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Smokeball vs CARET Legal

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Our analysts compared Smokeball 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
Smokeball Software Tool
SelectHub Award Winner
CARET Legal Software Tool
SelectHub Award Winner
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Product Basics

Analyst Rating

91 Detailed Analysis

User Sentiment

Excellent User Sentiment (747 Reviews)

Analyst Rating

86 Detailed Analysis

User Sentiment

Excellent User Sentiment (345 Reviews)
Smokeball is a hybrid solution to manage various facets of a legal firm, including cases, billing, documents, clients and daily operations. It provides comprehensive billing including automated timekeeping & activity tracking, custom invoices, online payments and trust accounting. Users can create and manage legal documents and forms using over 20,000 forms, perform e-filing and request e-signatures. Assign, collaborate and automate tasks and workflows with smart reminders on priorities, events and deadlines, as well as increased visibility with convenient access to its intuitive legal calendar. It also provides centralized access to organize relevant legal case data and a secure portal to enhance client communication.

Its real-time reporting and dashboarding modules enable data-driven insights on business trends, performance, finance and profitability. It offers intuitive integrations with Lawpay, QuickBooks, MS Word and Outlook, and more. to enhance its billing, payment and management functionality. In addition to its user-friendly remote accessibility, its hybrid implementation enables both online and offline access. Firms are entitled to dedicated onboarding, training and support services.

Pros
  • User-friendly interface
  • Streamlined workflows
  • Strong document management
  • Good customer support
  • Mobile app available
 Cons
  • Limited reporting
  • Costly for small firms
  • Inconsistent integrations
  • Learning curve for users
  • Occasional bugs
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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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$39/Month
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$150/User, Monthly
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Tailored to your specific needs
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Chromebook
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Linux
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Mobile
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Product Assistance

