--- title: "CARET Legal Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is CARET Legal the right Law Practice Management solution for you? Explore 160 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/144573/CARET-Legal/reviews/" page_type: "reviews" language: "en" publication_date: "2026-09-29" --- CARET Legal 4.4 (160) 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 September 29th, 2026 # Reviews of CARET Legal Ease of use 4.5 Customer Service 4.4 ## Pros and Cons in Reviews MD Marissa D Accounting ManagerLaw Practice, 11 - 50 employeesUsed the software for: More than 2 years. “It has been an efficient way to organize all matter data with legal billing and has kept up current on billing.“ June 9, 2026 Todd E Managing PartnerLaw Practice, 2 - 10 employeesUsed the software for: 1-2 years. “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.“ February 19, 2026 KR Kayla R Office Manager and ParalegalLaw Practice, 2 - 10 employeesUsed the software for: 6-12 months. “The platform keeps everything organized in one intuitive place, saves time through helpful automation, and makes billing simple.“ December 17, 2025 DD Donna D Managing PartnerLaw Practice, 2 - 10 employeesUsed the software for: Less than 6 months. “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.“ December 31, 2025 SM Samantha M ParalegalLaw Practice, 11 - 50 employeesUsed the software for: Less than 6 months. “One of the standout features is its seamless integration of case management and accounting tools.“ April 2, 2026 JY Jacob Y ShareholderLaw Practice, 11 - 50 employeesUsed the software for: 1-2 years. “Occasional bugs after updates. When CARET pushes out new features, things occasionally break or slow down.“ November 19, 2025 SM Samantha M ParalegalLaw Practice, 11 - 50 employeesUsed the software for: Less than 6 months. “From the moment we implemented it, we noticed a significant improvement in how efficiently we manage cases, billing, and client communication.“ April 2, 2026 SB Syretha B Firm AdministratorLegal Services, 2 - 10 employeesUsed the software for: More than 2 years. “There are times when we experience random glitching, super-slow periods and downtime.“ November 4, 2025 ## Showing most helpful reviews Showing 1-25 of 160 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Michael G. Managing Partner Law Practice Used the software for: Less than 6 months ### "Significant upgrade from our last billing software" May 10, 2021 5.0 Zola Suite is significantly improving the efficiency of our timekeeping and billing processes. We are spending less time to get bills out, and they are going out faster. I am very happy we made the switch. Pros First and foremost, being able to access the software via a web-based login is extremely useful, especially when so many of us are working from home. Time entry is straightforward and easy. I do feel like it is helping us capture a higher percentage of our billable work than we did in the past. Most of the reporting functionality is really great. Customer support has been extremely responsive and helpful. Integration with Quickbooks Online is really nice. Cons The transition from our old software to the new (e.g., data migration) was tough. To be fair, we expected it to be tough: we used the old software for almost 15 years so it had a lot of data and we were heavily reliant on it and very used to the way it worked. The Zola customer service folks worked with us tirelessly to make it happen and that was great, but even though we expected the transition to be difficult, it was slightly more difficult than we expected. Access to historical data (data imported from our old software) is more limited than I was hoping for. The default user types are a little too limited (there's no middle ground between "has all access and all rights" and "doesn't have sufficient access to do essential tasks") but the customer support team very quickly found a custom solution for us, which was great. Alternatives considered [Clio](https://www.capterra.com/p/105428/Clio/) Reason for choosing CARET Legal We found that Zola Suite had all the features we wanted, was straightforward to use, and was less expensive than Clio. Switched from [PCLaw](https://www.capterra.com/p/228264/PCLaw/) PCLaw had some limitations (such as lack of integration with QuickBooks) that were pain points for us. The major reasons for switching were ease of use (including QB integration) and transparency of pricing (PCLaw's pricing purports to be a one-time fee for the software, but there is a recurring charge for tech support, too; if you don't pay the recurring charge, you get no tech support). Review Source Response from CARET May 25, 2021 Hi Michael. Thank you for your feedback. We're happy to hear that Zola has significantly improved the efficiency of your timekeeping and billing processes. We're sorry to hear that your migration expectations were not met. With an advanced migration, our team will migrate contacts, calendar events, matters, tasks, unbilled time entries, trust balances and more. While most legal practice management providers will not migrate historical financial data, we're committed to pushing the envelope and our dedicated data operations team is developing tools that will allow us to increase the volume of data we're able to efficiently and accurately migrate for clients. More on that to come soon! With respect to your feedback around user profiles, as an EnterprisePlus user, we can create custom user types for your account. A member of our support team will be in touch to help ensure that everything is configured correctly. IK Irene K. Managing Partner Law Practice Used the software for: 2+ years ### "Amazing all in one solution" November 25, 2025 5.0 It has revolutionized the law firm and allowed for a more steady and effective way to scale the growth of the law firm. 