CoCounselor Reviews

“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.

“Promising Idea but poorly executed

Pros

What I like is that when I post within a case, it automatically shows up in the general chat as well, making it convenient.

Cons

I feel like the product is kind of complicated and not the easiest to navigate. It would definitely benefit from some streamlining.

“Well-designed and easy to use

Pros

The platform is designed in a way that's very smooth and easy to use. It conveniently places all the essential information right on the main page, so I don't have to waste time searching through different sections or menus.

Cons

There's really nothing that I dislike about this software.

“Impressed by CoCounselor

Pros

It's incredibly simple to use, perfect for managing cases, and the staff are fantastic whenever assistance is required.

Cons

I don't have any complaints when it comes to using CoCounselor.

“User-centric design

Pros

I must admit, CoCounselor is extremely user-friendly, making it very easy to work with on a daily basis. The way it's designed allows me to easily find my way around the system without needing much guidance or struggling to learn how to use its features.

Cons

Sometimes, the system can be a bit slow when I'm working with CoCounselor.

“5 out of 5

Pros

The integration with other platforms like Zipwhip has been excellent. The software is very simple, and I quickly learned how to use its features. The layout is structured, concise, and easy to follow.

Cons

So far, my colleagues and I haven't faced any major complaints. Whenever we run into technical issues, we just contact our representative, and they handle it promptly.

“Overall it is GREAT

Pros

CoCounselor has made my daily workflow so much smoother! It's simple to use, and the support team is always responsive whenever needed.

Cons

It would be helpful to easily return to the main case page at any point during use.

“Missing some features but works fine

Pros

I enjoy the auto-fill form letters, as well as the ability to send notifications and assign tasks to other users.

Cons

I wish the events were automatically added to calendars and sent to all team members involved in the case.

“Easy to customize but a bit complex

Pros

I love how customizable everything is. It's a relief to use software that's efficient and adaptable.

Cons

Some tasks are a little too complex for us to handle on our own, so we have to ask for support. It can be frustrating when it's something that could have been more simple.

“CoCounselor is a remarkable software

Pros

The service provided has been nothing short of fantastic. We truly value and appreciate the dedication and effort your team consistently puts in.

Cons

Honestly, I think you're doing a great job. I don't have any critiques at this time.

“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.

“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.

“Meet the firm's specific need

Pros

This software is simple to use, and the customer service team can adjust it to meet our firm's specific needs.

Cons

Sometime the Help Desk takes too long to get back to me.

“Excellent choice for Startups

Pros

You can customize the product to match your business requirements, and the support team is responsive.

Cons

Navigating through to the detail screens can be a bit time consuming. Also, when entering or changing information, it doesn't always save my work. It could benefit from better integration with accounting in the back office.

“COCO is our top pick

Pros

The flexibility it offers allows us to modify various features so that the software works exactly the way we need it to.

Cons

I wish reports were easier to adjust and navigate. I'd like to see different data in some columns, but it's just a minor issue for me.

“Leading to success

Pros

It is very easy to use the program, and it it integrates with messenger functions. Plus, I can log calls with clients so that my staff can remind them that I've already addressed certain concerns if they call repeatedly.

Cons

There's a bit of a difficulty when it comes to finding specific features, like the settlement calculator.

“Nothing so special about it

Pros

Store notes with detailed information like specific subjects, dates and times.

Cons

We can't edit all of a contact's information entries which is a limitation.

“So far so happy

Pros

The combination of accessibility and thoughtful design makes it not only efficient but also a pleasure to use on a daily basis.

Cons

I am not entirely sure what I like the least because I mostly stick to the features I enjoy. If I had to pick, I'd say the mobile app is the weakest point�it doesn't work as smoothly as I'd like.

“Has its pros and cons

Pros

I can check the status of a client with just a click. When clients call, I can instantly pull up their information and assist them right away.

Cons

We haven't been able to download all client files into CoCounselor. It would be really convenient to have everything centralized. Plus, some of the reports we find most useful are not available.

“Case file details are available in one place

Pros

I really admire that all case file details are kept in one place, allowing anyone to quickly pick up and understand the case's status.

Cons

I'm not a fan of how I have to reload the page every time I want to generate a template in order to access the file.