Zola Suite Reviews

The journal entry feature. We use journal entries to book expenses in summary form rather than depending upon the recording of individual transactions. Quickbooks, for example, allows journal entries but their instructions discourage using them. Such general ledger software packages are "forms-based," meaning, that they are set up to record each and every transaction as it occurs. This procedure is limiting and fraught with omission. Journal entries allow me to book expenses from our bank and credit card statements monthly in summary form without losing any of the granularity needed to examine individual transactions.

The credit memo creates "phantom cash." The recommended procedure creates an operating retainer. The credit is to the Retainer Liability and the balancing debit is posted to the bank account. Since we did not receive cash, our bank cash is overstated. I have to perform a manual journal entry to remove the "phantom cash."

Revenue recording is a breeze. Billing is a breeze. Production of trial balances, balance sheets and P&L's is a breeze. Downloading ledger data in Excel format is extraordinarily helpful.

I like that Zola has so many unique features to assist in making client organization seamless and efficient.

I dislike that Zola has technical issues sometimes.

Zola makes finding documents and client matters easy.

Very easy to navigate and organized intuitively. Simple to enter information and download documents. Very user friendly. All in one solution. Helpful support

Can't think of anything at the moment...

An online solution that is accessible in several different media. I use it for document management, case management, and billing.

Caret (Zola) is a complete package of all the components my small firm needs: time keeping, billing, document management, and accounting. It is user-friendly and easy to learn. When I submit a support request, the response is always prompt, and the support team has always been very helpful.

There is very little I dislike. Some of the features are available only with premium packages, but that is to be expected. If anything, sometimes I find the "help" contents to be a little lacking. However, if I cannot figure it out, I submit a support ticket and always get a quick response. I do wish it was compatible with Microsoft Teams.

Caret (Zola) is a great solution for invoicing clients. Timekeeping is efficient, and the invoicing process is fairly intuitive. Recent additions like APX have made the process more seamless. I have recently added some new features that I am still navigating and learning, but I assume they will also be helpful in minimizing the time I have to spend on administrative tasks.

Easy to use interface with robust capabilities. Zola is friendly to everyone from our most luddite attorney to our most tech savy paralegal - in vastly different ways. It works great for everyone, suits their individual needs, and helps our practice run more efficiently. I especially like the portability and ease of using the platform on my cell or laptop.

I am still hoping that they will offer a plugin to save documents directly from word to Zola on my Mac. I know this capability is offered for PCs, but I would love to see it on my Macs. Would like to see Open.AI integration and the ability to query my matter docs with natural language.

It's a great practice management system. We have been very happy with and are excited to continue growing together.

Puts all of our case information in one easy-to-use location. Makes billing and time tracking simple. Able to capture billing automatically through the email interface. Saves version histories and allows individual users to rapidly come up to speed on a file. Generates professional invoices in a snap. Save times and allows attorney's and staff to focus on more substantive tasks.

The most helpful feature of Caret is the efficiency with that all the team members at the Firm can work from the attorney to the accounting department and the paralegals nice and smooth.

Wish the online customer service help was more time sensitive about issues to be resolved. The attorney;'s time is extremely valuable for them sometimes to wait on an answer to be received.

The time entry section on the expenses is extremely useful to the team members at the firm. Anyone can be on the same page, knowing all the pertinent information and be on the same page in case any question arise.

I've tried a half dozen of these and Caret/Zola is the best one I've found so far. the integration of tasks, email, time, accounting together into the matters is perfect. it's not the most robust solution, but that means that it's way easier to use than those more complex options (and the price is much lower also). the bigger names cost more, have a much steeper learning curve, and still you end of only using a fraction of the availabe features because you don't need them. so far i haven't found anything i need to do that caret/zola don't cover.

my only disappointment with them is the lack of full mac integration. since the system is primarily web-based this isn't more than a minor issue, but the optional add-ins for MS Office products don't play well with mac.

solves time/expense keeping, task tracking and completion, has helped me move to a more paperless office with the electronic document management and utilization

Document management is easy to use. Awesome search features, both in-document and by title. Email management system is easy to use and easy to save attachments. File management is great and customizeable. Cloud-based is a plus!

Unable to categorize/code emails. Unable to save emails/attachments to more than one matter. Contacts address field does not auto-populate when a contact is with the same business/firm address. Need to be able to generate an address label or envelope from within a contact.

Case management, document management, email management. Having cloud-based software is extremely beneficial. Customer service is always available and helpful.

Caret has a very intuitive interface that can be learned quickly and efficiently. The entire interface is appealing and easy to use.

In document templates you have to fool the system if you will on certain things. Caret lacks the ability to define template fields such as making a name or address capital or bold, etc.

Caret solved the problem of finding a cloud-based practice management system that was easy to use, yet full featured, and at a reasonable price. Team members find that Caret is easier to use and the drag and drop features make moving documents around much simpler and faster!

The calendar sync feature is great. The custom fields section really helps customize what the important details are for a certain case type. I love that the calendar lets you color categorize events, and even view the calendar based on certain events, and that there's an option to add in calendar rules to automate deadlines and follow-ups. The reminder feature for caledar events is also really cool and customizable! Also, the activity log button when viewing a matter is extremely beneficial to see who's done what & when within the matter. Also - the tagging feature available in documents and within communications is fantastic! Anyone can go into a matter and search for a tag like "Deps" or "Trial" and see everywhere within the matter that the tag is mentioned, providing a quick at-a-glance summary.

Regarding the calendar sync, it's a slight nuisance that events that are canceled on Outlook show up on Zola's calendar as an event with a line through it. The only way to fix this (like if all that is needed is to update the event time/title) is to delete the event on Zola and make a new event. I feel the strikethrough line is unnecessary and the event could have a different button to show that just that one event it is not synced onto Outlook (and maybe a re-sync button too?)

Making it easier to follow up on tasks. Scheduling for multiple people is also very easy. For instance if I have two attorneys who have their own cases but also handle cases together, I can select those two attorneys' calendar views and then coordinate between both; as someone who has consistently worked for multiple attorneys at a time, this is honestly the best layout of a calendar I've seen!