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About CoCounselor
What is CoCounselor?
CoCounselor is an all-in-one firm management platform built specifically for personal injury (PI) attorneys. It replaces generic legal software with purpose-built workflows for intake automation, case management, task management, calendaring, reporting, marketing, and referral tracking.
What problem does it solve?
PI firms often juggle multiple tools for intake, case management, client communication, and reporting, leading to inefficiency and lost clients. CoCounselor unifies these functions into a single platform, automating repetitive tasks and providing business intelligence to help firms win cases and grow.
Who is it for?
CoCounselor is ideal for personal injury law firms of all sizes — from solo practitioners to larger teams. It is NOT designed for general-purpose legal work or non-PI practices. If your firm handles PI cases and wants to streamline operations, CoCounselor can help.
Real use cases
Use CoCounselor to automate intake workflows, manage prospects and referrals, track case details from start to settlement, generate documents, communicate with clients through a dedicated portal, and gain insights with reporting and analytics. It integrates with tools like Gmail and Outlook for calendaring.
Key features
- Intake Automation — Automate intake workflows to sign more clients and maximize conversions.
- Case Management — Track every case detail from start to settlement, with matter management and timeline tracking.
- Firm Management — Streamline operations with task management, calendaring (Gmail/Outlook integration), and collaboration tools.
- Marketing & Lead Intelligence — Manage referrals and track marketing efforts to grow your firm.
- Client Portal — Deliver exceptional client experiences with automated communication and instant updates.
- Reporting & Business Insights — Make data-driven decisions with built-in analytics tailored for PI firms.
SaaSpartout Score
7.3
/10
Editorial score from our review methodology — not user ratings.
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CoCounselor Pricing
CoCounselor pricing: from $199/user/mo.
Standard — $199/user/month
Includes case management, contact/client relationship management, file analytics, file storage, document generation, calendar (Gmail & Outlook integration), marketing & referral tracking, custom fields & page fields, and video management.
Enterprise — $299/user/month
Most popular for teams with more needs. Everything in Standard, plus custom workflows & automation, unlimited file storage, call tracking & lead generation, and SafeWell Testing.
All plans include secure cloud software, data migration, and 24/7 support. No setup or migration fees. Monthly billing per user; annual billing discounts available.
Frequently asked questions
How much does CoCounselor cost?
CoCounselor pricing starts at $199/user/month for the Standard plan and $299/user/month for the Enterprise plan. No setup or migration fees.
Does CoCounselor offer a free trial?
CoCounselor does not mention a free trial on its pricing page, but you can get started quickly with their secure cloud software and data migration services.
What is CoCounselor used for?
CoCounselor is a firm management platform specifically for personal injury law firms. It handles intake automation, case management, client communication, and business reporting.
Who is CoCounselor best for?
CoCounselor is best for personal injury law firms of any size. It is not designed for general-purpose legal work or non-PI practices.
What are the top alternatives to CoCounselor?
Alternatives include generic legal software like Clio, Filevine, or Needles, but CoCounselor is purpose-built for PI firms with specialized features for intake and referral tracking.
Can I upgrade or downgrade my CoCounselor plan later?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect on your next billing cycle. Annual billing discounts are available.
