Verified User in Law Practice
UL
Verified User in Law Practice
Small-Business (50 or fewer emp.)
"All-in-One Access, Easy to Use, Make the font bigger!"
5/5
What do you like best about CARET Legal?

Everything is accessible through one site. Easy to use. Review collected by and hosted on G2.com.

What do you dislike about CARET Legal?

The writing is so small at the top. I look at a lot and can barely read.

Should be a favorites document tab accessible right when I log in. Review collected by and hosted on G2.com.

What problems is CARET Legal solving and how is that benefiting you?

I can access what I need anywhere - including on my phone! Review collected by and hosted on G2.com.

Response from Sarah Gardiner of CARET Legal
Edit edit

Thank you so much for sharing your experience working with CARET Legal. We're thrilled that our platform has made your practice more accessible, especially on the go.

Gary N.
GN
Gary N.
President
Small-Business (50 or fewer emp.)
"Caret is buggy and largely unsupported"
0.5/5
What do you like best about CARET Legal?

It does barely enough to call itself a case management software Review collected by and hosted on G2.com.

What do you dislike about CARET Legal?

Customer support is non existent. To add a new user takes at least 3 weeks and 14 emails. They also surprise you with price increases. They charge annually and go right for your credit card without a quote. The task list has the same bugs that it had 7 years ago when I started with it. You to refresh it to see what is actually on it, each time. No longer worth the money. Review collected by and hosted on G2.com.

What problems is CARET Legal solving and how is that benefiting you?

It solves the case management issue, but not quite as well as it used to. Oh yeah, when I asked for back up of my data, I got a very hard time from them and then only received 1 back up. Review collected by and hosted on G2.com.

Response from Sarah Gardiner of CARET Legal
Edit edit

Hi, Gary. We're sorry to hear about your frustrations. We understand that the user issue you experienced is now resolved and our customer service team is actively working with you to resolve your other concerns.

Verified User in Legal Services
UL
Verified User in Legal Services
Small-Business (50 or fewer emp.)
"All-in-One Cloud Solution That Simplifies Everything"
4/5
What do you like best about CARET Legal?

We like that the software encompasses all areas in one software. Review collected by and hosted on G2.com.

What do you dislike about CARET Legal?

the office internet speed affects the usage. Review collected by and hosted on G2.com.

What problems is CARET Legal solving and how is that benefiting you?

Caret offers solutions not only for case management, but billing and practice management. Review collected by and hosted on G2.com.

Response from Sarah Gardiner of CARET Legal
Edit edit

Thank you for sharing your experience working with CARET Legal. We're thrilled to hear that our platform helps you manage all of your firm operations in one place to keep your team organized and efficient.

Verified User in Legal Services
UL
Verified User in Legal Services
Small-Business (50 or fewer emp.)
"User-Friendly Platform & Responsive Customer Service"
4/5
What do you like best about CARET Legal?

One of the aspects I value most about CARET is their consistently responsive customer service team. They are usually dedicated to addressing and resolving any issues that arise. Review collected by and hosted on G2.com.

What do you dislike about CARET Legal?

Occasionally, we encounter unexpected glitches, significant slowdowns, and even periods of downtime. These issues can be quite frustrating for our team. Review collected by and hosted on G2.com.

What problems is CARET Legal solving and how is that benefiting you?

CARET handles our Case Management seamlessly. This significantly increases productivity and efficiency for our firm. Review collected by and hosted on G2.com.

Response from Sarah Gardiner of CARET Legal
Edit edit

Thank you for sharing your experience working with CARET Legal. We're thrilled to hear that your experience with our customer service team has reflected our commitment to excellence and that our platform has helped improve productivity and efficiency for your firm.

Verified User in Law Practice
AL
Verified User in Law Practice
Small-Business (50 or fewer emp.)
"Effortless to Use with Lightning-Fast Response"
5/5
What do you like best about CARET Legal?

