Jerry G.
JG
Jerry G.
Attorney at Criminal Law, Owner
Small-Business (50 or fewer emp.)
"Truly the best in business for accountability and managing cases"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Sarah Gardiner of CARET Legal
Edit edit

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.

JK
Jeffrey K.
Member
Small-Business (50 or fewer emp.)
"Great Platform for Law Practice Management"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Recommendations to others considering CARET Legal:

It's a fantastic product which you can use to increase your efficiency and productivity. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Sarah Gardiner of CARET Legal
Edit edit

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.

Michael L.
ML
Michael L.
Owner/Attorney at Law
Law Practice
Small-Business (50 or fewer emp.)
"Zola has matured into a strong and user-driven case-management platform"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Sarah Gardiner of CARET Legal
Edit edit

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.

JG
Julie G.
Attorney
Small-Business (50 or fewer emp.)
"Easy Intuitive Practice Management solutions"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Sarah Gardiner of CARET Legal
Edit edit

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.

Briana C.
BC
Briana C.
Founding Attorney, Member
Small-Business (50 or fewer emp.)
"Keeps me organized in my work and on top of my business"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Sarah Gardiner of CARET Legal
Edit edit

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.

MP
Meg P.
Attorney/Law Firm Owner
Small-Business (50 or fewer emp.)
"Zola Suite is an intuitive end to end solution"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Sarah Gardiner of CARET Legal
Edit edit

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.

EY
EMMA Y.
Paralegal
Small-Business (50 or fewer emp.)
"Zola has several technical issues"
0.5/5
What do you like best about CARET Legal?

I like that zola has task management included. Review collected by and hosted on G2.com.

What do you dislike about CARET Legal?

Zola has several technical issues that take several weeks or months to resolve. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Sarah Gardiner of CARET Legal
Edit edit

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.

AT
Angel T.
Executive Assistant
Small-Business (50 or fewer emp.)
"Excellent Software"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Recommendations to others considering CARET Legal:

Use the help function within it to solve most questions, if not contact support. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Sarah Gardiner of CARET Legal
Edit edit

Angel, thank you so much for sharing your positive feedback! We so appreciate you taking the time to share your experience using Zola Suite.

EZ
Erica Z.
Legal Assistant
Small-Business (50 or fewer emp.)
"Lots of features but still needs more."
3.5/5
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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Recommendations to others considering CARET Legal:

Make sure you like the billing process before buying Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Sarah Gardiner of CARET Legal
Edit edit

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.

RR
Robin R.
lawyer
Small-Business (50 or fewer emp.)
"It is the absolute best product for solo practioners hands down"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Sarah Gardiner of CARET Legal
Edit edit

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.