Home > Legal Software > CARET Legal > CARET Legal vs PerfectLaw

CARET Legal vs PerfectLaw

Last Updated: November 18th, 2024

Our analysts compared CARET Legal vs PerfectLaw based on data from our 400+ point analysis of Legal Software, user reviews and our own crowdsourced data from our free software selection platform.

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Product Basics

CARET Legal (formerly Zola Suite) is a cloud-based practice management solution with integrated matter management, CRM, time tracking and billing capabilities. Businesses can centralize all firm and client data, track time and expenses, and manage operating and trust accounts. It helps prepare digital invoices, run financial reports and connect legal matters with associated contacts, documents, communications and tasks to get complete visibility over active cases. The built-in legal calendar tracks important events and touchpoints in real time.

It complies with SOC 2 auditing standards and secures sensitive information via military-grade encryption and user permissions. Companies can expedite client onboarding with trigger-based workflows and intelligent forms. It integrates with third-party applications for continued scalability.

PerfectLaw is a comprehensive software solution designed to streamline legal management tasks, including case management, document management, and billing. It is particularly well-suited for law firms and legal departments seeking to enhance efficiency and organization. The software's robust features include time tracking, workflow automation, and client communication tools, which collectively improve productivity and client service. PerfectLaw stands out for its integrated approach, offering a single platform that eliminates the need for multiple disparate systems. Users appreciate its intuitive interface and the seamless integration of various legal management functions. This integration reduces administrative overhead and minimizes the risk of errors. While specific pricing details are not readily available, potential users are encouraged to contact SelectHub for a tailored pricing quote based on their unique requirements. PerfectLaw's pricing typically varies depending on the number of users and the specific features needed, with options for monthly or annual payment plans.

$150/User, Monthly

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$295 One-Time

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Tailored to your specific needs

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Chromebook

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Mobile

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Product Assistance

Documentation

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Videos

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Phone

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24/7 Live Support

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Product Insights

Easier Data Management: A centrally accessible data repository provides a single source of truth for all employees and team members.
Prompt Customer Support: Offers multiple support options to clients with quick response times.
Flexible Accounting: Provides in-house accounting tools and integration with QuickBooks.
Onboarding Support: Minimize time to market with dedicated onboarding and data migration support.
Better Insights and Decisions: Comprehensively diagnose the firm’s financial health, productivity, profitability and efficiency metrics with powerful built-in reports.
Global Reach: The mobile app provides unrestricted access to all features, including time tracking, matter management, emails, payment portal, billing and OCR capabilities.
Seamless Integration: CARET Legal seamlessly integrates with your existing systems, streamlining workflows and eliminating data silos.
Enhanced Efficiency: Automated processes and intuitive dashboards empower your team to work smarter, saving time and resources.
Improved Collaboration: Secure document sharing, real-time communication, and collaborative workspaces foster seamless teamwork.
Advanced Analytics: Data-driven insights provide actionable intelligence, empowering you to make informed decisions and optimize operations.
Exceptional Security: Industry-leading security measures protect sensitive data, ensuring compliance and safeguarding your clients' information.
Tailored to Your Needs: Customizable settings and flexible configurations adapt CARET Legal to the unique requirements of your practice.
Enhanced Client Experience: Client portals and self-service options provide transparency and empower clients to actively participate in their cases.
Timely Reporting: Automated reporting capabilities deliver real-time visibility into key metrics, enabling proactive decision-making.
Expert Support: Our dedicated team of legal experts provides ongoing support, ensuring a smooth implementation and maximizing your ROI.
Future-Proof Innovation: CARET Legal is continuously updated with the latest technologies and best practices, ensuring your firm remains at the forefront of legal innovation.

