CoCounselor provides a cloud-based legal management solution tailored specifically to the unique needs of plaintiff’s lawyers. With CoCounselor, users gain access to a comprehensive suite of solutions that shows them the health 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, complete with tags and pop-up reminders. The calendar module helps build custom workflows and can be shared with anyone in the firm while the CoCounselor mobile app allows users to access their schedule and contacts for every case from anywhere. Additionally, CoCounselor ensures firms are aware of how many cases they signed up in the past year, month, or week, provides automatic document creation, and enables mass marketing emails to help grow client lists.
John from El Super
The best part of the product is that literally like what it claims it protects the client from the company and the company from the client. But more importantly, it's an easy to use CRM for tracking all your cases. The learning curve is very small.
It's not as robust as I'd like and it's not always easy to edit, but once you get the hang of it you tend to have very few hickups.
Make sure you try all the functions first before you make any decision, this is a piece of software that although not too expensive you want to make sure it fits your organizational needs.