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CoCounselor

CoCounselor · Atlanta, Georgia, United States

Plans and prices

Standard

$199a month, billed yearly

Case management · Contact/client relationship management · File analytics · File storage

Enterprise

$299a month, billed yearly

Everything in Standard · Custom workflows and automation · Unlimited file storage · Call tracking and lead generation

Every plan, in full

On the record

Calendars
The firm management page says calendars sync with Google Calendar and Outlook and support court dates, deadlines, team scheduling, and appointment reminders.cocounselor.com · read 9 Oct 2026
Case management
Case management covers matter details, deadlines, milestones, document generation, client communications, provider coordination, and settlements.cocounselor.com · read 9 Oct 2026
Client intake
Yescocounselor.com · read 22 Sep 2026
Client portal
Yescocounselor.com · read 22 Sep 2026
Company
The site footer identifies IXO LLC as the company holding the 2026 copyright.cocounselor.com · read 9 Oct 2026
Demo
The home page offers a free demo session with an expert; it does not state a trial duration.cocounselor.com · read 9 Oct 2026
Document automation
Yescocounselor.com · read 22 Sep 2026
Documents
The case management page says document templates can be populated automatically with client and case details, and lists e-signature integration.cocounselor.com · read 9 Oct 2026
Intake
Its intake tools capture leads from multiple channels, score and prioritize them, assign them to specialists, and automate follow-ups.cocounselor.com · read 9 Oct 2026
Migration
The pricing page says data migration is included with the subscription and has no setup or migration fees.cocounselor.com · read 9 Oct 2026
Mobile apps
Yescocounselor.com · read 22 Sep 2026
Prospect tracking
The prospect pipeline tracks activity and stages, supports duplicate detection and data merging, and can convert prospects to clients in one click.cocounselor.com · read 9 Oct 2026
Purpose
CoCounselor describes itself as a firm management platform built specifically for personal injury law firms.cocounselor.com · read 9 Oct 2026
Referrals
The intake page lists referral source tracking, conversion measurement, automated thank-you outreach, and a referral partner portal.cocounselor.com · read 9 Oct 2026
Security
The pricing page states that security includes end-to-end encryption, regular backups, and SOC 2 compliance.cocounselor.com · read 9 Oct 2026
Paid from
199cocounselor.com · read 22 Sep 2026
Support
The pricing page says all plans include 24/7 email support, while Enterprise includes dedicated account management and priority phone support.cocounselor.com · read 9 Oct 2026

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