Home > Legal Software > CASEpeer > CASEpeer vs CARET Legal

CASEpeer vs CARET Legal

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Our analysts compared CASEpeer 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.

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

Analyst Rating

64 Detailed Analysis

User Sentiment

Excellent User Sentiment (77 Reviews)

Analyst Rating

86 Detailed Analysis

User Sentiment

Excellent User Sentiment (345 Reviews)
CASEpeer allows lawyers to manage their cases and clients in one place. It’s a cloud-based software that users can access from anywhere, anytime. It offers various features, including case, client, document and task management. Automated workflows, reporting options and task management modules support improved settlement metrics. It helps prioritize client experience with built-in self-service offerings and client portals.
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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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$79/User, Monthly
Free Trial is available →
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Tailored to your specific needs
$150/User, Monthly
Free Trial is available →
Get a free price quote
Tailored to your specific needs
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Mobile

Product Assistance

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

Product Insights

  • Minimize Time to Market: Transition to the platform faster with purpose-built integrations and no necessary customizations. 
  • 24/7 Available Support: Offers continuous customer support to improve resolution rates. Ensure availability in case of emergency with multiple support channels. 
  • Simple User Interface: Make transitions quickly through an easy-to-use interface and unlimited user training. 
  • Easy Reporting: Access multiple checklists and reports designed to evaluate and record case details. 
  • Ensure Scalability: Introduces new features and regular patches to keep the platform up-to-date and scalable. 
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  • 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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  • Personal Injury Case Management: Track everything case-related, from timelines and tasks to litigation and documentation. 
    • Case Timelines: Follow case timelines to monitor and evaluate case progression and team communication. 
    • Tasks: Assign responsibilities to team members with clear-cut deadlines, priority levels and reminders. Notify all relevant parties when a task is assigned and completed. Set up trigger-based workflows to dictate case assignments. 
    • Litigation: Best practice litigation tools provide visibility into deadlines, discovery requests, defense counsels and expert witnesses. 
    • Medical Treatment: Maintain a detailed record of injuries, doctor’s appointments, payments, bills and more. 
  • Security: Secure confidential information with rolling backups and server redundancy controls. Hosted on Amazon Web Services for maximum protection. 
  • Client Experience: Channel all customer interaction and communication through one place. Clients can view the firm’s contact information and send emails to caseworkers. Attorneys can send images, messages, documents and notes whenever required. 
    • eSignature: Electronically sign contracts, intake forms and fee agreements. Choose from a variety of e-signature templates and get real-time progress reports. 
    • Client Portal: Control access to the client portal and critical information. Attach client contact details and documents to related cases. 
  • Practice Management: Simplify practice management with automated processes. Implement workflows for document management, status updates, task assignments, notes, accounting and more. 
  • Legal Calendar: Manage reminders, important events, deadlines, litigation and more in real time. Automatically sync with pre-existing calendars, including Outlook, Google, Office 365, Exchange and iCal. Access relevant case files directly from calendar entries. 
  • Accounting: Communicate with the accounting department to recover all case-related expenses. Integrate with external accounting applications, such as QuickBooks Online and Soluno. Simultaneously manage both trust and operating accounts and log all trust transactions. 
  • Documentation: Store an unlimited number of files and flag faulty documents. Manage editing permissions and file access on the go. Integrates with Onedrive and Dropbox. 
  • Case Leads: Leverage best practice intake forms to record lead data. Automatically collect relevant details, including incident type, referral source and injury checklist. Assign lead values based on intake checklists and prioritize follow-ups accordingly. 
    • Intake Window: Track the performance of intake managers and marketing campaigns. 
  • Automation: Implement automated workflows to synchronize litigation deadlines with jurisdictional court rules. Set up custom workflows to assign tasks based on client information and case status. 
  • Reporting: Choose from various tried and tested reports to monitor the firm’s financial health. Access latest data-driven insights, including team performance, conversion rates, personal injury KPIs, marketing ROI, turnaround time and more. 
    • Marketing ROI: Get in-depth insights into the firm’s ROI. Evaluate leads obtained from marketing campaigns, referrals and other sources and compare them against retention and resolution rates. 
    • Resource Optimization: Run reports on leads, costs, productivity, statutes and more. Get real-time visibility into financial and administrative processes. Use cloud-searching capabilities to locate the right information at the right time. 
    • Performance Benchmarking: Monitor team performance metrics and compare them against industry benchmarks. Identify high-performing attorneys, track engagement rates and set individual performance goals. Provide additional support to employees with recurring issues. 
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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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Product Ranking

#36

among all
Legal Software

#46

among all
Legal Software

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Analyst Rating Summary

64
86
43
100
87
90
57
99
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Client and Contact Management
Billing and Payments
Task Management
Time and Expense Management
Dashboard and Reporting
Matter/Case Management

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

CASEpeer
CARET Legal
+ 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 43 87 57 58 77 65 82 54 100 90 99 65 92 67 100 100 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

57%
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43%
86%
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14%
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42%
75%
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User Sentiment Summary

Excellent User Sentiment 77 reviews
Excellent User Sentiment 345 reviews
97%
of users recommend this product

CASEpeer has a 'excellent' User Satisfaction Rating of 97% when considering 77 user reviews from 2 recognized software review sites.

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.

n/a
4.8 (114)
4.81 (47)
4.64 (119)
4.9 (30)
4.6 (112)

Awards

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

User Favorite Award

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

Synopsis of User Ratings and Reviews

Intuitive Interface: Users praise CASEpeer's user-friendly design, highlighting its ease of navigation and logical layout, which simplifies case management.
Comprehensive Features: CASEpeer is lauded for its wide array of features, including document management, calendaring, communication tools, and reporting functions, streamlining legal workflows.
Robust Reporting: Users appreciate the detailed reports generated by CASEpeer, providing valuable insights into case progress, staff performance, and overall firm productivity.
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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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Limited Customization: Users express frustration over the inflexibility of templates and the inability to tailor them to specific case types or jurisdictional requirements.
Steep Learning Curve: Navigating the software's features and understanding its functionalities can be challenging, especially for those unfamiliar with legal technology.
Occasional Glitches: While generally reliable, some users report experiencing occasional software glitches or bugs that disrupt their workflow.
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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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Is CASEpeer the "case closed" solution for your personal injury law firm? Recent user reviews suggest that CASEpeer stands out for its intuitive design and robust reporting features, making it a breeze to track case progress and firm performance. Users rave about the platform's user-friendliness, highlighting its ease of use even for team members who aren't tech-savvy. The comprehensive reporting capabilities provide valuable insights into key performance indicators, empowering firms to make data-driven decisions and optimize their operations. However, some users have pointed out that CASEpeer's feature set, while strong for personal injury law, might not be as extensive as some competitors like Clio or MyCase, which offer a broader range of functionalities. This suggests that CASEpeer is best suited for personal injury law firms seeking a tailored solution that streamlines their specific workflows and provides in-depth reporting for this practice area. While it may not be the "jack of all trades" in the legal software market, CASEpeer's laser focus on personal injury makes it a powerful tool for firms specializing in this field.

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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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Screenshots

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Head-to-Head Comparison

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