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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

CoCounselor, a cloud-based legal practice management system software, was specifically designed to meet the needs and requirements of plaintiff's attorneys. CoCounselor allows you and your team to work faster, save time, and grow your firm. The top features include case management, instant document generation, medical billing, case expenses, reporting and dashboards as well as custom workflows and automation. Task and activity tracking are also included.

Description

Effortlessly connect with all the essential individuals involved in a client's case, such as probation officers, parole representatives, victim advocates, and human services personnel. With ReliaTrax, you can automate monthly reports and attendance notifications, eliminating the long hours previously spent on note-taking. Counselors now have the capability to generate all necessary clinical documentation within ReliaTrax, thanks to user-friendly tools designed to streamline the documentation process. Managing your practice has never been more straightforward! You can efficiently balance accounts, bill referral sources or insurance providers, distribute monthly reports, monitor counselor performance, and much more. This innovative approach not only simplifies case management but also enhances collaboration among all stakeholders involved in a client's journey. Embrace the future of practice management with such effective solutions at your fingertips!

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Adobe Acrobat Sign Yes 
Case Status Yes 
Conga Contracts Yes 
Docusign Yes 
Dropbox Yes 
Gmail Yes 
Google Drive Yes 
Microsoft Outlook Yes 
RingCentral Automatic Call Recording Yes 
Salesforce Agentforce 360 Platform Yes 
Service Center No 
Twilio Yes 

Integrations

Adobe Acrobat Sign No 
Case Status No 
Conga Contracts No 
Docusign No 
Dropbox No 
Gmail No 
Google Drive No 
Microsoft Outlook No 
RingCentral Automatic Call Recording No 
Salesforce Agentforce 360 Platform No 
Service Center Yes 
Twilio No 

Pricing Details

$75.00/month/user
Lite: $75 per user per month
Standard: $85 per user per month
Premium: $120 per user per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

CoCounselor

Founded

2011

Country

United States

Website

cocounselor.com

Vendor Details

Company Name

Canyon City Solutions

Founded

2008

Country

United States

Website

www.reliatrax.com

Product Features

Law Practice Management

Billing & Invoicing Yes 
CRM Yes 
Calendar Management Yes 
Client Portal Yes 
Conflict Management Yes 
Contract Management Yes 
Document Management Yes 
Email Management Yes 
Legal Case Management Yes 
Task Management Yes 
Time Tracking Yes 
Trust Accounting Yes 

Legal Calendar

Case Defined Timekeepers No 
Completion Tracking No 
Conflict Management No 
Multi-Office No 
Reminders No 
Rules-Based Scheduling No 
Staff Calendar No 
Status Tracking No 
Task Management No 

Legal Case Management

Billing Management Yes 
Calendar Management Yes 
Case Notes Yes 
Client Management Yes 
Communication Tracking Yes 
Conflict Management Yes 
Corporations Yes 
Court Management Yes 
Discovery Management Yes 
Docket Management Yes 
Document Management Yes 
Expense Tracking Yes 
Government No 
Law Firms Yes 
Records Management Yes 
Task Management Yes 
Time Tracking Yes 
Trust Accounting Yes 

Product Features

Mental Health

Appointment Reminders Yes 
Appointment Scheduling No 
Assessment & Treatment Plans Yes 
Billing & Invoicing No 
Claims Management No 
E-Prescribing No 
EDI No 
EMR / EHR Yes 
HIPAA Compliant Yes 
Inpatient / Residential No 
Multi-Provider Practice No 
Patient Portal No 
Personnel Management No 
Progress Notes No 
Single Provider Practice No 

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