sarah Gardiner:** > Hi, Briana. Thank you so much for taking the time to share your positive experiences with Zola Suite. We appreciate it greatly! We're continuing to invest massively in our digital infrastructure to improve performance in all areas of Zola Suite, including email storage. ### 36. Zola Suite is an intuitive end to end solution **Rating:** 5.0/5.0 stars **Reviewed by:** Meg P. | Attorney/Law Firm Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2022 **What do you like best about CARET Legal?** I really appreciate the inclusiveness of Zola Suite: it includes accounting, document and case management and CRM in one platform. Fewer subscriptions to manage and fewer applications to understand and try to integrate. The integration with Word and Outlook is seamless, which makes scheduling and document management easy and intuitive. Finally, the customer service is top notch - when I put in a help ticket (which has only happened a few times) the response is within minutes. **What do you dislike about CARET Legal?** Sometimes it seems to run slow, but it's hard to tell if that is due to network issues or what. I wish the report feature offered an easy way to provide comparative data. **What problems is CARET Legal solving and how is that benefiting you?** I want to have a paperless practice as much as possible, and Zola Suite has really helped with that. My clients scan and upload documents easily, and I can share securely with them. Since it's all cloud-based, when Covid came along, it hardly affected our processes at all. The use of task lists and multi-step tasks has helped with efficiency. **Official Response from Sarah Gardiner:** > Meg, thank you so much for sharing your feedback. We're so happy to hear that Zola Suite has helped your firm go paperless! Most financial reports in Zola allow for time period comparisons as well as the ability to pivot the data on many different data points. If there is a report that you think we should have more flexibility for, please reach out to our support team. ### 37. Zola has several technical issues **Rating:** 0.5/5.0 stars **Reviewed by:** EMMA Y. | Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2022 **What do you like best about CARET Legal?** I like that zola has task management included. **What do you dislike about CARET Legal?** Zola has several technical issues that take several weeks or months to resolve. **What problems is CARET Legal solving and how is that benefiting you?** Zola is working to solve the issues involving documents not saving and opening quickly. This process has taken 8+ weeks. **Official Response from Sarah Gardiner:** > Emma, thank you for your feedback. Our teams have prioritized this unique ZDrive issue your firm has faced and we appreciate your patience as we work to resolve it. We look forward to continuing to work closely with you and your team to ensure the right level of productivity. ### 38. Excellent Software **Rating:** 5.0/5.0 stars **Reviewed by:** Angel T. | Executive Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** April 08, 2022 **What do you like best about CARET Legal?** The most helpful part of Zola would definitely be their support. I have even requested some features and they are either added or they help me figure out how to do it since it was an existing feature. I also love the clean UI and the reports are a godsend. **What do you dislike about CARET Legal?** Zola Suite has met all my needs and I have zero complaints at the time of writing this review. If anything comes up I can just contact support and I know they will be on it. **Recommendations to others considering CARET Legal:** Use the help function within it to solve most questions, if not contact support. **What problems is CARET Legal solving and how is that benefiting you?** Zola has helped me in all areas including email, calendar, document and client management. I also frequently use their reports that help me see how my team is performing. **Official Response from Sarah Gardiner:** > Angel, thank you so much for sharing your positive feedback! We so appreciate you taking the time to share your experience using Zola Suite. ### 39. Lots of features but still needs more. **Rating:** 3.5/5.0 stars **Reviewed by:** Erica Z. | Legal Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2022 **What do you like best about CARET Legal?** I appreciate that Zola suite is an updated system on the internet. It has many features. I like that I can create some of my own fields. I am a legal assistant and our firm came from Time Matters. There are things that are better than time matters but some things we wish Zola had that time matters did have. We appreciate that you can email invoices from zola to clients. It's nice that you can convert leads to matters. It's nice that you can upload documents to the matters. I also like that I can see the amount paid, due and in trust on the matter. Our firm likes that you can save emails to a matter **What do you dislike about CARET Legal?