# CoCounselor Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is CoCounselor the right Law Practice Management solution for you? Explore 61 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/140896/CoCounselor/reviews --- CoCounselor 4.6 (61) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of CoCounselor Ease of use 4.6 Customer Service 4.7 ## Pros and Cons in Reviews CH Corina H ParalegalLaw Practice, 2 - 10 employeesUsed the software for: More than 2 years. “I like that I can have the case dashboard customized to fit our organization.“ August 24, 2021 DS Destiny S Associate AttorneyLaw Practice, 2 - 10 employeesUsed the software for: Less than 6 months. “I think the product is clunky and not very easy to use.“ August 13, 2020 DL Deanna L ParalegalLaw Practice, 11 - 50 employeesUsed the software for: 6-12 months. “CoCounselor has made my daily navigation through work amazing!“ August 10, 2020 RB Rebekah B ParalegalLaw Practice, 2 - 10 employeesUsed the software for: 1-2 years. “The layout is organized, concise, and clear.“ August 10, 2020 RB Rebekah B ParalegalLaw Practice, 2 - 10 employeesUsed the software for: 1-2 years. “I learned how to use different features very quick.“ August 10, 2020 ## Showing most helpful reviews Showing 1-25 of 61 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VZ Valerie Z. Intake Manager Law Practice Used the software for: 2+ years ### "Wonderful Software-Easy to use!" September 3, 2019 5.0 I would be lost without it. Pros It was very easy to become acquainted with CoCounselor. I was new to the legal industry starting my first job in a professional environment overall. CoCounselor was a major learning convenience for me. It made my job easier and really broke everything down. Generating documents and the help of their IT team coding everything to my specific needs upon request was a TREMENDOUS help! Cons I haven't encountered any issues & after 2.5 years using CoCounselor- I doubt I will. Review Source ZP Zach P. Attorney Legal Services Used the software for: 2+ years ### "Great Product, Better Support Team" September 10, 2019 5.0 Fantastic. Great Customer service. Pros It is very easy to use and can build very helpful reports. Cons Not really anything that I don't enjoy, can't exactly think of what could be improved at the moment. Whenever we have an issue, we speak with our rep and it's handled. Alternatives considered [Neos](https://www.capterra.com/p/58931/Neos/) Reason for choosing CoCounselor Love the template generation! Review Source JS Jonathan S. Attorney Law Practice Used the software for: 1-2 years ### "Review" September 10, 2019 3.0 Pros I like the Interface/Organization of this software most. Cons Search Function is trash. For some reason, it expects you to spell the name perfectly. How do I know if the entry is Tom/Thomas/Tomas/Tommy/Tommie. It needs to be more like google. Review Source RG Robert G. Law Clerk Legal Services Used the software for: 2+ years ### "Using Coco" September 3, 2019 4.0 Pros \- Setting reminders for each client or task - Being able to input numbers, addresses and other relevant info for repeat contacts when creating templates - At times, easy to utilize adaptive templates that pull relevant info Cons \- When creating templates the software would either slow down or fail to create the requested document or incorrectly placed the information in the desired setting/layout causing more time to complete a particular project than if other means were utilized. Review Source MI Mark I. owner Legal Services Used the software for: 2+ years ### "Extremely Pleased" September 11, 2019 5.0 Pros I love the accessibility - organization and ease of use Cons I don't know what I like the least because I only use the functions I like the most. Maybe the APP on my phone would the item I like the least; it doesn't seem to function as seamlessly as I would like. Review Source CH Corina H. Paralegal Law Practice Used the software for: 2+ years ### "Makes case management a breeze" August 24, 2021 5.0 Pros I like that I can have the case dashboard customized to fit our organization. Basically everything I need to see is right there and I don't have to search through multiple folders for information. Cons The template generator needs some work but that really isn't a big deal. Review Source JR Jennifer R. Paralegal Law Practice Used the software for: 2+ years ### "Excellent software" September 5, 2019 5.0 Overall, the experience with CoCounselor is exceptional. The software is easy to use and is a great way for us to track the source of where a prospect comes here, i.e billboard, client referral, or provider referral. The software allows us to cut down on time spent on the phone because everything we need is in one place. Pros Easy to use, easy to train a new person to use, easy to customize, can build reports, great customer service Cons Any issues that I've had with the software is always resolved. Review Source TH Tracci H. Office Manager Law Practice Used the software for: 2+ years ### "Reports and Downloads" September 11, 2019 4.0 Our users are able to share/see a clients file at all times including on our mobile app. Pros Able to check status of a client at a click. When clients call in we immediately click their name and can get instant information to assist the client. Cons We are not able to download all the clients files into Co Counselor. It would be great to have everything in one place. Also, the reports that are most useful for us are not available. Review Source NS Nicole S. Paralegal Legal Services Used the software for: 2+ years ### "Nicole's review" August 10, 2020 4.0 Pros How customizable everything is. It is really refreshing to be able to utilize a