CoCounselor
The facts below are what the maker publishes about CoCounselor, checked and dated. Our editors have not written about it yet.
Plans and prices
From CoCounselor's own pricing page, checked 9 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Standard | $199 a month | Case management · Contact/client relationship management · File analytics · File storage · Document generation · Calendar (Gmail & Outlook integration) · Marketing & referral tracking · Custom fields · Video management · Monthly, per user; annual billing discounts are available. |
| Enterprise | $299 a month | Everything in Standard · Custom workflows and automation · Unlimited file storage · Call tracking and lead generation · SafeWell Testing · Monthly, per user; annual billing discounts are available. |
The facts
Each one read from CoCounselor's own pages, with the date it was checked.
What it does
- Calendars
- The firm management page says calendars sync with Google Calendar and Outlook and support court dates, deadlines, team scheduling, and appointment reminders.checked 9 Oct 2026
- Case management
- Case management covers matter details, deadlines, milestones, document generation, client communications, provider coordination, and settlements.checked 9 Oct 2026
- Client intake
- Yeschecked 22 Sep 2026
- Client portal
- Yeschecked 22 Sep 2026
- Demo
- The home page offers a free demo session with an expert; it does not state a trial duration.checked 9 Oct 2026
- Document automation
- Yeschecked 22 Sep 2026
- Documents
- The case management page says document templates can be populated automatically with client and case details, and lists e-signature integration.checked 9 Oct 2026
- Intake
- Its intake tools capture leads from multiple channels, score and prioritize them, assign them to specialists, and automate follow-ups.checked 9 Oct 2026
- Migration
- The pricing page says data migration is included with the subscription and has no setup or migration fees.checked 9 Oct 2026
- Paid from
- 199checked 22 Sep 2026
- Prospect tracking
- The prospect pipeline tracks activity and stages, supports duplicate detection and data merging, and can convert prospects to clients in one click.checked 9 Oct 2026
- Purpose
- CoCounselor describes itself as a firm management platform built specifically for personal injury law firms.checked 9 Oct 2026
- Referrals
- The intake page lists referral source tracking, conversion measurement, automated thank-you outreach, and a referral partner portal.checked 9 Oct 2026
- Security
- The pricing page states that security includes end-to-end encryption, regular backups, and SOC 2 compliance.checked 9 Oct 2026
- Support
- The pricing page says all plans include 24/7 email support, while Enterprise includes dedicated account management and priority phone support.checked 9 Oct 2026
The company
- Company
- The site footer identifies IXO LLC as the company holding the 2026 copyright.checked 9 Oct 2026
- Headquarters
- Atlanta, Georgia, United Stateschecked 19 Oct 2026
Money
- Free plan
- Nochecked 22 Sep 2026
Where it runs
- Mobile apps
- Yeschecked 22 Sep 2026
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