CoCounselor
Review of CoCounselor Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
Overview
About CoCounselor
CoCounselor Screenshots
CoCounselor Features
CoCounselor Integrations
Customer Reviews
See why people love CoCounselor
Clay C.
Verified UserLaw Practice · 2-10 employees
Review
Very positive, just a few minor issues that could help the experience be even better
I like the auto-fill form letters, the ability to send notifications to other users and assign tasks to other users
I wish that the events would be automatically scheduled to calendars and sent to all involved personnel on the file
William J.
Verified UserLaw Practice · 11-50 employees
Solid product
Overall, CoCounselor gives me the opportunity to manage a large case load without which I would not be able to manage. I like it better than most other case management systems that I have used in the past. While it is not perfect, it is good enough to not want to look elsewhere and the ability to customize means it's imperfections should be temporary for the most part.
- 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
Switched From
I changed firms - I had no say in the matter.
laura M.
Verified UserLaw Practice · 2-10 employees
CoCOunselor Review
It is okay to store notes and save phone numbers but there are no other features.
- It stores notes with a subject, date and time
- You cannot edit all the entries on a contact's information
Erika C.
Verified UserLaw Practice · 2-10 employees
CoCounselor Calendar Could Be Improved
Overall I have been happy with CoCounselor as it does everything I need and I can upload files so I have everything I need for any meeting. The only con is when calendaring statutes and court dates which require reminders, I have to manually enter the reminders since there does not appear a way to schedule auto reminders for certain types of events calendared.
- 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
Switched From
AbacusLaw had poor customer service.
Why they chose it
"Easy to use and price."
Nicole C.
Verified UserLaw Practice · 2-10 employees
CoCounselor is a Paralegal's Best Friend
I have 12 years experience as a litigation paralegal, and in those years I've used a multitude of case management software systems. CoCounselor is by far the most efficient and user-friendly system I've used to date. In litigation, keeping track of deadlines is crucial and this program allows me peace of mind as there are dedicated spaces to track statutes of limitation, service, answers, and discovery. I also like the feature of being able to assign date related tasks as a tickler system so I can remind myself of actions needed on any given file when the attorney or client requests an update. The team at CoCounselor has always been more than willing to be of assistance if our firm has any questions, in addition to any changes or suggestions we may have to streamline our client files. They are also eager to help train our team members on reporting features and the other perks of the system. I highly recommend CoCounselor if you are in search of a personal injury case management system. Our firm has seen over a 100% growth in clients in the last year, and CoCounselor helped facilitate that growth with ease.
- 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
Hannah B.
Verified UserLaw Practice · 11-50 employees
Coco-recommendation
Overall, I find it easy to use and compatible with the way I do work. I do not have complaints other than what I wrote above.
- 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
Carolyn J.
Verified UserLegal Services · 11-50 employees
Best for Personal Injury
Case List Meetings are so much easier with this software.
- 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
Elizabeth C.
Verified UserLaw Practice · 2-10 employees
great software for case management
Before we used this software, we were tracking cases on multiple spreadsheets, which meant it took more time to organize, find information, etc. It takes time to input information into Co-Counselor, but once it is there we are able to access is much more easily.
- 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
Sara V.
Verified UserLegal Services · 2-10 employees
Case Management
Verified reviewer
- 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
Verified Professional
Legal Services · 11-50 employees
Excellent Review
Legal Services
- 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
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