CoCounselor

Intake Management Solutions

Law Firm Intake Management That Helps You Sign More Clients

Streamline your intake process from first contact to signed retainer. Automate follow-ups, track every lead, and never miss an opportunity to sign a new client.

Our intake platform gives your team complete visibility into every prospect — where they came from, what stage they're in, and what actions to take next.

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Intake Automation

  • Automated new lead capture from all channels
  • Smart lead scoring and prioritization
  • Auto-assign leads to intake specialists
  • Follow-up reminders and task automation
  • Integration with website contact forms

Prospect Management

  • Full prospect timeline and activity history
  • Track every touchpoint and conversation
  • Stage-based pipeline management
  • Convert prospects to clients in one click
  • Duplicate detection and data merging

Referral Tracking

  • Track all incoming referral sources
  • Measure referral conversion rates
  • Automated thank-you outreach to referral sources
  • Referral partner portal
  • ROI reporting by referral channel

Reporting & Intake Insights

  • Real-time intake dashboard
  • Case type and conversion analytics
  • Response time tracking and benchmarks
  • Custom report builder
  • Export data to spreadsheets

Simplify Your Law Firm Intake Management Today

CoCounselor's intake platform is designed specifically for PI firms. Join hundreds of attorneys who have transformed their intake process and signed more clients.

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Breeze through your lead nurture and client intake process

Automate every step from first contact to signed retainer. Our intelligent workflows handle the heavy lifting so your team can focus on building relationships.

  • Automated Texting
  • Client Portal
  • Pre-built Templates
  • E-Signature
CoCounselor Intake Pipeline

Optimize your lead management, enhance client engagement, and boost your firm's productivity

Omni-Channel Lead Tracking

Omni-Channel Lead Tracking

Workflow Management

Workflow Management

Integrated Communication

Integrated Communication

Effortlessly track and analyze your referral channels

Know exactly where your best clients are coming from and double down on what works.

Access detailed reports and analytics effortlessly.

Real-time dashboards and custom reports give you the insights you need to grow your practice.

Frequently Asked Questions

What is intake management software?
Intake management software helps law firms capture, qualify, and convert potential clients efficiently. It automates lead capture, follow-ups, and prospect tracking so you never miss an opportunity.
How does CoCounselor handle new leads?
New leads are automatically captured from all channels — web forms, phone calls, referrals — and routed to the right intake specialist based on your configured rules.
What happens when a lead doesn't become a client?
Non-retained prospects are archived with full history. You can set up automated re-engagement campaigns or refer them to other firms, maintaining those relationships for future referrals.
Can I track where my clients are coming from?
Yes. CoCounselor tracks every lead source — whether it's a Google ad, a referral attorney, a billboard, or your website — so you know exactly where your marketing dollars are working.

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