# Page 4 | CARET Legal Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 4 - 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

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CARET Legal

4.5 (155)

[View alternatives](https://www.capterra.com/p/144573/CARET-Legal/alternatives/)

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Last updated March 6th, 2026

# Page 4 - Reviews of CARET Legal

## Showing most helpful reviews

Showing 76-100 of 155 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

KL

Kelly L.  
Legal Assistant  
Law Practice  
Used the software for: 1-2 years

### "I have used almost every legal software available. Zola is by far the most user friendly!"

November 30, 2017

5.0

Time keeping is the biggest!

Pros

Zola customer service is prompt and very helpful. The software is user friendly and easy to navigate through. Time keeping and invoicing is very simple. We used to miss a lot of billable time not logging all emails, but with Zola once you open your email and select a matter the timer begins and is added to your matter time sheet when you click send! Zola seems to be updating their software often and offers new helpful features.

Cons

Caseway can use some work. Our clients find it difficult to set up their Caseway accounts. But it is constantly being improved with updates. The other, (although a minor issue) it would be nice to open attachments to view before downloading or saving to Zola docs.

Review Source

JS

Jack S.  
Attorney  
Law Practice  
Used the software for: Less than 6 months

### "Great Product"

September 10, 2019

5.0

Pros

Zola Suite has been super easy to use. Although they provided an onboarding specialist to walk me through the product, I didn't need the help. The product is very intuitive.

Cons

There isn't anything that I don't like about the platform. But if I have to include something, I wish the Zola email offering would allow opened emails to pop out in a separate window or tab, making it easier to copy/paste content from other emails or search other emails for content while the one email is open. Not at all a big deal though, and it's easy to work around.

Alternatives considered

[Clio](https://www.capterra.com/p/105428/Clio/)

Reason for choosing CARET Legal

It was easy to use, the client portal worked very easily, and it has a great CRM.

Review Source

Response from CARET

September 11, 2019

Hi Jack! Thank you so much for your review. In regards to email, you can open it in a new window or tab by clicking on the icon that has an arrow pointing towards the top-right direction. You can also double-click inbound emails to open in a new window.

Mandi C.  
Managing Attorney  
Law Practice  
Used the software for: Less than 6 months

### "Takes some getting used to, but overall a good product"

March 26, 2020

4.0

I had some difficulty with the onboarding as there was a lot of confusion as to who was doing what, but once we got through that it has been pretty smooth sailing. There are certainly some things I would like to change.

Pros

The email integration works with Gmail, not just outlook. It's visually appealing to me too, and the price is reasonable.

Cons

There are too many required fields in time entry and the dashboard is not customizable. Also, sometimes there is a lag in the email integration functions so replying to or saving an email takes longer than it should.

Review Source

ST

Sheri T.  
attorney  
  
Used the software for: Less than 6 months

### "Need a manual to help with main features. It is good software, just not customer friendly at times"

November 28, 2017

3.0

It does help me stay organized with time schedules, tasks to do, and client matters. It had good points, but is not very user friendly.

Pros

The software provides the ability to keep track of which area is bringing in more clients. Setting up the matters is a good function. Finally syncing the calendar with google is a plus (even if it did double everything at first..

Cons

Billing is difficult and does not integrate with bank accounts. Doubles the time. Also making corrections to information or adding information to the client matter is not easy and has no clear directions. Need a how-to manual.

Review Source

Response from CARET

December 1, 2017

Hi Sheri, Thank you for providing this feedback. Our team is currently in the process of creating a detailed user manual, but in the meantime you can access many instructional articles and videos by visiting our Help Center here: https://help.zolasuite.com/portal/home We plan on releasing a live bank account feed by the end of Q4, so we will be sure to reach out to you once that update is live. You can update Matter information at any time by going directly to that Matter and selecting the field you wish to edit. Our Support team is available to answer any questions you may have, and go through our Billing features in more detail. We offer unlimited training, so feel free to reach out by phone or email. Kind Regards, Eileen Ehrlich Client Success Manager

JM

Jannine M.  
Attorney  
Legal Services  
Used the software for: 2+ years

### "All in one practice management software"

April 2, 2019

4.0

Very responsive. Love the software.

Pros

Everything you need to run your practice on 1 platform. Integrated email allow one less software program and saving communications directly to client file.