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. Alternatives considered [8am MyCase](https://www.capterra.com/p/115613/MyCase/)[Clio](https://www.capterra.com/p/105428/Clio/)[Panther](https://www.capterra.com/p/205377/Panther/) Reason for choosing CARET Legal This product had all in one solutions that were not previously found on the market. Switched from [Lawcus](https://www.capterra.com/p/143375/Lawcus/) This product had all in one solutions that were not previously found on the market. Review Source Response from CARET December 2, 2025 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. PW PHILLIP W. Attorney Law Practice Used the software for: 2+ years ### "RUN, don't walk away from CARET!" February 20, 2026 1.0 Would NOT recommend using CARET, especially the accounting program. The software is buggy and the company couldn't care less about improving the product. Pros It has a decent database and calendaring system. That is all I can recommend about CARET. There is nothing else positive to say. Cons Everything else is TERRIBLE! The billing (Accounting) program is almost worthless. 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. 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. Review Source Response from CARET February 27, 2026 Phillip, 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. SC Sarah C. Attorney Law Practice Used the software for: 1-2 years ### "Positive Experience " June 18, 2026 4.0 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. 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. Review Source Response from CARET June 30, 2026 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. JS Jesus S. IT Admin and Administration Law Practice Used the software for: 2+ years ### "Caret Delivers on Simplicity and Functionality" December 9, 2025 5.0 Our overall experience with Caret has been very positive. It’s reliable, easy to use, and meets our needs effectively, helping us stay organized and efficient. Pros Integrating with Microsoft enables seamless communication, saving us time by eliminating the need to switch between different software. Cons There’s not much we dislike because it works well for our needs, though some advanced features could be more intuitive. Switched from [PCLaw](https://www.capterra.com/p/228264/PCLaw/)[Time Matters](https://www.capterra.com/p/228265/Time-Matters/) Time Matters was the first practice management suite we used, but after a few years it felt outdated and lacked innovation.” Review Source Response from CARET December 11, 2025 Jesus, thank you so much for sharing your experience with CARET Legal. We're thrilled to hear that our platform has made your firm more efficient and organized, and that our Microsoft integrations are particularly helpful. We look forward to continuing to support your success. BR Brooke R. Personal Injury Paralegal Law Practice Used the software for: 1-2 years ### "Great Program for Work" December 29, 2025 5.0 9/10 - if you are used to using a computer, it is all very user friendly and didn't require a ton of videos to get the use of it down. It was pretty standard. Pros Caret offers a lot of Organization in the layout which I love, and I also found that it was very beginner friendly. Cons sometimes the cloud will glitch and things are not showing up but it usually corrects itself in matter of mins. Switched from [Amicus Attorney](https://www.capterra.com/p/80199/Amicus-Attorney/) I was told we had to and Amicus was going off grid Review Source Response from CARET January 8, 2026 Brooke, thank you for sharing your experience with CARET Legal. We’re glad that our platform was easy to learn and helps keep your firm organized. We’re sorry to hear about your frustrations. Your dedicated CSM will be reaching out shortly to discuss your concerns and work toward a resolution. KR Kayla R. Office Manager and Paralegal Law Practice Used the software for: 6-12 months ### "An All-in-One Solution That Delivers" December 17, 2025 5.0 Overall, my experience with Caret Legal has been very positive. The platform keeps everything organized in one intuitive place, saves time through helpful automation, and makes billing simple. With reliable performance and consistently excellent customer support, it truly streamlines my day-to-day workflow. Pros Caret Legal makes managing my practice incredibly easy. Everything—from matters and documents to billing and email—is organized in one clean, intuitive platform. The automation tools save time, the billing features are straightforward, and the customer support is consistently excellent. It’s