Home > Legal Software > Everlaw > Everlaw vs CARET Legal

Everlaw vs CARET Legal

Last Updated: November 18th, 2024

Our analysts compared Everlaw 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.

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Product Basics

Everlaw is a cloud-based platform for law firms, corporations and government agencies to facilitate their litigation and investigation processes. Intuitive and easy to use, it enables legal stakeholders to communicate and collaborate securely in real-time and create narratives as a team. It streamlines the entire e-discovery process with self-service rapid uploading, granular searching, efficient post-reviewing and production offerings.

Elucidate hidden insights using its interactive visualization and clustering modules and make accurate evidence-based case predictions using machine learning algorithms. Businesses can leverage its secure API, customized project templates and administration access control to personalize it for their unique needs.

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.

$250 Monthly

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Tailored to your specific needs

$150/User, 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

Easy to Use: Non-tech-savvy people can adopt the platform quickly thanks to intuitive UI and UX.
Streamlined Document Management: Keep track of all documents and ensure availability using Bates numbering and document binders. Stack, tag and organize files according to the firm’s requirements.
Quick and Simple Search: Along with filtering, labeling and tagging, save previous searches on search cards for fast and accurate results. Pull up documents based on codes, tags and labels.
Rich Knowledge Base: Easily navigate the platform using training videos and tutorials.
Scale With Custom Searches and Narratives: Adapt to different circumstances by building custom searches and narratives. Create compelling and versatile storyboards for deposition using AI-enabled visualization options.

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.

Uploads: Upload data with simple drag-and-drop capabilities from both native and third-party sources like Dropbox, Google Drive, OneDrive, Google Vault and more. Review all documentation securely under one platform with dedicated support for various file types like spreadsheets, Slack messages, calendar invitations, Microsoft Teams data, videos, Encase archives and more.
Search Optimization: Build extensive search queries for contacts, matters and documentation with stackable metadata, content and work-product filters to get smarter, faster and more accurate results. Automatically zero in on email communications and side conversations between specific people with the Smart Terms portal.
Case Reviews: Streamline the review process of legal matters and documentation with an organized and controlled approach. Set viewership parameters and coding rules with dedicated review portals.
- Translation Services: Improve firm versatility with the foreign language translation extension capable of translating over 109 languages. Automate translation of legal matters without the integration of third-party tools or services.
- Redactions: Search legal documentation and automatically redact words, phrases, entire pages and patterns such as personally identifiable information (PII). State the redaction reason with customizable stamps and save time otherwise spent on the manual identification and redaction of documents.
- Transcription Services: Dig deeper into audio and video documentation with automatically generated transcription synchronized during playback. Manually search the transcripts or attach notes to timestamps for future reference.
- Coding Rules: Implement auto or conditional coding of documents that are contextually related to each other, such as duplicates or attachments. Increase review consistency, eliminate errors and speed up the process with coded legal documents.
- Review Assignments: Assign reviews to different members across a team through the review assignment portal. Track review progress, highlight particular review criteria and automatically assign dynamic reviews that update based on changes in data.
Production Management: Automatically produce, save and back up an unlimited amount of legal documentation. Eliminate errors and streamline legal processes with customizable self-service protocol options and easy clawbacks. Share and export productions with secure, auditable sharing extensions.
Advanced Analytics: Get detailed insights on legal matters, firm health and business processes with advanced analytics and reporting modules. Data visualization of standard and statistical data uncovers hidden information and predicts client requirements.
- Email Threading: Perform email reviews in threads without running additional scripts. The analytics portal eliminates duplicate emails, displays contextual information along with a matter, identifies inclusive emails and spots missing emails in complicated conversation threads.
- Data Visualization: Get a comprehensive 360-degree view of documents with interactive data visualizations. Explore document dates, metadata, contents, formats, review activity and more with customizable visualizations and metrics.
- Clustering: Automatically identify conceptually and contextually similar documents and combine them into large datasets with the clustering tool. Combine and study similar documents without any training, prior case knowledge or third-party resources like dictionaries and ontologies.
Predictive Coding: Machine learning identifies the most important legal documents and case matters based on custom ratings, codes and attributes. Improve the predictive model by feeding weighted terms and important case matters to create a defensible model against which to test run arguments before trial.
Storybuilding: The Storybuilder suite provides a complete, end-to-end set of post-review tools to manage litigations and investigations. Automatically organize the most important documents that reinforce the team’s case narrative in one environment without exporting and importing documents into other portals.
- Case Collaboration: Encourage team members to collaborate in real time under a single architecture already integrated with all case-related documents. Use the storybuilder extension to prepare coordinated case strategies, share review protocols, draft internal briefs and memos and more.
- Deposition Management: Coordinate with team members to prepare and execute completely digital depositions. Discuss ongoing depositions with team members in real time via a live chat tool.
- Deposition Transcripts and Testimony: Automatically create deposition transcripts and review, annotate, link to them all under one roof. Mark specific transcripts as key testimonies.
Security: Ensure the security of staff, clients and legal matters. Secure data sharing, communication and document access from external and internal vulnerabilities.
- Communication Security: Maintain collaboration continuity among team members with the in-platform messaging tool. Protect all client and staff communication from security leaks.
- Sharing Security: Protect sensitive information by creating and sharing assignments, binders of documents, folders and more, with permission-based access. Share legal documentation only with case-related contacts.
- Permissions and User Groups: Assign groups with permission-based access to features and tools like codes, assignment groups and Storybuilder objects. Securely manage group permissions and monitor all activity logged in the system for suspicious behavior.
- Multi-Factor Authentication and Sign-On: Enforce multi-factor authentication for all staff on a database to prevent unauthorized access. Additionally, administrators can remove username and password-based access by enabling login through existing directory services like GSuite, Active Directory and LDAP.
- Location Whitelisting: Whitelist remote working environments based on IP address or country. Automatically deny access to the firm database when members ping location from unrecognized IP addresses.
Matter Management: Create an unlimited number of projects from customizable templates and rename, suspend and delete them whenever required. Clone general settings, duplicate administrative tools, transfer work and find information across projects with correlated document sets. Analyze projects billable to anticipate monthly expenses.
API Management: Build new applications or use integrated organization and project management tools. Securely connect applications to firm data using API keys and automate dashboard and report generation.

