The configuration and data migration process was a bit confusing and more time consuming then we planned on.

Reporting out-of-the-box is very limited, but an interface with Tableau is available for an additional fee.

When adding a photo under profile, the photo can't be seen 100% after it's downloaded. So for our restricted users, it's hard to view a client’s photo because only the forehead if visible.

There's the ability to report directly from the raw data (from the back end) but this requires a fair bit of extra knowledge to get it working effectively.

Everything was handled remotely so, if there is any complaint I believe it is just not being able to work in person with anyone.

User friendly, flexible, you can design to fit the needs for Case Management Program.

The software can be difficult to configure and test.

This blocks out more time than is real time for clinicians availability.

Overall the staff at Penelope is helpful and knowledgeable. Penelope is pretty expensive compared to many other databases and the software does offer a good bit to help compensate for the cost.

With Penelope, we are able to share necessary client information with other case managers with greater ease and efficiency.

Some parts are difficult to navigate without referring to the written instructions.

Customer support is wonderful. It's easy to navigate with great instructions right there.

Overall really good experience, staff are knowledgeable and great to work with.

Lack of modern functionality, lack of communicating to customers, broken promises with timing.

Penelope was able to offer customizable options and reports (reports are an additional cost) that fit our needs.

Can be difficult to teach new users the organization behind the software, not always intuitive, billing statements are incredibly complicated.

Our particular business pushed the Penelope system slightly out of its intended scope, but the Athena team has been so flexible with us and very creative in solving our issues.

It allows our 110-member staff to record information in the correct categories. We are able to source the data collected from Penelope and integrate it into our excel spreadsheets.

We did have issues where Athena struggled to understand our business model during configuration.

The ease of access to log into Penelope and the extensive help support (trainings, guides available on the website, and direct technical support) are additional key features Athena excels in.

We love the ability to configure Penelope to best fit our organization, and we look forward to the reporting updates in the near future.

Although we are struggling to get Athena software to add some new features that most health care software has already incorporated, such as integrated client sign ins.

The best part about this software is the customer support that comes with it. We were able to customize it with the help of the Athena team to meet all of our case management needs.

We have found great value for money in this partnership.

When we initially utilized Penelope I accidentally delete en entire file.

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

Penelope is a cloud-based case management solution for nonprofits, governments, universities and health and social services providers. Primary features include scheduling, notes, smart forms, automated workflows, email and SMS reminders, staff communication tools, referral and wait list management and reports.

The automation engine allows users to set workflows, tasks, notifications alerts and action triggers. Users can create time or event-based workflows to suit their requirements. It provides multiple pre-built reports on client demographics, service provision stats, client outcomes and others. Users can export these reports to Microsoft Excel, Crystal Reports, or MS-ACCESS. It also offers integration with Tableau that helps in creating data visualizations.

They offer a mobile feature named Engage for Penelope that allows users to fill documents and conduct discussions with providers from their smartphones or mobile devices.

Social Solutions is becoming Bonterra. Learn more at www.bonterratech.com.


LongDescription

Treatment Planning

Document Templates

Patient Records Management

Employee Management

Case Management

Surveys & Feedback

Electronic Payments

Payment Processing

Time Tracking

Email Alerts

Customizable Reports

Access Controls/Permissions

Activity Tracking

HIPAA Compliant

SMS Messaging

Group Notes

Charting

Progress Tracking

Digital Signature

Referral Tracking

Task Scheduling

Ad hoc Reporting

SSL Security

Electronic Signature

Confirmation/Reminders

Credit Card Processing

Invoice Management

Wait List Management

Attendance Management

Communication Management

Medical History Records

Calendar Management

Customizable Fields

Collaboration Tools

Self Payment

Template Management

Client Chart Audit Tools

Scheduling

Data Import/Export

Graphical Data Presentation

Assessment Management

Multi-Location

Self Service Portal

Contact Management

Dashboard Creation

E-Prescribing

Training Management

Role-Based Permissions

Client Portal

Forms Management

Workflow Management

Initial Assessments

Child Welfare Management

Activity Dashboard

Reporting & Statistics

Reminders

Administrative Reporting

Medical Billing

Customizable Templates

Billing & Invoicing

Program Management

For Mental/Behavioral Health

Alerts/Escalation

Real Time Reporting

Referral Management

Patient Management

Goal Setting/Tracking

Compliance Tracking

Reporting/Analytics

Case Notes

Contact Database

Progress Reports

Claims Management

Case List Management

Customizable Forms

Appointment Management

Records Management

Client Management

Third Party Integrations

Appointment Scheduling

Multi-Provider Practice

Team Notes

Task Management

Authorization Tracking

Document Management

Email Reminders

Windows 7

Windows Vista

Windows XP

Mac OS

Linux

Unix

Web browser (OS agnostic)

Windows 2000

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

11-50

51-200

201-500

501-1000

1000+

Penelope

In Person

Live Online

Webinars

Documentation

Videos

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

Tax Management

Billable Items Tracking

Trust Accounting

Asset Accounting

Document Storage

Timer

General Ledger

Bank Reconciliation

Contract/License Management

Financial Management

Timesheet Management

Docket Management

Document Capture

Customer Database

Full Text Search

Conflict Management

Accrual Accounting

Automatic Billing

Accounting

For Legal Professionals

QuickBooks Integration

Audit Trail

Version Control

Project Time Tracking

Real Time Data

Two-Factor Authentication

Email Management

Invoice Processing

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)

Bonterra Penelope vs CARET Legal

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