--- 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: 158 ### 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: 108 reviews (68%) - 4 stars: 29 reviews (18%) - 3 stars: 9 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 158 (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 --- ### 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 --- ### 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 --- ### Amazing all in one solution - Overall rating: 5/5 - Reviewer: Irene K. - 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. It has revolutionized the law firm and allowed for a more steady and effective way to scale the growth of the law firm. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros All in one solution including billing, document management, e-mail integration, and task management that you cannot find in other softwares. #### Cons Since everything is in one place, any glitches have effects on the whole firm and may slow down processes until repaired. #### Reasons for choosing CARET Legal This product had all in one solutions that were not previously found on the market. #### Reasons for switching to CARET Legal This product had all in one solutions that were not previously found on the market. #### Vendor response Irene, thank you for sharing your experience! We're thrilled to hear that CARET Legal has revolutionized your firm and provided an effective way to scale growth. We're honored to be your partner and look forward to your continued success. Replied December 2025 --- ### Positive Experience - Overall rating: 4/5 - Reviewer: Sarah C. - Verified reviewer: Yes - Industry: Law Practice - Company size: 2-10 employees - Product usage: Used daily for less 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. My overall experience with CARET is a positive one. So positive, that when I helped start a new law firm, we purchased the same CARET system. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 3/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros CARET makes client billing simple and easy. The dashboard is helpful and user friendly, and customer service is always responsive. #### Cons CARET is the only system of its nature that I have ever had the pleasure of using, so I do not have any negative feedback. #### 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. 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 --- ### Former (long time) Clio User Converting to Zola Suite - Overall rating: 5/5 - Reviewer: Vince P. - Verified reviewer: Yes - Industry: Law Practice - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: December 2019 - Review source details: This review was submitted organically. No incentive was offered I have been a Clio user for approximately 8 years. I have gone to all but two of the cloud conferences. I think it is a good product. However, Zola Suite does three things better (for me- a sole practitioner) and that is: 1. Better email management; 2. Better dashboard for seeing my practice at a glance, and 3- Managing and utilizing Intake forms and Custom matter fields for quick input and access to matter details and using those details to create merge documents. Clio is good, but for me, Zola Suite is better. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros First and foremost is the email system. All emails (both incoming and sent) are easily attached to the file with a click of the mouse. it is also very easy to attach a file document (a Z-doc) to an outgoing email or to download an email attachment directly to the file. Using the Intake forms (both shared and internal) are handy ways to have the quick information (critical dates, expenses, etc) at your fingertips. Finally, the dashboard is what I need to run my practice. It has the incoming emails, the tasks and the calendar. Clio's dashboard is 70% billing statistics. I concede that is useful information, but my home screen should be my day at hand and that is what I get with Zola Suite. Using the Matter-Specific Custom fields allow me to quickly (almost effortlessly) insert key data into a matter. Those fields are then easily incorporated into merge forms. The process in Clio (where you have to open to the fields and then search for them is time-consuming. (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). #### Cons The inability to connect with services like Zapier. I have a love-hate relationship with Clio and Zapier. I enjoyed linking Google forms and Smartsheet and Clio. I miss having that ability. I am also having challenges utilizing virtual assistants with the system. However, I am getting used to, and preferring using just one system. #### Reasons for choosing CARET Legal Email management. Document management. Intake forms and Matter fields. #### Reasons for switching to CARET Legal See above. --- ### 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 --- ### Problems Never Seem to End - Overall rating: 3/5 - Reviewer: Jennifer A. - Verified reviewer: Yes - Industry: Law Practice - Company size: Self-Employed - Product usage: Used daily for less than 6 months - Reviewed: May 2021 - Review source details: This review was submitted organically. No incentive was offered Overall - Be very careful before going Zola Suite. It's not a panacea. I'm currently looking into other programs that may be a bit more expensive, simply because Zolasuite has made me lose too much client chargeable time dealing with all their random quirks. I'm a solo practitioner and, literally, time is money for me. I don't have an IT department to deal with the growing pains that Zola Suite is making their users experience. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros Robust all-in-one package, which makes it very unique in the law practice management sphere. Very reasonably priced for the functionality. Relatively easy to use once you get past the learning curve. US-based support that is very responsive (more on that below). #### Cons Where do I begin?! I have had nothing but problems since the beginning - and I've only been using it for about 4 months. I prepaid for a year and now I regret it. I wanted an all-in-one reasonably priced software that includes CRM, accounting/billing, and time tracking without having to integrate with other apps. However, the program is a bit slow and clunky (I have a new laptop, so it's not the specs of the laptop). At one point I could not access Ad--be pdf files, and I was on with support for about 3 hours trying to get it fixed. Turns out - they never saw this before. They fixed it, but it cost me 3 hours of client chargeable time. Next issue was billing. Apparently, I