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What is CoCounselor?

CoCounselor is an innovative software solution tailored for the unique needs of plaintiff's attorneys, operating in a cloud-based environment. This platform enhances efficiency for legal teams, enabling them to expedite their work processes, conserve valuable time, and expand their practice. Key functionalities of CoCounselor encompass comprehensive case management, immediate document creation, medical billing support, expense tracking, and detailed reporting and dashboards, along with the ability to customize workflows and automate tasks. Additionally, it incorporates features for tracking tasks and activities, ensuring that all aspects of case management are covered. With its user-friendly interface, CoCounselor empowers attorneys to focus more on their clients and less on administrative burdens.

What is Clever Case?

Clever Case is a comprehensive law practice management software created by attorneys to address the real challenges faced by legal professionals. It provides a centralized platform where firms can manage matters, clients, documents, tasks, and billing processes efficiently. The system offers flexible matter management, allowing users to organize cases with categories, descriptions, and associated records. Time tracking is simplified with real-time tools and customizable billing options that help capture every billable minute. Task management features enable teams to assign, prioritize, and monitor work across the firm. Clever Case also streamlines invoicing and integrates payment processing to ensure faster and more accurate financial workflows. Its conflict check system helps attorneys quickly identify potential legal conflicts and maintain compliance. The platform supports integrations with tools like Microsoft 365, QuickBooks, Xero, and Power BI for enhanced functionality. Advanced analytics capabilities allow firms to evaluate productivity, client value, and performance trends. Clever Case is accessible from anywhere, ensuring flexibility and continuous updates without user intervention. It is designed for solo attorneys and small to mid-sized law firms looking to scale efficiently. Overall, Clever Case empowers legal professionals to improve organization, increase billable time, and deliver better client service.

Media

Media

Integrations Supported

Adobe Acrobat Sign
Case Status
Conga Contracts
Docusign
Dropbox
Gmail
Google Drive
Microsoft Outlook
RingCentral Automatic Call Recording
Salesforce Agentforce 360 Platform
Twilio

Integrations Supported

Adobe Acrobat Sign
Case Status
Conga Contracts
Docusign
Dropbox
Gmail
Google Drive
Microsoft Outlook
RingCentral Automatic Call Recording
Salesforce Agentforce 360 Platform
Twilio

API Availability

Has API

API Availability

Has API

Pricing Information

$75.00/month/user
Free Trial Offered?
Free Version

Pricing Information

$39/month/user
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

CoCounselor

Date Founded

2011

Company Location

United States

Company Website

cocounselor.com

Company Facts

Organization Name

Clever Case

Date Founded

2015

Company Location

United States

Company Website

clevercase.com

Categories and Features

Law Practice Management

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

Legal Calendar

Case Defined Timekeepers
Completion Tracking
Conflict Management
Multi-Office
Reminders
Rules-Based Scheduling
Staff Calendar
Status Tracking
Task Management

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Categories and Features

Law Practice Management

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

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