** Our firm does not appreciate that it takes so many steps to run invoices. It's not a streamlined process and sometimes it glitches and we can't even run invoices that day which can be very frustrating. We also wish that Zola allowed the ability to have the balance due at the top of the invoice in addition to the bottom. Right now you can only see balance due at the bottom. We wish that the lead options were different because many of them don't apply to our firm. When running invoices, once you get to the bottom of the page the drop down menu drops below the bottom of the page and you can't scroll down or select. I have to zoom out so that the text is extremely small to Be able to select on the drop down menu and then zoom back in. I do not like using Zola email because when you reply it doesn't always keep it on the email chain. I use the mail app on my Mac instead. With Zola Caseway we can only create a Caseway account for one of the contacts in the matter. We have a lot of couples retain us because we do adoption. It would be nice if we could have two log ins for one case for Caseway so each spouse can access it easily with their own account. **Recommendations to others considering CARET Legal:** Make sure you like the billing process before buying **What problems is CARET Legal solving and how is that benefiting you?** Billing is easy. It's beneficial to be able to customize fields for lots of different categories. We like that we can run AR report summary's to see clients outstanding balances. **Official Response from Sarah Gardiner:** > Hi Erica, thank you for your feedback. We're sorry to hear that you've run into some hurdles with a few tools within Zola Suite. Our mission has always been to help firms increase efficiency and productivity through every front- and back-office tool within Zola. Our Support team will be reaching out to you and would be happy to schedule a remote training session on specific features within Zola. Your feedback regarding the Caseway portal is greatly appreciated. We will be sure to flag this with the product team. ### 40. It is the absolute best product for solo practioners hands down **Rating:** 5.0/5.0 stars **Reviewed by:** Robin R. | lawyer, Small-Business (50 or fewer emp.) **Reviewed Date:** July 19, 2022 **What do you like best about CARET Legal?** It integrates absolutely everything you need in one spot--accounting/trust, timekeeping, billing, email integration, you can turn an email into an event or task and bill for it which is amazing. **What do you dislike about CARET Legal?** The onboarding and integration should take place days after purchase. CRM you cannot print out properly. Need phone message taking ability. **What problems is CARET Legal solving and how is that benefiting you?** ACCOUNTING!!! Trust accounting is serious business. Turning emails into calendar events is amazing--great for adult adhd lol. I can send myself and clients reminders. **Official Response from Sarah Gardiner:** > Robin, thank you so much for taking the time to share your feedback. We are thrilled to hear that Zola's accounting feature has significantly impacted your firm. ### 41. Love this Software!! **Rating:** 5.0/5.0 stars **Reviewed by:** Kelley J. | Attorney/Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 24, 2022 **What do you like best about CARET Legal?** ZolaSuite is very intuitive!! Easy to use! **What do you dislike about CARET Legal?** Cannot make monthly recurring invoice/AP. **What problems is CARET Legal solving and how is that benefiting you?** Zola Suite provides me an almost a one-stop shop for managing my entire practice and I love that I can access the entire suite anywhere that I have internet access...even my cell phone! **Official Response from Sarah Gardiner:** > Thank you so much for the review, Kelley! We love hearing from happy clients like you. ### 42. Has potential, but there are a number of areas of improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** March 25, 2022 **What do you like best about CARET Legal?** Zola has a clean interface, and is easy to navigate. I have used Meruscase in the past and loved it, I think with some changes to make Zola more user-friendly like Merus, it would be a great program. **What do you dislike about CARET Legal?