TrustRadius Insights
Users rely on Zola Suite as an essential tool for their everyday tasks, such as recording billable hours, documenting client services, and …
Starting at $79 per month per user
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What is CARET Legal?
CARET Legal, previously known as Zola Suite, is a solution for legal professionals to manage their practice and create space for what matters, including delighting clients and maximizing billable time.
Recent Reviews
Pricing
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://caretlegal.com/pricing?utm_sour…
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $79 per month per user
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is CARET Legal?
CARET Legal is a solution for legal professionals to manage their practice and create space for what matters, including delighting clients and maximizing billable time.
From client intake, to matter management, to back-office reporting, CARET Legal aims to help users save time, increase team collaboration, increase accuracy, and scale the business.
CARET Legal Screenshots
CARET Legal Videos
CARET Legal - End-to-End Legal Practice Management
CARET Legal Integrations
CARET Legal Competitors
CARET Legal Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android |
| Supported Countries | United States |
| Supported Languages | English |
Frequently Asked Questions
CARET Legal, previously known as Zola Suite, is a solution for legal professionals to manage their practice and create space for what matters, including delighting clients and maximizing billable time.
CARET Legal starts at $79.
The most common users of CARET Legal are from Small Businesses (1-50 employees).
CARET Legal Customer Size Distribution
| Consumers | 0% |
|---|---|
| Small Businesses (1-50 employees) | 75% |
| Mid-Size Companies (51-500 employees) | 25% |
| Enterprises (more than 500 employees) | 0% |
Comparisons
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Reviews and Ratings
(6)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
- Recommendations
Users rely on Zola Suite as an essential tool for their everyday tasks, such as recording billable hours, documenting client services, and monitoring staff activities. With its efficient features, users can easily monitor staff billing and generate invoices, streamlining the financial process. The software's searchable notes feature has been praised by users, allowing them to mention specific contacts for certain matters and retrieve the information effortlessly later on. Additionally, according to some users, Zola Suite performs certain tasks faster than Salesforce, providing a time-saving advantage for busy professionals. Overall, Zola Suite proves to be an invaluable asset for users in managing their legal practice efficiently and effectively.
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:
- 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.
- 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.
- 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.
Reviews
(1-1 of 1)Companies can't remove reviews or game the system. Here's why
We use Zola Suite as an everyday tool to record billable hours, document client services, monitor staff activities, monitor staff billing, generate invoices, and make sure new matters don't fall through the cracks. Since the notes are searchable, we are also able to mention certain contacts for certain matters and then pull up that information later, as needed. It's actually faster than Salesforce for some of those sorts of tasks.
- Provide me with instant list of assignments.
- Easily record billable hours.
- Monitor the work of colleagues whom I supervise.
- 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.
- Billable hours tracking.
- Ability to pull reports for each assigned attorney.
- Ability to enter details in the notes section.
- Collections have been better overall.
- Verifying staff work has been made much easier, potentially leading to more efficiencies.
- The software itself is costly.
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.
30
Everyone from admin, attorneys (associates up to partners) to office management. Some of the reports we generate are used by the outside marketing vendor we employ. The finance team involved with collections uses Zola. Colleagues use when another colleague has gone on vacation, great way to track activity and have transparency.
1
Our regular IT consultant helps with Zola Suite. We also have a knowledgeable office manager and paralegals who are familiar enough with the software to resolve most problems. Obviously, if there are outages related to the software's website, that's out of our control, and we rely heavily on the company to rectify the situation with urgency since our day-to-day firm business is heavily reliant on Zola.
- Tracking time.
- Tracking activities.
- Tracking payments.
- Creating vacation memos.
- Helping team managers monitor staff's daily activities.
- Store names and contact info in easily searchable notes format.