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Description de CARET Legal

Découvrez pourquoi Zola est le logiciel de gestion de cabinets à la croissance la plus rapide. CRM intégré, e-mail et solide comptabilité d'entreprise et fiduciaire. Zola Suite propose des fonctionnalités de gestion de cas de premier ordre, de facturation groupée sophistiquée, de gestion documentaire, de gestion des tâches et bien plus encore via une interface moderne et intuitive. Zola est basé sur le cloud et est accessible via n'importe quel navigateur, ainsi que via les applications natives iOS et Android. Les intégrations incluent LawPay, QuickBooks et Dropbox.

Qui utilise CARET Legal ?

Zola a été conçu pour répondre aux besoins de la pratique moderne. Cette solution intégrée convient parfaitement aux entreprises de toutes tailles, couvrant un large éventail de domaines d'activité.

CARET Legal Logiciel - 1
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CARET Legal Logiciel - 5

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Les jauges horizontales vertes représentent le logiciel le plus apprécié selon la note globale qui lui a été attribuée ainsi que le nombre d'avis.

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Avis sur CARET Legal

Note moyenne

Note globale
4,5
Facilité d'utilisation
4,6
Service client
4,6
Fonctionnalités
4,3
Rapport qualité-prix
4,4

Avis classés par taille de l'entreprise (nombre d'employés)

  • <50
  • 51-200
  • 201-1 000
  • >1 001

Trouver les avis classés par note

5
73%
4
15%
3
5%
2
5%
1
2%
Michael
Michael
Managing Partner (É.-U.)
Utilisateur LinkedIn vérifié
Cabinet d'avocats, 11–50 employés
Temps d'utilisation du logiciel : 1 à 5 mois
Source de l'avis

Alternatives envisagées précédemment :

Significant upgrade from our last billing software

5,0 il y a 3 ans

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Réponse de l'équipe de CARET

il y a 3 ans

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 (É.-U.)
Utilisateur LinkedIn vérifié
Services juridiques, 2–10 employés
Temps d'utilisation du logiciel : 1 à 5 mois
Source de l'avis

Alternatives envisagées précédemment :

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

5,0 il y a 5 ans

Commentaires : 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.

Avantages :

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.

Inconvénients :

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 (É.-U.)
Cabinet d'avocats, 2–10 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Alternatives envisagées précédemment :

Big Fan of Caret

5,0 il y a 2 semaines Nouveau

Avantages :

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

Inconvénients :

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

Réponse de l'équipe de CARET

la semaine dernière

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.

Gary
Lawyer (É.-U.)
Cabinet d'avocats, 11–50 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis
Source : SoftwareAdvice

Caret should not be in this space

3,0 il y a 3 mois

Commentaires : Over the years, the software utility has declined.

Avantages :

It was a good product when there was customer support. They no longer offer decent customer support. Taking 5 days to add a new employee is inexcusable. It impedes my buisness

Inconvénients :

Customer support has been outsourced to offshore. They also started using a VoIP solution, but a cheap one making it very difficult to hear and understand that tech on the line. Moreover, they make it difficult to even reach a tech person and when you do, they are lazy and sometimes, just plain defiant. For example, I asked them to add a new employee recently, and was directed to watch videos. I replied that if I could have done it myself, I would have. They should not be in this space and I dont plan to stay with them after this.

Réponse de l'équipe de CARET

il y a 3 mois

Hi Gary, we're very sorry to hear that your experience with CARET Legal is not living up to your expectations. We will be sure to pass along this feedback to our team and use it to continuously improve our customer experience.

Christian
Partner (É.-U.)
Cabinet d'avocats, 2–10 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Cloud-based practice management

5,0 il y a 2 ans

Avantages :

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

Inconvénients :

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

Réponse de l'équipe de CARET

il y a 2 ans

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!