had to SET UP bulk billing (which is free), if I wanted bulk billing. No one actually told me that through the whirlwind of training I initially received. First month I sent manual bills - no biggie. Next month, I had my web developer set it up on the back end as instructed. Turns out we ran into problems. BIG PROBLEMS. First, emails wouldn't go out b/c ONE client didn't have an email address. Their response - just add a dummy email. So I put in a dummy address - result: emails with invoices were sent to the clients, BUT they had NO ACCESS TO PAY ONLINE via email link. I spent hours with them to deal with the various billing matters. Again - their response - we've never had this issue before. FINALLY - they removed Enterprise access to edit documents within Zola WITHOUT notifying me. #### Vendor response Hi Jennifer. Thank you for sharing your feedback. We're very sorry to hear about your negative experiences. We recognize that transitioning to a new platform can be challenging but we strive to make the process efficient and seamless whether you're a solo practitioner or a member of a 200-user firm. In reviewing your feedback, it seems that many of these issues could have been resolved with more comprehensive training and better communication during the onboarding process. We have shared this feedback with our dedicated onboarding and training team, and a member of our senior leadership team will be in touch to make sure you are configured for success with Zola moving forward. Replied June 2021 --- ### Zola Suite is sweet - Overall rating: 5/5 - Reviewer: John G. - Verified reviewer: Yes - Industry: Law Practice - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - 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. I was able to remove myself from quickbooks and begin more document merging than in the past. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros integration of accounting, document prep and merge, matters time tracking and billing features. #### Cons Integration with Best Case bankruptcy program would be great and help me tremendously #### Reasons for choosing CARET Legal Look and feel of program. Also document preparation good. Accounting to replace Quick books #### Vendor response Hi John. Thank you so much for taking the time to review Zola Suite. We're thrilled to hear that our accounting system has helped your firm move away from QuickBooks and increase efficiency. Replied May 2022 --- ### Zola Suite is Perfect for Small and Solo Law Firms - Overall rating: 5/5 - Reviewer: David B. - Verified reviewer: Yes - Industry: Law Practice - Company size: Self-Employed - Product usage: Used daily for more than 2 years - Reviewed: March 2021 - Review source details: This review was submitted organically. No incentive was offered Zola Suite has saved me quite a bit of overhead, as I have cut out all third party providers with the exception of payroll. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Zola Suite allows me to manage both the clients side and the business side of my practice with ease. 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 also love the support Zola provides with real humans who are knowledgable about the product. Their follow up is outstanding. #### Cons I wish Zola had a better means for client to push a tab on my invoices and pay by credit card. Zola does integrate with Law Pay which has that feature, but the process gets clunky. That said, it is entirely possible that Zola has implemented a better process for credit cards and I am just unaware of it. #### Reasons for choosing CARET Legal I chose Zola Suite over Rocket Matters and Clio because Zola had a fully integrated accounting system and the support was rated super high. #### Vendor response Thank you for sharing your feedback, David. We're glad that Zola Suite is helping to manage the business side of your practice with ease. We're sorry to hear you're having trouble with Zola's LawPay integration. A member of our support team will reach out to you for further assistance. Replied March 2021 --- ### Great CARET Legal! - Overall rating: 5/5 - Reviewer: Ulrich N. - Verified reviewer: Yes - Industry: Medical Practice - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: November 2023 - Review source details: This review was submitted organically. No incentive was offered My experience with Caret Legal has been incredible. I've gained in promotion and efficiency thanks to all the features it offers. I manage my files efficiently, organize my documents and track my time. Everything is perfect with Caret Legal! #### Ratings breakdown - Ease of use: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros This software is just incredible. With Caret Legal, I manage my legal files brilliantly. Accounting, generating basic reports and time management are just some of the advantages this software offers me. #### Cons So far, I don't have much to complain about with Caret Legal. #### Vendor response Hi, Ulrich. Thank you for taking the time to share your experience working with CARET Legal. We love hearing from happy customers like you! Replied November 2023 --- ### User friendly intuitive - Overall rating: 5/5 - Reviewer: John L. - Verified reviewer: Yes - Industry: Legal Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - 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. Really great experience and #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros User friendly intuitive easy to get implemented #### Cons Document automation is somewhat elementary but it works #### Reasons for switching to CARET Legal Seek better customer support and better features and product improvements #### Vendor response Hi John, thank you so much for taking the time to review Zola. We really appreciate your feedback! Replied May 2022 --- ### I am sorry to say that this company cannot deliver the product it promised. - Overall rating: 2/5 - Reviewer: Catherine B. - Industry: Law Practice - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: February 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I am afraid that I wasted money on this software. It promised a number of very useful features and was easy to use. However, after 6 months, the ability to manage emails was ruined by a bug that prevented me from deleting emails from my Inbox. This makes the software unusable - I cannot have emails piling up in my Inbox. Since the company is unable to correct the problem, I must move on to the different product. #### Ratings breakdown - Ease of use: 2/5 - Value for money: 1/5 - Customer support: 2/5 - Functionality: 1/5 #### Pros The interface is attractive and intuitive. The features would be excellent if they worked. The invoicing system is easy to use, and the program promises a number of useful attributes. #### Cons Unfortunately, this product does not work and the company cannot fix it. While using the software for 6 months, we encountered several glitches. Until recently, we could live with those glitches. However, the software now refuses to delete emails from my Inbox and the company cannot correct this problem. 