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.

CoCounselor Specifications

Case Management

Document Management

Client Management (CRM)

Billing & Invoicing

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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
However, CoCounselor cost will differ depending on your organization type and needs. Users can get pricing for a plan that best suits them.

Disclaimer: The pricing is subject to change.

CoCounselor Integrations

CoCounselor seamlessly integrates with various popular business applications, including:

  • Outlook
  • Gmail
  • Zipwhip
  • DocuSign
Watch a free CoCounselor demo to learn more about its integrations.

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

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.

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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.

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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.

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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.

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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.

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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

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Frequently Asked Questions

No, CoCounselor does not offer an API.