CoCounselor

Firm Management Solutions

Revolutionize Your Law Firm Management with CoCounselor

Every tool your firm needs to operate at peak performance — task management, reporting, collaboration, and marketing intelligence all in one platform.

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Task Management

Task Management

  • Create and assign tasks with due dates and priorities
  • Automated task creation based on case stage
  • Team workload management and balancing
  • Progress tracking and completion reports
  • Integration with calendar and deadlines
Reporting & Business Insights

Reporting & Business Insights

  • Real-time firm performance dashboard
  • Revenue tracking and projections
  • Attorney productivity metrics
  • Case pipeline and conversion analytics
  • Custom report builder with export
Calendaring

Calendaring

  • Sync with Google Calendar and Outlook
  • Court date and deadline management
  • Team scheduling and availability
  • Automated appointment reminders
  • Multi-location calendar management
Collaboration

Collaboration

  • Internal messaging and team notes
  • Document sharing and co-editing
  • Role-based access and permissions
  • Activity feeds and @mentions
  • Mobile app for on-the-go access

Marketing & Lead Intelligence

Know exactly where your cases are coming from and optimize your marketing spend with data-driven insights.

Lead source tracking & attribution
Referral partner management
Campaign ROI reporting
Conversion funnel analytics
Competitor benchmarking
Marketing budget optimization
SEO & digital lead tracking
Automated follow-up sequences
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Improve productivity across your law firm with task management

Create and Assign Tasks

Create and Assign Tasks

Quickly create tasks, assign to team members, and set deadlines with one click.

Track Progress

Track Progress

Monitor progress in real-time with visual boards and status indicators.

Automated Tasks

Automated Tasks

Automatically create tasks based on case events and trigger workflows.

Track your firm's performance and gain business insights

Never miss another deadline and always know the status of your most important cases with real-time reporting and analytics.

15%
Average Revenue Growth
Business insights dashboard

Frequently Asked Questions

What is a legal management system?
A legal management system is software that helps law firms manage their day-to-day operations — from task management and calendaring to billing and client communication. CoCounselor is purpose-built for PI firms.
Are legal management tools worth it?
Yes. Firms using CoCounselor report significant improvements in efficiency, client satisfaction, and revenue. The ROI typically pays for itself within the first month.
What should I look for in a law firm management tool?
Look for PI-specific workflows, strong intake and case management, integration capabilities, reporting and analytics, and dedicated support. CoCounselor checks all those boxes.

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