Home > Legal Software > Amicus Attorney > Amicus Attorney vs CARET Legal

Amicus Attorney vs CARET Legal

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

Analyst Rating

79 Detailed Analysis

User Sentiment

Good User Sentiment (346 Reviews)

Analyst Rating

86 Detailed Analysis

User Sentiment

Excellent User Sentiment (345 Reviews)
Amicus Attorney is a solution for legal practitioners to gain control over all aspects of the firm with ease of access to their clients, cases and documents. It saves time by automating time tracking, billing and invoicing. It also lets users manage legal work, client matters, tasks and deadlines accurately.

Teams can collaborate through a centralized calendar to manage, share and update appointments and deadlines with its event linking, court date calculator and rule-based calendaring. It also offers document management to track and organize case documents and time tracking with time entry assistance. Collect payments faster by tracking client files and generating reminders. Its mobile app ensures access anytime, from anywhere. Improve communication and transparency through its client portal.
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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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$49/User, Monthly
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Tailored to your specific needs
$150/User, Monthly
Free Trial is available →
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Tailored to your specific needs
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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
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Save Time and Money: Redirect company time spent on mundane daily tasks to billable client activities with automated workflows. 
  • Remote Access: Get secure access to important modules and legal information via any device with an internet connection. 
  • Automatically Sync With Court Rules: Eliminate any room for malpractice by calculating schedules and deadlines according to Federal and County-based court rules. 
  • Time Tracking Oversight: Recover all the client-related tasks with no recorded time entries using the Time Entry Assistant tool. 
  • Flexible Deployment: Self-host the platform with in-office, local servers or opt for a private cloud-based solution with greater flexibility, stability, security and control. 
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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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  • Case Management: Connect legal cases with associated matters and access them from anywhere in the world. Organize case-related tasks and track deadlines based on jurisdictional rules. 
  • Calendar Management: Improve team collaboration with firm-wide legal calendars. Switch between personal and public calendars, share case updates and track progress seamlessly. Subscribe to legal calendar rule sets for access to jurisdictional rules. 
  • Document Management: Access all legal documents from a single platform and organize them by associated matter. Autofill forms and documents securely with verified client information. 
  • Dashboard: Get an extensive, 360-degree view of calendar events, pending tasks, ongoing cases and firm financials. Automatically identify, filter and feed the most important information directly into the dashboard. 
  • Time and Billing Management: Automatically track time spent on client activities like meetings, appointments, communications, documentation and more. Interact with the billing portal directly to issue invoices for time entries. Add tasks to billing records and minimize non-billable hours. 
  • Payment: Issue invoices and manage payments with the integrated APX PayNow application. Automatically log all transactions and send payment reminders to late clients. 
  • Integrations: Seamlessly integrate with essential third-party applications like Google Apps, QuickBooks, Microsoft Word, Microsoft Outlook, HotDocs, Sage Timeslips and more. 
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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

#38

among all
Legal Software

#46

among all
Legal Software

Find out who the leaders are

Analyst Rating Summary

79
86
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100
83
90
100
99
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Dashboard and Reporting
Task Management
Billing and Payments
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

Amicus Attorney
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 89 83 100 81 65 67 100 79 100 90 99 65 92 67 100 100 0 25 50 75 100
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75%
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92%
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79%
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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%
67%
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33%
75%
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25%

User Sentiment Summary

Good User Sentiment 346 reviews
Excellent User Sentiment 345 reviews
76%
of users recommend this product

Amicus Attorney has a 'good' User Satisfaction Rating of 76% when considering 346 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.

3.3 (3)
n/a
3.8 (159)
4.8 (114)
n/a
4.64 (119)
3.8 (184)
4.6 (112)

Awards

SelectHub research analysts have evaluated Amicus Attorney and concluded it earns best-in-class honors for Dashboard and Reporting and Task Management.

Dashboard and Reporting Award
Task Management 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: Amicus Attorney's user-friendly interface makes it easy to navigate and find the information you need quickly.
Powerful Case Management: Manage cases efficiently with features like document management, calendaring, and task tracking.
Time Tracking and Billing: Accurately track time and expenses, and generate invoices with ease.
Customizable Dashboards: Create personalized dashboards to monitor key metrics and stay organized.
Excellent Customer Support: Amicus Attorney provides responsive and helpful customer support to ensure a smooth experience.
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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 have reported that Amicus Attorney offers limited customization options, making it difficult to tailor the software to their specific needs and workflows.
Steep Learning Curve: Some users have found the software's interface and functionality to be complex and challenging to navigate, requiring significant time and effort to become proficient.
Integration Issues: Users have encountered difficulties integrating Amicus Attorney with other software applications, such as email clients and document management systems, leading to workflow disruptions.
Limited Reporting Capabilities: Users have expressed concerns about the software's limited reporting capabilities, making it challenging to extract and analyze data for business insights and decision-making.
Costly Maintenance: Users have reported that the ongoing maintenance and support costs for Amicus Attorney can be substantial, adding to the overall cost of ownership.
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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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Amicus Attorney is a legal software solution that has received mixed reviews from users in the past year. While some users praise its user-friendly interface and comprehensive features, others have expressed concerns about its occasional bugs and limited customization options. Compared to similar products, Amicus Attorney stands out for its intuitive design and robust case management capabilities. Its ability to seamlessly integrate with other software, such as Microsoft Office and QuickBooks, is also a major advantage. However, it may fall short in terms of advanced features and reporting functionality, which some users find lacking. Ultimately, Amicus Attorney is best suited for small to mid-sized law firms that prioritize ease of use and comprehensive case management. Its intuitive interface and seamless integrations make it an ideal choice for firms looking to streamline their operations and improve efficiency. However, firms with more complex needs or those seeking advanced reporting and customization options may need to consider alternative solutions.

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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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