** There are a number of issues that make me think that this program was developed by someone who doesn't have to use it thus there are a lot of issues that frustrate me. For example, I cannot see another attorney's billing (when you have multiple attorneys working on one file, it is helpful to know what work has already done/been billed without having to send an email), to not being able to organize custom matter fields, and the lack of a save & copy feature on billing entries (often I am billing items with the same date, time spent, and billing codes, and it would be a real time-saver to be able to just hit copy and edit the billing description rather than having to re-enter the information over again). **What problems is CARET Legal solving and how is that benefiting you?** I have found Zola to be heads above the antiquated program we were using previously. I love the tasks feature, which allows me to communicate case needs with my assistant easily, and keep me on track with my own tasks. **Official Response from Sarah Gardiner:** > Thank you so much for sharing your experience working with Zola. We're so happy to hear that Zola's task feature has enhanced collaboration and communication within your firm. We're sorry to hear that you're running into some issues with the platform. We wanted to address your note about being unable to see another attorney's billing - this capability is based on user permissions so it may be possible that you're unable to view other attorney's billings based on your current permission level. In addition, the ability to organize or sort custom matter fields requires administrative permission. We suggest checking with your team to view your current permission level and if this can be adjusted moving forward. We really appreciate your feedback on saving and copying billing entries; we agree this would be a benefit to our users and we've passed this feedback along to our product team. Please don't hesitate to reach out to our support team if you have any additional questions or concerns at support@zolasuite.com. ### 43. Better than Clio, with FULL accounting **Rating:** 5.0/5.0 stars **Reviewed by:** Austin D. | Owner/Attorney, Small-Business (50 or fewer emp.) **Reviewed Date:** May 10, 2021 **What do you like best about CARET Legal?** 3-way accounting and integration with gmail. The technical support all speak clear english and are US based, which is much better than some other companies I've dealt with. **What do you dislike about CARET Legal?** The color scheme for gmail integration is a little difficult on my eyes. I would like to see the format changes and different colors used for gmail intigration. **Recommendations to others considering CARET Legal:** Zola is your practice management solution with full accounting features **What problems is CARET Legal solving and how is that benefiting you?** I've used other practice management software at other firms, like Clio, but this is my first time using this kind of software with full accounting, running my own business. It's providing everything I need to operate efficiently. **Official Response from Sarah Minischetti:** > Hi Austin, we're happy to hear that Zola Suite is helping you run your practice more efficiently. In regards to Zola's email client, new emails will be shown with bolded text as well as a blue circle on the left side of the message (neither will be displayed for read messages). You can also filter by unread messages only. Emails that are assigned to a specific matter will display a purple briefcase on the left side of the message so you can easily see which communications have and have not been associated with a matter. Please feel free to reach out to our Support team if you have any questions; we're happy to help! ### 44. CONNOR ORR **Rating:** 5.0/5.0 stars **Reviewed by:** Connor O. | Attorney, Small-Business (50 or fewer emp.) **Reviewed Date:** September 03, 2022 **What do you like best about CARET Legal?** THE SIMPLICITY OF THE INTERFACE AND ALL ENCOMPASSING TOOLS IT PROVIDES. **What do you dislike about CARET Legal?** THE ACCOUNTING FUNCTION HAS SOME ISSUES AND THE EMAIL IS NOT INTEGRATED VERY WELL (SLOW AND INCONSISTENT IN TERMS OF SAVING CONTENT). ALSO, THE INVOICING IS SOMEWHAT DIFFICULT TO PROOF READ ON THE BACKEND. **What problems is CARET Legal solving and how is that benefiting you?** TIME KEEPING IS A BREEZE AND CLIENTS REALLY LIKE THE INTEGRATED APX. **Official Response from Sarah Gardiner:** > Hi, Connor! Thank you so much for sharing your feedback. We're thrilled to hear your team is enjoying the integration with APX. We're sorry to hear you're having some trouble with a few of our functions. We'll have the support team reach out to you to work through any difficulties you're having with the platform. Our support team is always available to help and you can always reach out to them at support@zolasuite.com. ### 45. Zola Suite Surpasses Expectations **Rating:** 5.0/5.0 stars **Reviewed by:** Christian J. U. | Principal, Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2020 **What do you like best about CARET Legal?