CoCounselor is a comprehensive, web-based law practice management platform specifically designed to meet the needs of plaintiff’s lawyers. This software is tailored to streamline law firm operations, enhance efficiency, and improve client satisfaction.
Key Features and Functionality
Case Management
CoCounselor offers a robust case management system that allows users to track the progress of cases, set deadlines, and monitor tasks in real-time. The platform enables the creation of custom workflows, assignment of tasks, and tracking of key case milestones.Document Management
The software simplifies document handling through automated document generation using customizable templates. It also provides secure cloud storage for all case-related documents, along with version control to track document changes efficiently.Client and Contact Management
CoCounselor includes advanced contact management features, allowing users to store all client data in a centralized, secure database. The platform offers powerful search functions and customization options with custom fields to tailor client records to specific case needs.Task and Time Management
The platform features a task management system that helps firms delegate tasks linked to both clients and cases, complete with tags and pop-up reminders. Additionally, it includes time tracking and billing and invoicing capabilities to manage the financial aspects of the practice.Reporting and Analytics
CoCounselor allows users to create custom reports and dashboards to track key information such as marketing campaigns, prospect costs, and daily employee/firm performance. Reports can be scheduled to send out daily or weekly, providing a continuous pulse on the firm’s health.Integration and Automation
The software integrates with various tools and applications, including those accessible through the Salesforce AppExchange, such as DocuSign, Zipwhip, and Outlook. It also offers workflow automation, email integration, and court rules management to streamline operations.Additional Features
Other notable features include:- Calendar Management: Allows building custom workflows and sharing calendars with employees.
- Expense Tracking: Helps manage firm expenses efficiently.
- Trust Accounting: Ensures compliance with financial regulations.
- Client Portal: Provides clients with secure access to their case information.
- Mobile Access: Enables users to access their schedule and contacts from anywhere via the CoCounselor mobile app.