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Integrate Case Status into your CoCounselor ecosystem
The purpose of this document is to set expectations of how to set up the integration for CoCounselor and how the integration works. For the purpose of this document, we will be referring to the integrated object as a Deal. Other objects supported include “Opportunities,” “Contacts,” etc.”
Client Engagement
Enhanced Communication
Grow The Law Firm Business
AI-Powered Client Intelligence
Integrate Case Status into your CoCounselor ecosystem
How This Integration Works with Case Status
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Helpful Resources to Get Started
How This Integration Works with Case Status
Getting Started with Case Status
Connect Case Status to your firm’s existing system and start improving client communication in days — not months. No dedicated IT team required.
Step 1: Connect Your System
Our team works with you to connect Case Status to your case management system and map key fields like contacts, case stages, and milestones. Most integrations are configured quickly with minimal lift from your team.
Step 2: Configure Your Client Experience
We help you customize statuses, messaging, and notifications so updates automatically flow to clients at the right moments. This ensures communication is consistent, branded, and aligned with your firm’s workflow.
Step 3: Go Live and Invite Clients
Once synced, you can begin inviting clients to the Case Status app right away. Your team continues working in your existing system while Case Status handles real-time updates, messaging, and engagement behind the scenes.
CoCounselor
Integration FAQs
No. Case Status integrates alongside CoCounselor and your primary case management system so your team can continue using CoCounselor for research, drafting, and workflow support while client-facing updates are managed through Case Status. There’s no need to duplicate work — each platform serves its role within your firm’s technology stack.
Yes. Client communications sent through Case Status remain centralized and synced with your firm’s system of record, ensuring that matters supported by CoCounselor stay fully documented while client engagement happens in one secure, branded channel.
Case Status maps relevant case data from your connected case management platform so important details — such as case stage, milestones, or key dates — power automated updates and client communication. CoCounselor supports legal workflow and AI assistance, while Case Status ensures clients stay informed and engaged.
Internal research, drafting, and strategy work conducted within CoCounselor remain private to your legal team. Only updates intentionally shared through Case Status are visible to clients, preserving confidentiality while improving transparency.
When a new matter is created in your connected case management system, it automatically syncs to Case Status — typically within minutes — allowing your team to invite clients and begin communicating right away.