** Zola Suite is a great platform for our two-partner law firm. It has everything a law firm needs for accounting and client records purposes. But the expectations are far exceeded when you know you can call on their real person contacts for any help with the program at all. From accounting entries to email. And you can sync all email into a business folder so all lawyers can gain access to your client emails without having to forward the emails to them. **What do you dislike about CARET Legal?** The actual email viewing is clunky. I synced it with Outlook, and use it from there. Unfortunately, I have found that my Outlook folders, which match the Zola folders, have somehow disappeared and don't remain after a day or so. But at least the inbox keeps everything. **What problems is CARET Legal solving and how is that benefiting you?** I have been able to organize very well. Folders, client matters, invoices, etc. **Official Response from Sarah Gardiner:** > Hi Christian. Thank you so much for your review. We’re thrilled to hear that Zola has exceeded your expectations and has helped your firm better organize matter data. It sounds like something may not be configured correctly with your email account. A member of our Client Success team will contact you to get this resolved. ### 46. Comprehensive with great support **Rating:** 5.0/5.0 stars **Reviewed by:** Laura I. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 21, 2020 **What do you like best about CARET Legal?** The backend accounting, multiple time trackers, document automation - this program focuses on efficiency and being comprehensive. In starting a new law practice, I did not want to have to learn multiple programs and integrate them. Zola Suite was recommended by another attorney who recently started a firm and as I investigated the competitors it became the clear leader. **What do you dislike about CARET Legal?** There is so much to learn, but so far the draw back is that there is a lot to learn and it does not integrate Law Pay e-checks yet. They tell me that's in the works. **What problems is CARET Legal solving and how is that benefiting you?** This provides multiple services in one program so there is only one program to master - not billing software, accounting software, file management, etc. I expect this will enable me to be efficient and not feel the pain of not having support staff. **Official Response from Sarah Gardiner:** > Hi Laura, thank you for your feedback. We love to hear that Zola Suite's comprehensive platform continues to help your firm increase efficiency. We understand that with any platform, there is a learning curve. Please know that our support team is available to help you with any questions you may have; they're happy to help! Our brand-new, feature-rich APX payment capabilities allow e-check processing as well as credit cards. Please contact us to learn more! ### 47. Cloud Based Legal System all in One Place **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** March 25, 2022 **What do you like best about CARET Legal?** The full integration of Zola with billing, document management and client contacts in one place is critical for daily deadlines and tasks. It is more intuitive than other products and reduces the need to have multiple programs. **What do you dislike about CARET Legal?** While Zola Suite is a comprehensive program, you have to pay extra attention to conflict checks. Additionally, the document search function is not as clean as some of its competitors. Zola has added OCR which vastly improved document searches. **What problems is CARET Legal solving and how is that benefiting you?** Integrating all of our client management, billing and document systems into one house has streamlined our daily practice. Instead of utilizing one system to track time and bill, one system for client contacts and a third system for document managment, we are able to access all the information we need in one place. **Official Response from Sarah Gardiner:** > Thank you for sharing your feedback! We're thrilled to hear that Zola's native contact management, billing and document management capabilities have helped to streamline your practice. Please reach out to our support team so that we can help you with conflict checking and document searches as well as any specific product feedback you have. ### 48. User Friendly and strong support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2022 **What do you like best about CARET Legal?