--- title: "CARET Legal Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of CARET Legal. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if CARET Legal is a good fit for you!" source_url: "https://www.softwareadvice.com/legal/zola-suite-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [Law Practice Management Software](https://www.softwareadvice.com/legal/law-practice-management-comparison/) / [CARET Legal](https://www.softwareadvice.com/product/87569-CARET-Legal/) / CARET Legal Reviews Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. [Overview](https://www.softwareadvice.com/product/87569-CARET-Legal/) Reviews [Alternatives](https://www.softwareadvice.com/product/87569-CARET-Legal/alternatives/) # CARET Legal User Reviews ## Reviews summary - Overall rating: 4.4/5 - Total reviews: 160 ### Secondary ratings - Ease of use: 4.5/5 - Customer support: 4.4/5 - Value for money: 4.3/5 - Functionality: 4.3/5 ### Rating distribution - 5 stars: 109 reviews (68%) - 4 stars: 29 reviews (18%) - 3 stars: 10 reviews (6%) - 2 stars: 8 reviews (5%) - 1 star: 4 reviews (3%) ### Most mentioned pros - The best thing about Carat is that everything is on the website that you can access anywhere (i.e. documents, tasks, calendar, events, time slips). - All in one solution including billing, document management, e-mail integration, and task management that you cannot find in other softwares. - The time tracking, task lists, and calendar features keep everyone on the same page, and the Outlook integration is a big plus. ### Most mentioned cons - It has so many bugs you have to work around that it makes running statements a nightmare every month. When you call tech support about a problem, you get a five step process to "force" the program to perform a task it claims it does automatically. - Caret Legal has a clean interface and helpful support, but creating custom reports can be frustrating. - Tech support tells you they don't correct problems until enough people complain. And for all of this, you get a 15% increase every year at renewal time. ## CARET Legal customer reviews Showing reviews 1-25 of 160 (page 1). ### Best overall in case management software, but has minor UI annoyances - Overall rating: 5/5 - Reviewer: Kit C. - Verified reviewer: Yes - Industry: Legal Services - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: September 2019 - Review source details: This review was submitted organically. No incentive was offered After using Clio, MyCase, and PracticePanther at various points in my career (and testing CosmoLex and RocketMatters most recently when opening a new firm), none of the CMS programs on the market have come close to ZolaSuite's comprehensive functionality. Having the ability to do not just case management and billing, but complete firm accounting/reconciliation is a godsend. 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. The email feature is the clencher - having an actual, FULL email inbox that syncs with Gsuite email makes keeping case-related correspondence a snap. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Robust program that covers everything from case management to client lead intake to comprehensive firm accounting. Easy to use and navigate for the most part. Integrated CRM and FULL accounting of all operating and trust accounts with triple reconciliation keeps the entire process streamlined and accessible without having to utilize a dozen different programs and hoping nothing falls through the cracks. #### Cons Has minor UI issues that can be annoying, particularly the inability to active a full subscription without going through a multi-step process involving both the sales department and support team at Zola. This should be a "click here, pick your plan, enter your payment method" process with no need to have it "activated" by the company before being able to use it. That being said, there are some additional features that I would love to see Zola add/integrate/improve ASAP (which I am sending to Zola as suggestions for future improvements). If these features were incorporated, ZolaSuite would certainly be a category killer and rapidly take over the entire market, but they are not "dealbreaker" items as far as I'm concerned for overall ratings. #### Reasons for choosing CARET Legal After using Clio, MyCase, and PracticePanther at various points in my career (and testing CosmoLex and RocketMatters most recently when opening a new firm), none of the CMS programs on the market have come close to ZolaSuite's comprehensive functionality. Having the ability to do not just case management and billing, but complete firm accounting/reconciliation is a godsend. 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. The email feature is the clencher - having an actual, FULL email inbox that syncs wtih Gsuite email makes keeping case-related correspondence a snap. #### Reasons for switching to CARET Legal Clio, despite dominating the market, is clunky and lacking in some incredibly basic functionality, plus they have basically stopped making internal feature additions and now rely upon third-party integrations almost completely, making the overall cost to have a truly full-spectrum software solution cost-prohibitive. --- ### Streamlined Service - Overall rating: 5/5 - Reviewer: Samantha M. - Verified reviewer: Yes - Industry: Law Practice - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: April 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. It has been so helpful to have Caret and to streamline our Case management, billing and invoicing, and document management …all in one system, so you don’t need multiple tools stitched together. