Overview
CARET Legal is a leading solution for legal professionals to manage their practice and focus on what matters most: delighting clients and maximizing billable time. From client intake and matter management to back-office reporting, CARET Legal helps save time, boost team collaboration, improve accuracy, scale operations, and accelerate revenue collection.
CARET Legal Specifications
Case Management
Document Management
Client Management (CRM)
Billing & Invoicing
What Is CARET Legal?
CARET Legal software, formerly known as Zola Suite, automates the most critical processes within a firm to support comprehensive practice management. This award-winning legal platform is designed to drive growth and efficiency. From client intake and matter management to back-office reporting, CARET Legal helps save time, improve team collaboration, scale operations, and accelerate revenue collection.
CARET Legal Pricing
CARET Legal Integrations
CARET Legal integrates with various third-party applications, including:
- Microsoft 365
- Google Workspace
- IMAP
- Microsoft Outlook
- RMail
- OneDrive
- NetDocuments
- QuickBooks Online
Who Is CARET Legal For?
CARET Legal accommodates law firms across a diverse spectrum of practice areas, including:
- Personal Injury
- Estate Planning
- Litigation
- Real estate
- Criminal Defense
- Immigration
- Family Law
- Employment Law
- Insurance Defense
- Intellectual property
- Civil litigation
Is CARET Legal Right For You?
Trusted by numerous law firms, CARET Legal stands out as the top cloud solution that facilitates smarter legal practice. Automation is implemented from client intake to back-office tasks, aiming to enhance precision and efficiency throughout workflows, ensuring client satisfaction and revenue optimization.
Are you still trying to figure out CARET Legal? Contact us at (661) 384-7070 and get expert assistance from our team regarding any further queries.
CARET Legal Features
The legal case management solution consolidates all critical client information, making it easily accessible from a single location. Key features include matter management, workflow automation, email, calendaring, documents, and tasks.
Document management and automation capabilities streamline processes, reduce errors, and save time. Easily organize, manage, generate, and safeguard critical case documents.
Legal billing and payment solutions eliminate the burden of manual timesheet management, template creation, tax preparation, and invoicing. Features include accounting software, billing and time-tracking tools, and payment processing.
Foster better client relationships by securely communicating with clients through the legal practice management platform. Easily connect via email, secure client portal, and text messaging.
Effortlessly manage the entire client lifecycle with prospect and contact management solutions. The built-in CRM integrates seamlessly with the platform, enabling identification and cultivation of high-value prospects while keeping all contacts organized.
CARET Legal's reporting and analytics capabilities deliver valuable insights into business operations and performance. Customizable reports and dashboards allow firms to track key metrics, identify trends, and support data-driven decision-making.
CARET Legal Workflows streamline scheduling, allowing teams to effectively prioritize clients. Pre-defined templates ensure all events and tasks are covered, delivering a consistent and organized client experience.