** ZOLA is user friendly which allows even attorneys to view reports and understand the business. We use the accounting reports weekly and monthly. ZOLA is much easier than ProLaw, which we had previously. We do not have to depend on a small group of people to get meaningful information from ZOLA> **What do you dislike about CARET Legal?** Some of our accounting staff seek to have different reports. The good news is that the help desk helps us navigate and very often creates what we need in updates. **What problems is CARET Legal solving and how is that benefiting you?** We cut back on staffing in bookkeeping/accounting. We are able to see bills that are unpaid and past due accounts easily allowing us to be better at collections, realizing additional income. **Official Response from Sarah Gardiner:** > Thank you so much for sharing your positive feedback! We so appreciate you taking the time to share your experience using Zola Suite. Please never hesitate to reach out to our Support Team if you have any questions. ### 49. Zola keeps you organized **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2022 **What do you like best about CARET Legal?** I like how easy it is to sort through clients matters, CRMs, and calendar entries, and how easily everything can connect to each other to streamline getting information that is needed and organizing yourself. **What do you dislike about CARET Legal?** I wish that when uploading documents to a matter, it would be easier to upload only new documents (for instance, if a document is already there and you are backing up a folder from your computer, if it would recognize previously uploaded documents and not repeat them), and if when returning from searching for one matter, if you pressed backwards the name would remain in the searchbar or search history so you didn't have to retype it every time when clients with the same name have multiple matters. These are the only things I think need improvement! **What problems is CARET Legal solving and how is that benefiting you?** Zola Suite has made it much simpler to find needed contact and client contact information and to keep track of which clients have what going on in the calendar and with tasks and deadlines. **Official Response from Sarah Gardiner:** > Thank you very much for sharing your feedback. We're happy to hear that Zola Suite has increased your firm's organization and streamlined workflows. In regards to uploading documents, Zola Suite recognizes previously uploaded documents and will upload them as a new version. Please reach out to our support team if you'd like to walk through this process. ### 50. HAS EVERYTHING YOU NEED **Rating:** 5.0/5.0 stars **Reviewed by:** Arely A. | paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2020 **What do you like best about CARET Legal?** MOST HELPFUL IS THE EASY ACCESS TO EVERYTHING LOVE THE INVOICE AND PAYMENTS- EASY TO TRACK ALL PAYMENTS I USE ALL TOOLS ZOLA HAS TO OFFER AND ARE ALL EASY TO USE **What do you dislike about CARET Legal?** WHENEVER SOMETHING DOES NOT WORK, ZOLA SUPPORT IS ALWAYS THERE TO HELP- **Recommendations to others considering CARET Legal:** NA **What problems is CARET Legal solving and how is that benefiting you?** NO PROBLEMS WITH ZOLA WHENEVER THERE IS A PROBLEM ZOLA SUPPORT WILL GET BACK TO YOUR ASAP **Official Response from Sarah Gardiner:** > Arely, thank you so much for sharing your positive feedback! We so appreciate you taking the time to share your experience using Zola Suite. ## CARET Legal Discussions - [Email and Billing](https://www.g2.com/discussions/50538-email-and-billing) - 1 comment, 1 upvote - [Is there any intention to adding a payroll feature to Zola Suite?](https://www.g2.com/discussions/39724-is-there-any-intention-to-adding-a-payroll-feature-to-zola-suite) - 1 comment, 1 upvote - [What intake forms are used? Does Zola have standard forms for certain types of filings?](https://www.g2.com/discussions/24053-what-intake-forms-are-used-does-zola-have-standard-forms-for-certain-types-of-filings) - 1 comment, 1 upvote - [Does your company offer any whitelabel options for the software?](https://www.g2.com/discussions/branded-portal-application) - 1 comment, 1 upvote - [Do you have a newsletter I can sign up for to get information on new features?](https://www.g2.com/discussions/newsletter) - 1 comment, 1 upvote - [View CARET Legal pricing details and edition comparison](https://www.g2.com/products/caret-legal/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-09+11%3A50%3A42+-0500&secure%5Bsession_id%5D=4067f285-dbc3-4152-b4bb-4dcc1a5cffb2&secure%5Btoken%5D=8ee4e3bbea29ce65966b7f0b974682362a720b840f6e1e67e9068550d8a746a3&format=llm_user) ## CARET Legal Integrations - [Adobe