Cons

Email can have glitches at times but the Zola team is constantly updating, fixing bugs and adding new features.

Review Source

JB

John B.  
attorney  
Law Practice  
Used the software for: 1-2 years

### "Law Office of J. Curtis Brown, LLC"

April 9, 2019

5.0

I think the overall time that is saved by using Zola Suite is amazing. It streamlines most processes and you are able to capture time and do accounting for the firm all in one software.

Pros

I like the ability to have both a place to record time and calendar events with the ability to have the accounting piece included.

Cons

The thing i like the least is having to record a time entry and then check that a task has been completed. If it were all in one process it would be less time consuming.

Review Source

SC

Susan C.  
Attorney  
Law Practice  
Used the software for: Less than 6 months

### "Zola's customer support is top rate!"

August 23, 2021

5.0

I was petrified to switch from Timeslips after 25 years, but Zola made it easy to figure out how to set up and use for billing. Seriously, the customer support could not possibly be better!

Pros

I have NEVER received better customer support from any software company! They pick up the phone right away, they are knowledgable and easy to understand, and they are friendly and polit. A++.

Cons

I use this only for billing, but two things could be improved: 1) there should be a field for phone number and email address along with mailing address on the top of bills (I can only plug in mailing address); and 2) it's a bit awkward to have to go from bill creation under Time to invoices under matters.

Review Source

SG

Steven G.  
Attorney  
Law Practice  
Used the software for: Less than 6 months

### "Great Product for Solo"

January 7, 2020

5.0

My overall experience has been very satisfactory. Customer service is excellent. When I have a question, I just type it into the help section and I receive either a phone call or email very promptly. As a solo, this product is amazing and does so much. The ability to do accounting and generate basic reports, which is all that I need, is very convenient. There is so much more that it can do, and I learn something new every day.

Pros

Zola Suites has helped me to be able to capture the time sending emails and making phone calls that ordinarily would slip through the cracks. This product more than pays for itself

Cons

i wish that Contacts would automatically link to my contacts on my Iphone

Alternatives considered

[Cleo Integration Cloud](https://www.capterra.com/p/123016/Cleo/)

Reason for choosing CARET Legal

The ability to do accounting under the same subscription makes this product more cost effective.

Review Source

AV

Ashley V.  
Law Clerk  
Legal Services  
Used the software for: 6-12 months

### "A great change!"

April 6, 2017

4.0

We had been using antiquated practice management software that no longer had any support available, so it was time to make a change. We really appreciated ZolaSuite's attentive nature in helping our firm transition over to the new system, and really love how quickly the support staff gets back to us. We have had the pleasure of watching Zola grow and develop over the past year, and we would never go back to the old system. Being able to have access to our case management system from anywhere, without using a VPN, is so helpful and efficient. There are sooo many great features on Zola that we never had before and it has really helped our firm grow as well!

Pros

All the neat features that really help with my workflow

Cons

Some bugs here and there, but we understand that Zola is constantly being developed. Miss a few features from TimeMatters, like being able to cross-relate files and contacts.

Review Source

VR

Verified Reviewer  
Firm Administrator  
  
Used the software for:

### "Our office has started with Zola and we were able to combine 2 office systems into one software."

December 20, 2017

5.0

Pros

I like that it can do the accounting functions and the client management functions as well, all in one software.

Cons

I will need to continue to use this software to be able to determine if there are shortcomings to any of the functionalities, so far I have not come across any.

Review Source

Channa B.  
Part-Time Professor  
Law Practice  
Used the software for: Less than 6 months

### "Everything I wanted!"

October 28, 2018

5.0

My Outlook syncs with Zola so that emails are automatically saved to the client folder! My personal Google calendar can sync to the system so my personal appointments show on my work calendar, too. The tasks creation options have streamlined my practice. Love this system.

Pros

Zolasuite has integrated every function I wanted - and a few that I didn't know I wanted - into an easy to use, web-based client management system.

Cons

My only complaint is it's Outlook folder rearranging, but I expect they'll be reevaluating this soon.

Review Source

MW

Maryann W.  
attorney  
Law Practice  
Used the software for: Less than 6 months

### "Practice Management, Accounting and Email/Calendar Functions all in one"

October 4, 2019

4.0

We are solving the problem of too many programs to keep track of and the ease of use. Our issues are that there are only two forms of interaction with the program of administrator and user. We need an in-between level of some administration functions with the attorneys but not all the accounting information available to them.

