Home > Legal Software > CARET Legal > CARET Legal vs Centerbase

CARET Legal vs Centerbase

Last Updated: November 18th, 2024

Our analysts compared CARET Legal vs Centerbase 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.

Centerbase provides a cloud-based end-to-end legal toolkit aimed at enabling mid-sized firms to securely manage practice workflows and improve the client experience. Firms can leverage its billing and payment modules including e-billing, online portal and various payment arrangements to get paid faster. Users can maximize billable hours using remote timekeeping, accessible timesheets and reviewing workbench. It provides comprehensive matter management with configurable workflows, real-time dashboarding and relevant details. Practices can monitor goals, projects, tasks, deadlines, meetings and court dates effortlessly with color-coded calendaring, project management and activity reminders.

Administrators can utilize prebuilt and custom reporting and comprehensive controls to efficiently manage firm operations and make informed decisions. Users can streamline client intake and communication with its secure client portal. It also offers integrated legal and trust accounting modules and robust security.

$150/User, Monthly

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Tailored to your specific needs

$59 Monthly

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Tailored to your specific needs

Small

Medium

Large

Small

Medium

Large

Windows

Mac

Linux

Android

Chromebook

Windows

Mac

Linux

Android

Chromebook

Cloud

On-Premise

Mobile

Cloud

On-Premise

Mobile

Product Assistance

Documentation

In Person

Live Online

Videos

Webinars

Documentation

In Person

Live Online

Videos

Webinars

Phone

Chat

FAQ

Forum

Knowledge Base

24/7 Live Support

Phone

Chat

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.

Stay Connected: Access important case-related information and management tools from any device with an internet connection.
Accessible KPIs: Improve business decisions with the most current information from firm-wide calendar entries and custom reports.
Faster Billing: Increase cash flow with a billing module designed to reduce clicks, deduplicate entries and accelerate invoicing.
Customizability: Use in-house customization tools to appropriately scale the platform according to the firm’s size and maintain relevance in a changing legal landscape.
Flexible Subscription Charges: The role-based pricing structure provides multiple options for interested parties. Add or subtract any applicable licenses and pay only for the integrations and tools required.

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.

Billing Management: Digitize the firm’s entire billing cycle. Prepare and approve a single bill with a log of all inline markups.
- Client Service: Allow clients to pay bills, view invoices and track payment history via the billing portal. Create an audit trail with .txt eBilling files email multiple invoices at once.
- Simple Payments: Provide clients with a single, integrated payment method to settle current charges and/or fill the retainer at the same time. Control payment options and payment methods on a matter-to-matter basis.
- Billing Support: Access support for hourly billing, flat fee billing, expense-only billing, project billing, consolidated billing and more. Prepare electronic invoices with the help of UTBMS codes.
Legal Accounting: Set up all firm accounts under a single infrastructure and organize them based on location, matter or practice area. Link checks directly to expense accounts and provide free platform access to the firm CPA.
- Vendor Management: Set up automated vendor bills for recurring payments. Enter vendor checks and invoices into the system database and automatically track due dates.
- Online Payment: Accept credit card payments securely with the accounting module. Link payments directly to transactions and track client expenses. Eliminate manual data entry and human error.
- Trust Accounting: Create and operate multiple trust and IOLTA accounts. Automatically approve payments from invoices and log all trust fund expenses.
- Trust Reporting: Run reports to trace the flow of money going in and out of trust and IOLTA accounts. Keep a detailed record of all transactions, receivables and matter expenses.
Time and Expense Tracking: Never miss out on a single minute of billable time with round-the-clock time tracking. Automatically log time spent on client calls and messages as billable hours.
- Simple Time Tracking: Track time directly from in-platform applications or external integrations like Microsoft Word or Microsoft Outlook. Enter time while on the move from mobile devices.
- Time Entries: Update, edit and sanction time entries at the end of the month. Hold or approve billing based on the case status and merge multiple associated time entries into a single entry.
- Rate Tables: Prepare tailored rate tables with built-in date ranges effective all year round. Exempt specific matters and clients from the rate table under special circumstances.
- Budgets: Create and track timekeeper budgets for client work. Benchmark staff productivity against firm averages.
Firm Reporting: Generate reports in real time with accounting, billing, productivity, budgeting and compensation data. Group associated reports together and safeguard sensitive information with permission-based access.
- Insights: Get detailed insights into aging receivables, profitable clients, staff compensation and productivity, annual budgets, valuable practice areas and more.
- Custom Reporting: Run custom reports to highlight specific firm strengths and requirements. Increase stakeholder engagement with detailed spreadsheets and data visualization.
Matter Management: Organize and manage all legal matters from a single dashboard. Track contacts, client information, documents, meetings, deadlines, notes and tasks associated with relevant matters.
- Matter Dashboard: Access the matter dashboard for a quick overview of trust balances, WIP, client payment history, ledger, credits, outstanding receivables and more. Prepare matter budgets for individual clients and run reports on fees, expenses and staff productivity.
- Matter Layouts: Create matter layouts with customized data fields. Organize matters on the basis of relevant case information.
- Matter Automation: Design and integrate matter-specific workflows directly into the platform. Automatically assign tasks and execute the next step in the workflow. Update the firm database, team members and clients with new information.
Calendar Management: Create and track calendar entries in real time with a legal calendar. Toggle between firm-wide and personal views, color code entries and print calendar reports as physical reminders.
- Calendar Sync: Design automated calendar entries for recurring meetings and notifications for upcoming events. Connect to the Outlook 365 application for real-time synchronization of calendar entries.
- Deadline Management: Steer clear of malpractice claims with the LawToolBox portal. Automatically add jurisdiction-based deadlines and time-based triggers to legal matters.
Client Services: Improve the overall client experience with an efficient intake process, communications module and client portal.
- Client Portal: Share messages, calendar entries, documentation and invoices with clients securely via the client portal.
- Direct Communication: Communicate with clients via dedicated private lines. Control client access to sensitive information and keep track of their communications with the firm.
- Client Intake: Streamline the firm’s client intake process with self-populating contact forms, automated emails and documentation. Schedule tasks and perform conflict checks against client databases.
- Reporting: Run reports to track marketing ROI, profitable practice areas and referrals.
Document Management: Manage documents directly from associated matters or from integrated web browsers or applications like Microsoft Word. Access and share legal documentation securely from any device with an internet connection.
- Email Management: Store emails to associated matter files in its native .MSG format. Search for specific emails based on subject, content and date sent/received. Integrate with Microsoft Outlook and automatically log any time spent reviewing, sending or editing emails.
- Document Tracking: Search for individual documents using multiple data fields. Track changes made across different versions of the same file.
- Integrations: Open, edit and save documents with the built-in Centerbase Drive inclusion. Integrate with NetDocuments to seamlessly consolidate documents into workspaces.

