17 years helping Australian businesses
choose better software
CARET Legal
What Is CARET Legal?
CARET Legal automates the most critical processes in your firm to help you manage all aspects of your practice. Our award-winning law practice management platform is designed to take you further.
From client intake, to matter management, to back-office reporting, CARET Legal enables you to save time, increase team collaboration, scale your business, and collect revenue faster than ever before.
Who Uses CARET Legal?
CARET Legal is designed for the evolving needs of mid-sized law firms and offers subscription packages to handle a variety of practice management needs.
Not sure about CARET Legal?
Compare with a popular alternative
CARET Legal
Other great alternatives to CARET Legal
Reviews of CARET Legal
Agrxis Review on CARET Legal
Comments: I've been using CARET Legal for a while, and I must say that overall, I've had an excellent experience. It was clear to me as soon as I began using the program that CARET Legal was developed with the requirements of legal practitioners in mind. It is quite simple to navigate and use all of the functionalities it offers because to the user-friendly features and straightforward interface. The wide variety of features, including case management, document organization, time tracking, and billing, have significantly increased my practice's effectiveness and organization. There is no longer a need for various software programs, and the likelihood of mistakes and inconsistencies has decreased thanks to the smooth integration of these elements into a single platform. Additionally, whenever I've needed advice or had issues, the quick and helpful customer care staff has been a great help. Overall, CARET Legal has surpassed my expectations by giving me a complete and dependable solution to efficiently run my law firm. Any legal professional looking to improve efficiency and optimize their process should definitely consider using it.
Pros:
I'm over the moon with CARET Legal! The way I run my law firm has been completely revolutionized by this all-encompassing software. The software's straightforward and user-friendly layout, which has made navigating and using it a breeze, is one of its major characteristics in my opinion. My efficiency and production have greatly increased as a result of the wide variety of tools and features it provides. CARET Legal can handle everything, from case management and document organization to time tracking and billing. I'm not forced to manage several platforms or struggle with manual tasks anymore. My process has been streamlined, and I have gained valuable time thanks to the smooth integration of all these functions into a single, coherent system.
Cons:
So far I have no complains about CARET Legal
CARET Response
last year
Joseph, thank you so much for your wonderful review of CARET Legal! We love hearing from happy customers like you and we're thrilled to see that our platform has helped your firm become more efficient and organized.
Alternatives Considered:
Former (long time) Clio User Converting to Zola Suite
Comments: I have been a Clio user for approximately 8 years. I have gone to all but two of the cloud conferences. I think it is a good product. However, Zola Suite does three things better (for me- a sole practitioner) and that is: 1. Better email management; 2. Better dashboard for seeing my practice at a glance, and 3- Managing and utilizing Intake forms and Custom matter fields for quick input and access to matter details and using those details to create merge documents. Clio is good, but for me, Zola Suite is better.
Pros:
First and foremost is the email system. All emails (both incoming and sent) are easily attached to the file with a click of the mouse. it is also very easy to attach a file document (a Z-doc) to an outgoing email or to download an email attachment directly to the file. Using the Intake forms (both shared and internal) are handy ways to have the quick information (critical dates, expenses, etc) at your fingertips. Finally, the dashboard is what I need to run my practice. It has the incoming emails, the tasks and the calendar. Clio's dashboard is 70% billing statistics. I concede that is useful information, but my home screen should be my day at hand and that is what I get with Zola Suite. Using the Matter-Specific Custom fields allow me to quickly (almost effortlessly) insert key data into a matter. Those fields are then easily incorporated into merge forms. The process in Clio (where you have to open to the fields and then search for them is time-consuming. (I use a lot of fields and create a lot of merge forms so having the ability to insert the field data quickly and easily is a big plus).
Cons:
The inability to connect with services like Zapier. I have a love-hate relationship with Clio and Zapier. I enjoyed linking Google forms and Smartsheet and Clio. I miss having that ability. I am also having challenges utilizing virtual assistants with the system. However, I am getting used to, and preferring using just one system.
Unreliable and slow but easy to navigate and has many features.
Comments: Zola was acquired by another company a few months ago. It was rebranded into CaRET and turned into complete garbage - it simply doesn't work. Salespeople send messages trying to upsell their credit card processing services and new subscription plans. Email on desktop software or mobile app has not been working for over a week! Customer service is useless and sends generic messages asking to perform various steps - none of which work. They ruined a good practice management program. I will not renew and do not recommend anyone else who cares about their practice and profitability.
Pros:
Easy to navigate and intuitive. Have lots of features and functions, such as bi-directional email integration, trust accounting, CRM, billing, time tracking, etc.
Cons:
Overall, the program is very slow and takes time to perform most tasks. Limits the number of credit cards you can sync with your bank; limits the billing/bulk options under certain plans; accounting module is very basic and light ages behind QuickBooks; CRM lacks depth and functionality of other CRMs.
CARET Response
last year
Hi Alex. We're truly sorry to hear about your experience with CARET Legal. We'd love to help you with the issues you're facing regarding email, billing and accounting and overall performance. Please reach out to our support team at [email protected] and we'd be happy to speak with you further to resolve the issues you're experiencing.
Alternatives Considered:
Unmatched Practice Management Software with Crucial Features not Offered by Competitors
Comments: After extensive research and use of other practice management software at other firms, when I hung my own shingle I decided that ZolaSuite was the software my firm needed. I've never regretted my choice and have been a happy customer now for over two years.
Pros:
The best features of ZolaSuite for my firm is it's integration with Google Business for email, the fact that it has full-accounting including three-way reconciliation, its time keeping and billing features, and integration with law firm specific merchant services. I've tried Clio, which may be the closest competitor, and ZolaSuite beats their software, hands down.
Cons:
The color scheme for read/unread emails in the Gmail integration could use different colors to more easily tell what emails are read or not read.
CARET Response
2 years ago
Austin, thank you so much for taking the time to review Zola Suite! We love hearing from happy customers like you.
Alternatives Considered:
A great legal management product for law office with awesome customer support!
Comments: Grow to love this product on a daily basis. Zola Suite continues to improve and update its functions and services offered. It makes billing and invoicing a lot easier. Highly recommend!
Pros:
There are so many things to rave about this legal management software. If we have to pick, I would say its awesome customer service and its basic accounting capabilities offered.
Cons:
Glitches and technical errors, especially with Zola Suite email system, happen more often than our liking; however, Zola Suite's awesome technical support team and their great availability and ease of accessibility make these problems bearable.
