---
title: "CoCounselor Reviews, Pros and Cons - 2026 Software Advice"
description: "Reviews of CoCounselor. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if CoCounselor is a good fit for you!"
source_url: "https://www.softwareadvice.com/legal/cocounselor-profile/reviews/"
page_type: "reviews"
language: "en"
---

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CoCounselor Reviews

Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee.

[Overview](https://www.softwareadvice.com/legal/cocounselor-profile/)

Reviews

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# CoCounselor User Reviews

## Reviews summary

- Overall rating: 4.6/5
- Total reviews: 61

### Secondary ratings

- Ease of use: 4.6/5
- Customer support: 4.7/5
- Value for money: 4.3/5
- Functionality: 4.3/5

### Rating distribution

- 5 stars: 41 reviews (67%)
- 4 stars: 14 reviews (23%)
- 3 stars: 6 reviews (10%)
- 2 stars: 0 reviews (0%)
- 1 star: 0 reviews (0%)

### Most mentioned cons

- The template generator needs some work but that really isn't a big deal.

## CoCounselor customer reviews

Showing reviews 1-25 of 61 (page 1).

### Review

- Overall rating: 4/5
- Reviewer: Clay C.
- Verified reviewer: Yes
- Industry: Law Practice
- Company size: 2-10 employees
- Product usage: Used daily for less than 12 months
- Reviewed: August 2020
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Very positive, just a few minor issues that could help the experience be even better

#### Ratings breakdown

- Ease of use: 4/5
- Functionality: 4/5

#### Pros

I like the auto-fill form letters, the ability to send notifications to other users and assign tasks to other users

#### Cons

I wish that the events would be automatically scheduled to calendars and sent to all involved personnel on the file

#### Vendor response

Hey Clay, glad you are enjoying the software. We are able to set up calendar event automation and get that customized out for you. If that's something you're interested in, give us a call so we can discuss. (404) 419-7893

Replied August 2020

---

### Solid product

- Overall rating: 4/5
- Reviewer: William J.
- Verified reviewer: Yes
- Industry: Law Practice
- Company size: 11-50 employees
- Product usage: Used daily for less than 2 years
- Reviewed: September 2019
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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.

#### Ratings breakdown

- Ease of use: 4/5
- Customer support: 4/5
- Functionality: 4/5

#### 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.

#### Reasons for switching to CoCounselor

I changed firms - I had no say in the matter.

---

### CoCOunselor Review

- Overall rating: 3/5
- Reviewer: laura M.
- Verified reviewer: Yes
- Industry: Law Practice
- Company size: 2-10 employees
- Product usage: Used daily for more than 2 years
- Reviewed: September 2019
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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

#### Ratings breakdown

- Ease of use: 1/5
- Value for money: 1/5
- Customer support: 1/5
- Functionality: 1/5

#### 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 rating: 5/5
- Reviewer: Erika C.
- Verified reviewer: Yes
- Industry: Law Practice
- Company size: 2-10 employees
- Product usage: Used daily for less than 2 years
- Reviewed: September 2019
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 3/5
- Customer support: 2/5
- Functionality: 3/5

#### 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.

#### Reasons for choosing CoCounselor

Easy to use and price.

#### Reasons for switching to CoCounselor

AbacusLaw had poor customer service.

---

### CoCounselor is a Paralegal's Best Friend

- Overall rating: 5/5
- Reviewer: Nicole C.
- Industry: Law Practice
- Company size: 2-10 employees
- Product usage: Used daily for less than 2 years
- Reviewed: March 2017
- Review source details: This review was submitted organically. No incentive was offered

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.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### 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.

---

### Coco-recommendation

- Overall rating: 4/5
- Reviewer: Hannah B.
- Verified reviewer: Yes
- Industry: Law Practice
- Company size: 11-50 employees
- Product usage: Used daily for less than 12 months
- Reviewed: August 2020
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Overall, I find it easy to use and compatible with the way I do work. I do not have complaints other than what I wrote above.

#### Ratings breakdown

- Ease of use: 4/5
- Functionality: 4/5

#### Pros

I like that it is easy to use. It reminds me Facebook so it wasn't difficult to figure out how to tag people in things and to post things on each client's "wall."