Product Ranking

#46

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#60

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.

92%

of users recommend this product

Centerbase has a 'excellent' User Satisfaction Rating of 92% when considering 60 user reviews from 3 recognized software review sites.

4.8 (114)

3.8 (2)

4.64 (119)

4.61 (31)

4.6 (112)

4.7 (27)

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.

Robust Billing: Centerbase offers advanced billing and accounting features that streamline the process of generating invoices, tracking payments, and managing client accounts.

Streamlined Matter Management: Centerbase provides robust matter management capabilities, allowing law firms to effectively organize case files, track deadlines, and manage client information.

Customizable Workflows: Centerbase allows firms to create customized workflows to automate repetitive tasks, ensuring consistency and efficiency in handling routine processes.

Document Management: Centerbase offers integrated document management features, enabling firms to securely store, organize, and retrieve case-related documents within a centralized system.

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.

Complex Setup: Centerbase requires significant setup and configuration, demanding more time and resources compared to other cloud-based legal software options.

Limited Client Intake: Users have reported that Centerbase's client intake features are not as robust as desired, potentially slowing down the onboarding process for new clients.

Expensive Support: While Centerbase offers support, it comes at a significant cost of $200 per hour, which can be a deterrent for firms operating on tighter budgets.

Reporting Limitations: Some users have expressed frustration with limitations in Centerbase's reporting capabilities, particularly the inability to customize column headings within specific data sets.

Customer Service Concerns: Several reviews have highlighted concerns about Centerbase's customer service, citing issues such as slow response times, difficulty reaching support staff, and unresolved technical problems.

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 Centerbase the center of attention when it comes to legal software, or does it strike out? User reviews from the past year reveal a mixed bag. While many users praise Centerbase for its robust customization options, powerful features like automated time capture, and seamless accounting integration, some express concerns about customer service and initial setup complexity. For instance, one user raved about how Centerbase's customizability allowed them to tailor workflows and improve efficiency in identifying and managing projects. Conversely, another user found the customer service, which relies on third-party partners charging $200/hour, to be a significant drawback. What truly sets Centerbase apart is its comprehensive approach to law firm management, encompassing everything from matter management and billing to document automation and workflow customization. This makes it a one-stop shop for firms looking to streamline operations and boost productivity. However, this strength can also be a weakness, as the sheer breadth of features can be overwhelming for smaller firms or solo practitioners who may not need such an extensive suite of tools. In a nutshell, Centerbase is like a Swiss Army knife for law firms – incredibly versatile and powerful, but potentially daunting to use effectively without proper guidance. It's best suited for mid-to-large-sized firms with 5 or more lawyers who can fully utilize its extensive feature set and afford the potentially high support costs. Smaller firms or those seeking a simpler solution might find Centerbase to be overkill.

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FAQ

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