CaseWorthy is extremely powerful and flexible, and administrators are given access to all the tools needed to modify or extend the platform.

The ability to report in real-time our companies outcomes and goals as it relates to placement and intensive services.

We are very pleased and consider our selection of CaseWorthy to be a very worthwhile investment which will gain tremendous efficiencies in our operation.

Since I don't always have all the required information I am unable to complete some forms. In addition, at one point in time I could not perform some functions for entry but the error was corrected.

Started out shaky due to high turnover of CaseWorthy staff.

We have been with CaseWorthy since 2012 and have had a great partnership.

We highly value CaseWorthy as not just a software vendor but as a partner. Over the years as our organization has changed, CaseWorthy has adapted and been a pleasure to work with.

We will realize cost savings and improve the results we obtain with clients.

The program is extremely user friendly and the CaseWorthy staff has been very supportive.

We are leveraging the CaseWorthy web portal to roll out functionality to all our users. Our interactions with CaseWorthy staff have been excellent, they've been very helpful and responsive.

We also love the scan card function. It helps keep our facilities safe and our outputs accurate.

The only thing that I don't like is some of the navigational aspects of the software.

This reduced double-entry and improved efficiencies for users and community members receiving the benefits.

We purchased this software after a fairly extensive search and chose it based on the ability to customize it and also on price.

Ability for customization. The fact that it can track/report whatever is needed.

We have loved building our knowledge in customizing the database, and using CaseBot to harvest data the way we want.

I have worked with this software and this company since 2012 and I have greatly enjoyed working with the developers and all of the Support staff that I have had interaction with.

I like the service plans, case notes, demographics tracking and all the features.

Ease of use and customization of the input screens. The ability to do reporting based on the form inputs.

The support team is very good and responsive, but fixes can occasionally take time.

The inability to upload csv files. Some of the forms are standard reports are hard coded with the inability to make changes.

We love how easy the system is to use, it is very user friendly in the computer.

Outstanding software with excellent customer support.

The design of the software insures ease of use from end user level all the way to administration of the system for our area.

The software has so much flexibility to be setup for many things, but this causes trouble for our user base as they get confused by all the options they don't use.

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

CaseWorthy is a cloud-based, SaaS, purpose-built case management solution designed for human service agencies, national affiliations & local, state & federal government agencies to transform key data into actionable information and proof-points. Key features include robust, self-configuration tools, advanced communication tools through notifications, texts & email, e-signature, analytics and reporting, document management, rule-based workflows, compliance management & reporting, individual, program, location & organization-wide data management, and more.

With the Spacial Mapping feature, users can define geographic regions and view clients, providers and ongoing services in multiple regions. The group emailing and mass content feature allows users to send templated & customized emails and event specific notifications to clients and providers.

CaseWorthy's reporting and analytics features allows users to create automated charts and export data in multiple formats to display efforts. The rules-based eligibility feature allows users to set up rules and conditions for adding clients and determining program eligibility. CaseWorthy can be used across a variety of programs and social causes including employment services, homeless management, victims services, refugees, veterans, education, senior services and meal delivery, and youth and family services.

CaseWorthy stands above the rest through the creation and ongoing development of a database built by human service experts FOR human service experts.  CaseWorthy provides tools for human services agencies to manage their unique program efforts the way that works best for their clients to ensure service provision and outcome impact is top of mind for their day-to-day service providers.  Our leadership, account management, and support teams are staffed with subject matter experts intended to be CaseWorthy experts guiding you in not only system configuration but how to envision and create your goals and objectives within the CaseWorthy application.  We understand the importance of your work and the prioritization of those in need which enhances our true partnerships with our customers beyond data management.



LongDescription

Case Management

Committee Management

Time Tracking

Email Alerts

Dues Management

Charting

For Nonprofits

Member Database

Scheduling

Self Service Portal

Dashboard Creation

Compliance Management

Grant Management

Training Management

Membership Management

Role-Based Permissions

Client Portal

Forms Management

Workflow Management

Child Welfare Management

Reporting & Statistics

Volunteer Management

Event Management

Program Management

Real Time Reporting

Referral Management

Goal Setting/Tracking

Reporting/Analytics

Case Notes

Customizable Forms

Client Management

Donor Management

Document Management

HIPAA Compliant

Referral Tracking

Task Scheduling

Ad hoc Reporting

Electronic Signature

Attendance Management

Calendar Management

Customizable Fields

Email Templates

Event Scheduling

Reminders

Progress Reports

Appointment Management

Donation Tracking

Third-Party Integrations

Task Management

Real Time Analytics

Employee Management

Electronic Payments

Customizable Reports

Document Storage

Access Controls/Permissions

Activity Tracking

Progress Tracking

Communication Management

Customer Database

Registration Management

Data Import/Export

Email Tracking

Assessment Management

Multi-Location

Contact Management

Mobile Access

Real-Time Notifications

Email Reminders

Email Management

Website Integration

Activity Dashboard

Alerts/Notifications

Customizable Templates

Billing & Invoicing

Interaction Tracking

Alerts/Escalation

Customizable Branding

Contact Database

Summary Reports

Drag & Drop

Collaboration Tools

Administrative Reporting

Records Management

Windows XP

Mac OS

Web browser (OS agnostic)

Windows 8

Windows 10

CaseWorthy is a scalable, configurable solution, therefore services pricing can vary due to the needs of each organization.  Software licenses are user-based.  Schedule a demo and request full pricing information.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

11-50

51-200

201-500

501-1000

1000+

CaseWorthy

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

Document Templates

Tax Management

Billable Items Tracking

Trust Accounting

Asset Accounting

SMS Messaging

Timer

General Ledger

Bank Reconciliation

Contract/License Management

Financial Management

SSL Security

Credit Card Processing

Invoice Management

Timesheet Management

Docket Management

Document Capture

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

Invoice Processing

Time & Expense Tracking

Customer Statements

Mobile App

Fee Calculation & Posting

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)

CaseWorthy vs CARET Legal

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Product Demo & Screenshots

Advisor Recommendations & User Awards

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