efficient, reliable, and genuinely improves my day-to-day workflow. Cons Caret Legal has a clean interface and helpful support, but creating custom reports can be frustrating. You can’t build them on your own and have to rely on their team to compile everything, which limits flexibility and can slow down access to the insights you need. Review Source Response from CARET December 19, 2025 Kayla, thank you for sharing your experience with CARET Legal. We're thrilled to hear that our platform keeps your practice organized, and our automation, billing tools, and customer support make your workflow easier. We’re sorry for the frustration you’ve experienced with custom reports. Our team is working on improvements to make the process smoother and more intuitive. JY Jacob Y. Shareholder Law Practice Used the software for: 1-2 years ### "CARET is a good product" November 19, 2025 4.0 CARET Legal is a powerful system, and if your firm is committed to building standardized workflows and operating mostly in one platform, it can absolutely help. But it’s not plug-and-play software. It takes time, patience, and training to get the most out of it. I’d recommend it for mid-size firms that want automation and advanced reporting. For solos or small teams, or anyone wanting a very streamlined or modern UI, it might feel like overkill. Pros ⭐ What I Liked • It really is an all-in-one platform. Once we got set up, I appreciated that CARET handled matter management, billing, trust accounting, email, and documents in one place. I didn’t have to bounce between programs nearly as much as I used to. • The workflow automation is genuinely helpful. When you invest the initial time to build task flows—especially for intake, litigation steps, and document follow-ups—the system runs smoothly. It cut down on a lot of “who is doing what” confusion. • Email integration is one of its best features. Being able to tag emails directly to matters without relying on Outlook plug-ins was a big plus. It kept communication organized automatically. • Reporting is strong. The dashboards helped me keep track of time entries, productivity, and where matters were getting bottlenecked. Their financial reporting is better than what I’ve seen with lighter practice management tools. Cons ⚠️ What I Didn’t Love • The learning curve is steep. CARET is not something you pick up in an afternoon. Training staff took time, and even then everyone had moments of frustration. It’s powerful, but definitely not simple. • The interface feels dated and cluttered. Compared to other platforms, the UI isn’t the most intuitive. Sometimes it felt like too many clicks to get basic things done. • Pricing is on the higher side. I understood the value, but it still felt pricey—especially for features we didn’t end up using daily. • Occasional bugs after updates. When CARET pushes out new features, things occasionally break or slow down. Nothing catastrophic, but enough to interrupt workflow. • Support can be hit-or-miss. Our dedicated rep was helpful, but routine tickets sometimes took longer than they should have. Review Source Response from CARET December 3, 2025 Jacob, thank you for sharing your experience with CARET Legal. We’re thrilled to hear that our email, reporting, and workflow capabilities have been beneficial to your firm. We’re sorry to hear about your frustrations. Our team has met with you to address your concerns, and we’ll continue working to improve your experience. SO Susan O. Office Manager Legal Services Used the software for: 2+ years ### "Makes Managing Our Firm So Much Easier" October 29, 2025 5.0 Our overall experience with Caret Legal has been excellent. The platform is reliable, easy to navigate, and has noticeably improved our workflow. Having case management, billing, and communication tools all in one place has reduced administrative headaches and helped our team stay organized. The software feels built with law firms in mind — practical features, logical layouts, and great support when we need it. Caret Legal has made our office more efficient and our operations more consistent day to day. Pros I’m the office manager at a small family law firm, and Caret Legal has really simplified how we run things day to day. We used to rely on several different tools for billing, scheduling, and document storage, but now everything’s in one place. It’s organized, intuitive, and easy for our whole team to use. The time tracking, task lists, and calendar features keep everyone on the same page, and the Outlook integration is a big plus. Billing and invoicing are straightforward, and we can quickly see where each case stands. Our Customer Success Manager has also been great — whenever we’ve had questions or issues, they’ve been quick to respond and resolve any issues. Caret Legal saves us time and helps the office run smoothly. I’d definitely recommend it to other law firms looking to streamline their operations. Cons The outlook integration has issues from time to time. I would also like the ability to develop reports on my own. The matterscapes do not meet all of our needs. Review Source Response from CARET October 30, 2025 Susan, thank you so much for sharing your experience working with CARET