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Caret Legal has been a game-changer for our firm. From the moment we implemented it, we noticed a significant improvement in how efficiently we manage cases, billing, and client communication. The interface is clean and intuitive, making it easy for our entire team to get up to speed quickly without a steep learning curve. One of the standout features is its seamless integration of case management and accounting tools. Having everything in one place has saved us countless hours and reduced the risk of errors. The billing system is especially impressive. It is customizable, accurate, and easy to use, which has helped us streamline invoicing and improve cash flow. Customer support has also been excellent. Whenever we’ve had questions or needed assistance, their team has been responsive, knowledgeable, and genuinely helpful. Overall, Caret Legal delivers exactly what modern law firms need: reliability, efficiency, and smart organization. It’s a powerful tool that has made a noticeable difference in our day to day operations, and I would highly recommend it to any firm looking to upgrade their legal practice management software. #### Cons There are times the program will lag and the calendar will be delayed in reflecting the entries we add. #### Reasons for choosing CARET Legal Caret was more streamlined for case management and billing all in one place #### Reasons for switching to CARET Legal Amicus was outdated and no longer being updated. It also is not cloud based #### Vendor response Samantha, thank you so much for sharing your experience working with CARET Legal! We're thrilled to hear that our platform has made such a positive impact on your firm and helps you efficiently manage your cases, billing, and client communication. Replied April 2026 --- ### Excellent Legal Program - Overall rating: 5/5 - Reviewer: Brooke R. - Verified reviewer: Yes - Industry: Legal Services - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: September 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I enjoy Caret Legal, and how it allows us to stay connected to our caseload outside of the office or at my desk. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros It is very easy to navigate, and I enjoy the cloud based system that can also be accessed via the App on your Iphone! #### Cons It seems to be difficult for the seniors here at my office, in terms of navigation. Pop up windows with their own X box completely goes over their head. Small things like that. Learning anything new at an old age is a challenge, not sure it is a caret issue... #### Reasons for switching to CARET Legal Firm decision - said Amicus was converting to Caret --- ### Easy to navigate but the glitches are frustrating - Overall rating: 3/5 - Reviewer: Syretha B. - Verified reviewer: Yes - Industry: Legal Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: September 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. I used CARET Legal for almost 4 years and the customer service team has been fairly responsive. However, this past year the glitches have been more frequent and some of our reported issues remain unresolved, which has negatively impacted of efficiency. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 3/5 - Customer support: 3/5 - Functionality: 3/5 #### Pros CARET Legal's clean layout and user friendly navigation is definitely one of my favorite things about this software. #### Cons The spontaneous glitches have become more frequent and frustrating for the team. This has also had a negative impact on productivity and efficiency. --- ### 2026 Review of Caret Legal - Overall rating: 4/5 - Reviewer: Marissa D. - Verified reviewer: Yes - Industry: Law Practice - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: June 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. It has been an efficient way to organize all matter data with legal billing and has kept up current on billing. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros The integration of accounting and financial aspects with legal billing in all in one place. It has also streamlined our billing process. #### Cons If Caret had more financial functions it would be appreciated to mimic a more substantial accounting platform. #### Reasons for choosing CARET Legal The ease of use, pricing and integration of multiple uses #### Reasons for switching to CARET Legal It was not nearly enough of what we needed for the firm overall #### Vendor response Thank you for taking the time to share this! We are always glad to hear customers are benefitting from CARET Legal’s all-in-one platform. We also welcome feedback and would be happy to connect with you on the areas where you feel we could do better. We can confirm that your dedicated customer service representative has reached out to you directly. If you have any further questions you can continue to work with your dedicated representative, or please reach out to our general Customer Success team by emailing CLCustomerSuccess@getcaret.com. Replied June 2026 --- ### Caret Legal was a very successful transition for our office. - Overall rating: 5/5 - Reviewer: Donna D. - Verified reviewer: Yes - Industry: Law Practice - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: December 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Excellent. Much better than anticipated. The team was responsive and handled the anticipated glitches well, #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros I love the fact that it is cloud-based and accessible from any computer, smart phone or tablet. I like that we can use ONE system to manage our files including emails and time entries as well as billing. #### Cons I do not like that it does not have the auto correction features that will automatically correct to capitalize the first letter of the first word of a sentence. I do not like that it does not have the ability to expand text as in Amicus and that Caret does NOT sync People with Outlook contacts and does not have the ability to mark emails sent from Caret as Important (or Confidential etc). #### Reasons for choosing CARET Legal Our plan had just been to put up with Amicus Attorney (what we have) rather than go through a switch, but we are so glad that we did (and our IT folks are REALLY happy). Support for Amicus had dwindled significantly. #### Reasons for switching to CARET Legal We had looked into going to the "cloud" with Amicus in the past but they could not guarantee the migration of our system (18 years worth of data) and it would be costly. Then Caret Legal offered to migrate it for free and was great with the migration. We also got rid of our PC Law we used for billing but because they did not respond to our numerous requests to go month to month (rather than annual) and when they did, would NOT permit it at all, we had to move up our timetable. It ended up being LESS expensive overall and they did not charge at all for the migration. There were some glitches, but all were handled. #### Vendor response Donna, thank you so much for sharing your experience working with CARET Legal. We're thrilled to hear that our platform is helping your firm stay organized by keeping documents, emails, time entries, and billing all in one easily accessible place. We appreciate your feedback and are committed to implementing improvements that create a better experience for our customers. We have forwarded your suggestions to our product team and look forward to continuing to support your firm. Replied January 2026 --- ### Streamlined Billing with Top Notch Support - Overall rating: 4/5 - Reviewer: Crissy D. - Verified reviewer: Yes - Industry: Legal Services - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: November 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. My overall experience with CARET Legal has been very positive. It’s reliable, easy to use, and helps streamline our day-to-day workflow. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros I really like the seamless workflow in CARET Legal that extends from time tracking to prebilling and then to finalized billing. This process cuts down on manual administrative work, which had been a considerable burden before. The automation in billing provides an efficiency that I truly appreciate, as it lets me focus on more critical tasks rather than be bogged down by tedious manual processes. Furthermore, setting up CARET Legal was fairly easy, and the team's responsiveness and support have been integral in helping us adjust and tweak the system to meet our specific needs. This assistance has been invaluable as we transition and figure out how to best utilize the software for our requirements. #### Cons I would say the way the trust accounts work. I would like for it to be more customizable for a trust balance to be applied across all matters for each client as well as there be an option to apply partial trust payments to prebills at a more bulk level vs. one by one. #### Reasons for switching to CARET Legal We needed a more streamlined workflow product. #### Vendor response Crissy, thank you for sharing your experience working with CARET Legal. We’re thrilled to hear that our billing processes have reduced manual work, and our team has been supportive as you've made the transition. Thank you for your note on trust accounts. We'll be sure to share this feedback with our product team. Replied December 2025 --- ### practical experience in using CARET Legal - Overall rating: 5/5 - Reviewer: Kate H. - Verified reviewer: Yes - Industry: Law Practice - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: December 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. I have been using this program for more than two years. It is quite simple and convenient, and also easy to learn. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 3/5 - Customer support: 3/5 - Functionality: 5/5 #### Pros We are a law firm. I am completely used to using this program. It is convenient both for accounting and for managing clients' legal cases. #### Cons The only thing I don't use this program for is payroll. My employees clock in and out using QuickBooks, and that program is the one that handles paying my employees. #### Reasons for switching to CARET Legal Because Caret did not leave us a choice, Abacus would not be able to update their software. #### Vendor response Kate, thank you for sharing your experience with CARET Legal. We’re thrilled to hear the platform has been easy for your team to learn and simple to use. We're also happy to know it’s helping with both accounting and managing client cases. Replied December 2025 --- ### Great software for Law firms - Overall rating: 5/5 - Reviewer: Jennifer H. - Verified reviewer: Yes - Industry: Legal Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: November 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. We have always had a great experience with Caret Legal. We have no complaints and are always able to obtain help if we need it in a timely manner. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Caret Legal is very user friendly. It allows all of our documents, billing, calendaring and notes to be captured in one place. #### Cons I do not have any complaints about Caret Legal. We are able to use it for every aspect of our law firm. #### Reasons for choosing CARET Legal Caret Legal was better priced and had better software for our law firm. #### Vendor response Jennifer, thank you for sharing your experience with CARET Legal! We’re thrilled to hear the platform’s ease of use has supported every aspect of your firm and made managing documents, billing, and calendaring simple. We’re honored to be your partner and look forward to continuing to support your success. Replied December 2025 --- ### CaretLegal is an overall unwise investment - Overall rating: 2/5 - Reviewer: Todd E. - Verified reviewer: Yes - Industry: Law Practice - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: February 2026 - Review source details: This review was submitted organically. No incentive was offered After years of mediocre product performance and consistently poor communication, our firm decided not to renew with CaretLegal (formerly Zola Suite/Abacus Law). Our experience during the off-boarding process only confirmed that we made the right choice. Due to a complex data migration, we requested a one-month extension. Our account representative explicitly confirmed in writing that this month would be granted free of charge. Despite this written guarantee, CaretLegal billed our credit card for that month plus an additional one. When I raised the issue, providing the email evidence of the 'free month' agreement, I was met with total silence. My account rep stopped responding, and despite opening a formal ticket and being told the matter was 'elevated to a supervisor,' I have received zero reimbursement and zero follow-up. It is disappointing that a company serving the legal industry demonstrates such a lack of transparency and disregard for written agreements. If you are looking for a reliable partner for your firm's data, look elsewhere. #### Ratings breakdown - Ease of use: 2/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 3/5 #### Pros Decent all-in-one solution for law practice management, though the email, even with Office 365, was slow and clunky. #### Cons Poor communication. Poor customer service. Poor management. Lots of employee turnover. Overall unreliable. #### Vendor response Todd, we’re sorry to hear that your experience with CARET fell short of your expectations. Our team is actively working with your firm to address these concerns and will continue to resolve them with your team directly. Replied February 2026 --- ### Caret should not be in this space - Overall rating: 3/5 - Reviewer: Gary N. - Verified reviewer: Yes - Industry: Law Practice - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: January 2024 - Review source details: This review was submitted organically. No incentive was offered Over the years, the software utility has declined. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 2/5 - Customer support: 1/5 - Functionality: 3/5 #### Pros It was a good product when there was customer support. They no longer offer decent customer support. Taking 5 days to add a new employee is inexcusable. It impedes my buisness #### Cons Customer support has been outsourced to offshore. They also started using a VoIP solution, but a cheap one making it very difficult to hear and understand that tech on the line. Moreover, they make it difficult to even reach a tech person and when you do, they are lazy and sometimes, just plain defiant. For example, I asked them to add a new employee recently, and was directed to watch videos. I replied that if I could have done it myself, I would have. They should not be in this space and I dont plan to stay with them after this. #### Reasons for choosing CARET Legal When I purchased it years ago, they provided really good customer support. #### Reasons for switching to CARET Legal Amicus was not cloud based. When they attempted to go cloud based, it was a disaster. #### Vendor response Hi Gary, we're very sorry to hear that your experience with CARET Legal is not living up to your expectations. We will be sure to pass along this feedback to our team and use it to continuously improve our customer experience. Replied January 2024 --- ### Great Product! - Overall rating: 5/5 - Reviewer: PeggyAnn W. - Verified reviewer: Yes - Industry: Law Practice - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: April 2021 - Review source details: This review was submitted organically. No incentive was offered Time management has been greatly improved. I was very nervous to change software as I have been using the same software for just short of 20 years (we used the same software in our prior firm). The Zola Suite team was amazing at holding my hand through the process and making sure that we were satisfied with everything. