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CoCounselor
by CoCounselor
What CoCounselor is
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 a month per user, with no free plan.
Who it suits
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 it does well
- 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
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Standard | Monthly, per user; annual billing discounts are available. · Case management · Contact/client relationship management · File analytics · File storage · Document generation · Calendar (Gmail & Outlook integration) · Marketing & referral tracking · Custom fields · Video management | $199 a month |
| Enterprise | Monthly, per user; annual billing discounts are available. · Everything in Standard · Custom workflows and automation · Unlimited file storage · Call tracking and lead generation · SafeWell Testing | $299 a month |
As cocounselor.com lists them, read 9 Oct 2026. The maker's own page has the final word.
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.
Facts from CoCounselor's own pages
- Calendars
- The firm management page says calendars sync with Google Calendar and Outlook and support court dates, deadlines, team scheduling, and appointment reminders. · cocounselor.com, 9 Oct 2026
- Case management
- Case management covers matter details, deadlines, milestones, document generation, client communications, provider coordination, and settlements. · cocounselor.com, 9 Oct 2026
- Client intake
- Yes · cocounselor.com, 22 Sept 2026
- Client portal
- Yes · cocounselor.com, 22 Sept 2026
- Company
- The site footer identifies IXO LLC as the company holding the 2026 copyright. · cocounselor.com, 9 Oct 2026
- Demo
- The home page offers a free demo session with an expert; it does not state a trial duration. · cocounselor.com, 9 Oct 2026
- Document automation
- Yes · cocounselor.com, 22 Sept 2026
- Documents
- The case management page says document templates can be populated automatically with client and case details, and lists e-signature integration. · cocounselor.com, 9 Oct 2026
- Free plan
- No · cocounselor.com, 22 Sept 2026
- Headquarters
- Atlanta, Georgia, United States · cocounselor.com, 19 Oct 2026
- Intake
- Its intake tools capture leads from multiple channels, score and prioritize them, assign them to specialists, and automate follow-ups. · cocounselor.com, 9 Oct 2026
- Migration
- The pricing page says data migration is included with the subscription and has no setup or migration fees. · cocounselor.com, 9 Oct 2026
- Mobile apps
- Yes · cocounselor.com, 22 Sept 2026
- Prospect tracking
- The prospect pipeline tracks activity and stages, supports duplicate detection and data merging, and can convert prospects to clients in one click. · cocounselor.com, 9 Oct 2026
- Purpose
- CoCounselor describes itself as a firm management platform built specifically for personal injury law firms. · cocounselor.com, 9 Oct 2026
- Referrals
- The intake page lists referral source tracking, conversion measurement, automated thank-you outreach, and a referral partner portal. · cocounselor.com, 9 Oct 2026
- Security
- The pricing page states that security includes end-to-end encryption, regular backups, and SOC 2 compliance. · cocounselor.com, 9 Oct 2026
- Paid from
- 199 · cocounselor.com, 22 Sept 2026
- Support
- The pricing page says all plans include 24/7 email support, while Enterprise includes dedicated account management and priority phone support. · cocounselor.com, 9 Oct 2026
Where CoCounselor stands on Freedom251
- Legal Practice Management Software#127 of 140