Acrobat](https://www.g2.com/products/adobe-acrobat/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Lawmatics](https://www.g2.com/products/lawmatics/reviews) - [LawToolBox](https://www.g2.com/products/lawtoolbox/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Word](https://www.g2.com/products/microsoft-word/reviews) - [NetDocuments](https://www.g2.com/products/netdocuments/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [RMail](https://www.g2.com/products/rmail/reviews) ## CARET Legal Features **Platform Basics** - Reporting - Activity Dashboard - Cloud - Mobility - Historical Reporting **Platform Basics** - Reporting - Activity Dashboard - Cloud - Mobility - Contact Management - Forms Management - Records Management - Task Management - Conflict Management - Workflow Management - Compliance Management - Communication Management - Email Management - Contract/License Management - Billing Rate Management - Calendar Management - Legal Case Management **Agentic AI - Legal Billing** - Cross-system Integration - Decision Making - Third-Party Integrations **Additional Functionality** - Customizable Fields - Billing & Invoicing - Search/Filter - Accounting - Task Management - Reminders - Calendar Management - Invoice Processing - Activity Dashboard - Electronic Payments - Quotes/Estimates - Time Tracking - Case Management - API - Billable Items Tracking - Generative AI - Real-Time Data - Collaboration Tools - Automatic Backup - Reporting & Statistics - Bank Reconciliation - Activity Tracking - Contact Database - Client Management - Financial Management - Customizable Templates - Automatic Billing - General Ledger - AI Copilot - Workflow Management - Task Scheduling - Client Portal - Document Management - Billing Rate Management - Access Controls/Permissions - Credit Card Processing - Expense Tracking - SSL Security - Customizable Reports - For Legal Professionals **Content Management** - Document Management - Calendar Integration - Workflow - Accounting Integration - Financial Management - Invoice Management - Portfolio Management - Contract/License Management - Patent/Trademark Management - Client Management - Case Management - Email Management - Workflow Management - Calendar Management - Task Management - Deadline Management - Docket Management - Compliance Management - Conflict Management - Communication Management - Docket Management **Content Management** - Document Management - Calendar Integration - Workflow - Deadline Management - Appointment Management **Time & Billing** - Time Tracking - Payments - Billing - Activity Tracking - Expense Tracking - Billable Items Tracking - Email Tracking - Task Progress Tracking **Agentic AI - Legal Case Management** - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System - Third-Party Integrations **Additional Functionality** - Billing & Invoicing - Document Automation - Customizable Reports - Electronic Signature - Generative AI - Accounting - Alerts/Notifications - Document Templates - Trust Accounting - Client Portal - Reporting & Statistics - Data Import/Export - Access Controls/Permissions - SSL Security - For Legal Professionals - AI Copilot - Case Notes - Full Text Search - Automatic Backup - Customizable Forms - Activity Tracking - Electronic Payments - Predictive Analytics - Contact Database - Customizable Fields - Customer Database - Reminders - Document Storage - Court Records Search - API - Data Visualization - Two-Factor Authentication - Interaction Tracking - Version Control - Credit Card Processing - Status Tracking - Customizable Templates - Expense Tracking - Billable Items Tracking - Time & Expense Tracking - Online Payments - 2-Way Messaging - Billable & Non-Billable Hours - Mobile App **Agentic AI - Legal Practice Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Third-Party Integrations **Additional Functionality** - Billing & Invoicing - Document Automation - Customizable Reports - Electronic Signature - Generative AI - Accounting - Alerts/Notifications - Document Templates - Trust Accounting - Client Portal - Reporting & Statistics - Data Import/Export - Access Controls/Permissions - SSL Security - For Legal Professionals - AI Copilot - Case Notes - Full Text Search - Reminders - API - Customizable Templates - AI Summarization - Document Generation - Case Law Research - AI Redlining - CRM - Customizable Fields - Collaboration Tools - Secure Data Storage - Search/Filter - Mobile Access - Backup and Recovery - Payment Processing - Customizable Forms ## Top CARET Legal Alternatives - [Clio Manage](https://www.g2.com/products/clio-clio-manage/reviews) - 4.6/5.0 (991 reviews) - [8am MyCase](https://www.g2.com/products/8am-mycase/reviews) - 4.4/5.0 (383 reviews) - [Smokeball](https://www.g2.com/products/smokeball/reviews) - 4.7/5.0 (380 reviews)