software that is user friendly. Cons Some things are too complicated for us to accomplish on our own so we need to ask for support. That can sometimes be annoying as it could just be something simple and easy. Review Source Response from CoCounselor August 14, 2020 Hey Nicole, thank you for the feedback! I'm sorry to hear that somethings are complicated but glad that our support team could resolve it for you! VR Verified Reviewer Attorney Legal Services Used the software for: Less than 6 months ### "Decent software" September 10, 2019 4.0 Pros That you can customize it to fit your needs Cons It does not prompt you to save before leaving a page. Review Source RL Renee L. Practice Manager Legal Services Used the software for: 6-12 months ### "Excellent Service and top notch product" September 3, 2019 5.0 The customer service is the best I've ever experienced, and I've been a Case Manager for many years and used many different products. This one is so simple. But the developers and administrators are on top of any request I have. The salesman has stayed with us and supported us even after 9 months. Pros The ease of setting up and getting up and running quickly and smoothly. It looks like a red rope full of client folders once set up, which makes it easier for basic users to learn. Cons The inquiry and client databases are separate and not all of the inquiry data transitions completely. Review Source CW Carolina W. Case Manger Law Practice Used the software for: 2+ years ### "Great Website" September 6, 2019 5.0 For these past 3 years I have enjoyed using the website. Pros I like how easy it is to use, it is very helpful and helps me keep track of all my cases. Cons I can not think of something I do not like at the moment. Review Source FT Fernanda T. TikTok Manager Law Practice Used the software for: 6-12 months ### "CoCounselor Review " August 4, 2020 4.0 Pros The way I can alphabetcally catogorize things is a plus! Cons Sometimes when I need something, I have to go through an administration. Review Source Response from CoCounselor August 10, 2020 Hey Fernanda, Thank you for the review! I wanted to reach out and let you know that reason you occasionally need to go through an admin is due to the level of permissions that were established when we originally set up and customized the Awad Law Firm's account. If you would like for us to make changes to your permissions, or any other aspect of CoCounselor, please give us a call: 404-419-7893. Thanks! WM Wes M. Attorney Law Practice Used the software for: 2+ years ### "Quality Software" September 10, 2019 4.0 Pros I find the software easy to use and navigate. Cons It would be more user friendly if it was easier to switch between pages. Review Source hM hollie M. attorney Legal Services Used the software for: 1-2 years ### "coco is great" September 3, 2019 5.0 Pros Cocounselor is user friendly and a great product. Cons The only complaint I have is that the members of my firm that practice criminal defense have a hard time using. Review Source AM Annie M. Case Manager Legal Services Used the software for: 6-12 months ### "User Friendly, Organized, and Great Customer Service" September 10, 2019 5.0 Pros The features are very helpful, IT help always available, and the layout is easy on the eyes. Very customizable to our needs Cons Every once and awhile there are template issues but always a quick and easy fix with the assistance of the customer service rep. Review Source YS Yasbeth S. WC Dept Head/Paralegal Law Practice Used the software for: 6-12 months ### "Easy to Use" September 10, 2019 5.0 Easy to use and great software! Pros Easy to Navigate and find information about the client. Cons Not enough information on Intake Tab. Had to use other source. Review Source RS Robert S. Owner Law Practice Used the software for: 6-12 months ### "replacing software that would not work" September 12, 2017 5.0 We were very happy with product and service after trying a number of other products. Pros over all customer service that worked on our problems and in fact solved them. Very happy with their ability to modify to meet our needs. Review Source CM Canditta M. Paralegal Used the software for: ### "CoCounselor" February 9, 2015 5.0 I have worked in the legal field as a personal injury paralegal for almost 10 years. While I have worked for large law firms who used various other legal software programs to manage their case load, I have yet to find anything comparable to Cocounselor. I have used several different programs and each one was a hassle to learn with numerous tabs and useless features. Cocounselor was by far the easiest program to learn with its user friendly and customizable program that is tailored to my needs as a personal injury paralegal. After a quick tutorial, I was operating Cocounselor with ease in one day! Additionally, Cocounselor's document templates and generated reports allow me manage a higher case load more efficiently causing less stress and reducing overhead. Review Source CS Chris S. Founder Used the software for: ### "I didn't know what was happening under my own roof" February 10, 2015 5.0 For 5 years, I ran my three lawyer practice using windows folders and an Excel spreadsheet. My paralegal and I would sit down and go through cases and add them to another Excel spreadsheet WHIP report. It was ridiculous as I would forget for 60 days and have to go back through the physical file. After switching to CoCounselor, I can now run the entire firm from my phone. I have complete visibility of month over month signups versus settlements. Income projection is automated. Review Source EC Erika C. Legal Assistant Law Practice Used the software for: 1-2 years ### "CoCounselor Calendar Could