Caret Legal

This means that firm members can typically access Caret Legal from anywhere with an internet connection. When they need to use Caret Legal, they enter Caret Legal credentials into a Caret Legal website and are able to access all their data from there.

General practice management systems store a wide variety of data instrumental to running many kinds of law firms.

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In Caret Legal's backend, documents often have illegible file names like "1357219.pdf". Universal Migrator will automatically humanize these names to familiar ones, like "Motion for Private Process.pdf", ensuring firm members see the same human-readable names post-migration as they do when viewing documents directly through Caret Legal.

The Migration Specialist will need an Administrator username and password into Caret Legal in order to extract data.
This account must be fully dedicated to the Migration Consultant for the duration of the migration. If anyone else logs into this account, it will interrupt the migration.

Because data is extracted from Caret Legal via the internet, the migration can be run from any suitable location.

A member of the firm will need to complete a small spreadsheet mapping users from Caret Legal to users in the new system.

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When Caret Legal stores emails, it keeps key information like to/from/subject/body. This isn't an original email but it is very useful when looking at case timelines and maintaining records of correspondence.

Inside of Caret Legal, users have the ability to store phone call notes/logs that keep track of who was on the call and what was discussed. This information can be backed up and transferred to compatible systems.

The Migration Specialist is the person who will be performing this migration. They may be a member of Universal Migrator's own Internal Migration Team or any IT professional who has completed the Universal Consultant training program.

The Firm Administrator is a member of the law firm who can serve as a dedicated point of contact, make decisions, and answer any questions the Migration Consultant may have. This person should be readily available and is typically the managing partner or office manager of the firm.

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Zola Suite was acquired and rebranded as Caret Legal. The two apps are the same product distributed under different names.

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With certain vendors, submitting a Notice of Termination/Non-Renewal can prompt a shift in cooperation: some will restrict or revoke export and backup capabilities, or limit the volume of data you're able to download, making migration more difficult.
To guard against this, best practice with any vendor, including Caret Legal, is to withhold notice until you've been fully live on your new system for at least 30 days. In practice, this means your migration should be complete approximately 45 days before your notice deadline.