Pros

Ease of Use and the combination of all of the functions of practice management, accounting and planning all in one program

Cons

Training is too much too soon. There needs to be an initial short training followed up in 30-60 days to do a more detailed training when everyone has used the program and can understand the program and ask meaningful questions

Switched from

[Clio](https://www.capterra.com/p/105428/Clio/)

Not enough functionality

Review Source

NR

Nick R.  
Title Examiner  
Law Practice  
Used the software for: Less than 6 months

### "An extremely well crafted and deftly supported business suite"

November 22, 2019

5.0

I think I've pretty well covered this in the previous questions, but Zola has really revolutionized and simplified how I do my work. I frequently have to work from home, and that always used to be a major hassle. Now, however, it is easy as can be.

Pros

Zola allows for complete control of any aspect of your business from absolutely anywhere. Provided, of course, that you have access to the internet. No more dragging files to and from locations, or being unable to check on work from home or vacation. A simple log in to the service, and you can be anywhere while still being aware and up to date.

Cons

There isn't much to say in terms of negative content that I personally have experienced. Any issues I can even remotely think of, such as site layout and template availability, for instance, have been deftly and quickly handled by the wonderful support staff.

Review Source

CM

Cammi M.  
Paralegal  
Legal Services  
Used the software for: Less than 6 months

### "I like Zola; however, I wish it didnt require so many clicks to navigate through"

August 2, 2017

3.0

Pros

I like the Zola is very user friendly and easy to use. I also like that the customer support responds in a very prompt manner.

Cons

I don't like that you have to click the matters tab every time you would like to switch matters you are working in. I would like Zola better if you could search new matters from anywhere on the website.

Review Source

Response from CARET

August 2, 2017

Hi Cammi, Thank you for your feedback. I am glad to hear you are having a positive experience using Zola Suite. Here are some tips for quickly navigating from Matter to Matter: 1) When in a Matter details page, you can click on the Matter name at the top of the page. You can then select another Matter to view from the drop down list. 2) you can navigate to a specific Matter from a different section of Zola Suite by using the universal search tool at the top of the screen. Feel free to reach out to Support if there is anything at all we can assist with. Kind Regards, Eileen

SB

Sonya B.  
Attorney-Owner  
  
Used the software for: Less than 6 months

### "An all inclusive package at a great value"

February 18, 2018

5.0

Pros

Choosing ZolaSuite was quite the process for me, but in the end I went with ZolaSuite because of the integrated email and the fact that the accounting software is included. The integration with Outlook (email and calendar) has worked out very well. I also found the software to be fairly intuitive. Customer Service has been very responsive when I've needed to contact them (usually less than 12 hrs definitely within 24). I do a number of pro bono cases and like that I can track the time and create invoices showing the time without a charge by simply checking a box.

Cons

The only thing that has been disappointing to me about the software is that due dates cannot be assigned to subtasks in the task templates, only to the completion of the task as a whole.

Review Source

TL

Toni L.  
Accounting Manager  
Law Practice  
Used the software for: 6-12 months

### "Zola Suite - Accounting "

March 8, 2021

3.0

Pros

The billing and expenses aspects of Zola is very user friendly

Cons

The accounting reports that Zola produces needs improvement.

Review Source

Response from CARET

March 15, 2021

Thank you for your feedback. We'll have a member of our client success team reach out to you to learn more about your reporting needs.

VR

Verified Reviewer  
Attorney - Owner  
  
Used the software for: Less than 6 months

### "really like the software"

July 5, 2018

5.0

case management assistance was what I needed and what I have received from the program

Pros

The program is easy to manage. I like that the accounting gives a balance owed for all and that there are options for daily notes to be given

Cons

can be slow. Also, had a problem with logo size that had to be fixed by support team. In general I find the system very easy to use

Review Source

DA

David A.  
Attorney  
Law Practice  
Used the software for: 6-12 months

### "Updated Review"

June 3, 2019

5.0

Very happy with my experience with Zola Suite. I needed to use support to help set up my email integration with the platform, they responded very quickly by scheduling a meeting I was able to put in my outlook. When I needed to reschedule because something unforeseen came up, they followed up immediately with new dates for training.