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Zola Suite saves us time that we didn't realize we were wasting before. We're able to efficiently maintain and manage clients, files and leads all in one place. It also makes working from home as efficient as working in the office. Further customer support is amazing. They promptly answer every single question and concern. #### Cons There is very little that we dislike about Zola Suite. Anything that we have concerns about, they try to address and show us a proper way to manage. There are definitely some areas that are different than our prior software but that's to be expected. There are so many benefits to Zola Suite that we are not actually able to take full advantage of them yet as we are still working on transitioning to the system and learning the ins and outs. #### Reasons for choosing CARET Legal Zola Suite was an all in one accounting, document management and time keeping software at a reasonable price. I also loved the look of it and the availability of support through the trial period. #### Reasons for switching to CARET Legal We wanted a program that worked better for us in a remote setting. --- ### Non-Responsive Customer Support - Overall rating: 3/5 - Reviewer: Marc G. - Verified reviewer: Yes - Industry: Legal Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: May 2024 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 2/5 - Customer support: 1/5 - Functionality: 2/5 #### Pros Initially promised to be an all inclusive case management and accounting system. Unfortunatley, customer support responsiveness has declined of late since Zolasuite was acquired by Abbacus #### Cons Customer Support. First level support is only able to provide very basic troubleshooting. Second Level support wants you to schedule a training time. Beyond that, where the work actually needs to be done is non-responsive. #### Reasons for switching to CARET Legal PC Law was no longer suitable for our needs and was not being updated. #### Vendor response Hi Marc, we're very sorry to hear that your experience with CARET Legal is not living up to your expectations. We will be sure to pass along this feedback to our team and use it to continuously improve our customer experience. Replied May 2024 --- ### Caret user for 6 years - Overall rating: 5/5 - Reviewer: Vanessa B. - Verified reviewer: Yes - Industry: Law Practice - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: November 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. I have been using Care for 6 years and I have found it to work very well for our firm. We can easily keep all of our matters in one place and can access them from any device which is very helpful. We can input all case related information into one place which helps us work more efficiently. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros I would say that Caret is very user friendly and easy to navigate. You can search for any matter by inputting just a few letters of the matter name. #### Cons Sometimes it freezes up but not often. When this happens, I can either contact support or just close out and wait for a few minutes and try again. #### Vendor response Vanessa, thank you for sharing your thoughts on CARET Legal! We’re thrilled the platform has helped keep your firm organized and work more efficiently. We’re proud to be part of your success and look forward to continuing our partnership. Replied December 2025 --- ### CARET 10/10 would recommend - Overall rating: 4/5 - Reviewer: Alisha Y. - Verified reviewer: Yes - Industry: Legal Services - Company size: 10000+ employees - Product usage: Used daily for less than 2 years - Reviewed: January 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Great experience thus far from myself and the team with this app. Would recommend if you are doing large project work with multiple fee earners. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros Caret is a cloud based software meaning we could use it seamlessly across different global offices. We use the mobile function instead of desktop frequently as the layout is great. #### Cons Sometimes it is a bit slow to load documents, but once loaded there are many capabilities. #### Vendor response Alisha, thank you for sharing your experience working with CARET Legal. We love hearing from happy customers like you! Replied January 2025 --- ### Intuitive and useful software for managing a law practice - Overall rating: 5/5 - Reviewer: Katherine G. - Verified reviewer: Yes - Industry: Law Practice - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: May 2021 - Review source details: This review was submitted organically. No incentive was offered We are solving matters falling through the cracks. We are able to save all emails to the file and organize documents in a centralized spot. Documents can be organized into specific categories. The accounting feature allows employees and supervisors to track progress and productivity. Invoices are sent directly from the platform to the email address on file for the client. The client portal allows clients to upload files directly. Payments made by clients are reconciled immediately. Matters are managed and tracked from a single place. The time keeping functions are helpful, i.e. tracking phone call and email lengths, with the option to auto-create a tyime entry. This is great product for solo and small firms. