CoCounselor: Case Management software
The #1 Firm Management Platform for PI Attorneys
CoCounselor is a firm management platform for Personal Injury (PI) law firms. It brings intake, case management and general firm operations into one unified cloud platform, rather than separate tools. The product is aimed at PI attorneys who want to streamline client intake, track matters from start to settlement, and manage tasks, team and reporting in one place. The vendor positions it as purpose-built for PI practice.
Product
CoCounselor
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What CoCounselor does
Firm Management covers task management, calendaring, reporting and business insights, collaboration tools, and marketing and lead intelligence. Intake Management covers automated intake workflows, prospect management, referral tracking and a client portal. Case Management covers matter management, document generation, timeline tracking, client communication and a provider network. The vendor says custom workflows are built for PI firms and describes automated client communication, instant updates and comprehensive reporting. Pricing is monthly, with Standard and Enterprise plans. The software is delivered as cloud software, with 24/7 support and migration help described.
What it does
CoCounselor core capabilities
Firm Management
Task management, calendaring, reporting and collaboration tools.
Intake Management
Automated intake workflows, prospect management and referral tracking.
Case Management
Matter management, document generation and timeline tracking.
Technical specifications
- Cloud software
- Integrates with existing workflow tools
Who it is for
Who CoCounselor is built for
Target audience
- Mid-Sized Law Firm
Case studies
No case studies yet
CoCounselor doesn’t have a client-confirmed case study on DreamLegal yet. Try exploring different products for exploring case studies.
Trust & compliance
CoCounselor security at a glance
Security certifications
Named enterprise customers
Pricing details
CoCounselor pricing
Starting price
Pricing model
Free version
Simple, transparent monthly pricing with no hidden fees, offered as Standard and Enterprise plans. A free demo session with an expert is offered. No public price points are listed.
Product videos & screenshots
See CoCounselor in action
Product interface
CoCounselor Interface
Comparisons
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Transparency
CoCounselor sources
Pages used to generate and verify this profile.
FAQs
Frequently asked questions about CoCounselor
CoCounselor offers simple, transparent monthly pricing with no hidden fees, with a choice between its Standard and Enterprise plans based on a firm's needs. A free demo session with one of the company's experts is offered to help a firm decide if the platform fits.
CoCounselor is built specifically for Personal Injury law firms. It suits firms that handle PI cases and want to streamline intake, case management and firm operations. CoCounselor's website describes the features as purpose-built for PI attorneys rather than generic legal software, with custom workflows for PI firms.
CoCounselor says it connects with the workflow tools a firm already uses, and CoCounselor's website shows several integration partner logos. The individual integration partners are not named. The platform is offered as a single unified system rather than multiple separate tools.
Yes. The company says its expert team guides firms through a data migration from their current software, with zero downtime for the practice. Migration and setup services are described as handled by the team, so the firm can focus on its practice. Support is described as available 24/7.
CoCounselor describes its cloud software as secure and reliable, with top-tier cloud security. It says information is protected and accessible only to authorised users. Specific certifications, encryption standards and compliance frameworks are not named on CoCounselor's website, so buyers should ask the vendor directly.
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