Ease of use and quick response time when I have problems or questions Review collected by and hosted on G2.com.

What do you dislike about CARET Legal?

There are issues when an APX payment gets returned. It generally doesn't update in Caret (it occasionally does) Review collected by and hosted on G2.com.

What problems is CARET Legal solving and how is that benefiting you?

I enjoy the automation of monthly reports and the streamlined billing practices Review collected by and hosted on G2.com.

Response from Sarah Gardiner of CARET Legal
Edit edit

Thank you for sharing your experience with CARET Legal. We love to hear that the platform is easy for your team to use and has streamlined your billing practices.

We're sorry to hear you're having issues with CARET Pay (formerly APX). Please reach out to our support team at apxsupport@getcaret.com and they'll be more than happy to investigate this issue with you.

TJ
Tim J.
Attorney/Sole Practitioner
Small-Business (50 or fewer emp.)
"Money for Nothing"
0/5
What do you like best about CARET Legal?

I did not find anything useful about CARET. Some of their instructers were very sincere and worked to be helpful, but the migration team never got my data properly set for use. Review collected by and hosted on G2.com.

What do you dislike about CARET Legal?

I am a sole practioner. So - very small law office. CARET charged me $2,500 to migrate my data because they said my data was "complicated" (20 yrs of PC Law). After 2 months, my data was still not fully migrated; what was migrated was corrupted (wrong A and L codes - why would they change?), and while I made clear LEDES billing and LSS billing were CRITICAL, after 2 months CARET still had not properly formatted my billing. CARET refuses to refund my money. I don't know how any other law firm manages - perhaps CARET caters to large firm. I had a completely frustrating experience. Review collected by and hosted on G2.com.

What problems is CARET Legal solving and how is that benefiting you?

CARET is not solving the migration problems they caused; and CARET is not refunding my "complicated" upgraded pricing. Review collected by and hosted on G2.com.

Response from Sarah Gardiner of CARET Legal
Edit edit

Hi, Tim. We are sorry to hear about your frustrations. Our team is actively working with you on your concerns and will resolve this matter with you directly.

Verified User in Law Practice
UL
Verified User in Law Practice
Small-Business (50 or fewer emp.)
"Great software with very accessible UI."
4/5
What do you like best about CARET Legal?

With streamlined processes in place, Caret helps you focus your time on what matters, while still meeting the demands of each client’s case. Review collected by and hosted on G2.com.

What do you dislike about CARET Legal?

Hard to track workflow which makes tracking time tricky. Review collected by and hosted on G2.com.

What problems is CARET Legal solving and how is that benefiting you?

Having the ability to do not just case management and billing, but complete firm accounting/reconciliation is a godsend. The integrated CRM in the Enterprise Plus tier is fantastic - no need to have an outside CRM that may or may not fully integrate with your CMS. The email feature is the clencher - having an actual, FULL email inbox that syncs with Gsuite email makes keeping case-related correspondence a snap. Review collected by and hosted on G2.com.

Response from Sarah Gardiner of CARET Legal
Edit edit

Thank you so much for taking the time to share your experience using CARET Legal. We're thrilled to hear that our platform is helping to streamline processes at your firm.

Our dedicated support team would be more than happy to schedule training sessions to ensure you're getting the most out of CARET Legal Workflows and they're optimized for your firm's needs. Please don't hesitate to reach out to them at support@caretlegal.com.

PT
Pam T.
Small-Business (50 or fewer emp.)
"Review of CARET/Zola Suite"
2/5
What do you like best about CARET Legal?

I love all the reports that are available. To be able to look at the dashboard and get a feel for how the firm is doing has been invailuable. I don't know how it compares to competitors. Review collected by and hosted on G2.com.

What do you dislike about CARET Legal?

CARET/Zola is very glitchy. I find that there are a lot of redunancies with in the system and every time I turn around I have to have a work around -- which is NOT efficient. I also need to be able to send people a link to pay their intitial retainer, same as is available with the operating account. We have huge issues with our contacts and there is no simple way to fix it -- which is very frustrating. Review collected by and hosted on G2.com.