#### Cons

It is not as user friendly to see the list of what I was tagged in or list of cases that apply to me. So when I go on the home page I have to keep clicking "See More Updates" at the bottom in order to see the full extent. I also would like that page to be categorized by things I'm actually tagged in and things where it is my case but there's just a comment or I wrote something and someone just wrote back rather than tagging me in it. That way I have a concise list of what I am specifically tagged.

#### Vendor response

I'm glad we were able to get your issue resolved. Thank you for your feed back. Please let us know if we can help you with anything in the future.

Replied August 2020

---

### Best for Personal Injury

- Overall rating: 5/5
- Reviewer: Carolyn J.
- Verified reviewer: Yes
- Industry: Legal Services
- Company size: 11-50 employees
- Product usage: Used daily for more than 2 years
- Reviewed: September 2019
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Case List Meetings are so much easier with this software.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

I like how easy this software is to use with our personal injury cases. My favorite feature is the ability to tag the person you need to direct communication toward and also be able to respond if you are tagged by email or on the post itself. I really like how we can attach documents to the main feed and reg

#### Cons

Sometimes there are elements that I wish could be easier to track, especially with the "last modified" feature because it seems it does not keep up with the main feed updates and the case looks untouched.

---

### great software for case management

- Overall rating: 5/5
- Reviewer: Elizabeth C.
- Verified reviewer: Yes
- Industry: Law Practice
- Company size: 2-10 employees
- Product usage: Used daily for more than 2 years
- Reviewed: September 2019
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Before we used this software, we were tracking cases on multiple spreadsheets, which meant it took more time to organize, find information, etc. It takes time to input information into Co-Counselor, but once it is there we are able to access is much more easily.

#### Ratings breakdown

- Ease of use: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

We are able to track the status of cases and manage them more efficiently because of Co-Counselor. Customer service has always been helpful any time an issue has come up.

#### Cons

Not all functions are straight forward. We still use Outlook to diary tasks and appointments because it is easy to use for everyone in the office.

---

### Case Management

- Overall rating: 5/5
- Reviewer: Sara V.
- Verified reviewer: Yes
- Industry: Legal Services
- Company size: 2-10 employees
- Product usage: Used daily for less than 12 months
- Reviewed: August 2020
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

What I enjoy most about this software is how helpful it is at keeping track of everything happening with our client's cases. This software allows us to draft customized templates in SECONDS including intake documents, demands, ante litem notices, spoliation letters, and even complaints. It really helps me be more efficient. I also like that it allows you to capture data and maximize your profits on every single case. This software makes it so easy to find the information that you need and it allows for your entire team to know exactly what is going on in every aspect of the case very easily.

#### Cons

The only thing I would add to this software is making the case list tabs more customizable for each paralegal.

#### Vendor response

Thanks for the review Sara! We can customize the tabs however you may need. A member of our support team will contact you.

Replied August 2020

---

### Excellent Review

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Verified reviewer: Yes
- Industry: Legal Services
- Company size: 11-50 employees
- Product usage: Used daily for more than 2 years
- Reviewed: August 2020
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### 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.

#### Vendor response

Thank you for the review! Glad to hear you're having a good experience with CoCounselor! Please give us a call if there is anything we can do to improve it for you and your firm: 404-419-7893.

Replied August 2020

---

### Great Software

- Overall rating: 5/5
- Reviewer: Kate W.
- Verified reviewer: Yes
- Industry: Law Practice
- Company size: 11-50 employees
- Product usage: Used daily for more than 2 years
- Reviewed: September 2019
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Co-Counselor is easy to use and has all the features that we need.

#### Ratings breakdown

- Ease of use: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

This software is user-friendly, and the customer service team can customize it to the specific needs of our firm

#### Cons

Sometimes the Help Desk employees take too long to respond.

