CARET Legal Offerings

• Intelligent built-in email management capabilities

• Advanced calendar and task management

• Secure portal for document exchange and payments

• Custom matter lists with configurable columns and filters

• Rules-based calendaring powered by LawToolBox

BUILT-IN DOCUMENT MANAGEMENT AND AUTOMATION

• Versioning, tagging, foldering and Microsoft Word Plugin (PC only)

• Document storage

• Save files with a single click from any application using zDrive

• Smart in-document search

ROBUST BILLING AND ACCOUNTING

• Complete legal accounting (business and trust) including accounts payable checks, trust checks, journal entries and reconciliation

• Advanced time tracking, billing and LEDES invoicing 

• Sync bank or credit card accounts*

• Bulk apply trust funds and bulk email blast/print invoices and statements of account

• Trust requests

• Vendor bill management

• Rate cards

• Custom payment allocations 

• Split Billing

• Consolidated invoices

• Department-based accounting

• LEDES budgeting

• Firm budgeting

• Smart settlement management tools, including memo and value report generation for PI and contingency firms

SOPHISTICATED REPORTING

• Reporting and productivity tracking

• Split originating and responsible tracking with compensation reports

• Schedule reports

DYNAMIC CRM

• Lead management

• Intake automation

STATE-OF-THE-ART SECURITY

• Two-factor authentication

• SOC 2 compliance

• Custom permission profiles

TRAINING AND ONGOING SUPPORT

• Remote training

• Comprehensive data migration, data cleansing and onboarding services

• On-site training

OTHER SERVICES

• Automation performed by the Zola Suite team

• Annual website marketing audit

• Service level commitment agreement