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

Product Insights

  • Easy Access to Information: Consolidate all case-related information, including documents, contacts, workflow and communication in a central hub. 
  • Requires Minimal Training: Minimize time spent on reskilling and training employees using the intuitive user interface and training materials. 
  • Automated Billing: Accurately track time and create bills for client work via the AutoTime module. 
  • Seamless Integrations: Integrate with all the popular apps like Microsoft Office, Outlook Calendar, Contacts, email clients and more. 
  • Matter-Specific Document Search: Easily locate particular documents and case files. Find documents used in specific contexts, depending on the firm’s requirements. 
  • Increased Productivity: Smokeball automates time-consuming tasks like document generation and billing, freeing up your time to focus on what matters most: serving your clients.
  • Improved Client Communication: Smokeball's secure client portal allows you to share documents, invoices, and other information with clients instantly, keeping them informed and engaged throughout the legal process.
  • Enhanced Collaboration: Smokeball provides a central platform for your team to collaborate on cases, share ideas, and track progress, streamlining your workflow and fostering a more efficient work environment.
  • Boosted Profitability: Smokeball's accurate time tracking and billing features help you capture every billable hour and ensure you are getting paid for all the work you do.
  • Reduced Costs: By automating manual processes and eliminating paper, Smokeball helps you save time and money, allowing you to reinvest those resources back into your business.
  • Improved Scalability: Smokeball grows with your firm, providing the tools and resources you need to manage your caseload effectively, regardless of size.
  • Enhanced Security: Smokeball's cloud-based platform is backed by robust security measures, ensuring your data is always safe and protected.
  • Peace of Mind: Smokeball's reliable performance and expert support team give you the peace of mind to focus on what you do best: practicing law.
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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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  • Time and Expense Tracking: Automatically track time spent on in-platform tasks, Microsoft Word and Microsoft Outlook and associate it with relevant legal matters. Prepare invoices for billable hours and run reports on profitability and productivity. 
    • Productivity Insights: Generate productivity reports by practice area, staff member and matter. Identify non-billable hours, potential issues and productive staff members to improve the firm’s bottom line. 
    • Automated Billing: Populate billing entries and send invoices directly from the time and expense tracking portal. Pull data from associated matters to automatically create customizable entries. 
  • Document Automation: Draft and edit documents automatically from the information stored in associated legal matters. Integrate with Microsoft Word to move documents and generate PDFs directly from the source. 
    • Document Standardization: Improve the firm’s standard documentation processes with smarter fonts, letterheads and state-prescribed texts. 
    • Form Library: Access over 17,000 public legal documents through the Law Firm Form Library portal. Organize the forms by matter, contacts and/or practice areas and search by keywords. Automate form retrieval processes with “If, Then Else” and “Ask” commands. 
    • Area Specific Automation: Populate legal documentation with information specific to the associated matter. Eliminate overlapping of data with over 250 unique practice areas to choose from. 
  • Client Portal: Smokeball Communicate provides clients with a simple messaging and file-sharing portal. Collaborate on cases, share updates and send files securely with multi-factor authentication and full encryption. 
    • Time Tracking: Automatically log all the hours spent on client correspondence to transform them into billable time. Concentrate all communication through a single portal to simplify tracking and billing. 
    • Communication Management: Directly turn messages into tasks. Manage all email correspondence, in-platform messages and in-app communications under the same roof. 
  • Electronic Filing and Signatures: Integrate with InfoTrack and DocuSign to attach signature clauses to documents. Additionally, insert text boxes, radio buttons, checkboxes and more. 
    • Document Status: Keep track of all the documents sent for signatures. Automatically save the signed documents alongside associated legal matters. 
    • Court Searching and Tracking: Utilize InfoTrack to run searches across PACER, state courts, Federal and Bankruptcy courts, and trial and appeal boards. 
    • Filing Resources: Fill out 1099S forms, sign IT Electronic Signatures and legally incorporate firms anywhere in the U.S. Electronically file documents directly from the relevant legal matter with automated expense tracking. 
  • Mobile Application: View and edit legal documentation, attend hearings, send emails and add billing entries from anywhere via the mobile app. Get a quick and clean overview of the legal calendar. 
  • Workflow Management: Assign tasks to team members and set multiple reminders for important events, dates and hearings. 
    • Workflow Automation: Set up standardized automated workflows for regular processes like client intakes, filings, closings and more. 
    • Next Step: Create a sequence of simple or multi-step tasks against each other for every legal matter. Set up prescriptive tasks, litigation reminders and drafting deadlines in advance. 
    • Daily Digest: Broadcast an email every morning to staff members with reminders of upcoming tasks and events. 
  • Case Management: Organize legal cases according to practice areas with matter-specific information. 
    • Digital File: Automatically structure all email correspondence according to associated matter. Staff members have complete access to every file relevant to their work. 
    • Data Structuring: Organize matter-specific information like emails, notes, documentation, billing information, contacts, case numbers and more under one file. Access files from any device with an internet connection. 
  • Email Management: Sort thousands of emails into relevant folders to simplify access by staff members. Integrate with Microsoft Outlook to save an unlimited number of emails, grouped together by associated matter. 
    • Email Time Tracking: Send and receive emails to automatically log billable hours through the time tracking extension. Draft an email via the toolbar to autofill the address bar. 
    • PDF Creation: Convert any document to a PDF file or combine multiple ones into a single PDF before sending an email attachment. 
  • Calendar Management: Create calendar entries and automatically link associated matter and client files to get a 360-degree view of legal cases. Sort the calendar by workweek, month and case timeline to always stay on top of obligations. 
    • Integration: Integrate with Microsoft Outlook to automatically track events and accepted invitations. 
    • Calendar Sync: Access everyone’s legal calendar to stay on top of important events and hearings. Automatically synchronize important dates and tasks across the entire staff’s calendars. 
  • Firm Insights: Use the firm insights dashboard to generate reports on matter-type profitability, referral revenue, real-time performance and more. Filter reports based on practice areas for greater insights and agile decision-making. 
    • Flexible Analysis: Combine time tracked and billing reports to get greater insights into non-billable hours, profitable practice areas, write-offs, discounts and productivity. 
    • Workload Analysis: Identify which practice areas need more work. Use the insights dashboard to evenly distribute the workload between attorneys, assistants and paralegals. 
    • Fixed-Fee Data: Adjust fixed fees, client expectations and staff workloads based on real data from firm insights that show the true cost of work performed for each client. 
  • Billing Management: Prepare custom invoices for firm activity traced by the time tracking portal. Interact directly with the relevant time entries to review and approve invoices. 
    • Integrations: The billing portal integrates with LawPay to process credit card payments and online transactions. Manage trust and operating accounts ethically and offer clients flexible payment options. Additional integrations include QuickBooks Online. 
    • Activity Codes: Create custom activity codes for similar time and expense entries to expedite data entry and billing. 
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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