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The support staff is incredibly knowledgeable and quick to respond to any inquiries. If a feature is missing, they are quick to fix or add it. Billing is quick and easy, as is jumping to various matters. The calendar syncs to other calendar apps, making scheduling accurate. The reporting feature shows many different metrics of productivity. You can email directly from a matter and create a time entry, making accurate billing easy. Client demographics are saved and can be imported into new matters. The software detects email from case related contacts. Form documents can be added as templates that are auto-filled. The interface is nice looking and intuitive. Their customer service is unmatched. Client and admin functions are outstanding. It also integrates with Law Pay. You get exactly what they tell you you're doing to get. There are so many features, I'm sure we are actually underutilizing the platform. The mobile app is very easy to use and has all of the relevant features. #### Cons The task feature is helpful for remembering deadlines and setting reminders, but does not send alerts when a task becomes due or overdue. Sometimes there is a delay between an email being received in my inbox and showing in Zola. Email glitches happen with some regularity. There is no ability to pop emails out in a separate window. When we have had an issue in the past, Zola has been fast to respond and resolve the issue. They have added functions and features based on our requests. There are bugs, but they work hard to correct them. #### Reasons for choosing CARET Legal The customer service on Zola is unmatched. #### Vendor response Hi Katherine, we're glad to hear that Zola Suite helps you manage your practice in a more efficient way. In regards to Zola's task feature, users who assign a task to another member of their team have the ability to receive an alert when the task is completed or overdue. Those who were assigned the task will receive an email with the task description and due date, and if the assignee doesn't complete the task in time, it will display in the "Overdue" tab of the assignee's task list. In addition, Zola's email client supports the ability to pop emails out into a separate window when viewing and composing emails. Please reach out to our Support team if you have any questions. Replied May 2021 --- ### Agrxis Review on CARET Legal - Overall rating: 5/5 - Reviewer: Joseph M. - Verified reviewer: Yes - Industry: Law Practice - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: May 2023 - Review source details: This review was submitted organically. No incentive was offered I've been using CARET Legal for a while, and I must say that overall, I've had an excellent experience. It was clear to me as soon as I began using the program that CARET Legal was developed with the requirements of legal practitioners in mind. It is quite simple to navigate and use all of the functionalities it offers because to the user-friendly features and straightforward interface. The wide variety of features, including case management, document organization, time tracking, and billing, have significantly increased my practice's effectiveness and organization. There is no longer a need for various software programs, and the likelihood of mistakes and inconsistencies has decreased thanks to the smooth integration of these elements into a single platform. Additionally, whenever I've needed advice or had issues, the quick and helpful customer care staff has been a great help. Overall, CARET Legal has surpassed my expectations by giving me a complete and dependable solution to efficiently run my law firm. Any legal professional looking to improve efficiency and optimize their process should definitely consider using it. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I'm over the moon with CARET Legal! The way I run my law firm has been completely revolutionized by this all-encompassing software. The software's straightforward and user-friendly layout, which has made navigating and using it a breeze, is one of its major characteristics in my opinion. My efficiency and production have greatly increased as a result of the wide variety of tools and features it provides. CARET Legal can handle everything, from case management and document organization to time tracking and billing. I'm not forced to manage several platforms or struggle with manual tasks anymore. My process has been streamlined, and I have gained valuable time thanks to the smooth integration of all these functions into a single, coherent system. #### Cons So far I have no complains about CARET Legal #### Vendor response Joseph, thank you so much for your wonderful review of CARET Legal! We love hearing from happy customers like you and we're thrilled to see that our platform has helped your firm become more efficient and organized. Replied May 2023 --- ### Great now, but with room to grow even greater. - Overall rating: 5/5 - Reviewer: Michael L. - Verified reviewer: Yes - Industry: Legal Services - Product usage: Used daily for less than 2 years - Reviewed: November 2017 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros The website and app are easy to use, responsive and have a fairly logical layout. It's easy to search and find information, and data input is relatively simple. Our office doesn't use Zola as an all-in-one solution, but for the parts we use daily (which is still most of the features), we're very happy with the state of the software. Customer service has been incredibly responsive, and you really get the feel that they are willing