CoCounselor is designed for legal professionals seeking efficient practice management. This robust CRM platform equips firms with tools to improve client interactions, automate workflows, and streamline case management. Features include comprehensive case tracking, client communication integration, and insightful analytics.

What are the main features of CoCounselor?

Comprehensive Case Management

CoCounselor offers an extensive case management system tailored to the needs of legal professionals. With user-friendly interfaces and customisable options, it allows for seamless oversight and management of cases.

• Automated Task Scheduling: Organise and prioritise case-related tasks with automated reminders.
• Document Management: Centralise all critical documents for easy access and collaboration.
• Calendar Sync: Integrate with your calendar to keep all appointments and deadlines in check.

Enhanced Client Communication

Improve the way you communicate with clients using CoCounselor's integrated solutions designed to keep everyone on the same page at all times.

• Integrated Email and SMS: Correspond directly from the platform for a unified client experience.
• Client Portals: Provide clients with access to case updates and important documents.
• Communication Logs: Keep accurate records of all client interactions for transparency and tracking.

Insightful Analytics and Reporting

CoCounselor enhances decision-making with robust analytics tools that deliver actionable insights into your firm's operations and performance.

• Custom Reports: Generate reports tailored to your firm's specific needs and goals.
• Real-time Data Analysis: Access up-to-date information to stay ahead of the game.
• Performance Metrics: Track key performance indicators to identify strengths and areas for improvement.