Legal Integration
Best AI Assistant for CARET Legal
Carly is an AI assistant that connects to CARET Legal so you can open matters, create contacts, log notes, update custom fields, and add tasks — all by email or text. No opening CARET Legal every time something changes on a case.
Try Carly →What Carly can do with CARET Legal
Log matter notes after every call
Text Carly the matter and a quick summary after a client call or hearing and she adds the note to the right matter in CARET Legal — so the file reflects what happened while it's fresh.
Open contacts and matters on intake
Email Carly a new client's details and she creates the contact and opens the matter in CARET Legal, ready for notes, tasks, and billing to be attached.
Assign tasks and deadlines
Tell Carly who needs to do what by when and she creates the task in CARET Legal and assigns it to the right person, so nothing on a matter slips.
Update custom fields and check matter status
Have Carly update custom fields as a matter progresses, or ask her to pull the recent notes and open tasks on a matter so you know where it stands before a client call.
Why small and mid-size firms are using AI to run CARET Legal
CARET Legal — formerly Zola Suite — is cloud practice management with built-in legal accounting for small and mid-size firms. It keeps matters, contacts, notes, custom fields, and tasks in one place so the whole firm works off the same record. The friction is the same one every busy firm knows: keeping matters current takes constant data entry, and attorneys who are in court, in meetings, or drafting all day rarely stop to open the app and log what just happened. Details get remembered later, or not at all.
An AI tool for CARET Legal should let attorneys and admins update a matter the instant something happens — a client instruction, a note from a call, a new task — without breaking away from the work. When adding a note or a task takes one message, the matter file stays complete and everyone relying on it stays informed. When it requires logging in and navigating to the record, updates pile up and accuracy slips.
How Carly works as your AI CARET Legal assistant
Carly connects to your CARET Legal account through its API. Once connected, you manage matters, contacts, notes, custom fields, and tasks over email or text — like having a firm administrator who keeps every matter file current in real time.
Just got off a call with a client? Text Carly the matter and a summary and she logs the note against the right matter in CARET Legal. New client to open? Email Carly the details and she creates the contact and opens the matter. Need someone to draft a response by Friday? Tell Carly and she adds the task and assigns it. Want a quick read on where a matter stands? Ask, and she pulls the recent notes and open tasks.
Because Carly works from outside CARET Legal, she can cross-reference your matter data with your email and calendar — linking a note to a meeting on your schedule or surfacing a client's latest email alongside their matter.
Who uses Carly with CARET Legal
Attorneys at small and mid-size firms who spend their days in court, in meetings, and drafting — not clicking through matter screens. Office administrators and paralegals who keep the firm's matters, contacts, and tasks in order and want a faster way to log updates. Firms that switched to CARET Legal for its all-in-one practice management and accounting but still lose details between the moment something happens and the moment it gets recorded. Carly keeps every matter file accurate without pulling anyone back to a desk.
See it in action
How to connect CARET Legal to Carly
Sign up for Carly
Create your account in under 2 minutes.
Connect CARET Legal
Authorize the CARET Legal integration from your Carly dashboard. One click, and you're connected.
Start giving instructions
Email or text Carly with what you need done in CARET Legal. She handles the rest.
Automate CARET Legal in 2 minutes
No complex setup. No code. Just tell Carly what you need.
Get Started →Frequently asked questions
What is the best AI tool for CARET Legal?
Carly is an AI assistant that connects to CARET Legal and lets you open matters, create contacts, log notes, update custom fields, and assign tasks — all by email or text. She works from outside CARET Legal so you can keep every matter file current from court, a meeting, or your phone without opening the app.
Can AI update my matters in CARET Legal?
Yes. Text or email Carly something like "add a note to the Harrington matter" or "create a task for Priya due Wednesday" and she makes the update in CARET Legal within seconds. No stopping to log in and navigate to the record.
How does Carly connect to CARET Legal?
In your Carly dashboard at carlyassistant.com/integrations, connect CARET Legal with your API key. Once connected, Carly can open matters, create contacts, log notes, update custom fields, and assign tasks in your CARET Legal account.
Does Carly work with CARET Legal even though it used to be Zola Suite?
Yes. CARET Legal is the current name for the platform formerly known as Zola Suite, and Carly connects to your CARET Legal account through its API regardless of the rebrand. Your matters, contacts, notes, and tasks are all reachable.
Can Carly assign tasks to other people at my firm?
Yes. Tell Carly who should handle a task and by when and she creates it in CARET Legal and assigns it to the right team member, so responsibilities on a matter are clear without you clicking through the app.
Is Carly different from CARET Legal's built-in automations?
Yes. CARET Legal's workflow automations run inside the platform based on rules you set up in advance. Carly is an external assistant you email or text — she lets you log notes, open matters, and assign tasks on demand from anywhere without logging in, handling the one-off requests automations can't. She also connects CARET Legal to 200+ other tools.
Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."