» Workflow Management

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Manage Your Workflow From Anywhere

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Legal software that lets you focus your craft

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Manage Your Workflow From Anywhere

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Legal software that lets you focus your craft

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Simple and Easy Workflow Management

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Turn your firm on autopilot by create custom rules based on your workflow. Are you tired of scheduling events for the same time for every case? Cocounselor schedules the events and tasks for you. CoCounselor is customized to your practice area so that we can schedule events based off any field in the system (i.e. statue of limitations, etc.). Allow your team to work on the important items while CoCounselor does all the heavy lifting in the background.

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Simple and Easy Workflow Management

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Turn your firm on autopilot by create custom rules based on your workflow. Are you tired of scheduling events for the same time for every case? Cocounselor schedules the events and tasks for you. CoCounselor is customized to your practice area so that we can schedule events based off any field in the system (i.e. statue of limitations, etc.). Allow your team to work on the important items while CoCounselor does all the heavy lifting in the background.

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Automatic Calendaring

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Setup your calendar to do the work for you. You can schedule reminders, input important dates and allow CoCounselor to notify you of when they’re coming up, and create a custom workflow based on your calendar.

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Automatic Calendaring

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Setup your calendar to do the work for you. You can schedule reminders, input important dates and allow CoCounselor to notify you of when they’re coming up, and create a custom workflow based on your calendar.

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See all the features

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See all the features

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searchIconManage Customers
See how CoCounselor helps you manage all your
customers

docAutomatically Create Documents
Easily create all your documents with one click

securitySecurely Store All Your Documents
Safely and securely store all your documents

[/et_pb_text][et_pb_text admin_label=”Mobile Links” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid” text_font_size=”16″ text_line_height=”2em” background_position=”top_left” background_repeat=”repeat” background_size=”initial”]

searchIconCustom Fields
Store all your data in custom fields designed for
your practice 

docWorkflow Management 
Create rules and triggers that are built specifically for
your practice

securityScheduled Reports 
Schedule your reports to send out daily or weekly to
get a pulse on your firm 

[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row make_fullwidth=”off” use_custom_width=”off” width_unit=”on” use_custom_gutter=”off” custom_padding=”50px||50px|” padding_mobile=”off” allow_player_pause=”off” parallax=”off” parallax_method=”off” make_equal=”off” parallax_1=”off” parallax_method_1=”off” parallax_2=”off” parallax_method_2=”off” column_padding_mobile=”on” disabled_on=”on||off” disabled=”off” background_position=”top_left” background_repeat=”repeat” background_size=”initial”][et_pb_column type=”1_2″][et_pb_text admin_label=”Links” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid” text_font_size=”16″ text_line_height=”2em” background_position=”top_left” background_repeat=”repeat” background_size=”initial”]

searchIconManage Customers
See how CoCounselor helps you manage all your
customers

docAutomatically Create Documents
Easily create all your documents with one click

securitySecurely Store All Your Documents
Safely and securely store all your documents

[/et_pb_text][/et_pb_column][et_pb_column type=”1_2″][et_pb_text admin_label=”Links” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid” text_font_size=”16″ text_line_height=”2em” background_position=”top_left” background_repeat=”repeat” background_size=”initial”]

searchIconCustom Fields
Store all your data in custom fields designed for
your practice 

docWorkflow Management 
Create rules and triggers that are built specifically for
your practice

securityScheduled Reports 
Schedule your reports to send out daily or weekly to
get a pulse on your firm 

[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row make_fullwidth=”off” use_custom_width=”off” width_unit=”on” use_custom_gutter=”off” custom_padding=”30px|||” padding_mobile=”off” allow_player_pause=”off” parallax=”off” parallax_method=”off” make_equal=”off” parallax_1=”off” parallax_method_1=”off” column_padding_mobile=”on” background_position=”top_left” background_repeat=”repeat” background_size=”initial”][et_pb_column type=”4_4″][et_pb_button admin_label=”Button Redirect to Demo Request Page” button_url=”/request-a-demo” url_new_window=”off” button_text=”Request Live Demo!” button_alignment=”center” background_layout=”light” custom_button=”on” button_text_color=”#494b49″ button_bg_color=”#ffffff” button_border_color=”#494b49″ button_border_radius=”5″ button_font=”Open Sans||||” button_use_icon=”off” button_icon_placement=”right” button_text_color_hover=”#494b49″ button_bg_color_hover=”#ffffff” button_border_color_hover=”#494b49″ button_border_radius_hover=”5″ _builder_version=”3.0.98″]
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See all the features

[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row make_fullwidth=”off” use_custom_width=”off” width_unit=”on” use_custom_gutter=”off” padding_mobile=”off” allow_player_pause=”off” parallax=”off” parallax_method=”off” make_equal=”off” parallax_1=”off” parallax_method_1=”off” parallax_2=”off” parallax_method_2=”off” column_padding_mobile=”on”][et_pb_column type=”1_2″][et_pb_text admin_label=”Links” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid” text_font_size=”16″ text_line_height=”2em” background_position=”top_left” background_repeat=”repeat” background_size=”initial”]

searchIconManage Customers
See how CoCounselor helps you manage all your
customers

docAutomatically Create Documents
See how CoCounselor helps you manage all your            customers

securitySecurely Store All Your Documents
See how CoCounselor helps you manage all your
customers

[/et_pb_text][/et_pb_column][et_pb_column type=”1_2″][et_pb_text admin_label=”Links” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid” text_font_size=”16″ text_line_height=”2em” background_position=”top_left” background_repeat=”repeat” background_size=”initial”]

searchIconManage Customers
See how CoCounselor helps you manage all your
customers

docAutomatically Create Documents
See how CoCounselor helps you manage all your            customers

securitySecurely Store All Your Documents
See how CoCounselor helps you manage all your
customers

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