# Page 3 | CARET Legal Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - Is CARET Legal the right Law Practice Management solution for you? Explore 155 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/144573/CARET-Legal/reviews --- CARET Legal 4.5 (155) [View alternatives](https://www.capterra.com/p/144573/CARET-Legal/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 6th, 2026 # Page 3 - Reviews of CARET Legal ## Showing most helpful reviews Showing 51-75 of 155 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use CH Charlie H. Managing Partner Legal Services Used the software for: 6-12 months ### "Next-Level Program" May 25, 2022 5.0 We love the product. Pros We love how Zola Suite is cloud-based. We can manage our firm from anywhere in the world. We also love the integration between Zola Suite and Outlook for calendar management, Zoom for coordinating Zoom meetings with our clients, the Courts, and opposing counsel, and LawPay for easing the collection process. The CRM features are new to us and we are just exploring them now. Cons Zola Suite is a cutting-edge software platform. As such, it is growing and improving every day. There are certain features that we enjoyed with our prior practice management program that Zola has yet to implement. However, we have suggested these improvements and are optimistic that the suggestions will be implemented shortly. Switched from [PCLaw](https://www.capterra.com/p/228264/PCLaw/) We switched because of the NetDocuments integration, superior calendaring features, the CRM features, and the LawPay integration. Review Source Response from CARET May 31, 2022 Hi, Charlie. Thank you so much for taking the time to share your experience working with Zola Suite. We greatly appreciate it! WW Wendy W. Attorney At Law Law Practice Used the software for: 1-2 years ### "A great legal management product for law office with awesome customer support!" April 30, 2021 5.0 Grow to love this product on a daily basis. Zola Suite continues to improve and update its functions and services offered. It makes billing and invoicing a lot easier. Highly recommend! Pros There are so many things to rave about this legal management software. If we have to pick, I would say its awesome customer service and its basic accounting capabilities offered. Cons Glitches and technical errors, especially with Zola Suite email system, happen more often than our liking; however, Zola Suite's awesome technical support team and their great availability and ease of accessibility make these problems bearable. Alternatives considered [Sage Timeslips](https://www.capterra.com/p/114210/Sage-Timeslips/)[CosmoLex](https://www.capterra.com/p/18931/CosmoLex/)[FreshBooks](https://www.capterra.com/p/142390/FreshBooks/)[Smokeball](https://www.capterra.com/p/133656/Smokeball/)[Clio](https://www.capterra.com/p/105428/Clio/) Reason for choosing CARET Legal Zola Suite's pricing, customer service and support availability, as well as its basic accounting capabilities are what our firm is looking for and requires. Review Source VP Vince P. Attorney Law Practice Used the software for: Less than 6 months ### "Former (long time) Clio User Converting to Zola Suite" December 9, 2019 5.0 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. 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. Alternatives considered [8am MyCase](https://www.capterra.com/p/115613/MyCase/) Reason for choosing CARET Legal Email management. Document management. Intake forms and Matter fields. Switched from [Clio](https://www.capterra.com/p/105428/Clio/) See above. Review Source PW PeggyAnn W. Partner Law Practice Used the software for: Less than 6 months ### "Great Product!" April 6, 2021 5.0 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. 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. Alternatives considered [PracticePanther Legal Software](https://www.capterra.com/p/140231/PracticePanther-Legal-Software/)[CosmoLex](https://www.capterra.com/p/18931/CosmoLex/)[LeanLaw](https://www.capterra.com/p/157188/LeanLaw/)[LEAP](https://www.capterra.com/p/147413/LEAP/)[QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) Reason 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. Switched from [PCLaw](https://www.capterra.com/p/228264/PCLaw/) We wanted a program that worked better for us in a remote setting. Review Source JB Jim B. Attorney Law Practice Used the software for: Less than 6 months ### "Worst customer service experience" December 28, 2022 3.0 Zolasuite has been, by far, the WORST customer support experience I have had. I won't get in to the shortcomings of the software in too detail, but suffice it to say, the interface is very slow, the use of the software is clunky (try getting a doc e-signed and you will see what I mean, especially compared to the ease of use that I get with CLIO, who I will be staying with now), you either have to have a word press website or be a web design expert to connect the CRM part of the software to your website, the help articles are sparse and worthless, and even worse, there is "no current method to send out an invoice for a trust request" in this software. Ridiculous!Because of these shortcomings, and many more, I decided to end my subscription to the software. This has been a nightmare. There is no way to cancel online, the instructions tell you to do this, but when you get to the point of actually canceling online, the software instructs you to call them. I did this on December 12th. The person who answered the phone indicated that he could not cancel my account and it had to go to a different department.I finally get a call back, from some account rep, whose sole purpose was to talk me in to staying with zolasuite. I indicated to her that I was not interested and wanted my account canceled. Her tune changed after that and she told me she would check with the proper department to 'see what they could do". 