Increased Efficiency: Automate routine tasks such as document generation and time tracking, freeing up valuable time for more complex legal work.
Enhanced Collaboration: Centralized document management allows team members to access and edit files in real-time, improving coordination and reducing errors.
Improved Client Communication: Integrated client portals provide clients with secure access to their case information, fostering transparency and trust.
Accurate Billing: Automated time and expense tracking ensures precise billing, reducing disputes and improving cash flow.
Regulatory Compliance: Built-in compliance features help ensure adherence to legal standards and regulations, minimizing the risk of penalties.
Data Security: Advanced encryption and secure access controls protect sensitive client information from unauthorized access and breaches.
Customizable Workflows: Tailor workflows to match your firm's specific processes, enhancing productivity and consistency across cases.
Comprehensive Reporting: Generate detailed reports on case progress, financials, and performance metrics, aiding in strategic decision-making.
Scalability: Adaptable to firms of all sizes, PerfectLaw grows with your business, ensuring long-term usability and investment value.
Reduced Administrative Overhead: Streamline administrative tasks, allowing staff to focus on billable work and client service.
Enhanced Mobility: Access case files and perform tasks from anywhere with cloud-based solutions, supporting remote work and flexibility.
Client Relationship Management: Integrated CRM tools help manage client interactions and track case histories, improving client satisfaction and retention.
Task Prioritization: Automated task management helps prioritize and delegate tasks effectively, ensuring deadlines are met and workloads are balanced.
Document Version Control: Maintain a clear history of document revisions, reducing the risk of errors and ensuring the use of the most current information.
Cost Savings: Reduce the need for physical storage and administrative resources, leading to significant cost reductions over time.

Matter Management: Use the matter dashboard to track active cases in real time. Create custom fields with check-boxes, dates, pick lists and currency and record all matter-specific activities, including time entries. Limit access to sensitive information on a per-matter basis and categorize matters based on practice area, responsible attorney, custom fields and open date.
Intelligent Email: Automatically file emails to associated case files and add time entries for sent emails. The proprietary smart suggest feature locates associated contacts. Convert emails to tasks, matters and billable hours.
Integrations: Supported integrations include G Suite, Exchange, Microsoft 365, RPost, Outlook, Google Calendar, NetDocuments, OneDrive, LawPay and QuickBooks.
Calendar: Send ICS invites, create time entries, set private events, mark recurring events and follow up on team obligations. Set up daily, weekly or monthly schedules for report delivery.
- Rules-Based Calendaring: Integrate with LawToolBox to automatically track procedural, administrative and regulatory deadlines.
- Date Calculator: Factor in days out, federal holidays and weekends while calculating dates for templates and deadlines.
Legal Contacts: Create cards and lists for various legal contacts, including clients, prospects, witnesses, opposition counsels and referral sources. Generate custom fields and categorize them based on contact role, created by and contact type.
Legal Documentation: Store multiple legal documents depending on the subscription plan. Access instant preview of documents, in-document search, complete version history and file locking and tagging capabilities. Create matter-specific document folders and securely share files via the Caseway portal.
- Word Ribbon Plugin: Create, open and save documents directly from Microsoft Word.
CRM: Filter leads by source, practice area and potential revenue and convert them to matters. Identify successful referral sources with intelligent metrics. Embed intake forms into the firm’s website. Automatically create lead entries and generate retainer agreements and standard documents.
Task Management: Tag, sort, filter and create sub-tasks based on requirements. Implement standardized procedures using task templates. Delegate tasks to team members, turn on notifications and assign deadlines.
Client Portal: Allow clients to exchange case-related documents via a 256-bit encrypted channel. The payment portal can process both debit and credit card transactions. Request and approve eSignatures instantly.
Mobile App: Available for both Android and iOS users. Insurers can design custom logos, send and receive documents, share invoices and receive payments. Secures access via fingerprint authentication and Apple TouchID.
Time and Billing: Choose from over 11 ways to create time entries. Build custom invoices with support for UTBMS codes and LEDES format. Run financial reports, develop accounts payable and trust checks, process payments and more. Manages vendor bills and supports split, consolidated and separate billing frequencies.
- Time Entry: Create automated time entries and assign “no charge” and “no charge don’t show” labels. Designate round-up increments and log time entries in decimals or HH:MM format.
- Rate Cards: Create rate cards with custom user rates. Allow clients to inherit rate cards and set matter-specific discount rates.
- Expenses: Automatically track all expenses. Charge soft costs and import copy activities from photocopier devices via the uniFLOW importer.
Business Accounting: Earmark part of payments for expenses and to timekeepers. Set up firm-wide budgets to predict revenue on a monthly, quarterly or yearly basis. Run year-end reconciliations and add time entries for individual transactions.
- Reports: Run built-in client, compensation, productivity, accounting, trust and vendor reports.
Trust Accounting: Manage trust accounts separately. Accept payments via checks and debit and credit cards. Administrators can withdraw money from trust accounts to avoid overdrawing from operating accounts.
- Retainer/Trust Fund: Create retainers for trust and operating accounts and get notifications when the balance falls below the minimum. View and print ledgers and trust account summaries with sub-ledgers. Run three-way reconciliation reports.
Smart Settlement: Intelligently manage settlement workflows, including percentages and memo generation for all involved parties. Create a settlement statement for every settlement memo. Capture expenses incurred by the firm, clients and third parties in a detailed value list.