#31

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#46

among all
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Analyst Rating Summary

91
86
97
100
97
90
99
99
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Time and Expense Management
Dashboard and Reporting
Billing and Payments
Client and Contact Management
Matter/Case 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

Smokeball
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 97 97 99 81 91 89 88 100 100 90 99 65 92 67 100 100 0 25 50 75 100
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92%
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8%
92%
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8%
100%
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100%
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79%
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21%
64%
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36%
89%
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11%
89%
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11%
89%
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11%
67%
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33%
83%
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17%
100%
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100%
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

86%
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14%
86%
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14%
83%
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17%
75%
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25%

User Sentiment Summary

Excellent User Sentiment 747 reviews
Excellent User Sentiment 345 reviews
95%
of users recommend this product

Smokeball has a 'excellent' User Satisfaction Rating of 95% when considering 747 user reviews from 5 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.

4.9 (14)
n/a
4.8 (176)
4.8 (114)
4.76 (189)
4.64 (119)
4.7 (179)
n/a
4.8 (189)
4.6 (112)

Awards

SelectHub research analysts have evaluated Smokeball and concluded it deserves the award for the Best Overall Legal Software available today. Smokeball stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

Analysts' Pick Award
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

Data Management: The platform’s data storage and organization capabilities are top-notch, according to 100% of users reviewing this feature.
Functionality: According to 91% of users who reviewed this aspect, the software offers various useful functions, including task management, case organization, accounting and AutoTime.
Ease of Use: 88% of users who mentioned this element said the solution is straightforward with an intuitive UI and robust knowledge base.
Integrations: 81% of users mentioning this aspect were satisfied with the variety and effectiveness of available integrations.
Service and Support: All the users who reviewed customer service mentioned that it’s responsive.
Automation: 75% of users who mentioned this element swear by the platform’s automation feature, especially document templates and automated emails.
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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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Steep Learning Curve: Smokeball's interface can be complex and require significant training, especially for users unfamiliar with legal practice management software.
Limited Customization: While Smokeball offers some customization options, it may not be flexible enough for law firms with unique workflows or specific needs.
High Cost: Smokeball can be expensive, especially for small law firms or solo practitioners.
Integration Challenges: Integrating Smokeball with other legal software applications can be challenging and may require technical expertise.
Limited Reporting: Some users find Smokeball's reporting features insufficient for generating detailed insights into firm performance.
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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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User reviews of Smokeball paint a mixed picture, highlighting both its strengths and weaknesses. While some users find it incredibly helpful for streamlining workflows and enhancing collaboration, others struggle with its complex interface and limited customization options. Positive reviews often praise Smokeball's ability to automate tasks, save time, and increase efficiency. One user remarked, "My billable hours increased by over 50% while my work hours remained the same!" Another noted, "Smokeball has made my job of opening new files and maintaining case information exceedingly easy." These comments highlight the software's potential to improve productivity and profitability, especially for busy legal practices. However, some users find Smokeball's steep learning curve and complex interface a significant drawback. One reviewer lamented, "It took me months to feel comfortable using all the features." Another commented, "The interface can be overwhelming, especially for users unfamiliar with legal practice management software." These challenges highlight the need for comprehensive training and support, which may be lacking for some users. Comparatively, users often cite Smokeball's robust security features and comprehensive functionality as key advantages over competitors like Clio and PracticePanther. One user noted, "I feel confident that my client data is safe with Smokeball's encryption and access controls." Another commented, "Smokeball offers everything I need to manage my practice effectively, from document creation to billing and reporting." These comments emphasize Smokeball's strong security and wide range of features, making it a compelling option for law firms seeking a comprehensive legal practice management solution. However, its higher cost compared to competitors can be a barrier for some. One user remarked, "Smokeball is a great program, but it's simply too expensive for my small solo practice." This highlights the importance of considering individual needs and budgets when choosing a legal practice management software. Overall, user reviews suggest Smokeball is a powerful and feature-rich legal practice management solution, but its complexity and cost may not be suitable for all users. Law firms should carefully weigh the software's strengths and weaknesses against their specific needs and budget before making a decision.

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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

Smokeball VS AbacusLaw
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Smokeball VS CARET Legal
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