2 weeks later no cancelation and still charged my card. Pros Pricing was decent. But afterwards, even pricing did not justify shortcomings in the software. Cons Functionality was limited. Interface was very slow. Many processes were not intuitive or easy. Review Source Response from CARET June 27, 2023 Jim, we're very sorry to hear about your experience working with CARET Legal. We pride ourselves on delivering white-glove support along with a robust platform and we're sorry that we didn't meet your expectations. We will be sure to pass along this feedback to our team and use it to continuously improve our services and our platform. JG John G. Attorney Law Practice Used the software for: 1-2 years ### "Zola Suite is sweet" May 25, 2022 5.0 I was able to remove myself from quickbooks and begin more document merging than in the past. 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 Reason for choosing CARET Legal Look and feel of program. Also document preparation good. Accounting to replace Quick books Review Source Response from CARET May 31, 2022 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. LR Lee R. Attorney Law Practice Used the software for: 6-12 months ### "Big Fan of Caret" April 4, 2024 5.0 Pros Very user friendly product. The ability to enter time and invoice within was a great plus. Cons Difficult to track and save emails which caused me to seek out a different product. Alternatives considered [Clio](https://www.capterra.com/p/105428/Clio/) Reason for choosing CARET Legal I liked the overall offerings and felt the price was a good fit. Review Source Response from CARET April 10, 2024 Hi, Lee. Thank you for taking the time to share your experience working with CARET Legal. We love hearing from happy customers like you! Please feel free to reach out to our customer support team regarding tracking and saving emails. They'd be happy to assist you. DB David B. Attorney/Shareholder Law Practice Used the software for: 2+ years ### "Zola Suite is Perfect for Small and Solo Law Firms" March 23, 2021 5.0 Zola Suite has saved me quite a bit of overhead, as I have cut out all third party providers with the exception of payroll. 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. Reason 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. Review Source Response from CARET March 25, 2021 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. JB Joe B. Founding Attorney Law Practice Used the software for: Less than 6 months ### "Finally ... a forward-thinking, cutting edge solution combining full functionality and ease of use." August 23, 2017 5.0 Pros The email integration is a revelation. Not only does it allow me to organize all email by matter, the automatic timer that creates a time entry for every email pays for the subscription by itself. Document management and automation are both outstanding in Zola. The user interface is outstanding. Every screen is logically laid out, packed with all the information I want to see at a glance, and visually appealing (don't underestimate the value there - if it's irritating to look at, you won't want to use it). The integrated accounting solution is excellent, including the ability to write checks directly from Zola. Everything about Zola suggests that this solution combines the ability to cover all of the usual practice management bases (calendar, tasks, time entry, etc) with the vision to develop and incorporate new, innovative features that will set new industry standards and to rethink how the ordinary can be done more efficiently. The option of creating a custom-branded app for your practice is just one example of what sets Zola apart. Another is the email integration with R-Post, providing the ability to send encrypted, registered email that provides proof of delivery and receipt. Litigators will love that capability. I've tried all the industry leaders, and I have finally found a long-term solution. Cons The process of sending an invoice could be streamlined, enabling the entire creation and delivery of the invoice from one screen (it requires a trip to the accounting tab to finish), and a send button would be nice, rather than the small share icon. Still, once you learn it, the process works as is. The client portal is new and fairly basic (with the exception of the optional smart phone app), enabling only limited document sharing, and lacks the private messaging and other functions I have found in other providers. But I think it is only a matter of time before Zola fully develops this secure communication tool. Email integration has been a bit buggy, but so far tech support has resolved any issues that cropped up. Review Source Ulrich N. Doctor Medical Practice Used the software for: Less than 6 months ### "Great CARET Legal!" November 13, 2023 5.0 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! 