They have been great to work with. They are very responsive to questions as we got it integrated into our systems.

Very positive experience. The platform doesn't have a steep learning curve and support get's you going really quickly and are very, very responsive and eager to help.

Coupled with the fact that they produced highly attractive templates for use and you can even search for the templates of your choice.

I can't say that there is anything that I don't like. It fits the purpose completely.

There is no alerts and notifications and also there is no option for file conversion.

DocuGenerate has an easy user interface that make it easy to easy to use.the software allow user to make customizing document that can be reuse.

Docugenerate interface so easy to business purpose api or web content for has been good so easily to handle platform create invoice, letter, aggreement etc.

Customer service was amazing. They spoke to me like I was a real human and didn't have canned responses that made the conversation even more confusing.

Does exactly what's asked of it, simple to setup with good documentation (integrated with our systems by API). Good value and great (proactive!) support.

Ease of use, the API that we can quickly use from our online service, and it is fast.

DocuGenerate is a useful tools for organization looking to streamline there documents generation process.

The interface and accessibility of the app are one of a kind and the app is user-friendly. There is nothing that should hold anybody back from paying for the premium package.

Great product and amazing [sensitive content hidden.

Document templates are very easy to use, we haven't found a single use case they wouldn't support. The simple API made the integration of our product straightforward.

Document generation is very simple in this app. This is the feature I like most.

My overall experience has been excellent service support very good.

It helps to make different type of documents like invoices, notices, memoes, certificates etc in short span of time and it helps to simplify our work.

Very easy to use and provides everything I need.

DocuGenerate's document formatting options are limited to other documents. The software primarily focuses on generate word and PDF.while the software component are limited.

I tested out the demo, I really like the native email client. Seems like a big improvement over outlook plug ins other services use.

The integrated accounting solution is excellent, including the ability to write checks directly from Zola.

Zola Suite has been super easy to use. Although they provided an onboarding specialist to walk me through the product, I didn't need the help.

There isn't much to say in terms of negative content that I personally have experienced.

The problem is severe - I cannot have emails piling up in my Inbox forever - and forces me to get rid of the program even though I prepaid for three annual licenses.

My only complaint is it's Outlook folder rearranging, but I expect they'll be reevaluating this soon.

A great legal management product for law office with awesome customer support.

When I moved to solo practice I knew I would need a solid and easy to use practice management system and Zola has been a perfect fit for my needs.

I've used other practice management software at other firms and this has provided the best experience and most features.

I do feel like it is helping us capture a higher percentage of our billable work than we did in the past. Most of the reporting functionality is really great.

First and foremost, being able to access the software via a web-based login is extremely useful, especially when so many of us are working from home. Time entry is straightforward and easy.

Super easy to use, straight forward pricing, lots of great functions that are actually useful. I would recommend to any practitioner.

Also, sometimes there is a lag in the email integration functions so replying to or saving an email takes longer than it should.

The Zola Suite team was amazing at holding my hand through the process and making sure that we were satisfied with everything.

Ease of orientation and use for major operational tasks such as matter maintenance, time and billing.

My experience has been great. From the onboarding process to the help center, Zola has been super helpful.

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).

Another is the email integration with R-Post, providing the ability to send encrypted, registered email that provides proof of delivery and receipt. Litigators will love that capability.

Sometimes there is a delay between an email being received in my inbox and showing in Zola. Email glitches happen with some regularity.

Love the built in email. Very helpful customer support.

The best part about Zola is the customer support.

Customer support has been extremely responsive and helpful. Integration with Quickbooks Online is really nice.

The billing and expenses aspects of Zola is very user friendly.

Billing is quick and easy, as is jumping to various matters. The calendar syncs to other calendar apps, making scheduling accurate.

I have always had great customer support whenever calling Zola, and I called a lot at the beginning of the software implementation.

Emailing has limits in that there is no delivery/read receipt.

Further customer support is amazing. They promptly answer every single question and concern.

