Home > Legal Software > CARET Legal > CARET Legal vs CaseFleet

CARET Legal vs CaseFleet

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

Overview Pricing Benefits & Features Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots
CARET Legal Software Tool
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CaseFleet Software Tool
SelectHub Award Winner
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Product Basics

Analyst Rating

86 Detailed Analysis

User Sentiment

Excellent User Sentiment (345 Reviews)

Analyst Rating

47 Detailed Analysis

User Sentiment

Excellent User Sentiment (41 Reviews)
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.
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CaseFleet is an end-to-end case management software designed to help lawyers organize legal matters and case chronologies. Automatically create transcripts of any speech, connect claims to issues and review legal documents, audio and video. Provides a 360-degree view of cases with built-in visual timelines and chronological mapping tools. Administrators can assign tasks to multiple people, track current activities and set up email and popup notifications for important events and touchpoints. Sort cases and activities based on context, contacts, legal matter and more.

Run preconfigured reports on the firm’s productivity and efficiency metrics. Secure user accounts and safeguard client and firm data with best practice frameworks, password hashing, data anonymity, two-factor authentication, single sign-on, account-based permissions and session tracking.
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$150/User, Monthly
Free Trial is available →
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Tailored to your specific needs
$30/User, Monthly
Free Trial is available →
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Tailored to your specific needs
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Windows
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Android
Chromebook
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Android
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On-Premise
Mobile
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Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
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FAQ
Forum
Knowledge Base
24/7 Live Support

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.
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  • Enhanced Organization: CaseFleet allows legal professionals to organize case details, documents, and timelines in a centralized location, reducing the risk of misplaced information.
  • Improved Collaboration: The platform facilitates seamless collaboration among team members by providing shared access to case files and real-time updates.
  • Time Efficiency: Automated task management and deadline tracking help legal teams stay on top of their workload, minimizing the time spent on administrative tasks.
  • Accurate Case Analysis: CaseFleet's fact and issue management tools enable precise tracking of case details, ensuring thorough and accurate case analysis.
  • Enhanced Client Communication: By keeping all case information organized and accessible, legal professionals can provide clients with timely and accurate updates.
  • Risk Mitigation: The software's comprehensive documentation and tracking features help identify potential risks and ensure compliance with legal standards.
  • Cost Savings: By streamlining case management processes, CaseFleet reduces the need for manual labor, leading to significant cost savings for legal firms.
  • Data Security: CaseFleet employs robust security measures to protect sensitive legal information, ensuring client confidentiality and data integrity.
  • Customizable Workflows: The platform allows users to tailor workflows to their specific needs, enhancing efficiency and adaptability in case management.
  • Insightful Reporting: CaseFleet provides detailed reports and analytics, offering valuable insights into case progress and performance metrics.
  • Seamless Integration: The software integrates with other legal tools and platforms, creating a cohesive ecosystem for managing all aspects of legal work.
  • Enhanced Accountability: By tracking tasks and deadlines, CaseFleet ensures that team members are accountable for their responsibilities, leading to improved performance.
  • Scalability: The platform is designed to grow with your practice, accommodating increasing case loads and expanding team sizes without compromising efficiency.
  • Client Satisfaction: Efficient case management and timely communication contribute to higher client satisfaction and retention rates.
  • Streamlined Discovery Process: CaseFleet's document management features simplify the discovery process, making it easier to locate and review relevant documents.
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  • 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.  
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  • Fact Chronologies: Go over all case-related facts, witnesses, evidence and issues with a fine comb. Organize facts by contacts, issues, sources, date and time. Search for specific facts and connect them to corresponding contacts, issues and documentary proof. Use the Highlights tool to analyze and create new facts from existing information. Edit facts inline and specify date and time of their occurrence. 
  • Visual Timelines: Arrange case-related facts in a visual timeline. Configure the timeline view with filter, scale slider and saved views. The scale slider can adjust the width of the timeline or expand on specific parts. Export or import the timeline in PDF or editable SVG format. 
  • Text Search: Leverage optical character recognition (OCR) to perform a keyword-based full-text search of legal documents. Use the reviewer to create facts directly from matching page results. 
  • Case Outlines: Connect legal claims with corresponding issues to build consolidated case outlines. Create and maintain a library of claim templates, along with sets of relevant issues. 
  • Document Review: Prep legal documents for review by highlighting text and adding annotations and bookmarks. Create facts and add them to the timeline directly from the reviewer. Automatically connect facts to the section of the document that acts as evidence. 
  • Audio and Video Review: Accept a wide range of media formats as evidence. Automatically create transcripts of speech in audio and video files. Highlight any section of the transcript to create a clip from the corresponding media file. 
  • Deposition and Transcript Management: Highlight sections of the deposition transcript to create annotations and facts automatically. Identify page and line numbers of highlighted sections to create Bluebook-correct citations. 
  • Reporting: Run preconfigured reports to generate tangible work products, such as statements of fact, deposition outlines and opening statements. The “Facts by Issues” report provides a ready-made statement of material facts for cross-examination. For every report generated, lawyers can request a zip file containing the list of referenced documents. 
  • Task Management: Track personal and group tasks from the same module. Assign tasks to multiple members across different teams. Review all active tasks and set up email and pop-up reminders for important events. 
  • Security Engineering: The entire infrastructure is hosted on Amazon Web Services. Implement best practice application frameworks, such as XSS protection, CSRF protection, audit logging, rate limiting and more. Anonymize data via UUID generation, scan for viruses and malware and hash all passwords before storage. 
    • Network and Storage Security: All data is encrypted in transit and at rest. Secure incoming and outgoing connections via TLS. 
    • Operational Security: Test and review all code. Create backups regularly and store them for extended periods. 
    • Account Security: Ensure account integrity with two-factor authentication, single sign-on, permission-based access and session tracking. 
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Product Ranking

