CoCounselor

CoCounselor is a case management software designed for personal injury lawyers and law firms. Before using CoCounselor, users were overwhelmed with disorganization, tracking case notes on multiple spreadsheets, and wasting time on phone calls to obtain critical information. However, since implementing CoCounselor, users have found it incredibly easy to use and compatible with their workflow.

CoCounselor enables users to keep all client information in one place, such as medical providers, insurance information, client notes, and phone numbers. The software's mobile app has also proved handy in reducing the amount of time spent on phone calls as everything they need is within reach. Users can upload any relevant files like contracts or forms that will auto-generate themselves once needed information fields are entered. This has streamlined their repetitive tasks and saved significant time.

CoCounselor has also helped users maintain organization by automatically reminding them of date-related tasks using its tickler system. As an attorney or client requests an update on any given file, the system pops up reminders to carry out action items needed. Additionally, CoCounselor can track deadlines for statute limitations, servicing answers, discovery dates improving follow-through. With CoCounselor's efficiency and simplicity of use, lawyers can handle their cases more effectively without worrying about maintaining organization constantly.