Excellent Review

Pros

Amazing service. We really appreciate you guys. Thank you.

Cons

I think you guys are doing a great job. I don't have a critique as of right now.

Solid product

Overall, CoCounselor gives me the opportunity to manage a large case load without which I would not be able to manage. I like it better than most other case management systems that I have used in the past. While it is not perfect, it is good enough to not want to look elsewhere and the ability to customize means it's imperfections should be temporary for the most part.

Pros

It is easy to use and run reports to help maintain organization. Customer service has been helpful and customizations have been mostly great. When used properly, the software makes management of cases and matters efficient and easy.

Cons

It can get cumbersome if you do not customize it effectively. It can integrate with other organizational tools like calendars and emails but usually requires external software or apps to do so - which are not optimal.

CoCOunselor Review

It is okay to store notes and save phone numbers but there are no other features.

Pros

It stores notes with a subject, date and time.

Cons

You cannot edit all the entries on a contact's information.

CoCounselor Calendar Could Be Improved

Overall I have been happy with CoCounselor as it does everything I need and I can upload files so I have everything I need for any meeting. The only con is when calendaring statutes and court dates which require reminders, I have to manually enter the reminders since there does not appear a way to schedule auto reminders for certain types of events calendared.

Pros

It's easy to use, very little training needed. Easy to keep track of files from anywhere.

Cons

It was missing some features I liked from our previous program, like auto calendaring due dates. On our old program if I entered a court date it automatically entered reminder dates to remind me to complete tasks for that court date. With CoCounselor I have to manually enter the reminder dates which takes time, especially since I can't view the calendar at the same time to count court days.

CoCounselor is a Paralegal's Best Friend

I have 12 years experience as a litigation paralegal, and in those years I've used a multitude of case management software systems. CoCounselor is by far the most efficient and user-friendly system I've used to date. In litigation, keeping track of deadlines is crucial and this program allows me peace of mind as there are dedicated spaces to track statutes of limitation, service, answers, and discovery. I also like the feature of being able to assign date related tasks as a tickler system so I can remind myself of actions needed on any given file when the attorney or client requests an update. The team at CoCounselor has always been more than willing to be of assistance if our firm has any questions, in addition to any changes or suggestions we may have to streamline our client files. They are also eager to help train our team members on reporting features and the other perks of the system. I highly recommend CoCounselor if you are in search of a personal injury case management system. Our firm has seen over a 100% growth in clients in the last year, and CoCounselor helped facilitate that growth with ease.

Pros

Please see my review - it helps with my litigation case management.

Cons

When entering tasks, sometimes the Case Number and/or the Client name doesn't automatically populate. Some of our team members aren't as diligent in making sure this information is entered, so the tasks will only show up for one or the other but not both.