#46

among all
Legal Software

#71

among all
Legal Software

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Analyst Rating Summary

86
47
100
0
90
62
99
82
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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

CARET Legal
CaseFleet
+ Add Product + Add Product
Billing And Payments Calendaring And Legal Docketing Client And Contact Management Dashboard And Reporting Document Management Matter/Case Management Mobile Capabilities Task Management Time And Expense Management 100 90 99 65 92 67 100 100 0 62 82 69 75 44 71 0 0 25 50 75 100
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100%
100%
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75%
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25%
92%
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8%
58%
0%
42%
100%
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80%
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20%
64%
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36%
71%
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29%
89%
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11%
78%
0%
22%
67%
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33%
44%
0%
56%
100%
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67%
0%
33%
100%
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100%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

86%
0%
14%
29%
0%
71%
75%
0%
25%
58%
0%
42%

User Sentiment Summary

Excellent User Sentiment 345 reviews
Excellent User Sentiment 41 reviews
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.

91%
of users recommend this product

CaseFleet has a 'excellent' User Satisfaction Rating of 91% when considering 41 user reviews from 3 recognized software review sites.

4.8 (114)
4.5 (2)
4.64 (119)
4.59 (22)
4.6 (112)
4.5 (17)

Awards

SelectHub research analysts have evaluated CARET Legal and concluded it earns best-in-class honors for Billing and Payments and Task Management. CARET Legal stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award
Billing and Payments Award
Task Management Award

CaseFleet stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

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.
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Intuitive Interface: Legal professionals appreciate the platform's user-friendly design, finding it easy to navigate and manage their cases efficiently.
Robust Document Management: Users praise CaseFleet's capabilities for organizing, storing, and retrieving legal documents, streamlining their workflow and reducing the risk of misplacing crucial information.
Effective Collaboration: The platform facilitates seamless collaboration among legal teams, allowing them to share case files, notes, and tasks, fostering teamwork and enhancing productivity.
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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.
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Limited Customization: Some users have expressed frustration with the inflexibility of CaseFleet's templates and the limited ability to customize the platform to their specific workflow needs.
Learning Curve: A few users have mentioned that CaseFleet has a steep learning curve, especially for those who are not tech-savvy or familiar with legal case management software.
Occasional Performance Issues: While generally considered reliable, some users have reported occasional slow loading times or glitches, particularly when dealing with large case files.
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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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Is CaseFleet the "case closed" solution for your legal practice? User reviews from the past year suggest that CaseFleet is a powerful tool for attorneys, particularly those in small firms or solo practices. Users praise its intuitive interface and robust features, particularly the chronology tool, which links evidence directly to case facts, and the comprehensive document management system. This allows for efficient organization and retrieval of information, a crucial aspect of legal work. Some users find CaseFleet's search functionality superior to competitors like MyCase and PracticePanther, highlighting its ability to quickly locate specific information within large volumes of documents. However, CaseFleet is not without its drawbacks. Some users have expressed frustration with occasional glitches and the learning curve associated with its advanced features. Others desire more integrations with other software, such as billing and accounting platforms. Despite these criticisms, the majority of users find CaseFleet to be a valuable asset, enabling them to streamline their workflows, improve accuracy, and ultimately, better serve their clients. CaseFleet seems best suited for legal professionals who prioritize organization, efficiency, and in-depth case analysis, particularly those who handle complex litigation or have extensive document-heavy cases.

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Screenshots

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Head-to-Head Comparison

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