CoCounselor

Practice management solution for Plaintiff Attorneys

4,6 /5 (61 reviews) Write a Review!

CoCounselor Overview

What is CoCounselor?

CoCounselor is a law practice management solution built to address the special needs of plaintiff lawyers. It is a comprehensive and intuitive law practice software that enables users to effectively manage their office, cases and workload, as well as track the health of their firm. CoCounselor uses cloud technology, so users can manage the entire practice from anywhere, via computer or mobile device.

The solution provides detailed reporting for lawyers to view case status, statutes, referral sources, and income prediction at-a-glance. CoCounselor also includes tools such as email tracking, calendar syncing, legal document templates, and task tracking to help paralegals stay on top of every detail. CoCounselor sends automatic email updates to inform clients of the status of their case for improved communication.

Using the task management system, users can assign tasks to appropriate staff in order to keep cases moving. Email integration enables users to sync up inboxes, calendars, and contacts with a few clicks. CoCounselor helps create customized marketing efforts and fresh leads while attracting more clients from an existing database. Users are also able to track new marketing efforts. Lawyers can view how many cases signed up last week, month or year, as well as forecast their revenue.

CoCounselor Overview

Pricing

Starting from
US$85,00/month

Pricing options

Free Trial
Subscription
Value for money

Lite: $75/user/month

Standard: $85/user/month

Premium: $120/user/ month


CoCounselor Features

Devices
Business size
S M L
Markets
United States
Supported Languages
English

Media

CoCounselor case management
CoCounselor dashboard
CoCounselor recent cases
CoCounselor edit templates
CoCounselor upload case documents
CoCounselor video CoCounselor screenshot: CoCounselor case management CoCounselor screenshot: CoCounselor dashboard CoCounselor screenshot: CoCounselor recent cases CoCounselor screenshot: CoCounselor edit templates CoCounselor screenshot: CoCounselor upload case documents

CoCounselor Reviews

CoCounselor Reviews

Overall rating
4,6
/
5
Excellent
40

Very good
15

Average
6

Poor
0

Terrible
0

Value for Money
4,3
Features
4,3
Ease of Use
4,6
Customer Support
4,7
90% recommended this app
Verified Reviewer

Excellent Review


William J.

Solid product

Overall, CoCounselor gives me the opportunity to manage a large case load without which I would not be able to manage. I like it better than most other case management systems that I have used in the past. While it is not perfect, it is good enough to not want to look elsewhere and the ability to customize means it's imperfections should be temporary for the most part.


Laura M.

CoCOunselor Review

It is okay to store notes and save phone numbers but there are no other features.


Hannah B.

Coco-recommendation

Overall, I find it easy to use and compatible with the way I do work. I do not have complaints other than what I wrote above.


Erika C.

CoCounselor Calendar Could Be Improved

Overall I have been happy with CoCounselor as it does everything I need and I can upload files so I have everything I need for any meeting. The only con is when calendaring statutes and court dates which require reminders, I have to manually enter the reminders since there does not appear a way to schedule auto reminders for certain types of events calendared.


Verified Reviewer
Industry: Legal Services
Company size: 11-50 Employees

Excellent Review

Used Daily for 2+ years
Reviewed on 2020/08/05
Review Source: Capterra

Pros

Amazing service. We really appreciate you guys. Thank you.

Cons

I think you guys are doing a great job. I don't have a critique as of right now.

Response from CoCounselor

Thank you for the review! Glad to hear you're having a good experience with CoCounselor! Please give us a call if there is anything we can do to improve it for you and your firm: 404-419-7893.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

William J.
Industry: Law Practice
Company size: 11-50 Employees

Solid product

Used Daily for 1+ year
Reviewed on 2019/09/03
Review Source: Capterra

Overall, CoCounselor gives me the opportunity to manage a large case load without which I would not be able to manage. I like it better than most other case management systems that I have used in the past. While it is not perfect, it is good enough to not want to look elsewhere and the ability to customize means it's imperfections should be temporary for the most part.

Pros

It is easy to use and run reports to help maintain organization. Customer service has been helpful and customizations have been mostly great. When used properly, the software makes management of cases and matters efficient and easy.

Cons

It can get cumbersome if you do not customize it effectively. It can integrate with other organizational tools like calendars and emails but usually requires external software or apps to do so - which are not optimal.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

Laura M.
Industry: Law Practice
Company size: 2-10 Employees

CoCOunselor Review

Used Daily for 2+ years
Reviewed on 2019/09/17
Review Source: Capterra

It is okay to store notes and save phone numbers but there are no other features.

Pros

It stores notes with a subject, date and time.

Cons

You cannot edit all the entries on a contact's information.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 1.0/10

Hannah B.
Industry: Law Practice
Company size: 11-50 Employees

Coco-recommendation

Used Daily for 6-12 months
Reviewed on 2020/08/04
Review Source: Capterra

Overall, I find it easy to use and compatible with the way I do work. I do not have complaints other than what I wrote above.

Pros

I like that it is easy to use. It reminds me Facebook so it wasn't difficult to figure out how to tag people in things and to post things on each client's "wall."

