Client Engagement for
CoCounselor
CoCounselor is the only cloud-based practice management solution designed with the Personal Injury Firm in mind. Gain operational efficiencies, keep your entire staff on the same page, work from anywhere on any device, and build valuable dashboards and reports to keep you up-to-date on important deadlines and the overall health of your firm.
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.”
How This Integration Works with Case Status
CoCounselor Integration Overview
Integrate Case Status into your Salesforce ecosystem
CoCounselor Case Status for Google Chrome
Everything You Need, Right Inside CoCounselor!
Ready to get started with this integration? Please use these helpful links.
Deliver better client experience at scale
Transform satisfied clients into powerful advocates for your firm with automated review and referral requests.