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. Review Source Response from CARET November 28, 2023 Hi, Ulrich. Thank you for taking the time to share your experience working with CARET Legal. We love hearing from happy customers like you! Ramey K. Attorney & Member Used the software for: 1-2 years ### "Overall, very pleased with the software, generally easy to use, really enjoy working with the compan" February 6, 2018 4.0 Handles most of the tasks of law firm administration and management with ease. Really makes life and running a law office simpler, particularly for a solo or small firm with little to no staff. Pros The responsiveness of tech support and customer service to not only troubleshooting problems, but suggested features and improvements, is absolutely top notch. That alone is enough to really recommend Zola. Cons Sometimes, the workflow can be a bit awkward, as some features are less intuitive or require more steps. Links that you would expect to be there are sometimes missing (for example, there is no way to click on the Matter on the Task item to go to the Matter page). For the most part, though, these things are often fixed in updates, and the usability continues to be refined so that clunkier parts of the site get better over time. Review Source JL John L. Attorney Legal Services Used the software for: 2+ years ### "User friendly intuitive " May 27, 2022 5.0 Really great experience and Pros User friendly intuitive easy to get implemented Cons Document automation is somewhat elementary but it works Review Source Response from CARET May 31, 2022 Hi John, thank you so much for taking the time to review Zola. We really appreciate your feedback! VR Verified Reviewer Paralegal Law Practice Used the software for: 6-12 months ### "A must have for every modern law office" March 7, 2019 5.0 Pros All the features Zola has to offer far exceed my expectations. The fact that you can tie every aspect of your law office in one central location makes everything so much easy in day to day operations. Document storage, data base, billing, expense tracking, template creation and usage, email. Everything you need in one location at the touch of a button Cons Emailing has limits in that there is no delivery/read receipt. In this day of electronic filing and communication, these features are very important to a law office. The app has a significant amount of limits that make its use a bit frustrating for our attorneys as they can't utilize all the billing codes properly for our firm. Review Source Response from CARET March 12, 2019 Thank you for your review! We're committed to your firm's success and we're so happy to hear that we've exceeded your expectations. We do offer advanced proof of (email) delivery via an exclusive integration with RMail. We'd be happy to walk you through the process of sending one of these messages. As with the other features in Zola Suite, it's designed with the user in mind and you can do it all right through your dashboard ¿ no third party logins required! We'd love to learn a bit more about the issues you've encountered with billing codes. Our main goal is to help you run a more efficient practice, so please contact us at your earliest convenience. CB Catherine B. Owner Law Practice Used the software for: 6-12 months ### "I am sorry to say that this company cannot deliver the product it promised." February 12, 2018 2.0 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. 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. Review Source Response from CARET February 13, 2018 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 Eric D. Criminal Defense Attorney Used the software for: Less than 6 months ### "The software is very intuitive making the transition from other software a snap" February 7, 2018 5.0 Pros This software loads fast and is streamlined and instinctive. I am a former abacus user. It took me less than an hour to learn and master tasks in zolasuite that it took me months to figure out on abacus. In addition, the mobile app is huge if you are on the road. Even something as simple as being able to immediately create a timeslip for a phonecall you may have had with a client while waiting during a court recess is huge. It monetizes something you may as soon forget about when you return to the office. This means zolasuite could very well pay for itself based upon revenue you dont lose. Cons The migration from abacus was an issue. It occurred two weeks ago and what notes that are there are scrambled and attached to cases thet don't belong to. It may be worthwhile to handle this yourself. Review Source Response from CARET February 12, 2018 Eric, thank you so much for this very thorough (and flattering) review. Regarding migration of your Notes, I'm very sorry we missed the mark on that; we actually pride ourselves in performing highly accurate and thorough migrations. I'm reaching out to you personally to make sure we get it right asap. Fred Cohen, CEO SM Shawn M. Owner and Managing Partner Law Practice Used the software for: Less than 6 months ### "Very concerned owner" May 10, 2021 2.0 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. 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. Review Source Response from CARET May 17, 2021 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. MW Michael W. Chief Legal Officer Government Administration Used the software for: 6-12 months ### "Zola to Caret - Poor handoff" June 28, 2023 2.0 Pros We chose this product for ease of use and functionality promises that were not delivered. Cons Caret purchased Zola and the transition has not been optimal. The email and calendaring functions are glitchy to the point of non-usability. Customer service is slow or non-responsive. We were promised a customer portal function that doesn't meet our needs. Review Source Response from CARET July 10, 2023 Hi Michael. We're truly sorry to hear about your experience with CARET Legal and our team. We'd love to help you with the issues you're facing regarding email, calendaring and the portal. Please reach out to our support team and we'll do our very best to resolve the issues you're experiencing. MC Michael C. Partner Law Practice Used the software for: 6-12 months ### "Make remote practice easy" September 21, 2022 5.0 The experience has been great and has allowed me to work from home as if I was in the office. 