Cocounselor

Est. 2013 United States Updated 2026-02-10

Cloud-based practice management platform built specifically for personal injury law firms, running on Salesforce infrastructure. Covers intake automation, case lifecycle management (intake to settlement/verdict), client communications, referral and marketing ROI tracking, and firm analytics dashboards. Founded 2016, based in Atlanta, GA. Designed by plaintiff lawyers for plaintiff lawyers. HIPAA compliant with encrypted data storage. Capterra 4.6/5 from 61 reviews — paralegals praise ease of use and customization. Starting at $85/month per feature. Team estimated at 4-8 employees; revenue ~$1M (Growjo, LeadIQ). Tracxn tags company as ‘Acquired’ but no public acquisition announcement found — status uncertain. Integrates with Case Status for automated client communication.

Company Info

Founded: 2013
Team size: 1-10 employees
HQ: United States
Sector: In-House Automation

What We Haven’t Verified

This page was assembled from publicly available information. Feature claims and workflow mappings are based on what the vendor and third-party listings publish — not hands-on testing or practitioner feedback.

Workflows

Based on practitioner evidence, Cocounselor is used in these workflows:

What practitioners struggle with

Real frustrations from legal professionals — the problems Cocounselor addresses (or should address). Sourced from practitioner reviews, Reddit threads, and case studies.

Client calls asking 'what's happening with my case?' — paralegal has to interrupt the attorney because matter status lives in someone's head, not a system

Communication & Collaboration 61 vendors affected Solo practitioner · Small firm (2–10) · small-firm · Government

Managing 200+ open PI cases with medical records, deadlines, and lien tracking in spreadsheets — one missed statute of limitations and the firm faces malpractice

Filing & Compliance 72 vendors affected Small firm (2–10) · Mid-size firm (11–50) · Large firm (51–200) · Paralegal

PI firm outgrew Clio — 500+ open matters, complex intake routing, and the managing partner wants Salesforce-level dashboards but the current PM tool can't deliver

Firm Operations & Growth 9 vendors affected Mid-size firm (11–50) · Large firm (51–200)

Referral tracking is a mess — PI firms owe percentages to referring attorneys but tracking who sent which case, what they're owed, and when to pay is manual and error-prone

Billing, Time & Finance 3 vendors affected Mid-size firm (11–50) · Large firm (51–200)

PI intake calls come in at 50-200 per week but 60-80% aren't viable cases — the firm wastes hours screening callers before a single billable minute, and good leads go cold waiting for callback

Client & Matter Lifecycle 36 vendors affected Solo practitioner · Small firm (2–10) · Mid-size firm (11–50)

Plaintiff firm can't scale past 100-200 active cases because every additional case adds linear paralegal/attorney hours for med records, chronologies, and demand work — the economics break without automation

Firm Operations & Growth 15 vendors affected Solo practitioner · Small firm (2–10) · Mid-size firm (11–50)

PI attorney juggling 50 active cases can't quickly answer basic questions about any single case — 'What were the treatment dates?', 'Did we get the MRI report?', 'What's the total in medical specials?' — without physically re-reading hundreds of pages of records each time

Research & Analysis 5 vendors affected Small firm (2–10) · Mid-size firm (11–50) · Solo practitioner

Where it fits in your workflow

Community Data

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