CoCounselor is a web-based firm management platform made for personal injury law firms. Its intake tools capture leads from multiple channels, score and prioritize them, assign them to specialists, and automate follow-ups. Prospect tracking records activity and stages, detects duplicates, merges data, and converts prospects to clients in one click. Referral features track sources and conversions, send thank-you outreach, and provide a referral partner portal. Case management covers matter details, deadlines, milestones, document generation, client communications, provider coordination, and settlements. Templates can populate client and case details automatically, with e-signature integration. Calendars synchronize with Google Calendar and Outlook for court dates, deadlines, scheduling, and reminders. Security includes encryption, backups, and SOC 2 compliance. Plans include 24/7 email support; Enterprise adds dedicated account management and priority phone support. Pricing starts at 199.00 USD per month per user, with no free plan.
Who it is for
It suits personal injury law firms needing intake, referrals, case records, documents, calendars, and client communication in one web platform. Mobile apps are also listed.
What is good
- Lead scoring, assignment, and automated follow-ups
- One-click prospect-to-client conversion
- Automatic document templates and e-signatures
- Google Calendar and Outlook synchronization
- Data migration included without setup fees
What to know first
- No free plan
- Enterprise costs 299.00 USD monthly per user
Verdict
CoCounselor brings intake, prospect, referral, case, document, and calendar work together for personal injury practices. Choose between the 199.00 USD Standard plan and 299.00 USD Enterprise plan based on listed workflow, storage, and support needs.
CoCounselor plans and pricing
All plansCompared on legal practice management software
- Free plan
- No
- Paid from
- $199/user/mo
- Client intake
- Yes
- Client portal
- Yes
- Document automation
- Yes
- Mobile apps
- Yes
