CARET Legal vs. PracticePanther

Well-suited to a small to midsized law firm setting. Would also recommend for management seek easy ways to keep track of a large volume of business and to track which staff are doing what. The software isn't the best suited for running a lot of complex reports--we can obtain simple information in the reports, but sometimes we find ourselves pulling certain data from Zola and working with it in other software environments instead.

Incentivized

It is perfect for law management as it has integrations with Lawpay, which is specific for operating and trust account billing. I am able to create custom intakes for a client to fill out, automated with a task when submitted, and then review and response. I am also able to use the forms for internal use to enter information and use templates to populate those fields onto documents that I create.

Incentivized

• Provide me with instant list of assignments.
• Easily record billable hours.
• Monitor the work of colleagues whom I supervise.

Incentivized

• Ease of Use
• Ease of Adding Time and Expenses to Accounts
• Ease of Seeing Aging Accounts

Incentivized

• The email integration feature has never consistently worked.
• I can't toggle easily between viewing all time and just my time, have to use the filters.
• Pulling reports to capture certain notes/details not perfected yet.

Incentivized

• Want to easily be able to customize matter information and haven't figured out how to do it.

Incentivized

Very easy to use and intuitive. This does not require complex data entry or toggling between multiple screens.

Incentivized

I love the Support team. Available through chat on any screen on your practice panther. They say they respond within 24 hours but it's usually at most 3 hours and they direct you a solution or that confirm no available solution. The team at PP is always helpful and know how to follow up with issues in a timely manner.

Incentivized

I didn't have the ultimate decision-making power to choose Zola. Clio was more expensive and may have offered a more robust platform, but with some options we didn't need. Westlaw was good for case management, but we would have likely still needed separate software to patch together something like Zola. Zola support isn't that great, but we rarely need it.

Incentivized

PracticePanther is much easier and much more user friendly for what I need.

Incentivized

• Collections have been better overall.
• Verifying staff work has been made much easier, potentially leading to more efficiencies.
• The software itself is costly.

Incentivized

• I have been able to expedite time reviewing a file, organizing information so less time spent on workers.
• The automated organization through integrations, like dropbox, to organize all my matters in a uniform manner. Saves time.
• Ease of use has saved on training as instructions can be implemented directly on workflows. Saves time. Each time it saves a worker time, I am more efficient and my return on investment is apparent.

Incentivized