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Automate Case Management
and Boost
Client Satisfaction

Case Management Solutions

Group 67

Automate Case Management

and Boost
Client Satisfaction

Case Management Solutions

Matter Management

Automated Workflows

Streamline Communication

Document Solutions

Master Organization with

Case Management

Calendaring

Stay current on all case events and deadlines across your entire firm with our law firm calendaring software.

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Centralized Management

Keep all case information, activities, and communications in one secure location for complete visibility and easy access.

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Enhanced Team Collaboration

Use integrated internal chat and activity logs to ensure seamless communication and track every detail of your case’s progress.

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Our automated workflows and task management tools simplify your operations by reducing manual effort and standardizing procedures. With predefined templates and automatic task assignments, you’ll minimize errors and accelerate case handling, allowing your team to focus on high-value work.

Automate workflows to streamline your processes and ensure consistency
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Improve client engagement with integrated communication tools

Utilize SMS integration, email templates, and automated reminders to ensure prompt, consistent, and effective communication with clients, keeping them informed and engaged.

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Use smart documents to auto-fill case details and template automation to quickly generate essential paperwork. Securely store and organize files for easy access and enhanced productivity.

Optimize your document handling with smart, secure solutions

Frequently Asked Questions

  • CoCounselor offers comprehensive customer support to ensure you get the most out of our software. Support includes:

    1. Phone Support: Our team is available to answer your questions in real-time.

    2. Email Support: You can reach out for assistance via email, and we’ll respond promptly.

    3. Onboarding Assistance: We provide personalized onboarding to help you get started and ensure a smooth transition.

    4. Training Resources: Access to tutorials, webinars, and a knowledge base to help you learn how to use the software effectively.

    5. Regular Updates: Ongoing updates and enhancements to keep your software current with the latest features and security measures.

  • The cost of case management software like CoCounselor varies based on your firm’s size and specific needs. We offer flexible pricing plans, including monthly and annual subscriptions, tailored to accommodate solo practitioners as well as larger firms. To get an accurate quote, we recommend scheduling a demo, where we can assess your requirements and provide a customized pricing proposal without any hidden fees.

  • Transferring your current cases into CoCounselor is a straightforward process. Here’s how you can do it:
     

    1. Data Export: Export your current case data from your existing system in a compatible format (such as CSV or Excel).

    2. Import Process: Our team will guide you through the import process, helping you map your data to the appropriate fields in CoCounselor.

    3. Onboarding Support: We offer assistance during the transition to ensure all information is accurately transferred and organized within the platform.

    4. Verification: Once the data is imported, we recommend verifying that everything is accurate and up to date before fully transitioning to the new system.

    We aim to make the transition as seamless as possible, allowing you to focus on your clients without disruption.

Why should my law firm use case management software?

Case management solutions help lawyers spend more time focusing on practicing law and serving clients, and less time doing administrative and non-billable tasks.

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