Having the ability to do not just case management and billing, but complete firm accounting/reconciliation is a godsend.

I love many features from Zola suite. Matter section is perfect.

Great software at a great price with responsive service.

What I most liked about the software was the ease of use and the great training that came along with the software.

The integrated CRM in the Enterprise Plus tier is fantastic - no need to have an outside CRM that may or may not fully integrate with your CMS.

US Dollar

The advanced customization options offered by DocuGenerate can help your business generate documents for any business need, from HR, Legal, Accounting to Sales and Marketing.

Prepare your template with tags in places where you want to have dynamic text. Then upload a spreadsheet with the data. For each selected row, a document will be generated from the template by replacing the tags with the data values.

Or you can create personalized experiences for your business using our API. Generate in bulk hundreds or thousands of documents like invoices, letters, contracts, agreements, certificates and more.

Simply call our Document Generation API with your data and in a few seconds a document will be generated from the specified template, ready for using in your own application or workflow.

LongDescription

Templates

Process/Workflow Automation

Document Templates

Conditional Logic

Customizable Fields

Template Management

Data Import/Export

Customizable Templates

Multiple Output Formats

Document Automation

Batch Processing

Contract Drafting

Archiving & Retention

Document Management

Document Generation

Document Storage

Data Synchronization

Content Library

Full Text Search

Activity Dashboard

Multiple Format Support

Document Review

Search/Filter

Pre-built Templates

Customizable Reports

Access Controls/Permissions

Contract/License Management

Document Capture

Specialty Contracts

Collaboration Tools

For Legal Professionals

File Conversion

Content Management

Configurable Workflow

Workflow Management

Contract Negotiation

Billing & Invoicing

Customizable Branding

Government Contracts

Secure Data Storage

Team Collaboration

Third-Party Integrations

Forms Management

Customizable Forms

File Sharing

Email/Help Desk

FAQs/Forum

Knowledge Base

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

DocuGenerate

Documentation

CARET Legal is the leading 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 helps you save time, increase team collaboration, increase accuracy, scale your business, and collect revenue faster than ever before. 

Firms using CARET Legal report they recoup their investment 31% faster than firms that rely on other practice management platforms.

File Management

Deadline Management

Case Management

Tax Management

Electronic Payments

Billable Items Tracking

Time Tracking

Trust Accounting

Asset Accounting

Activity Tracking

SMS Messaging

Timer

General Ledger

Bank Reconciliation

Task Scheduling

Financial Management

SSL Security

Electronic Signature

Credit Card Processing

Invoice Management

Timesheet Management

Docket Management

Communication Management

Customer Database

Calendar Management

Conflict Management

Accrual Accounting

Automatic Billing

Accounting

QuickBooks Integration

Contact Management

Audit Trail

Version Control

Project Time Tracking

Real-Time Data

Two-Factor Authentication

Client Portal

Email Management

Invoice Processing

Alerts/Notifications

Reporting & Statistics

Reminders

Time & Expense Tracking

Customer Statements

Mobile App

Fee Calculation & Posting

Receipt Management

Accounting Integration

Expense Tracking

Audit Management

Real-Time Reporting

Automatic Backup

Reporting/Analytics

Case Notes

Contact Database

Billing Rate Management

Cross Ledger Posting

Built-in Accounting

Records Management

Summary Reports

Check Writing

Client Management

Task Progress Tracking

Microsoft Outlook Integration

Task Management

Legal Case Management

Core Accounting

Invoice Creation

Accounts Payable

Remote Access/Control

Accounts Receivable

For Family Law

For Small Businesses

Electronic Filing

Bankruptcy Case Management

Mac OS

Web browser (OS agnostic)

Windows 10

Enterprise: $89 per user/month (billed annually) or $79 per user/month (billed monthly)
Enterprise Plus: $99 per user/month (billed annually) or $89 per user/month (billed monthly)
Enterprise Advance: $149 per user/month (billed annually) or $139 per user/month (billed monthly)

DocuGenerate vs CARET Legal

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

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