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Average Ratings 0 Ratings

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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

SimplyConvert stands out as the leading legal technology platform designed to attract and convert prospective clients, optimize case management from the initial intake to the final resolution, and ensure secure data handling for immediate analysis. Established by a mass tort attorney and enhanced with the expertise of legal professionals and developers, SimplyConvert automates every aspect of the intake process—ranging from client onboarding to case filing and resolution. Our round-the-clock automated client intake chatbot assesses cases continuously, utilizing lawyer-defined criteria for evaluation. This system not only auto-retains qualified clients but also automatically dismisses unqualified leads. Tailored specifically for law firms, our comprehensive CRM empowers you to effectively manage relationships with both prospective and existing clients while keeping all their information systematically organized. You can selectively retain the cases you choose to pursue and refer out those that don't meet your criteria. Furthermore, monitor communications and fee agreements to ensure everyone remains informed with up-to-date reporting, which enhances overall operational efficiency. This innovative approach allows legal professionals to focus more on their core tasks while maintaining an organized and efficient workflow.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Adobe Acrobat Sign Yes 
CSS No 
Case Status Yes 
Clio No 
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 
Twilio Yes 

Integrations

Adobe Acrobat Sign No 
CSS Yes 
Case Status No 
Clio Yes 
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 
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

$250 minimum monthly fee
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 No 
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) No 
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 No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

CoCounselor

Founded

2011

Country

United States

Website

cocounselor.com

Vendor Details

Company Name

SimplyConvert LLC

Founded

2020

Country

United States

Website

simplyconvert.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 

Alternatives

Alternatives

Mass Torts 360 Reviews

Mass Torts 360

SimplyConvert LLC
Eve Reviews

Eve

Eve Legal