Keep your potential clients in a virtual waiting room until you’re ready to take the case. Our conflict check allows you to create a new contact or merge the information with an existing, repeat client.
FAQ
What contact record types are available?
Organize your contacts by categories such as client, attorney, insurance adjuster, judge, paralegal, witness, and more.
Can you create notes and files related to the contact?
Yes, you can create detailed notes and files related to each contact.
“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.”
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