Da 15 anni aiutiamo le aziende italiane
a scegliere i migliori software

Cos'è CARET Legal?

Scopri perché Zola è il software di gestione degli studi più veloce. CRM integrato, E-MAIL e affidabile contabilità FIDUCIARIA e di IMPRESA. Tramite un’interfaccia moderna e intuitiva, Zola Suite offre eccellenti funzionalità di gestione dei casi, una sofisticata fatturazione di gruppo, la gestione dei documenti e delle attività e molto altro ancora. Zola è una soluzione basata sul cloud accessibile da qualsiasi browser oltre che tramite le app native per iOS e Android. Le integrazioni comprendono LawPay, QuickBooks e DropBox.

Chi utilizza CARET Legal?

Zola è stato progettato per soddisfare le esigenze degli studi moderni. Questa soluzione integrata è adatta ad aziende di ogni dimensione e copre un’ampia gamma di ambiti di attività.

CARET Legal Software - 1
CARET Legal Software - 2
CARET Legal Software - 3
CARET Legal Software - 4
CARET Legal Software - 5

Hai dubbi su CARET Legal? Confrontalo con una delle alternative più popolari

CARET Legal

CARET Legal

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VS.
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Le barre verdi mostrano il prodotto con il risultato migliore in base alla valutazione media e al numero di recensioni.

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Recensioni su CARET Legal

Punteggio medio

Nel complesso
4,5
Facilità d'uso
4,5
Servizio clienti
4,5
Caratteristiche
4,3
Rapporto qualità-prezzo
4,4

Recensioni per dimensioni dell'azienda (numero di dipendenti)

  • <50
  • 51-200
  • 201-1.000
  • >1.001

Trova recensioni per valutazione

5
73%
4
15%
3
6%
2
5%
1
2%
Michael
Michael
Managing Partner (USA)
Utente LinkedIn Verificato
Studi legali, 11-50 dipendenti
Ha utilizzato il software per: 1-5 mesi
Fonte della recensione

Alternative considerate:

Significant upgrade from our last billing software

5,0 3 anni fa

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

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.

Risposta di CARET

3 anni fa

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.

Kit
Kit
Managing Partner (USA)
Utente LinkedIn Verificato
Servizi legali, 2-10 dipendenti
Ha utilizzato il software per: 1-5 mesi
Fonte della recensione

Alternative considerate:

Best overall in case management software, but has minor UI annoyances

5,0 5 anni fa

Commenti: After using Clio, MyCase, and PracticePanther at various points in my career (and testing CosmoLex and RocketMatters most recently when opening a new firm), none of the CMS programs on the market have come close to ZolaSuite's comprehensive functionality. Having the ability to do not just case management and billing, but complete firm accounting/reconciliation is a godsend. The integrated CRM in the Enterprise Plus tier is fantastic - no need to have an outside CRM that may or may not fully integrate with your CMS. The email feature is the clencher - having an actual, FULL email inbox that syncs with Gsuite email makes keeping case-related correspondence a snap.

Aspetti positivi:

Robust program that covers everything from case management to client lead intake to comprehensive firm accounting. Easy to use and navigate for the most part. Integrated CRM and FULL accounting of all operating and trust accounts with triple reconciliation keeps the entire process streamlined and accessible without having to utilize a dozen different programs and hoping nothing falls through the cracks.

Aspetti negativi:

Has minor UI issues that can be annoying, particularly the inability to active a full subscription without going through a multi-step process involving both the sales department and support team at Zola. This should be a "click here, pick your plan, enter your payment method" process with no need to have it "activated" by the company before being able to use it. That being said, there are some additional features that I would love to see Zola add/integrate/improve ASAP (which I am sending to Zola as suggestions for future improvements). If these features were incorporated, ZolaSuite would certainly be a category killer and rapidly take over the entire market, but they are not "dealbreaker" items as far as I'm concerned for overall ratings.

Lee
Attorney (USA)
Studi legali, 2-10 dipendenti
Ha utilizzato il software per: 6-12 mesi
Fonte della recensione

Alternative considerate:

Big Fan of Caret

5,0 2 mesi fa Nuova

Aspetti positivi:

Very user friendly product. The ability to enter time and invoice within was a great plus.

Aspetti negativi:

Difficult to track and save emails which caused me to seek out a different product.

Risposta di CARET

2 mesi fa

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.

Jennifer
Attorney - Solo (USA)
Studi legali, Lavoratore autonomo
Ha utilizzato il software per: 1-5 mesi
Fonte della recensione

Problems Never Seem to End

3,0 3 anni fa

Commenti: 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.

Aspetti positivi:

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).

Aspetti negativi:

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.

Risposta di CARET

3 anni fa

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.

Christian
Partner (USA)
Studi legali, 2-10 dipendenti
Ha utilizzato il software per: Più di 1 anno
Fonte della recensione

Cloud-based practice management

5,0 2 anni fa

Aspetti positivi:

Built-in accounting was important and Zola's accounting features are excellent, though we'd occasionally like to be able to customize reports. Even so, we can get the info we need. Time entry is easy and set up to facilitate completeness. The automatic time entry windows help us not to lose time. Matters management is simple and flexible. Document upload and management is good, with features to avoid duplication, track versions, view documents easily, automatic OCR, integration with Word. Email handling and the ability to associate emails with matters is good. but the change from server-based management comes with

Aspetti negativi:

Some of the issues are simply the result of being a web-based program, so navigating and using requires people to change habits, and some features of local server-based management are not available. OCR is not always consistent - some documents that OCR in a local pdf editing app do not seem to OCR on Zola. Wish list: a plug-in to permit creation of a spreadsheet in Excel and direct upload to Zola like the Word plug-in; Outlook shared calendar integration so the entire firm calendar would synch with the shared Microsoft Exchange Outlook calendar; an invite mechanism like Outlook; the ability to save all email attachments at once to a matter folder; the ability to move documents from a matter to another matter subfolder; the ability to change the document menu from white lettering on grey to black lettering on white; the ability to import V-cards; icon notification of email receipt; document searching by date created/modified

Risposta di CARET

2 anni fa

Christian, thank you for taking the time to share your experience with Zola Suite as well as your wish list. We always welcome feature requests and enhancements that will greatly improve our platform. We're working on some enhancements to OCR and we're discussing the ability to customize reports with our product team. Stay tuned!