Legal! We're thrilled our platform has helped streamline operations and improve team collaboration. We're also glad to hear your Customer Success Manager has been a proactive and supportive partner - we take pride in offering personalized service to our customers. NM Natalya M. Chief Operating Officer Legal Services Used the software for: 2+ years ### "A legal platform that seems to be growing, but also have growing pains " December 3, 2025 3.0 Overall we have had a good enough experience with Caret, and it's fulfilled our purpose as a small law firm (9 attorneys). Pros They always seem to be adding innovative new updates and features - although sometimes they don't have the best onboarding or have to iron out a few kinks, they're really trying to keep up with the quickly developing world of legal software. Our account manager is also amazing, and has been an advocate for us whenever we have encountered any issues. Cons They have an outsourced technical support team with which I've constantly encountered communication issues with. They switched to outsourced tech help happened several years ago - back then, customer service was quite helpful, and now, a simple issue can have multiple tickets, threads, and just general messy communication that seems to drag out and prolong issues. Review Source Response from CARET December 8, 2025 Natalya, thank you for sharing your feedback. We're glad that you've had a great experience with your account manager, and we’re always working to add innovative updates and features to keep improving CARET Legal for our customers. We’re sorry to hear about your frustrations. Our team is actively working with your firm to address these concerns and will continue to resolve them with your team directly. 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 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. SB Syretha B. Firm Administrator Legal Services Used the software for: 2+ years ### "User-Friendly Platform & Responsive Customer Service" November 4, 2025 4.0 CARET is fairly user friendly, the customer service team is generally responsive with consistent updates. Pros CARET's consistently responsive customer service team is one of the things I appreciate most. The customer service team is typically committed to resolving the issues. Cons There are times when we experience random glitching, super-slow periods and downtime. This can be very frustrating for our team. Review Source Response from CARET November 21, 2025 Syretha, thank you for sharing your experience working with CARET Legal. We're thrilled to hear that your experience with our customer service team has reflected our commitment to excellence and that your team finds our platform intuitive and easy to use. AJ Amy J. Forensic Psychologist Legal Services Used the software for: 2+ years ### "Was fantastic - customer service is now horrible " December 8, 2024 4.0 Aside from customer service and calendaring issues, it has been amazing. Customer service and calendar are problematic enough that we may jump ship. Pros Case management, email integration, multitask management Cons Customer service was fantastic for the first two years. Now it is non existent. It takes days, if not weeks, to get a response. I will be looking at different options this week if we can’t get a resolution on our issue. Reason for choosing CARET Legal Email integration, ease of use Review Source Response from CARET December 18, 2024 Hi Amy. Thank you for taking the time to leave a review. We're thrilled to hear how our case management and email capabilities have been beneficial to your firm. We apologize for the frustrations you're experiencing. We understand how important it is to have responsive support and we are actively working to improve our response time. Our team is committed to addressing your concerns and finding a solution for your issue. CW Conner W. Operations Manager Law Practice Used the software for: 6-12 months ### "Excellent Practice Management Software" May 26, 2021 4.0 Pros On the whole, Zola is an excellent practice management software. The onboarding process was smooth and we were easily able to get our client and matter databases uploaded. The built-in email integration is hands-down the best feature about Zola. After linking your email account, the integrated email application allows us to quickly and easily save client correspondence and attachments directly to the associated matter. The integration intelligently recognizes the senders email address and suggests the matter to which it should be saved based on the matter contacts. Billing & Invoicing is a breeze and has saved us so much time. You can set up invoice templates to display relevant information for your clients and then choose which template(s) you would like to use for each individual matter upon creation. It is quick and easy to add flat fees, time entries and expenses for matters, and then Zola quickly generates an invoice of any items you wish to include. Invoices are automatically updated when you add incoming payments and LawPay credit card processing is included with the software. Matter management is solid and better than competitors like Clio. You can design your matters based on practice