Last Updated
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.
Overall Rating
Based on 278 users reviews
4.3
Rating Distribution
Positive
85%
Neutral
13%
Negative
2%
Starting Price
Custom
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
Case Management
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 Solutions
Document management and automation capabilities streamline processes, reduce errors, and save time. Easily organize, manage, generate, and safeguard critical case documents.
Billing, Accounting, And Payments
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.
Client Communication
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.
Prospect And Contact Management
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.
Reporting And Analytics
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.
Automated Workflows
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.
Pros And Cons of CARET Legal
Pros
Customizable dashboard
Handy intake forms
Efficient email integration
User-friendly layout
Cons
Customer support has been outsourced
Unable to connect with services like Zapier
CARET Legal Reviews
Total 278 reviews
4.3
All reviews are from verified customers
Rating Distribution
5
Stars57%
4
Stars28%
3
Stars9%
2
Stars4%
1
Stars2%
Share your experience
Legal Services, 1-10 employees
Less than a year
“Love the time-saving calendaring feature”
Pros
Overall I am really impressed with Caret Legal's calendaring feature because it saves me a lot of time and helps prevent errors. I also like how documents are organized and stored which fits my workflow well.
Cons
However it can be unreliable at times as it occasionally glitches or goes offline, which is frustrating and inconvenient. Moreover it does not always calculate federal deadlines correctly and accurate federal deadline calculations would be extremely useful in my practice.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Legal Services, 1-10 employees
More than a year
“Adding innovative updates but support lags”
Pros
I have noticed they continuously roll out creative new updates and features even though while onboarding can be rough at times and a few bugs need fixing. But they are clearly putting effort into staying current with the fast-moving legal tech space. Plus our account manager deserves special mention as as they have been fantastic and consistently stood up for us whenever we have run into problems and are proactive about helping us navigate changes and updates.
Cons
We deal with an outsourced technical support team and I have had ongoing communication problems. The company moved its support offshore several years ago. At that time, customer service was genuinely helpful but now even small issues can create multiple tickets and long, tangled threads. This messy back-and-forth stretches problems out and makes quick resolutions difficult.
Rating Distribution
Ease of use
6
Value for money
6
Customer Support
5
Functionality
6
Law Practice, 1-10 employees
More than a year
“Completely used to this program”
Pros
As a law firm, I am fully accustomed to this software. I find it handy for keeping our books and for organizing and tracking our clients legal matters.
Cons
Payroll is the one thing I don't use this program for. My employees clock in and out through QuickBooks and that is the system I use to run payroll and pay my employees.
Rating Distribution
Ease of use
8
Value for money
7
Customer Support
7
Functionality
8
Frequently Asked Questions
Does CARET Legal offer an API?
No, CARET Legal does not provide API access.
What language does CARET Legal support?
CARET Legal supports the English language only.
What other apps does CARET Legal integrate with?
CARET Legal seamlessly connects with various third-party applications, such as Microsoft 365, Google Workspace, IMAP, Microsoft Outlook, RMail, OneDrive, NetDocuments, QuickBooks Online, and Law ToolBox. Watch the CARET Legal demo to learn more about its integration options.
Does CARET Legal support mobile devices?
CARET Legal offers support for mobile devices through a mobile app.
What types of pricing plans does CARET Legal offer?
The software provides tailored pricing to match the size and needs of each legal practice. Reach out for a personalized CARET Legal pricing quote.
Who are the typical users of CARET Legal?
CARET Legal caters to law firms specializing in a wide range of practice areas, such as real estate, criminal defense, immigration, family law, employment law, insurance defense, intellectual property, civil litigation, personal injury, and estate planning.
What level of support does CARET Legal offer?
CARET Legal offers support through phone, email/help desk, chat, a knowledge base, FAQs/forums, and a 24/7 (Live Rep).