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.

Product Ranking

#17

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#46

among all
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Analyst Rating Summary

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User Sentiment Summary

93%

of users recommend this product

Everlaw has a 'excellent' User Satisfaction Rating of 93% when considering 275 user reviews from 3 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.

4.6 (211)

4.8 (114)

4.85 (40)

4.64 (119)

4.8 (24)

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4.6 (112)

Awards

Synopsis of User Ratings and Reviews

Data Visualization: Storyboard and dashboard provide robust data visualization capabilities, according to 79% of users reviewing this feature.

Data Management: According to 83% of users, data management is one of the platform’s strongest suits — bolstered by binders, Bates numbering, filtering and tagging capabilities.

Functionality: 88% of users who mentioned this aspect said the system offers best-in-class functionalities for document review, disposition, production, time tracking and early case assessment (ECA).

Ease of Use: Regarding this element, 92% of users said that the platform is user-friendly and easy to navigate.

Training: 78% of users talking about training resources found the product training and knowledge base satisfactory.

Service and Support: 92% of users who reviewed this aspect were content with support responses and service costs.

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.

A study of user sentiments did not reveal any major cons.

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.

Everlaw provides excellent data management capabilities as part of a legal practice management solution. It’s particularly beneficial to businesses that prioritize eDiscovery and production in their day-to-day services, such as firms dealing with personal injury and mass tort. The platform offers versatile core functions, such as time tracking, ECA and document review, making it suitable for both eDiscovery and case management. It has some of the best visualization tools, including storyboards, binders and custom tags and labels. Overall, the solution is a promising acquisition for firms that deal with a ton of data on a daily basis.

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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FAQ

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