CARET Legal vs. Thomson Reuters Legal Tracker

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

reviewing and approving e-invoices is very easy in Legal Tracker. adding case notes and status updates is very helpful

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

Incentivized

• e billing software
• case status updates management
• notes and tracking of case schedules

• 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

• pulling matter reports are not the easiest to do

the interface and usability is very good. the reporting capability is also very helpful for purposes of quarterly or monthly reports for operational leadership.

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

Legal Tracker works better in report pulling as well as how easy the interface is to use. the product also assists with note and status update entries and data collation.

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

Incentivized

• approving and adjusting bills as e-bills is very easy and efficient