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Legal Practice Management Software

Ready to Have it All?
Say Hello to Zola Suite CARAT Legal!

A Law Firm is a Business. Zola Suite CARET Legal is an End-to-End Solution.

Zola Suite CARET Legal has all the all-in-one bells and whistles: matter management, calendaring, billing, and accounting. But,it also has an exceptional email client, sophisticated reporting, and a solid mobile app to set it apart from other practice management systems. Including a beautiful user interface!

Case Management

View ZolaSuite Matter Management Page ScreenshotCARET Legal (previously Zola Suite) gives you a great overview of a matter from its dashboard including important customized information. Use over a dozen tabs to organize and track every aspect of your matter including the matter’s activity log and intake forms.

Billing & Payments

View ZolaSuite Billing & Payments ScreenshotEnter all your time and expenses then bill the matter or all the matters with Work In Progress, WIP, at the end of the month. Send bills and accept credit cards using APX as direct payment for invoices. Many billing options are standard with Zola Suite CARET Legal such as, flat fee, contingency and more. Why yes, e-billing, interest and split billing is also available.

Accounting

ZolaSuite - Accounting, Vendors, and BillsZola Suite CARET Legal is one of the few practice management softwares that includes complete accounting features with all subscription packages, including account payable checks, trust checks, journal entries, reconciliation with sync bank or credit card accounts.

Reports

ZolaSuite - Reports Tab in accountingZola Suite CARET Legal has all the standard reports and then some: AR Aging, Client Payments, General Ledger, Profit & Loss, Balance Sheet, Three-way reconciliation, Fee Allocation, Timekeeper Productivity, Billable Hours Recap, and many more. Scheduling reports is available too. Zola suite CARET Legal has a strong reporting system.

Communications

View Zola Suite - Matter Communications PageZola Suite CARET Legal understands that communication with clients is crucial, but so is your time. They started by creating one of the best and most elegant email clients… then added an Intake Automation system to it. This allowed leads and clients to fill out the information you need and automatically populate dynamic merge fields into your document templates. Oh, and let’s not forget about notes, phone calls and SMS text messages, they really cover all the bases.

CRM Lead forms & Management

View CARET Legal (Zola Suite) - CRM Leads Management PageZola Suite CARET Legal lets you track and follow up with new leads by sending them emails with intake forms. When a new client signs the retainer, it takes one click to open the new matter and retain all the pre-entered information.

Zola Suite  Integrations

Integrate with leading technology

Zola Suite CARET Legal can integrate with Quickbooks. Choose between
CARET Legal’s built-in Accounting or QuickBooks integration.
Make changes to invoices within CARET Legal and automatically sync
updates into your QuickBooks account!

Zola Suite CARET Legal seamlessly integrates with G Suite.
Use CARET Legal’s built-in native email client and synchronize
in real time with Google Calendar and Gmail!

Zola Suite CARET Legal can integrate with UniFlow. Charge soft costs and import copy activities from photocopier devices such as, OKI, Samsung, Konica Minolta, Epson, Canon and Xerox via the uniFLOW importer. The Uniflow Import/Export utility allows users export a list of matters that can be imported into a Uniflow copier.

Zola Suite CARET Legal can integrate with Office 365 with Microsoft’s Word for Windows plug. Open & save matter-related documents. Use CARET Legal’s document management features such as tagging, versioning and commenting!

Zola Suite integrates with Gmail, LawPay, APX, Microsoft Office 365, Microsoft Outlook, Microsoft OneDrive, QuickBooks Online, LawToolBox, NetDocuments and more.

Zola Suite Customization

Custom Fields & More

ZolaSuite - Custom Fields

Create custom fields to track the specific information you need from your contacts and for your matters. Quickly access all your custom information in one place and use it in your document templates to save you time.

Zola Suite Training

Create Workflows

ZolaSuite - Workflows - New Client intake

Zola suite can use tasks and sub tasks to create workflows. One unique option is to message all people involved in a task for additional information or status on a task.

Zola Suite Installation

Safe & Secure

Your data travels through the internet encrypted in bank-grade TSL encryption and stays encrypted at rest inside the datacenter, which is backed up to the Amazon cloud daily. Find out more about how Zola Suite secures your data.

See Zola Suite in Action

Zola Suite Training

Need Help? Zola Suite Tech Support

Not Sure? We Can Help!

Tell us how we can help your law firm run the way you need it to!

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