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

• Invoicing with Ease
• Customization
• Customer Support
• Cost Efficient

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

• There are some features that are available on one part of the software but not on others. E.g., when creating a task, you can add and make new tags. But during the creation of a workflow, when making a task, you can't make new tags. You have to make the task outside of the workflow space.
• An event whereby you can invite outside users/clients without creating a client portal.
• If the client portal was a bit more robust, I would like to use it. See the first item; I am unable to make tasks through workflows with links to be populated for my clients to make client task easier when I need to direct them to a different webpage to complete an item.

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

• It has allowed me to keep up with my time and billing.
• It has allowed me to keep client information all in one place.
• It has allowed me to keep up with money that I am owed.

Incentivized