Cons

It is not as user friendly to see the list of what I was tagged in or list of cases that apply to me. So when I go on the home page I have to keep clicking "See More Updates" at the bottom in order to see the full extent. I also would like that page to be categorized by things I'm actually tagged in and things where it is my case but there's just a comment or I wrote something and someone just wrote back rather than tagging me in it. That way I have a concise list of what I am specifically tagged.

Response from CoCounselor

I'm glad we were able to get your issue resolved. Thank you for your feed back. Please let us know if we can help you with anything in the future.

Rating breakdown

Ease of Use

Likelihood to recommend: 8.0/10

Erika C.
Industry: Law Practice
Company size: 2-10 Employees

CoCounselor Calendar Could Be Improved

Used Daily for 1+ year
Reviewed on 2019/09/10
Review Source: Capterra

Overall I have been happy with CoCounselor as it does everything I need and I can upload files so I have everything I need for any meeting. The only con is when calendaring statutes and court dates which require reminders, I have to manually enter the reminders since there does not appear a way to schedule auto reminders for certain types of events calendared.

Pros

It's easy to use, very little training needed. Easy to keep track of files from anywhere.

Cons

It was missing some features I liked from our previous program, like auto calendaring due dates. On our old program if I entered a court date it automatically entered reminder dates to remind me to complete tasks for that court date. With CoCounselor I have to manually enter the reminder dates which takes time, especially since I can't view the calendar at the same time to count court days.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

User recommendation
8,3/10
Based on 61 user ratings
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CoCounselor Pricing

CoCounselor Pricing

Starting from
US$85,00/month
Free Trial
Subscription
Value for money

Lite: $75/user/month

Standard: $85/user/month

Premium: $120/user/ month

Lite: $75/user/month

Standard: $85/user/month

Premium: $120/user/ month

Value for Money
4,3/5
Based on 61 user ratings
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CoCounselor Features

CoCounselor Features

API
Activity Dashboard
Automatic Notifications
Billing & Invoicing
Calendar Management
Case Management
Client Management
Client Portal
Collaboration Tools
Contact Management
Document Management
Document Storage
Expense Tracking
Invoice Management
Reminders
Reporting & Statistics
Search Functionality
Task Management
Third Party Integration
Workflow Management
Features
4,3/5
Based on 61 user ratings
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Categories

Additional information for CoCounselor

Additional information for CoCounselor

Key features of CoCounselor

  • Automatic document creation
  • Automatic status updates via email
  • Calendar sync
  • Case details
  • Case status
  • Customized marketing efforts
  • Dashboard
  • Data visualization
  • Detailed reporting
  • Document & letter templates
  • Document storage
  • Email tracking
  • Folder creation
  • Google document generation
  • Income prediction
  • Legal document templates
  • New business from leads
  • PDF viewer
  • Referral sources
  • Searchable database
  • Statutes
  • Task tracking
  • Tasks management

Benefits

  • CoCounselor provides legal document templates tailored especially for plaintiff lawyers.

  • Users can put their firm on autopilot with workflows triggered from any field.

  • Detailed and customizable reports enable users to keep an eye on the health of their firm.

  • Users can manage the entire practice from home, office, or on-the-go using CoCounselor's cloud technology.

  • Clients receive automatic email updates informing them of the status of their case, reducing any miscommunication.

  • CoCounselor FAQs

    CoCounselor FAQs

    Below are some frequently asked questions for CoCounselor.

    Q. What type of pricing plans does CoCounselor offer?

    CoCounselor offers the following pricing plans:

    Starting from: US$85,00/month

    Pricing model: Subscription

    Free Trial: Not Available

    Lite: $75/user/month Standard: $85/user/month Premium: $120/user/ month

    Q. What are the main features of CoCounselor?

    CoCounselor offers the following features:

    • Automatic document creation
    • Automatic status updates via email
    • Calendar sync
    • Case details
    • Case status
    • Customized marketing efforts
    • Dashboard
    • Data visualization
    • Detailed reporting
    • Document & letter templates
    • Document storage
    • Email tracking
    • Folder creation
    • Google document generation
    • Income prediction
    • Legal document templates
    • New business from leads
    • PDF viewer
    • Referral sources
    • Searchable database
    • Statutes
    • Task tracking
    • Tasks management

    Q. Who are the typical users of CoCounselor?

    CoCounselor has the following typical customers:

    Small Business, Large Enterprises, Public Administrations, Non Profit, Freelancers, Mid Size Business

    Q. What languages does CoCounselor support?

    CoCounselor supports the following languages:

    English

    Q. What type of pricing plans does CoCounselor offer?

    CoCounselor has the following pricing plans:

    Subscription

    Q. Does CoCounselor support mobile devices?

    We do not have any information about what devices CoCounselor supports

    Q. What other apps does CoCounselor integrate with?

    We do not have any information about what integrations CoCounselor has

    Q. What level of support does CoCounselor offer?

    CoCounselor offers the following support options:

    Online Support, Phone Support