Get started quickly and start running your firm efficiently with CoCounselor
Simple and transparent pricing
for your firm
CoCounselor Pricing
For teams with more needs
BILLED ANNUALLY
user/month
$299
Enterprise
Everything in Standard plus
Custom workflows & automation
Unlimited file storage
Call Tracking & Lead Generation
SMS/MMS Texting
Get the basics you need
BILLED ANNUALLY
$199
user/month
Standard
Case Management
Contact/Client Relationship Management
Firm Analytics
File storage
Document generation
Calendar (Gmail & Outlook integration)
Marketing & Referral Tracking
Custom fields & page layouts
Intake management
Secure, reliable
cloud software
Keep client data safe with our top-tier cloud security. Our software ensures your information is protected and accessible only to authorized users.
Worry-free data
migration and set up
Enjoy a smooth transition with our expert migration and setup services. We handle the details so you can focus on your practice.
24/7 Support when
you need it
Get round-the-clock support to address any issues quickly. Our team is always available to keep your practice running smoothly.
Frequently Asked Questions
Yes, you can easily upgrade or downgrade your plan at any time. We understand that your firm’s needs may change, and we strive to offer flexibility. Simply reach out to our customer support team, and they will guide you through the process to ensure a smooth transition to your new plan.
CoCounselor does not charge setup or migration fees. We believe in making the onboarding process as seamless as possible, so our team will assist you with migrating your data and setting up the software without any additional costs. Our goal is to help you get started without any financial barriers.
Billing is straightforward with CoCounselor. You can choose between monthly or annual billing options. Your subscription will automatically renew at the end of each billing cycle unless you decide to cancel. We provide detailed invoices that outline your charges, and you can update your payment information through your account dashboard.
Your data security is our top priority. CoCounselor employs industry-standard encryption, secure servers, and strict access controls to protect your information. We also regularly back up data and conduct security audits to ensure compliance with legal and regulatory standards. You can rest assured that your sensitive information is safe with us.
With your subscription, you will have access to a range of support options, including:
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Phone Support: Available during business hours for real-time assistance.
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Email Support: Reach out with any questions or issues, and we’ll respond promptly.
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Onboarding Assistance: Our team will help you get set up and provide training on using the software.
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Knowledge Base: Access to a comprehensive library of tutorials, articles, and FAQs for self-help.
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Regular Updates: Ongoing updates to the software, ensuring you always have the latest features and security measures.
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What features are included in each pricing plan?
Our pricing plans offer varying features tailored to different needs. Visit our features page to compare what’s included in each plan and find the best fit for your firm.