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CoCounselor

Name: CoCounselor
Rating: 4.5 (2 reviews)

By CoCounselor

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Highlights : About CoCounselor

Case Management

Document Automation

Medical Billing & Case Expenses

Reporting & Dashboards

Client Management

About CoCounselor

CoCounselor provides a cloud-based legal management solution tailored specifically to the needs of plaintiff’s lawyers. With CoCounselor, users gain access to a suite of solutions that provide information on the performance of their firm at a glance so they can redirect resources and make changes as necessary. CoCounselor’s tools include a tasks management feature designed to help firms delegate tasks linked to both the client and the case to anyone in the organization, round off with tags and pop-up reminders. The calendar module helps build custom workflows and can be shared with employees in the firm. The CoCounselor mobile app allows users to access their schedule and contacts for each case from anywhere.

Specifications

Business Size

Startup

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Case Management

Manage all aspects of your case within one screen. Stop navigating to multiple areas within your software just to find the appropriate information. Efficiency at Scale.

Document Automation

Instantly generate new documents or letters in seconds. Use CoCounselor’s dynamic merge fields to automatically put all the right data in the right places. Work Smarter. Work Faster.

Medical Billing & Case Expenses

Keep track of all your bills surrounding the case, from Medical Providers, to Insurance Agencies, to other Case Expenses. CoCounselor will automatically calculate everything for you.

Reporting & Dashboards

Gain complete visibility into the overall health of your firm. See the progress of all your active cases. Fully customizable reports allow you to pay attention to the things that really matter to you.

Client Management

From prospects, to clients, to physicians and other staff members surrounding the case, CoCounselor allows you to enter, store, organize, and quickly search for all your contacts in seconds.

Task & Activity Tracking

Assign tasks to yourself & others, create calendar events, see what’s been done, and what needs to be done for a case or client. Never miss an important to-do item or meeting in your day again.

Benefits

CoCounselor provides legal document templates tailored especially for plaintiff lawyers.

Users can put their firm on autopilot with workflows triggered from any field.

Detailed and customizable reports enable users to keep an eye on the health of their firm.

Users can manage the entire practice from home, office, or on-the-go using CoCounselor's cloud technology.

Clients receive automatic email updates informing them of the status of their case, reducing any miscommunication.

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