CoCounselor Features List

CoCounselor

Practice management solution for Plaintiffs

5.0/5 (11 reviews)

CoCounselor Feature Summary

  • Document storage
  • Document & letter templates
  • Dashboard
  • Case details
  • Folder creation
  • Case status
  • Google document generation
  • PDF viewer
  • Data visualization
  • Detailed reporting
  • Searchable database
  • Automatic document creation
  • Tasks management
  • Customized marketing efforts
  • New business from leads
  • Automatic status updates via email
  • Statutes
  • Referral sources
  • Income prediction
  • Email tracking
  • Calendar sync
  • Legal document templates
  • Task tracking

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Case Management (29 other apps)
Contact Database (16 other apps)
Customizable Templates (16 other apps)
Document Assembly (17 other apps)
Document Storage (24 other apps)
Document Templates (22 other apps)
Invoice Management (21 other apps)
Microsoft Outlook Integration (16 other apps)
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Search Functionality (18 other apps)
Task Tracking (18 other apps)
Time & Expense Tracking (19 other apps)
Time Tracking by Client (19 other apps)

Competitor Feature Comparison

CoCounselor Feature Reviews

9 reviewers had the following to say about CoCounselor's features:

Nicole Chupp

CoCounselor is a Paralegal's Best Friend

2017-03-13

I have 12 years experience as a litigation paralegal, and in those years I've used a multitude of case management software systems.

Pros

Please see my review - it helps with my litigation case management.

Cons

When entering tasks, sometimes the Case Number and/or the Client name doesn't automatically populate.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Andy Miller

Excellent product for lawyers

2017-02-17

It helps us stay organized and track our clients and cases. It is also great for metrics to help me manage to practice

Pros

So many options and customizable features

Cons

Interface could be faster

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Todd Henningsen

Best Case Management System on the Market!

2015-02-10

As a practicing personal injury attorney, I was looking for a case management system that was affordable and could manage all of my needs and workflow.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Kayla Vining

CoCounselor is very user friendly

2017-03-13

You can keep track of all clients, how their case is progressing, their medical providers, and any needed insurance information.

Pros

It also allows you to easily keep track of information.

Cons

Some fields could have more information in them, or have more things featured on the client page itself but overall since it is so easy to navigate that may not be needed.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
John Chavez

Easy and friendly to use

2016-09-21

Pros

But more importantly, it's an easy to use CRM for tracking all your cases. The learning curve is very small.

Cons

It's not as robust as I'd like and it's not always easy to edit, but once you get the hang of it you tend to have very few hickups.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Likelihood to recommend

10/10

Recommendations to others considering CoCounselor

Make sure you try all the functions first before you make any decision, this is a piece of software that although not too expensive you want to make sure it fits your organizational needs.

Source: Software Advice
Helpful?   Yes   No
Read more
Canditta McKinley

CoCounselor

2015-02-09

Cocounselor was by far the easiest program to learn with its user friendly and customizable program that is tailored to my needs as a personal injury paralegal.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Michael Thompson

Great Product

2017-03-02

It is the perfect tool for managing the heavy volume of documents and telephone calls associated with a P.I. case. We have tried other products on the market, and prefer CoCounselor by far over all of the others.

Pros

Ease of use

Cons

Thus far, I have no negative comments to make regarding CoCounselor.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering CoCounselor

None

Source: Capterra
Helpful?   Yes   No
Read more
Eliot Houman

Great PI practice management software and even better customer support

2017-02-17

And it helps closing out the cases promptly and efficiently.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Chris Simon

I didn't know what was happening under my own roof

2015-02-10

My paralegal and I would sit down and go through cases and add them to another Excel spreadsheet WHIP report.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more