All-in-One Database: Integrates case management, billing, and document management into a single database, eliminating the need for multiple systems.
Case Management: Provides comprehensive tools for tracking case details, deadlines, and tasks, ensuring nothing falls through the cracks.
Document Management: Offers robust document storage and retrieval capabilities, including version control and full-text search.
Time and Billing: Facilitates accurate time tracking and billing with customizable billing rates and automated invoice generation.
Calendar and Docketing: Synchronizes with Outlook and other calendar systems to manage appointments, court dates, and deadlines efficiently.
Email Management: Integrates with Microsoft Outlook to archive emails directly into the case file, maintaining a complete communication history.
Workflow Automation: Automates routine tasks and processes, such as client intake and document assembly, to improve efficiency and reduce errors.
Client Portal: Provides a secure online portal for clients to access case information, documents, and invoices, enhancing client communication and satisfaction.
Reporting and Analytics: Generates detailed reports and analytics on various aspects of firm operations, from financial performance to case progress.
Mobile Access: Offers mobile access to key features, allowing attorneys to manage their work from anywhere, at any time.
Security and Compliance: Ensures data security with encryption, access controls, and compliance with legal industry standards.
Customizable Interface: Allows users to tailor the software interface to their specific needs and preferences, improving usability and productivity.
Integration Capabilities: Seamlessly integrates with other legal and business software, such as accounting systems and e-discovery tools.
Client Relationship Management (CRM): Manages client interactions and relationships, tracking communications, and follow-ups to enhance client service.
Task Management: Assigns and tracks tasks within the firm, ensuring accountability and timely completion of work.
Expense Tracking: Monitors and records expenses related to cases, facilitating accurate billing and financial management.
Training and Support: Provides comprehensive training resources and support services to help users maximize the software's potential.

Product Ranking

#46

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#61

among all
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Analyst Rating Summary

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User Sentiment Summary

94%

of users recommend this product

CARET Legal has a 'excellent' User Satisfaction Rating of 94% when considering 345 user reviews from 3 recognized software review sites.

88%

of users recommend this product

PerfectLaw has a 'great' User Satisfaction Rating of 88% when considering 5 user reviews from 1 recognized software review sites.

4.8 (114)

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4.64 (119)

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4.6 (112)

4.4 (5)

Awards

Synopsis of User Ratings and Reviews

Robust Legal Case Management: CARET Legal offers a comprehensive suite of tools for managing cases, including document management, calendaring, and time tracking, streamlining legal operations.

Excellent Collaboration Features: Its intuitive interface fosters collaboration among team members, allowing seamless sharing of documents, notes, and tasks, enhancing teamwork.

