CARET Legal

Legal software solution that creates space for what matters

About CARET Legal

CARET Legal, previously known as Zola Suite, 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.

Pricing starting from:

US$89,00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of CARET Legal

  • Eliminate manual timekeeping with 10+ integrated methods to automatically track billable hours. ​

  • Organize and align your team with collaboration tools. Gain full visibility into workflows within the firm, set reminders for team members, and tie all records back to a specific matter.​

  • Communicate with clients conveniently from the CARET Legal platform with integrated client texting, email, and calendar integrations, and the ability to securely send sensitive documents through the client portal.​

  • Drive more revenue and decrease your A/R cycle with integrated accounting and billing.

  • Securely access critical client data on the go. CARET Legal is cloud-based, and the first SOC 2 compliant solution that enables the freedom to work from anywhere, including the CARET Legal mobile app, while keeping your client data secure.
  • Typical Customers

    • Freelancers
    • Small Businesses (2-50)
    • Mid-size Companies (51-500)
    • Large enterprises (500 and more)

    Deployment

    • Cloud-based
    • On-premise

    Markets

    United States

    Supported Languages

    English

    Pricing starting from:

    US$89,00/month

    • Free Version
    • Free Trial
    • Subscription

    Images

    CARET Legal Software - Over 11 different ways to track time
    CARET Legal Software - Dedicated iOS & Android mobile apps
    CARET Legal Software - Document automation for form generation
    CARET Legal Software - Matter management to track matters from start to finish
    CARET Legal Software - The only legal practice management application with intelligent (built-in) email
    CARET Legal Software - Organize all of your contacts in one place
    CARET Legal Software - Cloud-based document management built for the modern firm
    CARET Legal Software - Transform prospects into profits with Zola CRM
    CARET Legal Software - Admin dashboard allows users with administrative permissions to view key business intelligence metrics
    CARET Legal Software - Customized matter views where you can filter matters by practice area, responsible attorney, open date or custom fields
    CARET Legal Software - Zola Suite dashboard on multiple devices
    CARET Legal Software - Case-centric and rules-based calendaring so you never miss an important deadline
    CARET Legal Software - Task management to enforce consistency and accountability
    View 14 more
    CARET Legal video
    CARET Legal Software - Over 11 different ways to track time
    CARET Legal Software - Dedicated iOS & Android mobile apps
    CARET Legal Software - Document automation for form generation
    CARET Legal Software - Matter management to track matters from start to finish
    CARET Legal Software - The only legal practice management application with intelligent (built-in) email
    CARET Legal Software - Organize all of your contacts in one place
    CARET Legal Software - Cloud-based document management built for the modern firm
    CARET Legal Software - Transform prospects into profits with Zola CRM
    CARET Legal Software - Admin dashboard allows users with administrative permissions to view key business intelligence metrics
    CARET Legal Software - Customized matter views where you can filter matters by practice area, responsible attorney, open date or custom fields
    CARET Legal Software - Zola Suite dashboard on multiple devices
    CARET Legal Software - Case-centric and rules-based calendaring so you never miss an important deadline
    CARET Legal Software - Task management to enforce consistency and accountability

    Features

    Total features of CARET Legal: 119

    • Access Controls/Permissions
    • Accounting
    • Accounting Integration
    • Accounts Payable
    • Accounts Receivable
    • Accrual Accounting
    • Activity Dashboard
    • Activity Tracking
    • Alerts/Notifications
    • Approval Process Control
    • Approval Workflow
    • Archiving & Retention
    • Asset Accounting
    • Audit Management
    • Audit Trail
    • Automatic Backup
    • Automatic Billing
    • Bank Reconciliation
    • Bankruptcy Case Management
    • Billable Items Tracking
    • Billing & Invoicing
    • Billing Rate Management
    • Budgeting/Forecasting
    • Built-in Accounting
    • CRM
    • Calendar Management
    • Case Management
    • Case Notes
    • Check Writing
    • Client Management
    • Client Portal
    • Collaboration Tools
    • Communication Management
    • Configurable Workflow
    • Conflict Management
    • Contact Database
    • Contact Management
    • Contract/License Management
    • Core Accounting
    • Credit Card Processing
    • Critical Date Alerts
    • Cross Ledger Posting
    • Customer Database
    • Customer Statements
    • Customizable Fields
    • Customizable Forms
    • Customizable Reports
    • Customizable Templates
    • Data Import/Export
    • Deadline Management
    • Docket Management
    • Document Automation
    • Document Capture
    • Document Check-In/Out
    • Document Classification
    • Document Generation
    • Document Management
    • Document Review
    • Document Storage
    • Document Templates
    • Electronic Filing
    • Electronic Payments
    • Electronic Signature
    • Email Management
    • Estimating
    • Exemption Management
    • Expense Tracking
    • Fee Calculation & Posting
    • File Management
    • File Sharing
    • Financial Management
    • Financial Reporting
    • For Family Law
    • For Lawyers
    • For Legal Professionals
    • For Small Businesses
    • Forms Automation
    • Forms Management
    • Full Text Search
    • General Ledger
    • Invoice Creation
    • Invoice Management
    • Invoice Processing
    • Legal Case Management
    • Legal Forms Library
    • Microsoft Outlook Integration
    • Mobile App
    • Optical Character Recognition
    • Progress Tracking
    • Project Time Tracking
    • QuickBooks Integration
    • Real Time Data
    • Real Time Notifications
    • Real Time Reporting
    • Receipt Management
    • Records Management
    • Reminders
    • Remote Access/Control
    • Reporting & Statistics
    • Reporting/Analytics
    • SMS Messaging
    • SSL Security
    • Search/Filter
    • Secure Data Storage
    • Summary Reports
    • Task Management
    • Task Progress Tracking
    • Task Scheduling
    • Tax Management
    • Third Party Integrations
    • Time & Expense Tracking
    • Time Tracking
    • Timer
    • Timesheet Management
    • Transaction Management
    • Trust Accounting
    • Two-Factor Authentication
    • Version Control
    • Workflow Management

