CARET Legal

Formerly Zola Suite

Instant Assignment Generation: Users appreciate the feature that allows them to instantly generate a list of assignments. This has been mentioned by several reviewers as a time-saving and efficient tool, providing an organized and comprehensive view of their tasks.

Easy Recording of Billable Hours: The ability to record billable hours in the system is highly valued by users. Many reviewers have found this functionality intuitive and streamlined, making it easy for them to accurately track and bill clients for their work.

Monitoring Colleague's Work: The feature that allows users to monitor the work of colleagues whom they supervise has received positive feedback from multiple reviewers. This functionality enables effective management of team members by staying updated on progress and performance, ensuring timely completion of tasks.

Cons:

1. Email integration issues: Some users have consistently experienced problems with the email integration feature, noting that it has never worked reliably. They have struggled to switch between viewing all time and their own time, often having to rely on filters.
2. Difficulty pulling reports: Several reviewers have mentioned that pulling reports to capture specific notes or details is not yet perfected. This has caused frustration for some users who need accurate and detailed reports for their work.
3. Limited customization options: A number of customers have expressed dissatisfaction with the limited customization options available in the software. They feel restricted in tailoring the system to their specific needs, which can hinder productivity and efficiency.

Users of Zola Suite have provided several recommendations based on their experiences with the software.

Firstly, some users recommend trying demos of other software to compare workflows and determine if Zola Suite is the best fit for their needs. They suggest that Zola's modern interface may be better suited for tech enthusiasts.

Secondly, users highly recommend using Zola Suite from the beginning and onboarding all staff members immediately. They appreciate the quick responsiveness of Zola's support team and advise reaching out for assistance when unsure about a feature, as Zola may have simple solutions.

Lastly, many users praise Zola Suite for its affordability compared to other options, while offering more functionality. Several users highlight the built-in billing feature, which eliminates the need for separate accounting software like QuickBooks.

Overall, users find Zola Suite to be a great system that reduces workload and provides intuitive features. They appreciate the great integrations, accessibility of files, and ability to have the entire file at their fingertips. Some users also suggest creating forms and templates instead of relying on pre-existing ones. To ensure seamless integration with other law practice systems, users recommend checking compatibility with programs like LawPay. Additionally, users advise watching Zola Suite's tutorials on YouTube for additional guidance. In conclusion, users highly recommend Zola Suite as outstanding practice management software that offers value for money and ease of use.