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. In addition, the calendar sync with Outlook does not work at all (even though the company claims it syncs with Outlook) and it does not sync contacts with Outlook. The company has been unable to deliver the upgrades and improvements that it promised. #### Vendor response We're very sorry for the frustrations you've encountered. I'm personally going to see to it that we pull out all stops to address the issues you're encountering. Fred Cohen, CEO Replied February 2018 --- ### Very concerned owner - Overall rating: 2/5 - Reviewer: Shawn M. - Verified reviewer: Yes - Industry: Law Practice - Company size: 51-200 employees - Product usage: Used daily for less than 6 months - Reviewed: May 2021 - Review source details: This review was submitted organically. No incentive was offered It has been one of the worst conversions we have ever experienced. I could not in good conscience recommend this product to anyone. I sit on committees with 100's of managing partners and technology is a constant topic of conversation. Our choice to go with Zola has backfired thus far. It has taken such a toll on my people and our management and tech teams. We need to see a change soon. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 2/5 - Customer support: 1/5 - Functionality: 2/5 #### Pros The billing component of the software is user friendly. #### Cons The conversion has been a nightmare, there is poor service on the back end, it has derailed out business for days on end with outages, it has yet to work wit lawpay, and took a ridiculously long time to integrate with Netdocs. #### Reasons for switching to CARET Legal Because we were sold that Zola was a superior product with great service. #### Vendor response Hi, Shawn. Thank you for sharing your feedback. We know that moving your firm to a new practice management platform is a huge decision and one that is not made lightly. We're incredibly disappointed to hear about your experience in making the move to Zola. Our dedicated migration team strives to make this process as seamless as possible, but clearly, we failed to deliver on that promise. Our VP of Onboarding will be reaching out to you today to discuss how we can move ahead and make sure your team members have all of the data and training they need to fully leverage all of Zola's efficiency-boosting tools. Replied May 2021 --- ### Make remote practice easy - Overall rating: 5/5 - Reviewer: Michael C. - Verified reviewer: Yes - Industry: Law Practice - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: September 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. The experience has been great and has allowed me to work from home as if I was in the office. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros This product has allowed my firm to work remotely and assists me in keep tracking of what everyone is working on without being in the same office #### Cons Create and saving new documents are a little difficult at first, but eventually you get used to it. #### Vendor response Thank you so much for your feedback, Michael! We really appreciate you taking the time to share your experience using Zola Suite. Replied September 2022 --- ### A comprehensive system that meets all of my practice management needs - Overall rating: 5/5 - Reviewer: James M. - Product usage: Used daily for less than 6 months - Reviewed: December 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 The RPost (e-mail encryption and e-signatures) and LawPay integrations, along with all of Zola Suite's inherent features (case management, custom forms, document automation, document management, excellent time tracking, client portal, business and trust accounting, etc.) provide a seamless and paperless process from client intake and e-signature of the engagement letter to getting the work done to billing and receipt of payment. And, I don't have to worry about learning how to use another piece of software to manage my firm's books and trust account. The iOS app is fantastic and allows me to practice from any location where internet or cellular service is available. The system is easy to use and quite intuitive. Zola's knowledge base website and tutorial videos fill in any gaps on learning a few of the features that are less intuitive. Customer service has been very responsive on the two occasions I have contacted them. Overall, the more that I use Zola Suite, the more convinced I become about the wisdom of going with them for my law practice management system. #### Cons At one point, the e-mail integration was a bit buggy, and the merging of data from custom form fields for the document automation feature did not work as advertised on the training video. Fortunately, both of those issues have been resolved and have worked well since then. --- ### Easy to use, comprehensive case management software - Overall rating: 5/5 - Reviewer: Michael R. M. - Verified reviewer: Yes - Product usage: Used daily for less than 6 months - Reviewed: November 2017 - Review source details: This review was submitted organically. No incentive was offered Greatly simplified my workflow- able to most of the practice-management tasks in one place and access it from anywhere I have an Internet connection. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Integrated e-mail. So far as I know, this is the only web-based case management software that natively handles e-mail. With other programs, you have to BCC e-mails to a special address to save them in relationship to a matter. With Zola, you simply choose from a drop-down menu. Help is fantastic, both in the sense of solving particular problems and modifying the program as needs become apparent. #### Cons The basic accounting functions are present, but are the weakest part of the program. This is not going to be a replacement for a full-fledged accounting program like Quickbooks, but is adequate to the task of running small to medium firms. ## More reviews [Next reviews](https://www.softwareadvice.com/product/87569-CARET-Legal/reviews/?page=2) --- CARET Legal Reviews, Pros and Cons - 2026 Software Advice