---

### Coco Review

- Overall rating: 4/5
- Reviewer: Karla Z.
- Verified reviewer: Yes
- Industry: Law Practice
- Company size: 11-50 employees
- Product usage: Used daily for more than 2 years
- Reviewed: September 2019
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

I have never had a problem with coco

#### Ratings breakdown

- Ease of use: 5/5
- Functionality: 3/5

#### Pros

It is easy, reliable and I like the fact that you can see all the info in one page

#### Cons

I dont like that it is not compatible with Word. I wish it was more like needles.

---

### CoCo Review

- Overall rating: 4/5
- Reviewer: Natali M.
- Verified reviewer: Yes
- Industry: Law Practice
- Company size: 2-10 employees
- Product usage: Used daily for more than 2 years
- Reviewed: September 2019
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

It's easy to use.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

Easy to use and comprehend. It can be customized.

#### Cons

Some features don't work accordingly. There are some links that kick me out of the system.

---

### Best Office Management System

- Overall rating: 5/5
- Reviewer: Claudia D.
- Verified reviewer: Yes
- Industry: Law Practice
- Company size: 11-50 employees
- Product usage: Used daily for less than 2 years
- Reviewed: September 2019
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

#### Ratings breakdown

- Ease of use: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

I definitely enjoy the fact that all the information is very accessible and should I need to I can easily change anything.

#### Cons

The only con I can honestly think about is when I am looking for a client's file, it wont search for similar so if its a unique name it takes some time to find it.

---

### streamline to success

- Overall rating: 4/5
- Reviewer: lisa e.
- Verified reviewer: Yes
- Industry: Legal Services
- Company size: 2-10 employees
- Product usage: Used weekly for more than 2 years
- Reviewed: September 2019
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 3/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

I like the ease of use of the program and that it can interface with messenger features. Also, I can log calls with clients which my staff can pull up and use to remind the client that I've already addressed their concerns if they call repeatedly.

#### Cons

There is a learning curve when it comes to navigating to certain features such as the settlement calculator.

---

### CoCo is Awesome!

- Overall rating: 5/5
- Reviewer: Cesar A.
- Verified reviewer: Yes
- Industry: Law Practice
- Company size: 11-50 employees
- Product usage: Used daily for less than 12 months
- Reviewed: September 2019
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

#### Ratings breakdown

- Ease of use: 5/5
- Functionality: 5/5

#### Pros

I really like that all of the information for our case files are in one place. Anyone can pick up the file and know exactly whats going on with it.

#### Cons

I do not like that whenever we need to generate a template, I have to reload the page so that I can access the file.

---

### Okay, but didn't do what I was looking for it to do

- Overall rating: 3/5
- Reviewer: Isabel A.
- Verified reviewer: Yes
- Industry: Law Practice
- Company size: 2-10 employees
- Product usage: Used other for less than 12 months
- Reviewed: September 2019
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 3/5
- Functionality: 3/5

#### Pros

I liked that it is easy to organize your cases on it.

#### Cons

I don't like that you cannot store all of your documents on it. The true value of a case management software comes from having all of your files online, you cannot do that with this software. It is not beneficial to have information in one place and then your documents in another location. What would be useful would be to have all of your medical records, bills, e-mails, correspondence and information about client calls all in one place. That is why i dislike this software.

---

### Best Case Management System on the Market!

- Overall rating: 5/5
- Reviewer: Todd H.
- Product usage: Used unspecified for unspecified
- Reviewed: February 2015
- Review source details: This review was submitted organically. No incentive was offered

As a practicing personal injury attorney, I was looking for a case management system that was affordable and could manage all of my needs and workflow. I did not want to be tied to a server based model so the most important feature for me was that it had to be in the cloud so that I could access it anywhere. I was actually using another cloud based case management system, but was frustrated at it limited capabilities. I did the 30 day risk free trial with CoCounselor and immediately saw the benefits of the switch. Task management, statute of limitations reports, marketing reports, document generation, integration with Microsoft and Google, the list goes on and on. What impressed me most is how much more efficient it has made my staff. They can now work on more cases just as efficiently as before. This means less upset clients, more resolved cases, and ultimately more cash flow to continue to expand my business. I certainly think it is the best case management system on the market!