area with custom fields to incorporate the most important information for those matter types. The matter dashboard/overview can then be customized to show all the most useful information (including custom fields) from all matters in one spot. Cons The CRM feels pretty lacking. The fact that it is included is a nice bonus over other practice management offerings, but the overall functionality isn't great. You can't customize the CRM/sales process stages or really anything about the CRM for that matter, so you have to brute force your own process to fit what is given to you. We decided to use a different software for our CRM because it ultimately takes too much time to manage and stay on top of leads in the CRM as it stands now in Zola. Task management is fine, but could be better. There are task templates which allow you to create an overall task (e.g. "client intake") with subtask workflows, but the templates don't allow you to designate individual due dates for the subtasks or set them up as dependencies, which would be much more useful Alternatives considered [Filevine](https://www.capterra.com/p/140815/Filevine/)[PracticePanther Legal Software](https://www.capterra.com/p/140231/PracticePanther-Legal-Software/)[Clio](https://www.capterra.com/p/105428/Clio/)[Lead Docket](https://www.capterra.com/p/176004/LeadDocket/) Review Source Response from CARET June 4, 2021 Hi, Conner. Thank you for your feedback; we're thrilled to hear that Zola Suite has helped to improve your firm's efficiency and profitability. We're sorry that Zola CRM's capabilities have not lived up to your expectations. Currently, firms can only customize CRM Sources within Firm Settings but we're working on a major update that will include the ability to customize CRM stages. With respect to task management, we're actively working on the ability to add individual due dates for subtasks. We'll be sure to update you when it's released. VR Verified Reviewer Attorney/Owner Law Practice Used the software for: Less than 6 months ### "Be wary" December 12, 2022 2.0 Not great. The case management side isn't bad but the "all in one"/accounting feature costs me TONS of hours every month to try to manage it and try to fix issues and I went backwards, not forward when making this purchase. So many features that I took for granted in other programs as "standard" are just not functionalities in Zola. Pros The ability to assign tasks to employees and to add opposing counsel or other connected parties to the client profile is very useful. Cons The accounting functionality and largely not functional. It is not a user training issue as the company has stated for others with similar issues. I have spoken to customer service and was told that there is nothing that can be done as the functionality does not exist. When billing, I bulk bill and then it provides a print out of who got billed and what the total is, but then it doesn't print a check. You have to then HAND WRITE (from the trust account!) an actual check to transfer the funds. Then when reconciling the account, there is no bull check (even though it calculates the total in the PDF) - you then have to find EVERY SINGLE transfer that was part of the bulk billing to check it off. And because the system didn't issue a check, and it was handwritten, the check doesn't appear in ZOLA, so you have to hope that you wrote on hte check stub what each check was for so that you can find the entries to reconcile. Same with payments made through APX. The system says that the client paid, but to actually put the money in your operating account, you again have to HAND WRITE (form the trust account!!) a check to transfer the fees paid. Then we have issues where the client paid through APX, the system said that they received the payment, but yet the payment doesnt' appear on the bank statement (meaning that Zola received the funds and the client was credited with the payment but never deposited it to the account (ie. firm never got paid). I can go on .... Review Source Response from CARET January 3, 2023 Thank you for your feedback. Our teams have prioritized the issues your firm has faced and we appreciate your patience as we work to resolve them. We look forward to continuing to work closely with you and your team to ensure the right level of productivity. JA Jennifer A. Attorney - Solo Law Practice Used the software for: Less than 6 months ### "Problems Never Seem to End" May 25, 2021 3.0 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. 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. Review Source Response from CARET June 1, 2021 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. 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. 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 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 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. 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 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. 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 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. ## 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. Talk to a Capterra advisor for free and get results within 15 minutes.