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features
design
support

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Write a Review

Description

CoCounselor, a cloud-based legal practice management system software, was specifically designed to meet the needs and requirements of plaintiff's attorneys. CoCounselor allows you and your team to work faster, save time, and grow your firm. The top features include case management, instant document generation, medical billing, case expenses, reporting and dashboards as well as custom workflows and automation. Task and activity tracking are also included.

Description

Your firm can access an all-in-one solution designed to enhance productivity, boost client satisfaction, and facilitate growth with ease. The Legal Assistant simplifies the management of both incoming and outgoing mail, significantly reducing the time spent on allocation and filing each day. You’ll never have to worry about misplaced correspondence again, as it drastically cuts down the time-consuming task of scanning and filing, ensuring that all incoming mail is accurately linked to the appropriate case files. By integrating directly with your email service, the system automatically identifies and associates incoming emails with relevant case files, even during off-hours, eliminating the hassle of sifting through your inbox for important documents. With a vast library of Microsoft Word templates at your disposal, you can begin communicating with clients, opposing counsel, and various other stakeholders right away. All templates are fully adaptable in Microsoft Word, making it easy for your staff to utilize without the need for any additional training. This seamless integration not only saves time but also enhances the overall efficiency of your firm’s operations.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Adobe Acrobat Sign Yes 
Case Status Yes 
Conga Contracts Yes 
Docusign Yes 
Dropbox Yes 
Gmail Yes 
Google Drive Yes 
Microsoft Outlook Yes 
RingCentral Automatic Call Recording Yes 
Salesforce Agentforce 360 Platform Yes 
Twilio Yes 

Integrations

Adobe Acrobat Sign No 
Case Status No 
Conga Contracts No 
Docusign No 
Dropbox No 
Gmail No 
Google Drive No 
Microsoft Outlook No 
RingCentral Automatic Call Recording No 
Salesforce Agentforce 360 Platform No 
Twilio No 

Pricing Details

$75.00/month/user
Lite: $75 per user per month
Standard: $85 per user per month
Premium: $120 per user per month
Free Trial No 
Free Version No 

Pricing Details

$55 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

CoCounselor

Founded

2011

Country

United States

Website

cocounselor.com

Vendor Details

Company Name

The Legal Assistant

Founded

2006

Country

United States

Website

www.thelegalassistant.com

Product Features

Law Practice Management

Billing & Invoicing Yes 
CRM Yes 
Calendar Management Yes 
Client Portal Yes 
Conflict Management Yes 
Contract Management Yes 
Document Management Yes 
Email Management Yes 
Legal Case Management Yes 
Task Management Yes 
Time Tracking Yes 
Trust Accounting Yes 

Legal Calendar

Case Defined Timekeepers No 
Completion Tracking No 
Conflict Management No 
Multi-Office No 
Reminders No 
Rules-Based Scheduling No 
Staff Calendar No 
Status Tracking No 
Task Management No 

Legal Case Management

Billing Management Yes 
Calendar Management Yes 
Case Notes Yes 
Client Management Yes 
Communication Tracking Yes 
Conflict Management Yes 
Corporations Yes 
Court Management Yes 
Discovery Management Yes 
Docket Management Yes 
Document Management Yes 
Expense Tracking Yes 
Government No 
Law Firms Yes 
Records Management Yes 
Task Management Yes 
Time Tracking Yes 
Trust Accounting Yes 

Product Features

Law Practice Management

Billing & Invoicing Yes 
CRM Yes 
Calendar Management Yes 
Client Portal No 
Conflict Management Yes 
Contract Management No 
Document Management Yes 
Email Management Yes 
Legal Case Management Yes 
Task Management Yes 
Time Tracking Yes 
Trust Accounting No 

Legal Calendar

Case Defined Timekeepers No 
Completion Tracking Yes 
Conflict Management Yes 
Multi-Office Yes 
Reminders Yes 
Rules-Based Scheduling No 
Staff Calendar Yes 
Status Tracking Yes 
Task Management Yes 

Legal Document Management

Access Controls Yes 
Archiving & Retention No 
Collaboration No 
Contract Management No 
Document Assembly Yes 
Document Indexing No 
Document Tagging No 
Full Text Search No 
Version Control No 

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