#### Ratings breakdown

- Ease of use: 5/5
- Customer support: 5/5

---

### Co-Counselor Review

- Overall rating: 5/5
- Reviewer: Ashlee W.
- Verified reviewer: Yes
- Industry: Legal Services
- Company size: 2-10 employees
- Product usage: Used daily for less than 6 months
- Reviewed: August 2020
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

It has been a great experience.

#### Ratings breakdown

- Ease of use: 4/5
- Functionality: 4/5

#### Pros

It is easy to use and shows all of the information needed on the main page.

#### Cons

There is not anything that I least like about this software.

#### Vendor response

Thanks so much for the review Ashlee! We're so pleased you are happy with your experience!

Replied August 2020

---

### Good Concept, Poor Execution

- Overall rating: 3/5
- Reviewer: Destiny S.
- Verified reviewer: Yes
- Industry: Law Practice
- Company size: 2-10 employees
- Product usage: Used daily for less than 6 months
- Reviewed: August 2020
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

#### Ratings breakdown

- Ease of use: 3/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

I like the fact that when you post within a case, it posts to the overall chat as well.

#### Cons

I think the product is clunky and not very easy to use. It could use some streamlining.

---

### CoCounselor Review

- Overall rating: 3/5
- Reviewer: Kimberly M.
- Verified reviewer: Yes
- Industry: Law Practice
- Company size: 2-10 employees
- Product usage: Used other for less than 6 months
- Reviewed: September 2019
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Short

#### Ratings breakdown

- Ease of use: 3/5
- Value for money: 2/5
- Customer support: 3/5
- Functionality: 1/5

#### Pros

I liked the idea behind the software but we were unable to make it work for us

#### Cons

Could not be customized enough to be helpful

---

### Wonderful Software-Easy to use!

- Overall rating: 5/5
- Reviewer: Valerie Z.
- Verified reviewer: Yes
- Industry: Law Practice
- Company size: 2-10 employees
- Product usage: Used daily for more than 2 years
- Reviewed: September 2019
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

I would be lost without it.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

It was very easy to become acquainted with CoCounselor. I was new to the legal industry starting my first job in a professional environment overall. CoCounselor was a major learning convenience for me. It made my job easier and really broke everything down. Generating documents and the help of their IT team coding everything to my specific needs upon request was a TREMENDOUS help!

#### Cons

I haven't encountered any issues & after 2.5 years using CoCounselor- I doubt I will.

---

### Great Product, Better Support Team

- Overall rating: 5/5
- Reviewer: Zach P.
- Verified reviewer: Yes
- Industry: Legal Services
- Company size: 2-10 employees
- Product usage: Used daily for more than 2 years
- Reviewed: September 2019
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Fantastic. Great Customer service.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

It is very easy to use and can build very helpful reports.

#### Cons

Not really anything that I don't enjoy, can't exactly think of what could be improved at the moment. Whenever we have an issue, we speak with our rep and it's handled.

#### Reasons for choosing CoCounselor

Love the template generation!

---

### Using Coco

- Overall rating: 4/5
- Reviewer: Robert G.
- Verified reviewer: Yes
- Industry: Legal Services
- Company size: 2-10 employees
- Product usage: Used daily for more than 2 years
- Reviewed: September 2019
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

- Setting reminders for each client or task - Being able to input numbers, addresses and other relevant info for repeat contacts when creating templates - At times, easy to utilize adaptive templates that pull relevant info

#### Cons

- When creating templates the software would either slow down or fail to create the requested document or incorrectly placed the information in the desired setting/layout causing more time to complete a particular project than if other means were utilized.

---

### Extremely Pleased

- Overall rating: 5/5
- Reviewer: Mark I.
- Verified reviewer: Yes
- Industry: Legal Services
- Company size: 2-10 employees
- Product usage: Used daily for more than 2 years
- Reviewed: September 2019
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

I love the accessibility - organization and ease of use

#### Cons

I don't know what I like the least because I only use the functions I like the most. Maybe the APP on my phone would the item I like the least; it doesn't seem to function as seamlessly as I would like.

## More reviews

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CoCounselor Reviews, Pros and Cons - 2026 Software Advice