Pros

Setting tasks, deadline tracking and calendar management are a big positive.

Cons

I love this software the more I use it.

Review Source

\-R

\-Edward R.  
Member  
Legal Services  
Used the software for: 6-12 months

### "Good Product -- would subscribe agan"

January 24, 2018

5.0

Saves me about 3 hours a month on billing and other administrative tasks.

Pros

I like the ability that this product gives me to blend different types of billing methods within the same client. I have been searching for a product that would allow both hourly and flat fee billing by matter and not client.

Cons

Still trying to get my hands around the accounting module. Not sure if I am better to wait for full Quick Books integration to start using that functionality. Need to have some method for accounting for expense disbursement which does not require the entry of a check.

Review Source

AS

Allison S.  
manager  
Legal Services  
Used the software for: I used a free trial

### "great all in one platform - no QuickBooks needed "

January 6, 2021

5.0

We spent months reviewing Zola, the people that worked there were so patient and helpful. Overall - we should have chosen Zola to have the accounting within the system

Pros

it has FULL accounting! Most legal matter management only has some money reports, Zola has full accounting, meaning you can actually run a P&L for your business.

Cons

I thought this platform was painstakingly created to include almost every detail you could ask for, in the end, my big boss wanted something that required Quickbooks

Review Source

CV

Camila V.  
Office Manager  
Law Practice  
Used the software for: Less than 6 months

### "It has been an easy, yet not smooth, transition to Zola Suite from Practice Panther."

February 16, 2018

4.0

Pros

I like how fast the search engine pulls up names of contacts and matters. The functionality of the search engine works really well for our purposes, especially when we need to search a phone number or e-mail address, or any identifying information other than a name. The easy access to time entries is also very useful as a office manager. I also appreciate how readily accessible communications, notes, events, tasks, documents, invoices, and expenses are in the client matter.

Cons

We had hoped to change our template software but this was not possible because the fields merged by Zola aren't of any use to us in our firm. I would also like to be able to click on a matter name anywhere in the program and be sent directly to the matter page. Additionally, I would like to be able to link events, tasks, and e-mails to closed matters without having to re-open and close them every time.

Review Source

RC

Randall C.  
Attorney - owner  
Real Estate  
Used the software for: 1-2 years

### "Zola suite for single practitoner "

May 4, 2018

4.0

Had it for a year. Building a great client contact list. Providing tasks to the office on the go is very functional

Pros

Calendar / task / mobile app really work well access by principal & staff — exchanging between staff works well

Cons

Financial component is weakest part — ended up getting a simple program for trust accounting. Just didn’t integrate the billing component— felt other programs did it better

Review Source

lN

lorienne N.  
paralegal  
  
Used the software for: 6-12 months

### "User friendly system "

May 1, 2018

5.0

Pros

What I like most about Zola is the easy access to email on the front screen. I also like how you can enter events into the calendar from the email.

Cons

What I like least about this software is the difficulty of creating templates. I signed up for training on how to use templates but it wasn't much help.

Review Source

Response from CARET

May 7, 2018

Thank you for your review of Zola Suite. We're glad Zola Suite is helping streamline emails and calendaring. Depending on your requirements there are a number of ways that document templates can be set up. We're going to reach out to you so that we can set up a few together via screen share.

KS

Kasondra S.  
Paralegal  
Law Practice  
Used the software for: 6-12 months

### "Great customer service"

October 29, 2018

5.0

We absolutely love the customer service. Any time we have an issue or notice a function that we wish Zola had they immediately take care of it and even add the functions we prefer.

Pros

We researched what program to switch to for a long time before we decided on Zola. It has all the functions in one place that we require for our law firm.

Cons

We have not used the email section a lot.

Review Source

SB

Scott B.  
Attorney/President  
Legal Services  
Used the software for: 6-12 months

### "We have been impressed with ZolaSuite after switching from using Amicus Attorney for over 10 years."

November 30, 2017

5.0

Pros

The document management integration and email integration are extremely useful to allow our team to work remotely whether from home or court. I have also been extremely impressed by Zola's customer support as well as the constant innovations.

Cons

I wish Zola had a separate tab for phone messages and the ability to add multiple team members to events. Zola also limits the number of timers a team member can have up at a time to 5. This creates a problem if a person is working between more than five cases.

Review Source

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