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    Reviews

    Overall rating

    4,6 /5
    (122)
    Value for Money
    4,5/5
    Features
    4,4/5
    Ease of Use
    4,6/5
    Customer Support
    4,7/5

    Already have CARET Legal?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 122
    Eric
    Overall rating
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    The software is very intuitive making the transition from other software a snap

    Reviewed on 2018/02/07

    Pros

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

    Cons

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

    Response from CARET

    Eric, thank you so much for this very thorough (and flattering) review. Regarding migration of your Notes, I'm very sorry we missed the mark on that; we actually pride ourselves in performing highly accurate and thorough migrations.

    I'm reaching out to you personally to make sure we get it right asap.

    Fred Cohen, CEO

    Ramey
    Overall rating
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Overall, very pleased with the software, generally easy to use, really enjoy working with the...

    Reviewed on 2018/02/06

    Handles most of the tasks of law firm administration and management with ease. Really makes life...

    Handles most of the tasks of law firm administration and management with ease. Really makes life and running a law office simpler, particularly for a solo or small firm with little to no staff.

    Pros

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

    Cons

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

    Jay
    Overall rating
    • Industry: Law Practice
    • Company size: 11–50 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 0.0 /10

    Does not function as advertised

    Reviewed on 2019/10/02

    I have not had a good experience with Zola. Their customer service is prompt, but is largely geared...

    I have not had a good experience with Zola. Their customer service is prompt, but is largely geared toward making any issue presented the fault of the user. While that certainly occurs sometimes, that is the customer service team's default setting.

    Pros

    The time-keeping function and the ability to contemporaneously track time from multiple pages.

    Cons

    Everything else. The software does not function even close to the way it was advertised to my firm. It is glitchy, unreliable, and requires updates to do things we were told it did from the start. The "dual sync" email and calendar features do not function properly, nor does the recurring task function. IF the software did what it said it did when it was sold to us, I'd be happy....but it doesn't. In short, the software has damaged my practice because it cannot be trusted and because it is not the product we were sold.

    John
    Overall rating
    • Industry: Legal Services
    • Company size: 2–10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    User friendly intuitive

    Reviewed on 2022/05/27

    Really great experience and

    Really great experience and

    Pros

    User friendly intuitive easy to get implemented

    Cons

    Document automation is somewhat elementary but it works

    Response from CARET

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

    Verified Reviewer
    Overall rating
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Love this software

    Reviewed on 2018/04/16

    Pros

    My favorite thing about this software is being able to access every case and document from anywhere. I also love the way that emails can be attached to cases eliminating the need to search through emails every time I have to go back.

    Cons

    The only negative thing I have to say about this software is that I wish you could save attachments directly through Outlook. I find navigating outlook easier that the email associated with Zola and it would be nice to be able to save it directly into a file rather than saving it onto my desktop first.

    Showing 5 reviews of 122 Read all reviews

    CARET Legal FAQs

    Below are some frequently asked questions for CARET Legal.

    CARET Legal offers the following pricing plans:

    • Starting from: US$89,00/month
    • Pricing model: Subscription
    • Free Trial: Available

    Enterprise: $89 per user/month (billed annually) or $79 per user/month (billed monthly) Enterprise Plus: $99 per user/month (billed annually) or $89 per user/month (billed monthly) Enterprise Advance: $149 per user/month (billed annually) or $139 per user/month (billed monthly)

    CARET Legal has the following typical customers:

    2–10, 11–50, 51–200, 201–500

    CARET Legal supports the following languages:

    English

    CARET Legal supports the following devices:

    Android (Mobile), iPhone (Mobile)

    CARET Legal integrates with the following applications:

    Box, Dropbox Business, Gmail, Google Calendar, Google Contacts, Google Docs, Google Drive, Microsoft 365, Microsoft Outlook, Microsoft Word, NetDocuments, OneDrive, Quickbooks Online, WORLDOX GX, iManage

    CARET Legal offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

    Related categories

    See all software categories found for CARET Legal.