CoCounselor
CoCounselor is a full-service practice management solution designed by plaintiff lawyers for plaintiff lawyers, built on Salesforce.com.
Product Overview
CoCounselor is a cloud-based practice management software specifically designed for personal injury law firms. It streamlines firm operations by integrating case management, client communication, task tracking, and financial reporting into a unified platform. Built on Salesforce, CoCounselor offers secure, reliable access from any device, enabling attorneys to manage their practice efficiently from anywhere.
Features
- Case Management: Centralize all case information, activities, and communications for complete visibility and easy access.
- Intake Management: Track leads through the pipeline, qualify prospects, and convert them into clients.
- Task Management: Assign and track tasks by case or user, automate workflows, and monitor case progress.
- Calendaring: Schedule and link events to specific cases, set automated reminders, and maintain firm-wide visibility.
- Document Management: Securely store, retrieve, and organize legal documents with ease.
- Reporting & Business Insights: Generate detailed reports on case performance, client interactions, and firm productivity.
- Collaboration Tools: Share updates, tag teammates, and communicate case details within the platform.
- Marketing & Lead Intelligence: Integrate with marketing tools to measure campaign effectiveness and track lead sources.
Company Details
- Headquarters
- 🇺🇸 Atlanta, United States
- Founded
- 2013
- Type
- Legal Tech Vendor
- Founders
- Bryce Angell