Home > Legal Software > Litera > Litera vs CARET Legal

Litera vs CARET Legal

Last Updated: November 18th, 2024

Our analysts compared Litera vs CARET Legal 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

Litera offers a comprehensive suite of software solutions tailored for legal professionals, streamlining tasks such as document drafting, proofreading, and collaboration. This software is particularly well-suited for law firms and corporate legal departments due to its robust features that enhance efficiency and accuracy in legal documentation.

Key benefits include improved document quality, reduced risk of errors, and significant time savings. Popular features encompass advanced document comparison, metadata cleaning, and automated proofreading, which collectively ensure that legal documents are precise and professionally polished.

Users often highlight the intuitive interface and seamless integration with existing legal workflows as standout aspects. Compared to similar products, Litera is praised for its reliability and comprehensive functionality. Pricing varies based on the specific modules and number of users, typically structured on a subscription basis, which can be monthly or annually.

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.

$195 Annually, Quote-Based

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$150/User, Monthly

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Product Insights

Increased Efficiency: Automate routine tasks such as document comparison and proofreading, allowing legal professionals to focus on higher-value work.
Enhanced Accuracy: Reduce human error with advanced tools that ensure documents are consistent and free of mistakes, improving overall quality.
Time Savings: Expedite document creation and review processes, significantly cutting down the time required to complete legal tasks.
Improved Collaboration: Facilitate seamless collaboration among team members with real-time document sharing and editing capabilities.
Compliance Assurance: Ensure all documents adhere to regulatory standards and internal policies, minimizing the risk of non-compliance.
Cost Reduction: Lower operational costs by streamlining workflows and reducing the need for manual intervention in document management.
Data Security: Protect sensitive information with robust security features, including encryption and access controls, to prevent unauthorized access.
Customizable Workflows: Tailor workflows to meet specific organizational needs, enhancing flexibility and adaptability in legal processes.
Scalability: Easily scale operations to handle increased workloads without compromising on performance or efficiency.
Client Satisfaction: Deliver higher-quality services faster, improving client satisfaction and fostering stronger client relationships.
Knowledge Management: Centralize and organize legal knowledge, making it easily accessible for future reference and decision-making.
Risk Mitigation: Identify and address potential risks early in the document lifecycle, reducing the likelihood of costly legal disputes.
Enhanced Reporting: Generate detailed reports and analytics to gain insights into workflow efficiency and identify areas for improvement.
Seamless Integration: Integrate with existing systems and tools, ensuring a smooth transition and minimal disruption to current operations.
Remote Accessibility: Access and manage documents from anywhere, supporting remote work and enhancing flexibility for legal teams.

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.

Document Comparison: Quickly identify changes between document versions with a side-by-side comparison tool.
Metadata Management: Automatically clean and manage metadata to ensure confidentiality and compliance.
Template Management: Create, store, and manage document templates to maintain consistency and efficiency.
Collaboration Tools: Facilitate real-time collaboration with colleagues and clients through integrated communication features.
Version Control: Track document versions and maintain a comprehensive history of changes and edits.
Automated Proofreading: Utilize AI-driven tools to check for grammar, style, and legal-specific language issues.
Clause Library: Access a centralized repository of pre-approved clauses to streamline document drafting.
Integration with Legal Research Databases: Seamlessly connect with legal research tools like Westlaw and LexisNexis for efficient information retrieval.
Secure File Sharing: Share documents securely with built-in encryption and access controls.
eSignature Integration: Incorporate electronic signatures directly into documents for faster approvals and execution.
Customizable Workflows: Design and implement tailored workflows to match specific legal processes and requirements.
Compliance Monitoring: Ensure adherence to regulatory standards with automated compliance checks and alerts.
Data Analytics: Leverage analytics tools to gain insights into document usage, collaboration patterns, and workflow efficiency.
Mobile Access: Access and manage documents from any device with a responsive mobile interface.
Training and Support: Benefit from comprehensive training resources and dedicated support to maximize software utilization.

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.

Product Ranking

#24

among all
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#46

among all
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Analyst Rating Summary

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User Sentiment Summary

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

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Awards

Synopsis of User Ratings and Reviews

Streamlined Contract Management: Litera's contract management features help legal teams efficiently manage contracts, track deadlines, and ensure compliance. For example, users have praised the ability to easily redline contracts and track changes, which saves time and reduces errors.

Improved Collaboration: Litera's collaborative features allow legal teams to work together seamlessly on contracts and other legal documents. Users have highlighted the ease of sharing documents, tracking revisions, and providing feedback, which fosters better communication and teamwork.

Enhanced Security: Litera's robust security measures protect sensitive legal data. Users appreciate the peace of mind that comes with knowing their data is secure and compliant with industry regulations.

Time-Saving Automation: Litera's automation features help legal teams save time on repetitive tasks. Users have mentioned the ability to automate contract generation, clause libraries, and other processes, which frees up time for more strategic work.

Improved Efficiency: Litera's comprehensive suite of tools helps legal teams work more efficiently. Users have noted the ability to manage contracts, track deadlines, and collaborate on documents all within one platform, which streamlines workflows and reduces bottlenecks.

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.

Steep Learning Curve: Users often find the software's interface and functionality complex, requiring significant time and effort to master. This can be particularly challenging for legal professionals who are already juggling demanding workloads.

Limited Customization: Some users have expressed frustration with the limited customization options available, making it difficult to tailor the software to their specific needs and workflows. For example, they may find it difficult to create custom templates or reports that align with their firm's specific requirements.

Integration Challenges: Integrating Litera with other legal technology tools can be a challenge, leading to data silos and inefficient workflows. This can be particularly problematic for firms that rely on a variety of software solutions to manage their operations.

Pricing Concerns: Some users have raised concerns about the pricing structure, which they perceive as being expensive, especially for smaller firms or those with limited budgets. This can be a significant barrier to adoption, particularly for firms that are already facing financial pressures.

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.

Is Litera the legal software that's truly "lit" or just a legal disappointment? User reviews from the past year paint a mixed picture, with some users praising its robust features while others lament its clunky interface and steep learning curve. Litera's strengths lie in its comprehensive suite of tools, which can manage everything from document automation to contract lifecycle management. Users appreciate the ability to streamline workflows and centralize data, particularly for large law firms with complex needs. For example, one user highlighted how Litera's contract management module helped them reduce the time spent on contract review and negotiation, saving their firm significant resources. However, the software's complexity can be a double-edged sword. Many users find the interface cumbersome and difficult to navigate, especially for those unfamiliar with legal software. The steep learning curve can be a major hurdle, requiring significant time and effort to master the system. This can be particularly frustrating for smaller firms with limited resources and a desire for a more user-friendly experience. Litera's differentiating factor is its focus on legal professionals, offering specialized features tailored to the unique needs of the industry. This can be a major advantage for firms seeking a solution that understands their specific workflows and challenges. However, this specialization can also make it less appealing to firms outside the legal sector, who may find the software overly complex and expensive for their needs. Ultimately, Litera is best suited for large law firms with dedicated IT resources and a willingness to invest in training. These firms can leverage Litera's comprehensive features to streamline their operations and gain a competitive edge. However, smaller firms or those with limited technical expertise may find Litera's complexity and cost a significant barrier to entry.

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.

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FAQ

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