Last Updated
Overview
CoCounselor is a reliable legal practice management software. It helps legal professionals manage their cases efficiently with integrated tracking, communication, and document automation tools. It simplifies daily tasks, improving productivity and collaboration, though some initial training is required. For a streamlined legal practice, CoCounselor offers practical solutions.
Overall Rating
Based on 24 users reviews
4.5
Rating Distribution
Positive
88%
Neutral
13%
Negative
0%
Starting Price
Custom
CoCounselor Specifications
- Case Management
- Document Management
- Client Management (CRM)
- Billing & Invoicing
What Is CoCounselor?
Overview
CoCounselor is a cloud-based legal software designed for law firms and professionals. It addresses common challenges in case management and client interaction. It provides an integrated platform for organizing and managing legal tasks. The software streamlines administrative processes like tracking case progress and managing client communications. Its automated tools facilitate routine tasks, reduce the likelihood of errors, and consolidate all legal aspects in one platform. Further, CoCounselor enhances overall efficiency and allows legal teams to focus more on their clients and case strategy.
CoCounselor Pricing
The software offers three packages:
- Xpress: $50/case/month
- Standard: $95/user/month
- Premium: $120/user/month
Disclaimer: The pricing is subject to change.
CoCounselor Integrations
CoCounselor seamlessly integrates with various popular business applications, including:
- Outlook
- Gmail
- Zipwhip
- DocuSign
Who Is CoCounselor For?
The software is for businesses of all sizes across the legal industry.
Is CoCounselor Right For You?
As a notable software for the legal industry, CoCounselor offers solutions that facilitate smoother daily legal operations. It makes it easier for legal teams to stay organized and efficient. The software is scalable and secure and heavily emphasizes data security. It is also compliant with industry standards.
Still not sure if CoCounselor is right for you? Contact us at (661)384-7070, and our experts will help you make the right decision for your organization.
CoCounselor Features
Reporting
CoCounselor generates detailed insights into case performance, client interactions, and productivity. It helps make data-driven decisions, track progress, and identify areas for improvement, enhancing the strategic management of their practice.
Call Tracking And Prospect Automation
This feature logs and tracks all client and prospect calls and integrates them into case files. It also automates follow-ups and reminders. The software ensures no lead goes unnoticed, facilitating better client engagement and conversion rates.
Client And Case Management
The solution organizes client and case information in a centralized system. It simplifies update details with easy and immediate access. This tool improves workflow efficiency, enhances client communication, and helps manage multiple cases seamlessly.
Calendaring And Task Management
CoCounselor offers organizations robust calendaring and task management tools to schedule appointments, deadlines, and reminders. It ensures that important dates and tasks remain a priority. It improves calendar and time management to help legal teams stay on track.
Document Management
Users can enjoy secure storage, easy retrieval, and organization of legal documents. It streamlines document handling and ensures all relevant files are accessible and up-to-date. CoCounselor reduces manual paperwork and enhances productivity.
Pros And Cons of CoCounselor
Pros
An intuitive interface
Comprehensive automated solutions
User-friendly document management tools
Robust reporting
Excellent customer support
Cons
Can be cumbersome if not customized effectively
Email integrations can be difficult at times, according to software users
Contact entries cannot be edited
Reminder dates have to be entered manually, as per some users
CoCounselor Reviews
Total 24 reviews
4.5
All reviews are from verified customers
Rating Distribution
5
Stars63%
4
Stars25%
3
Stars13%
2
Stars0%
1
Stars0%
Share your experience
Law Practice, 51-100 employees
More than a year
“Customizable case dashboard”
Pros
I really appreciate how I can tailor the case dashboard to suit our organization's needs. Everything I require is easily accessible, and I don't have to sift through multiple folders to find information.
Cons
The template generator could use some improvements, but honestly, it's not a big issue for me.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Legal Services, 1-10 employees
Less than a year
“CoCounselor works well”
Pros
The ability to organize things alphabetically is a real advantage!
Cons
When I need something done, I have to go through an administrator.
Rating Distribution
Ease of use
8
Value for money
7
Customer Support
8
Functionality
8
Law Practice, 11-50 employees
Less than a year
“Improving day by day”
Pros
What I find most valuable about this software is how it helps keep track of everything related to our client's cases. We can draft custom templates in no time, including intake forms, demand letters, and even complaints. It's made me much more efficient. I also like how it captures data, helping to maximize profits on each case. It's incredibly easy to find the information needed, and the entire team can stay informed on every aspect of a case with ease.
Cons
The only thing I'd like to see added to this software is making the case list tabs more customizable, especially for each paralegal.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
Does CoCounselor offer an API?
No, CoCounselor does not offer an API.
What language does CoCounselor support?
CoCounselor supports the English language only.
What other apps does CoCounselor integrate with?
CoCounselor integrates with Gmail, Outlook, DocuSign, and others.
What type of pricing plans does CoCounselor offer?
CoCounselor price starts at $50/case/month and goes up to $120/user/month. Users can get CoCounselor cost details for a tailored plan.
Who are the typical users of CoCounselor?
The typical users of CoCounselor are those in the legal industry.
What level of support does CoCounselor offer?
CoCounselor offers email, chat, phone support, and FAQs.