The #1 Firm Management Platform for PI Attorneys

If your current software worked, you wouldn’t be here

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Purpose-built for personal injury law practices
Access your entire firm securely, from any device, anywhere
Keep every case, document, and client communication organized and trackable
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See CoCounselor in action

Built on Salesforce

30-minute live demo. No pressure.

We respect your inbox. No spam.

See your practice in action

Get a complete view of your cases, tasks, and firm performance in one powerful dashboard.

CoCounselor Dashboard showing case management, tasks, and analytics
Comparison

Your Pain Points & Our Solutions

Before CoCounselor

  • Disorganized case files
  • Manual intake and follow-up
  • Missed deadlines and lost leads
  • Time wasted on repetitive tasks
  • No clear visibility into firm health

After CoCounselor

  • Centralized case management right in Salesforce
  • Automated intake and task workflows
  • Smart lead tracking and deadline reminders
  • Instant document generation
  • Real-time dashboards and firm insights

How it works

1

Request a demo:

See CoCounselor in action.

2

Customize your platform:

Tailor it to your firm's workflow.

3

Streamline your operations:

Focus on winning cases, not managing chaos.

What you get

Case timelines

See tasks, notes, and deadlines in one view.

Core

Automated workflows

Reduce manual tasks with smart automation.

Workflow

Real-time insights

Track firm performance with live dashboards.

Reporting

Secure client data

HIPAA compliant with enterprise-grade security.

Core

Mobile access

Work from anywhere with full mobile functionality.

Core

Client communication

Keep clients informed with automated updates.

Workflow
Professional woman working on laptop
"I have worked for law firms who used various other legal software programs yet I haven't found anything comparable to CoCounselor."
–Sayonara Silva, Senior Paralegal
CoCounselor Dashboard Interface

Everything You Need to Manage Your Firm

Frequently Asked Questions

What makes CoCounselor different from other case management platforms?

CoCounselor is built directly on Salesforce, offering seamless integration with the world's No. 1 CRM. Designed specifically for personal injury law firms, it streamlines case management, client communication, and firm operations in one unified platform.

Is CoCounselor customizable to fit my firm's specific needs?

CoCounselor is highly customizable to match your firm's unique workflows. From intake forms to task automation, you can tailor the platform to meet your specific case management requirements.

Do I need a Salesforce account to use CoCounselor?

Yes, CoCounselor operates as a Salesforce-native application. You'll need a Salesforce account to use the software, but we'll guide you through setup and integration for a smooth transition.

Can I request a demo before committing?

Yes, CoCounselor offers free, no-obligation demos. Schedule one today to see how CoCounselor can streamline your practice, improve client communication, and help your firm grow.

How secure is CoCounselor?

CoCounselor is built with top-tier security standards. It's cloud-based with secure, encrypted data storage, ensuring that client data remains safe and compliant with industry regulations. CoCounselor is also HIPAA compliant.