Stay connected and keep a detailed record of communication history with potential clients.
File emails from Google and Outlook to the relevant prospect record directly from your inbox.
Additionally, chronological history of communication with prospects will be provided to you and your team.
FAQ
Does it sync with Google and Outlook?
Yes! CoCounselor syncs with Google and Outlook to allow you to work more efficiently.
Can you include companies as a contact?
Yes! If you want to store insurance companies or hospitals contact information, you can do so. They are listed under the companies tab.
“I have worked for law firms who used various other legal software programs yet I haven’t found anything comparable to CoCounselor. All the other programs are difficult to learn with unnecessary tabs and useless features.”
“What impressed me most about CoCounselor is how much more efficient it has made my staff. This means less upset clients, more resolved cases, and ultimately more cash flow to continue to expand my business.”
“CoCounselor protects your clients and it also protects you from your clients. I just survived a grievance filed by a client based almost entirely on the actions and interactions my firm logged in CoCounselor.”
Previous
Next