Highlights : About CoCounselor
Case Management
Document Automation
Medical Billing & Case Expenses
Reporting & Dashboards
Client Management
Product Details
Features
Case Management
Manage all aspects of your case within one screen. Stop navigating to multiple areas within your software just to find the appropriate information. Efficiency at Scale.
Document Automation
Instantly generate new documents or letters in seconds. Use CoCounselor’s dynamic merge fields to automatically put all the right data in the right places. Work Smarter. Work Faster.
Medical Billing & Case Expenses
Keep track of all your bills surrounding the case, from Medical Providers, to Insurance Agencies, to other Case Expenses. CoCounselor will automatically calculate everything for you.
Reporting & Dashboards
Gain complete visibility into the overall health of your firm. See the progress of all your active cases. Fully customizable reports allow you to pay attention to the things that really matter to you.
Client Management
From prospects, to clients, to physicians and other staff members surrounding the case, CoCounselor allows you to enter, store, organize, and quickly search for all your contacts in seconds.
Task & Activity Tracking
Assign tasks to yourself & others, create calendar events, see what’s been done, and what needs to be done for a case or client. Never miss an important to-do item or meeting in your day again.
Benefits
CoCounselor provides legal document templates tailored especially for plaintiff lawyers.
Users can put their firm on autopilot with workflows triggered from any field.
Detailed and customizable reports enable users to keep an eye on the health of their firm.
Users can manage the entire practice from home, office, or on-the-go using CoCounselor's cloud technology.
Clients receive automatic email updates informing them of the status of their case, reducing any miscommunication.