Revolutionize Your
Law Firm Management with CoCounselor
Firm Management Solutions
Running a successful personal injury law firm requires more than legal knowledge—it demands tight coordination and the right tools to keep everything on track. CoCounselor is a powerful law firm management software built by lawyers, for lawyers, and designed specifically for PI firms.
Designed on Salesforce, it brings together every aspect of firm operations—from intake to resolution—into one secure, cloud-based platform. If you're looking for case management software for lawyers that helps you grow smarter, not harder, you're in the right place.
Reporting & Business Insights
Your firm’s success depends on the data behind its cases. With CoCounselor’s integrated reporting tools, you get real-time business insights into everything from lead source ROI to settlement timelines. Here’s what you can expect:
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Custom dashboards tailored for law firm management
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Performance evaluation by case type, attorney, or marketing campaign
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Report exporting to share with your partners or stakeholders
If you're tired of cobbling together reports from multiple tools, our law firm software helps you make smarter, data-driven decisions without the spreadsheet struggle.
Collaboration
Whether you’re managing a personal injury practice or a larger litigation firm, effective collaboration is the key to achieving and exceeding business goals. CoCounselor makes it easy to share updates, tag teammates, and communicate case details without leaving your case management software.
No more toggling between emails, chat tools, and legacy systems. With CoCounselor, your entire team can collaborate inside one modern legal software platform.
Task Management
Say “goodbye” to sticky notes and disconnected to-do lists. CoCounselor simplifies task management for law firms by tying every task to a case, contact, or calendar event. Your team can do the following, all within the same platform:
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Assign and track tasks by case or user
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Automate workflows for consistent follow-through
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Create centralized views for case managers and attorneys
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Track case progress
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Eliminate bottlenecks
Whether you’re a solo practitioner or managing a large plaintiff law firm, CoCounselor helps streamline your case load and boost accountability across your team.
Calendaring
Court dates. Filing deadlines. Follow-ups. Missing any of these can damage your firm’s credibility—and your client’s case. CoCounselor’s calendaring system is designed specifically for firm case management, helping law firms stay on top of what matters most. With CoCounselor, you can:
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Schedule and link events to specific cases
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Set automated reminders and critical alerts
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Have firm-wide visibility for your entire team
Marketing & Lead Intelligence
Marketing spend matters—especially when you're investing in lead generation channels like Google Ads. CoCounselor helps you track your ROI with the kind of clarity most law firm management tools miss.
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Integrate with Google Ads to measure campaign effectiveness
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Track leads by source and monitor conversion rates
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See how much each signed case actually costs
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Evaluate marketing performance by campaign or intake staff
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Make informed decisions to grow your caseload profitably
With CoCounselor, marketing isn’t a guessing game. It’s a scalable, measurable part of your business strategy.
Task Management
Reporting & Business Insights
Calendaring
Collaboration
Marketing & Lead Intelligence
Improve productivity across your law firm with task management
Automated Tasks
Build a series of tasks based on how your law firm processes different types of cases.
Track Progress
Monitor the status of ongoing tasks and ensure timely completion.
Create and Assign Tasks
Easily allocate tasks to team members with clear deadlines and instructions.
Never miss another deadline with calendaring
Our integrated calendar syncs with your tasks and reminders, ensuring that you and your team are always aligned.
CoCounselor enables effortless collaboration with team members, clients, and stakeholders. Share documents, discuss strategies, and work on projects seamlessly
Enhance teamwork with our powerful collaboration tools
Frequently Asked Questions
Yes, legal practice management systems like CoCounselor are designed to scale with your firm’s growth. Our platform can accommodate a range of user needs, from solo practitioners to larger firms, allowing you to add features and users as your practice expands. With flexible integrations and customizable workflows, you can adapt the software to meet evolving requirements and ensure it continues to support your operations effectively.
When choosing the right legal software, consider the following factors:
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Specific Needs: Identify your firm’s unique requirements, such as case management, billing, or client communication.
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User-Friendliness: Look for software that is intuitive and easy to use to minimize training time for your team.
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Scalability: Ensure the software can grow with your firm, offering features that can be added or modified as needed.
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Support and Training: Evaluate the level of customer support and training resources available.
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Reviews and Reputation: Research user reviews and case studies to gauge the experiences of other firms.
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Budget: Consider pricing options and what features are included to find a solution that fits your budget without sacrificing quality.
By carefully assessing these factors, you can select software that aligns with your firm's goals and enhances your practice’s efficiency.
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Getting started with CoCounselor is easy! Follow these simple steps:
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Request a Demo: Visit our website to schedule a free demo, where our team will walk you through the features and capabilities of our software.
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Sign Up: After the demo, you can sign up for a plan that best fits your firm’s needs.
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Onboarding: Our onboarding process includes setup assistance, training sessions, and access to our resources to ensure a smooth transition.
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Customization: Work with our team to customize the platform to suit your specific workflows and processes.
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Ongoing Support: Once you’re up and running, our support team is always available to help you with any questions or additional training.
Start your journey with CoCounselor today and see how we can transform your practice!
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What is a legal management system?
A legal management system is a comprehensive tool designed to manage all aspects of a case – from initial client intake through a cloud-based CRM, to final profit analysis via reporting and analytics. It’s engineered to help law firms save time, maximize billable hours, enhance organization, boost team collaboration, and increase accuracy and efficiency in their operations.