Case Management Solutions

Automate Case Management and Boost Client Satisfaction

Track every detail of every case from first contact to final settlement with intelligent automation built for PI firms.

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120%

Increase in case throughput

40%

Reduction in admin time

95%

Client satisfaction rate

Master Organization with Case Management

Every tool you need to run a streamlined, profitable PI practice — all in one platform.

Matter Management

Centralize all case information in one place. Track deadlines, milestones, and every detail of your cases with ease.

Document Generation

Generate legal documents instantly with pre-built templates. Auto-populate client data and case details to save hours of manual work.

Timeline Tracking

Visualize the full timeline of every case. Never miss a critical deadline with automated reminders and calendar integrations.

Client Communication

Keep clients informed automatically. Send status updates, appointment reminders, and settlement notifications with built-in messaging tools.

Provider Network

Manage your medical provider network directly within the platform. Track treatment records and coordinate with providers seamlessly.

Settlement Management

Track negotiations and manage settlements efficiently. Generate settlement statements and track disbursements in one place.

Automate workflows to streamline your processes and ensure compliance

Set up intelligent workflows that automatically route tasks, send notifications, and track progress so nothing falls through the cracks.

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Improve client engagement with integrated communication tools

Keep every client informed and engaged throughout their case. Automated status updates, appointment reminders, and direct messaging keep communication flowing without extra effort.

Automated client status updates
Two-way SMS and email
Client portal access
E-signature integration

Optimize your document handling with smart, secure solutions

Generate, store, and share legal documents securely. Pre-built templates, auto-population, and e-signature tools make document management effortless.

Frequently Asked Questions

Why should I use this case management solution?

CoCounselor's case management is purpose-built for Personal Injury law firms. Unlike generic software, every feature is tailored to PI workflows — from intake to settlement.

What do I need to start using CoCounselor?

Just an internet connection and your firm's information. Our onboarding team will guide you through setup and data migration in under a week.

How much does the case management software cost?

Case management is included in our Standard plan at $199/user/month. Enterprise features are available at $299/user/month.

Can CoCounselor be used to handle CoCounselor?

Yes — CoCounselor is designed to handle all aspects of PI case management including client communication, document generation, provider coordination, and settlements.

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