The program works flawlessly and they are constantly adding more great features. The price is a bonus too, it is very reasonable.

The rates are in-line with everyone else out there. Customers also love the automated updates when there is an activity with their case.

I think the ease of use and speed in which you can obtain and write information is great.

The software is easy to learn and covers everything I need to do the job. Customer service is excellent.

Friendly use and helps me to run a daily focus model to get great results and run a business and generous support team when you get  come cross of any issues.

Ease of use and cost is better than anyone else in the industry.

My only complaint is not having control over my Job number.

No more missing deadlines, missing invoices, which always leads to missing income.

It is a great program constantly expanding and not going stale. Easy to understand and implement with a great user interface.

I feel like I matter and Im not just a number. When ever I have an inquiry it is handled immediately.

I really enjoy the ease of use. And the customer service is the best.

My number one complaint was that we could not do Mass services at one location.

The integration with stripe has been awesome. Many of my non-local customers love paying online.

It interacts with other companies that I work with. The ease of interaction is amazing.

I had no system prior to this one. The only thing I disliked was that their was no training available that I knew of.

I like that this not only makes the serve process easier, but it integrates billing, affidavits and customer updates in a super simple process.

Usability, tracking, the communication between clients and the support staff is great to work with.

It is so easy to set up and go, More like plug and play. I love to be able to track employess and review who they attempted.

So far I haven't found any aspects of this software that disappoints me.

The software is super easy to learn and I love that it is cloud based so I can update on the go. It beats the days of dragging my laptop around.

Very impressed with mapping system. The ability to use it in the field is extremely good because when I get in from the field my work is done.

These guys are here to help. Their customer service is amazing and they tell you what they can do for you not what they can't.

The email that is sent to clients to collaborate seems to make them feel uncomfortable. I have always had to reassure and follow up.

The thing I like most about Serve Manager is the customer support and ease of use. It is simple to use, simple to set up and has customer service like no other.

Secure Online Document Management, Integration with every app I use on a daily bases and Customer Support that is out of this world.

This software has helped save me time and be more transparent to my customers. It is an excellent tool in my business.

I am amazed at how easy this program is to use. Also the ability to customize it to suite you individual needs.

It’s been exciting to see them grow over the years and they pretty much have been there and taken care of any needs that I’ve had without issue.

I have had a wonder experience with ServeManager. I talked to them about specific forms I needed integrated for specific clients and they set the forms up so that everything worked perfectly.

This software is extremely user friendly, save you a lot time of money and extremely reliable.

Overall it’s been an excellent experience. If I’ve had any difficulty using features customer service has been very helpful in giving me directions to a solution.

Easy to use, effective and affordable. I  recommend this software.

The largest benefit is keeping my business finances in order. I can now stay on top of who has paid and who hasn't.

We find it cost effect, easy to use and the support (if required) is excellent.

It should show as a bad address. There should also be a bad address tab under serve status so you can accurately track your jobs.

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

ServeManager is a cloud-based legal case management solution that enables process servers and law firms to streamline operations related to electronic signatures, job routing, invoicing, client collaboration and more. Professionals can utilize the platform to secure workflows through a Secure Socket Layer (SSL) connection with 256-bit encryption capabilities.


ServeManager allows law firms to view, select and create job routes using maps, track payments and collaborate with stakeholders in real-time. It provides in-built customer relationship management (CRM) capabilities, which helps process servers manage contact information and client interaction records. Additionally, it lets lawyers send case updates to clients via email and generate affidavits as per individual requirements.


ServeManager helps law firms print invoices based on job, date or case range and create aging summaries. The product is available on monthly subscriptions and support is extended via phone, video tutorials and other online measures.



LongDescription

Case Management

Access Controls/Permissions

SSL Security

Electronic Signature

Invoice Management

Calendar Management

Collaboration Tools

For Legal Professionals

Contact Management

Client Portal

Email Management

File Sharing

Activity Dashboard

Alerts/Notifications

Billing & Invoicing

Expense Tracking

Case Notes

Contact Database

Records Management

Client Management

Archiving & Retention

Third-Party Integrations

Task Management

Document Management

Document Generation

Web browser (OS agnostic)

ServeManager pricing starts at $39 per month and a free trial is available.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

ServeManager

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

Electronic Payments

Billable Items Tracking

Time Tracking

Trust Accounting

Asset Accounting

Customizable Reports

Document Storage

Activity Tracking

SMS Messaging

Timer

General Ledger

Bank Reconciliation

Contract/License Management

Task Scheduling

Financial Management

Credit Card Processing

Timesheet Management

Docket Management

Communication Management

Document Capture

Customer Database

Customizable Fields

Full Text Search

Conflict Management

Accrual Accounting

Data Import/Export

Automatic Billing

Accounting

QuickBooks Integration

Audit Trail

Version Control

Project Time Tracking

Real Time Data

Two-Factor Authentication

Forms Management

Workflow Management

Invoice Processing

Reporting & Statistics

Reminders

Time & Expense Tracking

Customer Statements

Customizable Templates

Mobile App

Fee Calculation & Posting

Receipt Management

Accounting Integration

Document Automation

Audit Management

Real Time Reporting

Automatic Backup

Reporting/Analytics

Billing Rate Management

Customizable Forms

Cross Ledger Posting

Built-in Accounting

Summary Reports

Check Writing

Secure Data Storage

Task Progress Tracking

Microsoft Outlook Integration

Legal Case Management

Search/Filter

Core Accounting

Invoice Creation

Accounts Payable

Remote Access/Control

Accounts Receivable

For Family Law

For Small Businesses

Electronic Filing

Bankruptcy Case Management

Mac OS

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)

ServeManager vs CARET Legal

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