Be Improved" September 10, 2019 5.0 Overall I have been happy with CoCounselor as it does everything I need and I can upload files so I have everything I need for any meeting. The only con is when calendaring statutes and court dates which require reminders, I have to manually enter the reminders since there does not appear a way to schedule auto reminders for certain types of events calendared. Pros It's easy to use, very little training needed. Easy to keep track of files from anywhere. Cons It was missing some features I liked from our previous program, like auto calendaring due dates. On our old program if I entered a court date it automatically entered reminder dates to remind me to complete tasks for that court date. With CoCounselor I have to manually enter the reminder dates which takes time, especially since I can't view the calendar at the same time to count court days. Alternatives considered [Filevine](https://www.capterra.com/p/140815/Filevine/) Reason for choosing CoCounselor Easy to use and price. Switched from [AbacusLaw](https://www.capterra.com/p/18374/AbacusLaw/) AbacusLaw had poor customer service. Review Source NC Nicole C. Litigation Paralegal Law Practice Used the software for: 1-2 years ### "CoCounselor is a Paralegal's Best Friend" March 13, 2017 5.0 I have 12 years experience as a litigation paralegal, and in those years I've used a multitude of case management software systems. CoCounselor is by far the most efficient and user-friendly system I've used to date. In litigation, keeping track of deadlines is crucial and this program allows me peace of mind as there are dedicated spaces to track statutes of limitation, service, answers, and discovery. I also like the feature of being able to assign date related tasks as a tickler system so I can remind myself of actions needed on any given file when the attorney or client requests an update. The team at CoCounselor has always been more than willing to be of assistance if our firm has any questions, in addition to any changes or suggestions we may have to streamline our client files. They are also eager to help train our team members on reporting features and the other perks of the system. I highly recommend CoCounselor if you are in search of a personal injury case management system. Our firm has seen over a 100% growth in clients in the last year, and CoCounselor helped facilitate that growth with ease. Pros Please see my review - it helps with my litigation case management. Cons When entering tasks, sometimes the Case Number and/or the Client name doesn't automatically populate. Some of our team members aren't as diligent in making sure this information is entered, so the tasks will only show up for one or the other but not both. Review Source WJ William J. Attorney Law Practice Used the software for: 1-2 years ### "Solid product" September 3, 2019 4.0 Overall, CoCounselor gives me the opportunity to manage a large case load without which I would not be able to manage. I like it better than most other case management systems that I have used in the past. While it is not perfect, it is good enough to not want to look elsewhere and the ability to customize means it's imperfections should be temporary for the most part. Pros It is easy to use and run reports to help maintain organization. Customer service has been helpful and customizations have been mostly great. When used properly, the software makes management of cases and matters efficient and easy. Cons It can get cumbersome if you do not customize it effectively. It can integrate with other organizational tools like calendars and emails but usually requires external software or apps to do so - which are not optimal. Switched from [Clio](https://www.capterra.com/p/105428/Clio/) I changed firms - I had no say in the matter. Review Source HB Hannah B. Attorney Law Practice Used the software for: 6-12 months ### "Coco-recommendation" August 4, 2020 4.0 Overall, I find it easy to use and compatible with the way I do work. I do not have complaints other than what I wrote above. Pros I like that it is easy to use. It reminds me Facebook so it wasn't difficult to figure out how to tag people in things and to post things on each client's "wall." Cons It is not as user friendly to see the list of what I was tagged in or list of cases that apply to me. So when I go on the home page I have to keep clicking "See More Updates" at the bottom in order to see the full extent. I also would like that page to be categorized by things I'm actually tagged in and things where it is my case but there's just a comment or I wrote something and someone just wrote back rather than tagging me in it. That way I have a concise list of what I am specifically tagged. Review Source Response from CoCounselor August 10, 2020 I'm glad we were able to get your issue resolved. Thank you for your feed back. Please let us know if we can help you with anything in the future. CJ Carolyn J. Senior Paralegal Legal Services Used the software for: 2+ years ### "Best for Personal Injury" September 6, 2019 5.0 Case List Meetings are so much easier with this software. Pros I like how easy this software is to use with our personal injury cases. My favorite feature is the ability to tag the person you need to direct communication toward and also be able to respond if you are tagged by email or on the post itself. I really like how we can attach documents to the main feed and reg Cons Sometimes there are elements that I wish could be easier to track, especially with the "last modified" feature because it seems it does not keep up with the main feed updates and the case looks untouched. Review Source ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.