What problems is CARET Legal solving and how is that benefiting you?

The accounting/productivity reports have helped us drive our firm by using metrics to measure our efficiencies and challenges. The CRM effectiviely helps us manage our potentials more effectively. Review collected by and hosted on G2.com.

Response from Sarah Gardiner of CARET Legal
Edit edit

Hi Pam, thank you for your feedback. We're thrilled to hear that CARET Legal's dashboard, reports and CRM have greatly benefitted your firm. However, we're sorry to hear that you're experiencing some inefficiencies with redundant tasks that are taking up a lot of time. Our support team will be reaching out to better assist you.

Verified User in Law Practice
AL
Verified User in Law Practice
Small-Business (50 or fewer emp.)
"Think twice - great in theory, but not valued customer."
1.5/5
What do you like best about CARET Legal?

Caret prepolutated my response about what I like best. They say: "My favorite feature of Zola is its cloud-based design. I can log in from anywhere at any time, and have access to everything I need." Review collected by and hosted on G2.com.

What do you dislike about CARET Legal?

One of the reasons I chose Zola/Caret was for the accounting. I have not been able to access the feature, which I have been using since 2019, since there seems to be a glitch with PLAID and my bank. I have been unable to reconcile my accounts with "download and review" since May. This means it takes me several additional hours per month. As a solo practicitioner, I do not have that kind of time to spare.

I have been reaching out to Caret since the beginning of June. Their last response suggeseted I needed a new bank (which I have been with since 2006), which was neither encouraging or productive. How am I to know this issue won't happen with a new bank? Followup communication only occurs when I reach out for more information. Review collected by and hosted on G2.com.

Recommendations to others considering CARET Legal:

Try it out, and I think you will be happy. I love that it is so easy to get ahold of customer service. They will walk you through everything, and you'll never feel alone. Review collected by and hosted on G2.com.

What problems is CARET Legal solving and how is that benefiting you?

Zola has streamlined everything. Document automation has saved so much time. Integration with LawPay has decreased outstanding invoices. I just need to log in to one place. Time is money. However, if the issue with PLAID is not resolved, then I am no longer saving time. Review collected by and hosted on G2.com.

Response from Sarah Gardiner of CARET Legal
Edit edit

Thank you for your updated feedback. It looks like a review was previously left in 2020, which is why the responses were already populated for this updated review. We're so sorry to hear about your experience within our accounting function. A member of our team is reaching out to you to work towards a resolution that will help you reconcile your accounts in a clear and easy way.

Robert B. L.
RL
Robert B. L.
Attorney
Small-Business (50 or fewer emp.)
"Quality Document Management System, Easy to Use"
4/5
What do you like best about CARET Legal?

It allows me to place all of my documents into one system, which is easily retreived and reviewed from any computer. I am able to save and access my documents form anywhere. The ability to create Matter files and subfiles allows me to more narrowly refine my documents within the system, and then find them more readily. Review collected by and hosted on G2.com.

What do you dislike about CARET Legal?

The billing software is difficult until you have done it a few times. And, you can't see the invoice in the form the client sees it unless you print it out upon finalization. Otherwise, it is a good system. Review collected by and hosted on G2.com.

What problems is CARET Legal solving and how is that benefiting you?

It is solving the issue of document management, document access, and document storage. It is a safe and secure way to retain your documents and allows your clients to access those documents readily. Review collected by and hosted on G2.com.

Response from Sarah Gardiner of CARET Legal
Edit edit

Thank you for your review of CARET Legal, Robert. We're thrilled to hear that your firm's organization of documents has greatly enhanced while using our platform.

We're sorry to hear you've experienced some issues with our billing system. Regarding your invoicing note, you would have to generate the invoice and bulk print to preview it or do individual prints to preview what the client would see. Please reach out to our support team with any questions you have.