I really enjoy working with CoCounselor very easy to use and very detail.

Easy to use, easy to train a new person to use, easy to customize,  can build reports,  great customer service.

The customer service is incredible. The ability customize the fields is very helpful.

It is very easy to use and can build very helpful reports.

I have used several different programs and each one was a hassle to learn with numerous tabs and useless features.

CoCounselor has made my daily navigation through work amazing. It is easy to use and the support staff is quick to respond whenever needed.

Great for cases and the staff are wonderful if you need help with anything.

Thus far, I have no negative comments to make regarding CoCounselor.

I don't like that you cannot store all of your documents on it.

I like it better than most other case management systems that I have used in the past.

The only complaint I have is that the members of my firm that practice criminal defense have a hard time using.

I like the ease of use of the program and  that it can interface with messenger features.

The features are very helpful, IT help always available, and the layout is easy on the eyes. Very customizable to our needs.

It is very straight forward and easy to use. I love that we have the option to tag attorneys, case managers, paralegals, etc.

I like how easy it is to use, it is very helpful and helps me keep track of all my cases.

The ease of setting up and getting up and running quickly and smoothly. It looks like a red rope full of client folders once set up, which makes it easier for basic users to learn.

Integration with other platforms, such as Zipwhip , has been wonderful. The software is very user friendly.

Very useful and helpful for organizing and managing a significant amount of cases.

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

CoCounselor provides a cloud-based legal management solution tailored specifically to the needs of plaintiff’s lawyers. With CoCounselor, users gain access to a suite of solutions that provide information on the performance of their firm at a glance so they can redirect resources and make changes as necessary.


CoCounselor’s tools include a tasks management feature designed to help firms delegate tasks linked to both the client and the case to anyone in the organization, round off with tags and pop-up reminders. The calendar module helps build custom workflows and can be shared with employees in the firm. The CoCounselor mobile app allows users to access their schedule and contacts for each case from anywhere.


Additionally, CoCounselor ensures firms are aware of how many cases they signed up in the past year, month, or week, provides automatic document creation and enables mass marketing emails to help grow client lists.



LongDescription

Document Templates

Time Tracking

Customizable Reports

Document Storage

Access Controls/Permissions

Contract/License Management

Docket Management

Calendar Management

Conflict Management

Email Tracking

For Legal Professionals

Configurable Workflow

Client Portal

Workflow Management

Email Management

Activity Dashboard

Alerts/Notifications

Reminders

Expense Tracking

Case Notes

Client Management

Task Progress Tracking

Task Management

Legal Case Management

Document Management

Document Generation

Mac OS

Web browser (OS agnostic)

Windows 8

Standard: $95/user/month

Premium: $120/user/ month

Email/Help Desk

Phone Support

24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

CoCounselor

In Person

Live Online

Webinars

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

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

Communication Management

Document Capture

Customer Database

Customizable Fields

Collaboration Tools

Full Text Search

Accrual Accounting

Data Import/Export

Automatic Billing

Accounting

QuickBooks Integration

Contact Management

Audit Trail

Version Control

Project Time Tracking

Real Time Data

Two-Factor Authentication

Forms Management

Invoice Processing

Reporting & Statistics

Time & Expense Tracking

Customer Statements

Customizable Templates

Mobile App

Billing & Invoicing

Fee Calculation & Posting

Receipt Management

Accounting Integration

Document Automation

Audit Management

Real Time Reporting

Automatic Backup

Reporting/Analytics

Contact Database

Billing Rate Management

Customizable Forms

Cross Ledger Posting

Built-in Accounting

Records Management

Summary Reports

Check Writing

Secure Data Storage

Archiving & Retention

Third-Party Integrations

Microsoft Outlook Integration

Search/Filter

Core Accounting

Invoice Creation

Accounts Payable

Remote Access/Control

Accounts Receivable

For Family Law

For Small Businesses

Electronic Filing

Bankruptcy Case Management

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)

CoCounselor vs CARET Legal

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

Popular Comparisons