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ABA Legal Technology Buyers Guide

Make the smart investment. Find legal technology products and services in the only buyers guide authorized by the American Bar Association.

CARET Legal (Zola Suite)

The leading solution for legal professionals to manage their practice, delight clients, and optimize revenue.

Products 

  • Best-in-Class Matter Management

    Manage and track every aspect of every legal matter in a single platform. Customize matter views and access the audit log to get a 360-degree view of everything happening in your firm.


    More Information » caretlegal.com/matter-management/?utm_source=aba&u...

    Best-in-Class Matter Management
  • Robust Billing, Accounting and Time Tracking

    Bill more and have real-time intelligence into your firm’s financials with CARET Legal's built-in business and trust accounting system. Capture and bill for time over 11 different ways, create customized invoices, download bank account activity from over 5,000 bank and credit card institutions and get paid quickly with APX


    More Information » caretlegal.com/billing-accounting/?utm_source=aba&...

    Robust Billing, Accounting and Time Trac...
  • Advanced Reporting

    Access comprehensive reports and key metrics with the click of a button. Download, export and print reports detailing timekeeper productivity, chart of accounts, P&L and three-way trust reconciliation. 


    More Information » caretlegal.com/reports-analytics/?utm_source=aba&u...

    Advanced Reporting
  • Intelligent Email & Email Encryption

    Keep all case-related emails organized and avoid sending emails to the wrong recipients. Send encrypted emails, receive court-admissible proof of delivery and obtain e-signatures on legal documents through CARET Legal's exclusive integration with RPost.


    More Information » caretlegal.com/email/?utm_source=aba&utm_content=b...

    Intelligent Email & Email Encryption
  • Dynamic CRM

    Capture, track and cultivate leads so your firm can retain more clients and become more efficient with CRM.


    More Information » caretlegal.com/client-relationship-management/?utm...

    Dynamic CRM
  • Powerful Document Management & Document Automation

    Unlimited storage and document management to ensure all of your firm’s files are easily accessible by members of your team. Generate documents and correspondence with ease using information you have already entered in CARET Legal to save time and keep your practice running smoothly and efficiently.


    More Information » caretlegal.com/legal-document-management-system/?u...

    Powerful Document Management & Document...
  • Legal Calendaring

    Keep everyone in your firm on the same page while tracking important deadlines and appointments so you never miss a beat. Create color-coded, customizable categories, initiate 2-way sync with your CARET Legal calendar and Gmail, Outlook or Office 365 and set up rules-based calendaring.


    More Information » caretlegal.com/powerful-beautiful-matter-based-cal...

    Legal Calendaring
  • Efficient Task Management

    Save time, encourage accountability and reduce error with CARET Legal's Task Management system. Create Task Templates and subtasks, receive alerts when deadlines are blown, set up email and SMS reminders and convert tasks to time entries.


    More Information » caretlegal.com/tasks/?utm_source=aba&utm_content=b...

    Efficient Task Management
  • Secure Client Portal

    Securely share sensitive information via Caseway™, CARET Legal's accessible, integrated client portal to ensure privileged information does not get intercepted. Stay top of mind with CARET Legal Signature™ iOS and Android apps that are branded with your firm’s logo. Give clients around-the-clock access to their case files from any device with internet access through CARET Legal Signature™ web portal.


    More Information » caretlegal.com/secure-integrated-client-portal/?ut...

    Secure Client Portal
  • Dedicated iOS & Android Mobile Apps

    Take your practice on the road and access matters from any location, at any time with native iOS and Android apps. Keep track of time on the go, scan business cards and documents and activate fingerprint recognition. 


    More Information » caretlegal.com/ios-and-android-mobile-apps/?utm_so...

    Dedicated iOS & Android Mobile Apps
Web Site: caretlegal.com 
Inclusion in the ABA Legal Technology Buyer’s Guide does not constitute or imply an endorsement or recommendation of the product, process, or service by the American Bar Association, the ABA Legal Technology Resource Center, or the ABA Law Practice Division. Listings are maintained by the vendors and do not necessarily reflect the views of the ABA. Many listings in this Buyer’s Guide are sponsored/paid placements.