CoCounselor Reviews

Amazing service. We really appreciate you guys. Thank you.

I think you guys are doing a great job. I don't have a critique as of right now.

Thank you for the review! Glad to hear you're having a good experience with CoCounselor! Please give us a call if there is anything we can do to improve it for you and your firm: 404-419-7893.

It is easy to use and run reports to help maintain organization. Customer service has been helpful and customizations have been mostly great. When used properly, the software makes management of cases and matters efficient and easy.

It can get cumbersome if you do not customize it effectively. It can integrate with other organizational tools like calendars and emails but usually requires external software or apps to do so - which are not optimal.

It stores notes with a subject, date and time.

You cannot edit all the entries on a contact's information.

It's easy to use, very little training needed. Easy to keep track of files from anywhere.

It was missing some features I liked from our previous program, like auto calendaring due dates. On our old program if I entered a court date it automatically entered reminder dates to remind me to complete tasks for that court date. With CoCounselor I have to manually enter the reminder dates which takes time, especially since I can't view the calendar at the same time to count court days.

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

When entering tasks, sometimes the Case Number and/or the Client name doesn't automatically populate. Some of our team members aren't as diligent in making sure this information is entered, so the tasks will only show up for one or the other but not both.

It is very easy to use and can build very helpful reports.

Not really anything that I don't enjoy, can't exactly think of what could be improved at the moment. Whenever we have an issue, we speak with our rep and it's handled.

I love the accessibility - organization and ease of use

I don't know what I like the least because I only use the functions I like the most. Maybe the APP on my phone would the item I like the least; it doesn't seem to function as seamlessly as I would like.

I like how easy this software is to use with our personal injury cases. My favorite feature is the ability to tag the person you need to direct communication toward and also be able to respond if you are tagged by email or on the post itself. I really like how we can attach documents to the main feed and reg

Sometimes there are elements that I wish could be easier to track, especially with the "last modified" feature because it seems it does not keep up with the main feed updates and the case looks untouched.

I like that it is easy to use. It reminds me Facebook so it wasn't difficult to figure out how to tag people in things and to post things on each client's "wall."

It is not as user friendly to see the list of what I was tagged in or list of cases that apply to me. So when I go on the home page I have to keep clicking "See More Updates" at the bottom in order to see the full extent. I also would like that page to be categorized by things I'm actually tagged in and things where it is my case but there's just a comment or I wrote something and someone just wrote back rather than tagging me in it. That way I have a concise list of what I am specifically tagged.

I'm glad we were able to get your issue resolved. Thank you for your feed back. Please let us know if we can help you with anything in the future.

We are able to track the status of cases and manage them more efficiently because of Co-Counselor. Customer service has always been helpful any time an issue has come up.

Not all functions are straight forward. We still use Outlook to diary tasks and appointments because it is easy to use for everyone in the office.

What I enjoy most about this software is how helpful it is at keeping track of everything happening with our client's cases. This software allows us to draft customized templates in SECONDS including intake documents, demands, ante litem notices, spoliation letters, and even complaints. It really helps me be more efficient. I also like that it allows you to capture data and maximize your profits on every single case. This software makes it so easy to find the information that you need and it allows for your entire team to know exactly what is going on in every aspect of the case very easily.

The only thing I would add to this software is making the case list tabs more customizable for each paralegal.

Thanks for the review Sara! We can customize the tabs however you may need. A member of our support team will contact you.

It was very easy to become acquainted with CoCounselor. I was new to the legal industry starting my first job in a professional environment overall. CoCounselor was a major learning convenience for me. It made my job easier and really broke everything down. Generating documents and the help of their IT team coding everything to my specific needs upon request was a TREMENDOUS help!

I haven't encountered any issues & after 2.5 years using CoCounselor- I doubt I will.

- Setting reminders for each client or task - Being able to input numbers, addresses and other relevant info for repeat contacts when creating templates - At times, easy to utilize adaptive templates that pull relevant info

- When creating templates the software would either slow down or fail to create the requested document or incorrectly placed the information in the desired setting/layout causing more time to complete a particular project than if other means were utilized.

It was very easy to learn how to use. I never worked in personal injury before this so I was coming in learning how to use this type of system with no prior experience. It was easy to understand and navigate within a few days. It also allows you to easily keep track of information.

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.

Easy to use, easy to train a new person to use, easy to customize, can build reports, great customer service

Any issues that I've had with the software is always resolved.

Able to check status of a client at a click. When clients call in we immediately click their name and can get instant information to assist the client.

We are not able to download all the clients files into Co Counselor. It would be great to have everything in one place. Also, the reports that are most useful for us are not available.

How customizable everything is. It is really refreshing to be able to utilize a software that is user friendly.

Some things are too complicated for us to accomplish on our own so we need to ask for support. That can sometimes be annoying as it could just be something simple and easy.

Hey Nicole, thank you for the feedback! I'm sorry to hear that somethings are complicated but glad that our support team could resolve it for you!

CoCounselor is very helpful when it comes down to handling your cases and keeping client's files up to date. It is very easy to use once you get the hang of it and I would highly recommend using this website!

I wish we could search files based of claim numbers, but it's ok.

It helps with organization and keeping track of all our files and calls made and any notes we take.

Needs more Functionality. For a growing law practice it lacks all the necessary resources to move forward. Doesn't keep the user on "task" as much as other programs.

Integration with other platforms, such as Zipwhip , has been wonderful. The software is very user friendly. I learned how to use different features very quick. The layout is organized, concise, and clear.

At this time, my coworkers and I have not had any complaints. Anytime we might have a technical issue pop up, we reach out to our representative and he takes care of it for us.

Thanks so much Rebekah! We are so happy you are satisfied with our services! If you ever need anything, we are a phone call away.

I like that I can have the case dashboard customized to fit our organization. Basically everything I need to see is right there and I don't have to search through multiple folders for information.

The template generator needs some work but that really isn't a big deal.

I must say that CoCounselor is very user friendly.

System can be very Slow at times when working with Cocounselor

Thanks so much for your feedback Gregory. Sorry to hear your system can be slow. It could be your computer or the internet, but we'd like to try to solve it for you.

It is very straight forward and easy to use. I love that we have the option to tag attorneys, case managers, paralegals, etc. to communicate between cases.

As of right now I don't have any complaints. The software has been very helpful as well as the CoCounselor team.

The customer service is incredible. The ability customize the fields is very helpful.

Inputting new contacts is cumbersome. I would like to be able to add them from within a case.

That the interface captured everything regarding pre-suit, contact info, statute date, notes,......etc on one screen

we could not do any on line editing of word documents