CARET Legal Reviews & Product Details

I did not find anything useful about CARET. Some of their instructers were very sincere and worked to be helpful, but the migration team never got my data properly set for use. Review collected by and hosted on G2.com.

I am a sole practioner. So - very small law office. CARET charged me $2,500 to migrate my data because they said my data was "complicated" (20 yrs of PC Law). After 2 months, my data was still not fully migrated; what was migrated was corrupted (wrong A and L codes - why would they change?), and while I made clear LEDES billing and LSS billing were CRITICAL, after 2 months CARET still had not properly formatted my billing. CARET refuses to refund my money. I don't know how any other law firm manages - perhaps CARET caters to large firm. I had a completely frustrating experience. Review collected by and hosted on G2.com.

With streamlined processes in place, Caret helps you focus your time on what matters, while still meeting the demands of each client’s case. Review collected by and hosted on G2.com.

Hard to track workflow which makes tracking time tricky. Review collected by and hosted on G2.com.

I love all the reports that are available. To be able to look at the dashboard and get a feel for how the firm is doing has been invailuable. I don't know how it compares to competitors. Review collected by and hosted on G2.com.

CARET/Zola is very glitchy. I find that there are a lot of redunancies with in the system and every time I turn around I have to have a work around -- which is NOT efficient. I also need to be able to send people a link to pay their intitial retainer, same as is available with the operating account. We have huge issues with our contacts and there is no simple way to fix it -- which is very frustrating. Review collected by and hosted on G2.com.

Caret prepolutated my response about what I like best. They say: "My favorite feature of Zola is its cloud-based design. I can log in from anywhere at any time, and have access to everything I need." Review collected by and hosted on G2.com.

One of the reasons I chose Zola/Caret was for the accounting. I have not been able to access the feature, which I have been using since 2019, since there seems to be a glitch with PLAID and my bank. I have been unable to reconcile my accounts with "download and review" since May. This means it takes me several additional hours per month. As a solo practicitioner, I do not have that kind of time to spare.

I have been reaching out to Caret since the beginning of June. Their last response suggeseted I needed a new bank (which I have been with since 2006), which was neither encouraging or productive. How am I to know this issue won't happen with a new bank? Followup communication only occurs when I reach out for more information. Review collected by and hosted on G2.com.

It allows me to place all of my documents into one system, which is easily retreived and reviewed from any computer. I am able to save and access my documents form anywhere. The ability to create Matter files and subfiles allows me to more narrowly refine my documents within the system, and then find them more readily. Review collected by and hosted on G2.com.

The billing software is difficult until you have done it a few times. And, you can't see the invoice in the form the client sees it unless you print it out upon finalization. Otherwise, it is a good system. Review collected by and hosted on G2.com.

Easy to use interface with robust capabilities. Zola is friendly to everyone from our most luddite attorney to our most tech savy paralegal - in vastly different ways. It works great for everyone, suits their individual needs, and helps our practice run more efficiently. I especially like the portability and ease of using the platform on my cell or laptop. Review collected by and hosted on G2.com.

I am still hoping that they will offer a plugin to save documents directly from word to Zola on my Mac. I know this capability is offered for PCs, but I would love to see it on my Macs. Would like to see Open.AI integration and the ability to query my matter docs with natural language. Review collected by and hosted on G2.com.

I've tried a half dozen of these and Caret/Zola is the best one I've found so far. the integration of tasks, email, time, accounting together into the matters is perfect. it's not the most robust solution, but that means that it's way easier to use than those more complex options (and the price is much lower also). the bigger names cost more, have a much steeper learning curve, and still you end of only using a fraction of the availabe features because you don't need them. so far i haven't found anything i need to do that caret/zola don't cover. Review collected by and hosted on G2.com.

my only disappointment with them is the lack of full mac integration. since the system is primarily web-based this isn't more than a minor issue, but the optional add-ins for MS Office products don't play well with mac. Review collected by and hosted on G2.com.

The journal entry feature. We use journal entries to book expenses in summary form rather than depending upon the recording of individual transactions. Quickbooks, for example, allows journal entries but their instructions discourage using them. Such general ledger software packages are "forms-based," meaning, that they are set up to record each and every transaction as it occurs. This procedure is limiting and fraught with omission. Journal entries allow me to book expenses from our bank and credit card statements monthly in summary form without losing any of the granularity needed to examine individual transactions. Review collected by and hosted on G2.com.

The credit memo creates "phantom cash." The recommended procedure creates an operating retainer. The credit is to the Retainer Liability and the balancing debit is posted to the bank account. Since we did not receive cash, our bank cash is overstated. I have to perform a manual journal entry to remove the "phantom cash." Review collected by and hosted on G2.com.

First, I've been impressed with the seemless transition from Zola to CARET Legal. The fact that you can do your billing, time management, scheduling and accounting and reconciliation in one place is such a great quality in a program. With Zola I don't need 3-4 separate subscriptions. Review collected by and hosted on G2.com.

I do wish there was better linking to email and the ability to save contacts easier; group email billing. And I have found that the client portal is a little complicated for some clients to use. Review collected by and hosted on G2.com.

Caret (Zola) is a complete package of all the components my small firm needs: time keeping, billing, document management, and accounting. It is user-friendly and easy to learn. When I submit a support request, the response is always prompt, and the support team has always been very helpful. Review collected by and hosted on G2.com.

There is very little I dislike. Some of the features are available only with premium packages, but that is to be expected. If anything, sometimes I find the "help" contents to be a little lacking. However, if I cannot figure it out, I submit a support ticket and always get a quick response. I do wish it was compatible with Microsoft Teams. Review collected by and hosted on G2.com.