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  • 20
    Mar 2023

CARET Legal Streamlines Law Firm Operations with the Introduction of Enterprise Advance

Award-winning practice management platform includes embedded document automation powered by HotDocs SAN DIEGO, March 20, 2023 (GLOBE NEWSWIRE) — CARET, a leading software provider for legal and accounting professionals, today announced a new subscription offering dubbed Enterprise Advance, expanding the capabilities of CARET Legal to include advanced document automation, powered by HotDocs. Easily accessible within the CARET Legal platform, this advanced document automation allows legal teams to easily create customized, error-free templates and documents in a fraction of the time, freeing them to focus on clients and legal practice. CARET Legal, previously known as Zola Suite, is an award-winning practice […]

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  • 8
    Mar 2023

AbacusNext Rebrands as CARET to Unify Technology and Automation Solutions for Legal and Accounting Professionals

CARET to share rebranded Zola Suite – CARET Legal – at ABA TECHSHOW SAN DIEGO, Feb. 21, 2023 (GLOBE NEWSWIRE) — AbacusNext®, a leading software provider for legal and accounting professionals, today announced that the company has rebranded as CARET to further unite the family of the most successful brands in professional service automation and technology. “Legal and accounting firms have an outsized impact on the world as the most important advisors to their clients,” states Keri Gohman, CEO, CARET. “Under the CARET brand, we will offer firms the technology and automation they need to transform their practices with robust practice management, […]

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  • 12
    Jan 2023

AbacusNext Announces Key Executive Appointments to Advance Growth Initiatives

Latest additions round out the executive team and advance the company’s commitment taking legal and accounting firms further with modern technology solutions SAN DIEGO, CA – January 12, 2023 – AbacusNext®, a leading software provider for legal and accounting professionals, announced today the addition of Greg Reynolds as chief technology officer, Arik Moav as chief financial officer and James O’Connell-Cooper as senior vice president of marketing. These latest additions round out the company’s executive team and demonstrate its dedication to taking professional services firms further with modern technology solutions. Reynolds brings more than 25 years of experience in engineering cloud solutions […]

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  • 7
    Nov 2022

CARET Legal Secures Ranking as Top Performing Legal Practice Management Platform by G2

95% of law firms using CARET Legal would recommend the platform to others for firm management SAN DIEGO, CA – November 7, 2022 – AbacusNext®, a leading software provider for legal and accounting professionals, announced today that CARET Legal, the all-in-one legal practice management system, has been named the top performing product in the G2 Grid® Report for Legal Practice Management for Fall 2022. CARET Legal scored first in the High Performer product category based on high customer satisfaction scores, with 98% of users rating CARET Legal at four or five stars. In the entire legal practice management software category, […]

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  • 13
    Sep 2022

AbacusNext Extends Executive Team to Include Experts on Business Growth, Culture and Transformation

Company adds Andy Burner, SVP, people strategy, and Stephanie Johnson, SVP, business transformation, to lead purposeful transformation and growth across the organization SAN DIEGO, CA – September 13, 2022 – AbacusNext®, a leading provider of comprehensive software and experienced services for legal and accounting professionals, announced today the addition of two new experts to the executive team. Andy Burner, SVP of people strategy, and Stephanie Johnson, SVP of business transformation, have both joined the company to lead purposeful transformation and growth across the organization. Burner comes to AbacusNext with broad HR, commercial and leadership experience across multiple countries in IT […]

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  • 29
    Aug 2022

AbacusNext Appoints Two New Board Members

Company selects operations and global finance innovators Teresa Mackintosh and Chris Armstrong to advance practice management for professional services firms. SAN DIEGO, CA – August 29, 2022 – AbacusNext®, a leading software provider for legal and accounting professionals, announced today that the company has appointed two technology industry leaders to its board of directors. The board expansion will support the company’s aggressive growth strategy focused on practice management solutions, a growing payments division and customer satisfaction initiatives. Teresa Mackintosh is chief executive officer at Trintech, a leading global provider of cloud-based financial close solutions. Mackintosh has over 25 years of […]

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  • 25
    Apr 2022

AbacusNext Announces the Addition of Jennifer Sherman as Chief Product and Experience Officer and Mike Summers as Chief People Officer

New additions to executive team show the company’s commitment of building a people-centric and customer-centric culture as a foundation to its growth strategy. SAN DIEGO, CA – April 25, 2022 – AbacusNext®, a leading software provider for legal and accounting professionals, announced today the company has added Jennifer Sherman as chief product and experience officer and Mike Summers as chief people officer to the executive team. Sherman comes to AbacusNext with extensive experience in the enterprise B2B software market focused on ERP, supply chain, CRM, e-commerce and payments product strategy and management. Prior to joining AbacusNext, Sherman was chief product […]

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  • 13
    Apr 2022

AbacusNext Launches APX Advanced Payment Processing to Over 10,000 CARET Legal, AbacusLaw, Amicus Attorney and OfficeTools Customers

Abacus Payment Exchange integrates payments within practice management platforms, boosting firm productivity and cash flow SAN DIEGO, CA – April 13, 2022 – AbacusNext®, a leading software provider for legal and accounting professionals, announced today the launch of the next generation of Abacus Payment Exchange (APX). APX is a payment processing solution that is fully integrated within AbacusNext practice management software for legal and accounting firms. According to Pymnts.com, most organizations handle business-to-business payments through a variety of methods and tools, such as paper checks, ACH payments or virtual cards. Processes are often manual, and payment information is fragmented. Firms […]

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  • 16
    Mar 2022

CARET Legal and APX Join Forces for Integrated Payment Processing

Abacus Payment Exchange (APX), a state-of-the-art payment processing system, is now fully integrated into CARET Legal’s platform. APX simplifies the billing and collections process – accelerating the time between invoice to payment while improving the client experience. Cash flow ease and speed: increase productivity and eliminate manual processes with a payment processing system that’s integrated right into CARET Legal. You’ll get paid in two business days. Transparent pricing: APX offers the same transaction fees for credit cards with no long-term contracts, monthly fees or hidden charges. Secure and compliant: APX is PCI-compliant and fully complies with IOLTA and ABA compliance […]

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