to invest the time in problem solving. I also really feel like my input has been taken into account as product updates roll out. The mobile app has improved by leaps and bounds. It is in an excellent place, and very usable. #### Cons There are still a few bugs and features to fill in gaps as the software matures further, but nothing that prevents functionality. I've been with Zola for about 18 months; what would have been my biggest cons 6 months ago have since been addressed. The email interface requires the most work, but it too is nonetheless in a good state. Tagging emails to cases could be a little easier, and moving emails to different folders could be more responsive and update more quickly. I'd also quibble about needing to use multiple tabs to get full functionality out of the software (at minimum, Dashboard, Email, and Calendar all need to be semi-permanently open because it's not easy to switch between them otherwise); That's not a huge deal, just a minor annoyance. Last thing, and this is very minor: I'd love to see a style update through the whole website. It's not cluttered, which is great, but I don't feel like it has a very modern look. --- ### Great product which keeps getting better & customer service can't be beat - Overall rating: 5/5 - Reviewer: Antonio V. - Industry: Legal Services - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: August 2016 - Review source details: This review was submitted organically. No incentive was offered Zola Suite is an excellent product which delivers in every advertised aspect. You get exactly what they tell you you will get. And if you're unsure, you get a free trial of the product for 1 month to decide for yourself. In the 6+ months I've used Zola Suite I am continuously impressed by the features the product contains (and the list grows on a weekly basis by way of updates that happen in the background). When I began using Zola Suite there were lots of features that weren't necessary for me as a solo-practitioner who just started his own firm. However, now that I have a secretary and two paralegals, I see how helpful & useful all the functions are that several months ago I did not even see a need for. Zola is an excellent company, run by people with a true passion for the work they do and the product they are selling. The couple times I have had issues that necessitated my calling customer support, someone was always on the other end of the line right away, they addressed my concerns & if they couldn't, they assured me whatever issue would be brought up to the developers to come up with a fix ASAP. And in the few occasions I had an issue they couldn't immediately remedy, they lived to their promise that it was fixed within a couple days. The reason I so wholeheartedly endorse this product is because I spent a lot of time researching the best case/firm management software for my firm today as well as my firm as I see it 1, 5, and 10 years down the road. I demo'ed all the other options as I did Zola and in the end even though Zola wasn't the most feature packed, or didn't have the most 3rd party integration as some of the others had at that time, I knew from speaking to them that everything I needed would be coming, and when it came, it would be delivered in a better, easier to use, more seamless package than any of their competitors. And after close to 9 months with Zola, everything I was promised has been delivered and then some. If I could invest my own money into this company I would do so in a heartbeat. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Great user interface. Reliable. Excellent customer service. Consistent updates making the product even better & adding new features (without charging you more for them). #### Cons Not every feature you want may be available today. --- ### A case management system that truly works for solos. - Overall rating: 4/5 - Reviewer: S H. - Industry: Legal Services - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: June 2016 - Review source details: This review was submitted organically. No incentive was offered Zola Suites is a comprehensive case management program that is constantly improving. Its affordable, easily accessible, loaded with guides and tutorials to help us slow and technologically challenged lawyers, and the customer service is top notch. As a solo practitioner it has been difficult to find a case management software company that truly cares about your practice and that is truly there to help you along the way. Zola does that to ensure you are getting the most out of its software to improve the efficiency and productivity of your practice. Your questions and concerns are immediately responded to and resolved, in a professional, nice and friendly manner. And Zola is constantly improving upon its features to grow with your practice and the legal industry. Though there are tons of legal case management programs on the market, Zola after only a little over a year since its inception, is one of the best. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros The task template which allows me to create specific templates based upon my practice and how I work versus a generic input system. #### Cons I would like to see the task template updated to automatically populate a time schedule based upon the user's creation, in which of course the user should be able to revise it as needed for each entry. I would also like to see more customized billing. The current invoices are too generic. Lastly, document assembly and a document automation component is something Zola should consider as well. #### Vendor response Thanks for the review! Invoices can be customized to add as much (or as little) detail as you would like. Our support team will contact you to help you reconfigure your current template until you are 100% satisfied. Document assembly and automation features are in development and will be rolled out later this summer. Stay tuned, you won¿t be disappointed. We are also working on updating our task templates to add more features and will reach out to you to get your input. Replied June 2016 --- ### The best on the market - Overall rating: 5/5 - Reviewer: Aaron A. - Verified reviewer: Yes - Industry: Legal Services - Company size: Self-Employed - Product usage: Used daily for less than 12 months - Reviewed: May 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Excellent company with great customer service. They are growing quickly and are on the leading edge of legal technology. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I love the ability to manage tasks within Zola Suite. Zola Suite also has a very intuitive document automation system. #### Cons Although I understand the HotDocs integration is not yet released and still in testing, it needs additional features. Specifically, the "Overlay" feature that is native to HotDocs needs to be activated within ZolaSuite. It also needs the ability to email the HotDocs interview to clients through Zola Suite. #### Vendor response Hi, Aaron. Thank you for sharing your feedback. We're thrilled to hear how Zola Suite has improved your firm's productivity. We're almost ready to launch our HotDocs integration and will be making significant enhancements in round two of the release. Stay tuned! Replied May 2022 --- ### Zola Suite is Great for Law Practice but could use Improvement - Overall rating: 4/5 - Reviewer: Lucas H. - Verified reviewer: Yes - Industry: Law Practice - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: December 2020 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall, Zola Suite makes it easy to track time, billing, deadlines, maintain notes on interviews and phone calls. If Zola ironed out some kinks, including the ease by which emails are saved from Outlook into the software, it would be a top product. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 3/5 - Customer support: 3/5 - Functionality: 4/5 #### Pros Billing and keeping track of time is very easy with this software. Additionally, the "Tasks" feature is very helpful for remembering deadlines and the like. #### Cons Zola Suite does have a few bugs that could use some ironing out. Some days, some of the features are unavailable. At times, saving emails to the email page from Outlook is not as easy as it should be. If Zola Suite addressed this, it would be near perfect. #### Vendor response Thank you for taking the time to share your feedback, Lucas! We're so glad to hear that Zola Suite's time tracking and task management features have helped you be more efficient. A member of our team will be in touch to discuss the Outlook issue you're experiencing; it sounds like we may need to update your Outlook plugin. Replied December 2020 --- ### This is the most comprehensive Legal CMS in it's price range, by far! - Overall rating: 5/5 - Reviewer: Billie M. - Verified reviewer: Yes - Product usage: Used daily for less than 2 years - Reviewed: January 2018 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The interface is intuitive so I can easily teach myself as I go. I like that almost every option is customizable to look and feel the way I want it to - without having jump through a zillion special hoops for the customization process. Just a click or two and I'm done. #### Cons Hmmmm, not much, really. There's a glitch with the google calendar sync where it duplicates entries too many times. But I'd rather it tell me twice than not at all! (I think this glitch is fixed now, anyway). --- ### Love this software - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Product usage: Used daily for less than 12 months - Reviewed: April 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros My favorite thing about this software is being able to access every case and document from anywhere. I also love the way that emails can be attached to cases eliminating the need to search through emails every time I have to go back. #### Cons The only negative thing I have to say about this software is that I wish you could save attachments directly through Outlook. I find navigating outlook easier that the email associated with Zola and it would be nice to be able to save it directly into a file rather than saving it onto my desktop first. --- ### Very user friendly - Overall rating: 5/5 - Reviewer: Jeffrey J. - Verified reviewer: Yes - Product usage: Used daily for less than 2 years - Reviewed: November 2017 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Ease of use, everything is all in one spot, great features, incorporates with my other software (i.e. - LawPay) #### Cons There are frequent updates to roll out new features. Although this is a good thing, things changing frequently in the software can sometimes slow down processing time. ## More reviews [Next reviews](https://www.softwareadvice.com/product/87569-CARET-Legal/reviews/?page=2) --- CARET Legal Reviews, Pros and Cons - 2026 Software Advice