CoCounselor

CoCounselor

Practice management solution for Plaintiffs

(51 reviews)

CoCounselor Overview

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.

Pricing

Starting from
US$65,00/month
Pricing options
Free Trial
Subscription

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

CoCounselor Reviews

Overall rating
0/5
90% positive reviews
35
Excellent
11
Very good
5
Average
0
Poor
0
Terrible
Erika C.

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
William J.

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
Nicole C.

CoCounselor is a Paralegal's Best Friend

Used Daily for 1+ year
Reviewed on 2017/03/13
Review Source: Capterra

I have 12 years experience as a litigation paralegal, and in those years I've used a multitude of case management software systems. CoCounselor is by far the most efficient and user-friendly system I've used to date. In litigation, keeping track of deadlines is crucial and this program allows me peace of mind as there are dedicated spaces to track statutes of limitation, service, answers, and discovery. I also like the feature of being able to assign date related tasks as a tickler system so I can remind myself of actions needed on any given file when the attorney or client requests an update.

The team at CoCounselor has always been more than willing to be of assistance if our firm has any questions, in addition to any changes or suggestions we may have to streamline our client files. They are also eager to help train our team members on reporting features and the other perks of the system.

I highly recommend CoCounselor if you are in search of a personal injury case management system. Our firm has seen over a 100% growth in clients in the last year, and CoCounselor helped facilitate that growth with ease.

Pros

Please see my review - it helps with my litigation case management.

Cons

When entering tasks, sometimes the Case Number and/or the Client name doesn't automatically populate. Some of our team members aren't as diligent in making sure this information is entered, so the tasks will only show up for one or the other but not both.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Zach P.

Great Product, Better Support Team

Used Daily for 2+ years
Reviewed on 2019/09/10
Review Source: Capterra

Fantastic. Great Customer service.

Pros

It is very easy to use and can build very helpful reports.

Cons

Not really anything that I don't enjoy, can't exactly think of what could be improved at the moment. Whenever we have an issue, we speak with our rep and it's handled.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Mark I.

Extremely Pleased

Used Daily for 2+ years
Reviewed on 2019/09/11
Review Source: Capterra

Pros

I love the accessibility - organization and ease of use

Cons

I don't know what I like the least because I only use the functions I like the most. Maybe the APP on my phone would the item I like the least; it doesn't seem to function as seamlessly as I would like.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
User Recommendation
0/10
Based on 51 reviews
Compare user recommendation rating with alternatives

CoCounselor Pricing

Starting from
US$65,00/month
Pricing options
Free Trial
Subscription

Lite: $65/user/month

Standard: $80/user/month

Premium: $120/user/ month

Value for Money
0/5
Based on 51 reviews
Compare value for money rating with alternatives

CoCounselor Features

  • Activity Dashboard
  • Customizable Reporting
  • Document Storage
  • Document Templates
  • Workflow Management

  • API
  • Automatic Notifications
  • Billing & Invoicing
  • Calendar Management
  • Case Management
  • Custom Fields
  • Customizable Templates
  • Data Import/Export
  • Document Management
  • Invoice Management
  • Reminders
  • Reporting & Statistics
  • SSL Security
  • Search Functionality
  • Third Party Integration

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

    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$65,00/month

    Pricing model: Subscription

    Free Trial: Not Available

    Lite: $65/user/month

    Standard: $80/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:

    Freelancers, Mid Size Business, Small 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