Customized Reporting: CARET Legal's customizable reporting capabilities provide tailored insights into case progress, resource allocation, and billing, enabling data-driven decision-making.

Automated Workflows: The software automates repetitive tasks such as document generation and approval processes, freeing up lawyers to focus on higher-value work.

Improved Efficiency and Productivity: By centralizing legal operations and automating tasks, CARET Legal helps firms improve efficiency, reduce turnaround times, and enhance productivity.

Comprehensive Features: PerfectLaw is an all-in-one solution encompassing case management, billing, and document management, simplifying legal operations.

Integration Capabilities: Seamless data flow between different modules eliminates redundant data entry, saving time and reducing errors.

Robust Reporting: The software provides in-depth reporting tools, allowing firms to track key metrics and make informed decisions.

Customization Options: PerfectLaw offers flexibility in tailoring the system to a firm's specific needs, ensuring a perfect fit for different workflows.

Timekeeping and Billing: Users praise the intuitive timekeeping features, including the ability to enter time from anywhere in the system, streamlining billing processes.

Limited Customization: Many users find that CARET Legal's customization options are limited, making it difficult to tailor the software to their specific needs.

Steep Learning Curve: The software's complex interface and lack of user-friendly features can make it challenging for users to navigate and use effectively.

Expensive: CARET Legal's pricing model is often seen as expensive, especially for small to medium-sized law firms with limited budgets.

Integration Issues: Users have reported difficulties integrating CARET Legal with other software applications, leading to workflow disruptions and data management challenges.

Limited Support: Some users have experienced slow response times and inadequate support from CARET Legal's customer service team, leading to frustration and delays in resolving issues.

Steep Learning Curve: Some users find it difficult to get up to speed with the software initially due to its extensive features and complex functionality.

User Interface: A common complaint is that the interface isn't intuitive, requiring multiple clicks to perform tasks that should be simpler.

Customer Support: While generally responsive, some users report occasional delays in getting support, which can be frustrating when dealing with urgent technical issues.

CARET Legal has garnered significant user praise over the past year, with reviewers consistently highlighting its strengths in legal research and document automation. One user remarked that CARET Legal's "research tools are top-notch, making it easy to find relevant case law and statutes." Another reviewer lauded its "intuitive document automation features, which have saved me countless hours drafting contracts and pleadings." Compared to similar products, CARET Legal stands out for its user-friendly interface, comprehensive research capabilities, and robust automation tools. Users have noted that its "clean and organized interface makes it a breeze to navigate," while its "deep integration with legal databases provides access to a wealth of information." The software's ability to automate repetitive tasks has also been a major differentiator, with one reviewer stating that "CARET Legal has streamlined my workflow, freeing up more time for high-value tasks." In summary, CARET Legal is highly recommended for legal professionals seeking a comprehensive and user-friendly legal software solution. Its strengths in research, document automation, and user experience make it an ideal choice for lawyers, paralegals, and legal teams looking to enhance their productivity and efficiency.

Is PerfectLaw the perfect solution for your legal firm's needs? Reviews from the past year suggest it could be, particularly for larger firms. Users consistently praise PerfectLaw's comprehensive suite of features, highlighting its "all-in-one" approach that streamlines various tasks, such as billing, case management, and document management, eliminating the need to juggle multiple software solutions. This integrated approach not only simplifies daily operations but also potentially saves firms money and reduces headaches. However, some users point out a steep learning curve, suggesting that getting the software up and running might require a significant time investment, especially for those unfamiliar with similar systems. While customer support receives positive feedback for its responsiveness, the initial setup and customization process has been described as complex and time-consuming. In essence, PerfectLaw appears to be a robust, feature-rich solution best suited for larger firms willing to invest the time and resources necessary to fully utilize its capabilities. Smaller firms or those seeking a more intuitive, out-of-the-box solution might find the learning curve a significant hurdle.

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FAQ

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