CoCounselor

byCoCounselor

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.

Product Details

Pricing
Subscription
Deployment
Cloud
Location
🇺🇸 Atlanta, United States

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