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. Review Source Response from CARET September 28, 2022 Thank you so much for your feedback, Michael! We really appreciate you taking the time to share your experience using Zola Suite. JD Jay D. Partner Law Practice Used the software for: 6-12 months ### "Does not function as advertised" October 2, 2019 2.0 I have not had a good experience with Zola. Their customer service is prompt, but is largely geared toward making any issue presented the fault of the user. While that certainly occurs sometimes, that is the customer service team's default setting. Pros The time-keeping function and the ability to contemporaneously track time from multiple pages. Cons Everything else. The software does not function even close to the way it was advertised to my firm. It is glitchy, unreliable, and requires updates to do things we were told it did from the start. The "dual sync" email and calendar features do not function properly, nor does the recurring task function. IF the software did what it said it did when it was sold to us, I'd be happy....but it doesn't. In short, the software has damaged my practice because it cannot be trusted and because it is not the product we were sold. Reason for choosing CARET Legal Because it had/has a fully integrated accounting feature. Review Source JM James M. Attorney Used the software for: Less than 6 months ### "A comprehensive system that meets all of my practice management needs" December 2, 2017 5.0 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. Review Source Edward W. Attorney Law Practice Used the software for: Less than 6 months ### "Easy to use software that easily integrated my e-mail and calendar making billing and storing easy." January 29, 2018 5.0 Pros Intuitive interface; easily syncs with G Suite. I took a demo of all of the top practice management programs and ended up going with Zola. I found the software is the easiest to use and worked well with how I like to organize my files. Honestly, cannot say enough great things about my experience thus far. Cons I have only been using Zola for a short period of time and have not experienced any cons. If I had to select a Con, it would be the lack of form templates. Review Source Response from CARET January 30, 2018 Thank you for your fantastic review of Zola Suite, Edward. We want to make sure that you're aware that Zola Suite has document automation features and we provide unlimited complimentary training on how to use the form builder. We also will configure up to 3 routine documents for annual accounts. Please do not hesitate to reach out to our support team for more information. Michael R. M. Managing Partner Used the software for: Less than 6 months ### "Easy to use, comprehensive case management software" November 29, 2017 5.0 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. 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. Review Source AP Andrew P. Principal Used the software for: Less than 6 months ### "Practice management that understands that this is a business I'm running" January 12, 2018 5.0 Pros The two big things that Zola gets right are the accounting component and work flow for billing. Before trying Zola, I tried manual spreadsheets, FreshBooks, Harvest, CaseOne, Clio, Xero, ebility, and probably some others. None of them got out of the way and let me run a business like Zola does. Yes, they assume that I have a dedicated office manager, but even when I do, why would I want to do that to them? Clio is close, because it understands the way that legal cases files flow, and if Clio were starting now, I think they would handle matters and clients like Zola Suite does. The alternatives I spend the most time with, Clio and Xero, are married to their cloud integration such that it seems that they can't add really obvious features because they would cannibalize (aka "Sherlock") their partners. Zola is a better platform because other sites that relay on integrations to other apps mean they have one-way sync and one-way is stupid for billing because I need it to be in one place not two. Cons There are some user interface things that I think will improve in the coming year. (For example, I don't use Zola for email, the fact that it is front and center doesn't help me, but that is not something I have to work around.) They publish their roadmap so I know that the platform is going to develop. Review Source Kevin F. Founding Member Law Practice Used the software for: 6-12 months ### "I have a very positive opinion of Zola Suite. It has helped me manage my new firm quite well." November 30, 2017 4.0 Pros I find it easy to use and self explanatory. The biggest benefit has been the ease of tracking my time and easily generating client invoices. Cons It's not unusual for the site to freeze on me or to run slow. I've had times where I lost an email I drafted because the system locked up and I ended up starting from scratch without it saving a draft of the email. Review Source CB Cindy B. President Legal Services Used the software for: 2+ years ### "Best practice management!!" July 29, 2019 5.0 Pros I love many features from Zola suite. Matter section is perfect. Calendar is good, too. Client intake forms a must. Cons Nothing! It is a perfect practice management. Alternatives considered [Clio](https://www.capterra.com/p/105428/Clio/) Reason for choosing CARET Legal Really easy to use. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.