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.

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.

So far I have no complains about CARET Legal

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.

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).

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.

Overall - Be very careful before going Zola Suite. It's not a panacea. I'm currently looking into other programs that may be a bit more expensive, simply because Zolasuite has made me lose too much client chargeable time dealing with all their random quirks. I'm a solo practitioner and, literally, time is money for me. I don't have an IT department to deal with the growing pains that Zola Suite is making their users experience.

Robust all-in-one package, which makes it very unique in the law practice management sphere. Very reasonably priced for the functionality. Relatively easy to use once you get past the learning curve. US-based support that is very responsive (more on that below).

Where do I begin?! I have had nothing but problems since the beginning - and I've only been using it for about 4 months. I prepaid for a year and now I regret it. I wanted an all-in-one reasonably priced software that includes CRM, accounting/billing, and time tracking without having to integrate with other apps. However, the program is a bit slow and clunky (I have a new laptop, so it's not the specs of the laptop). At one point I could not access Ad--be pdf files, and I was on with support for about 3 hours trying to get it fixed. Turns out - they never saw this before. They fixed it, but it cost me 3 hours of client chargeable time. Next issue was billing. Apparently, I had to SET UP bulk billing (which is free), if I wanted bulk billing. No one actually told me that through the whirlwind of training I initially received. First month I sent manual bills - no biggie. Next month, I had my web developer set it up on the back end as instructed. Turns out we ran into problems. BIG PROBLEMS. First, emails wouldn't go out b/c ONE client didn't have an email address. Their response - just add a dummy email. So I put in a dummy address - result: emails with invoices were sent to the clients, BUT they had NO ACCESS TO PAY ONLINE via email link. I spent hours with them to deal with the various billing matters. Again - their response - we've never had this issue before. FINALLY - they removed Enterprise access to edit documents within Zola WITHOUT notifying me.

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.

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.

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.

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!

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.

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.