Case Management with Mauve Morpho
Caret Legal, formerly known as Zola Suite, is a user-friendly all-inclusive practice management software tool for law firms. Complete with comprehensive features designed to help streamline your workflow, Caret allows you to focus on what you do best: helping your clients.
Caret’s features include calendar and task management, document management, client and contact management, time tracking, billing, reporting, and more. Caret uses custom fields, allowing you to track and modify information unique to your firm and each individual case.
Caret integrates with Microsoft 365, Office 365, G-Suite, IMAP, OneDrive, NetDocuments, Worldox, and Google Calendar. They offer a plugin for Microsoft Word and Outlook as well as RMail, APX, LawToolBox, and QuickBooks Online. They intentionally limit integrations to make sure what they have is tightly aligned. This ensures the best fit and maintains an easy-to-use system. It’s all about curating the best user experience. And with Caret Legal, you can access your data, securely, from anywhere, on any device.
So, does Caret Legal have all the bells and whistles? No– but it has most of them– and for businesses who have found their right size, it could have everything you need! Caret’s premium package now includes HotDocs! So, one of the longest standing document template creation tools is baked right into the recipe.
Want to get started with Caret Legal? Mauve Morpho Implementation Certified! We can help you get the ball rolling in no time.
Still unsure which software to choose? We can help! We have become experts in this field so you don’t have to. Our team is ready to help you determine the right fit, get you acquainted with the software, and continue to strengthen our relationships with these companies in order to provide our clients with the best deals and best care possible.
Let us help you figure out what software is the right option for you.
Let us help you dial in your software to be everything you are hoping it will be. Of course, we’ll start with figuring out which software you need, but we can do very quick builds for small firms who need something yesterday.
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