Counself Review

Our score: 8.0 User satisfaction: 100%

What is Counself?

Counself is an intelligent, secure, and certified legal vendor risk management software designed for the corporate counsel and legal operations teams. This can help them in the administration of the company’s relationships with legal vendors and external counsel. This platform is advantageous, as it protects you from the risks that come with sharing sensitive information with attorneys and law firms.

Counself can also assist the legal department of your business in navigating financial and regulatory mandates. This way, the organization can be more efficient in dealing with client requests. That is further complemented by a template library that users can fill in with the relevant data rather than create them from scratch each time. Additionally, there are collaboration tools that can aid every legal department employee in relaying information to their colleagues to accelerate workflows.

What’s more, Counself has a unique module called Risk. The purpose of this component is to help your company with your due diligence regarding your legal vendors. This comes with review, ranking, and monitoring capabilities that allow you to assess engagement tools for you to make intelligent decisions where your legal services providers are concerned.

Overview of Counself Benefits

Intelligent Electronic Forms

When doing your due diligence regarding legal vendors, you may need to gather information through forms, surveys, and questionnaires. Generating them through Word or Excel is time-consuming and the process is prone to human errors. On top of that, it can be costly, as you have to print them out and deliver them to potential legal vendors. With Counself, you do not have to go through those harrowing tasks. Instead, the platform helps you produce electronic forms to help you capture rich data. The solution also stores responses for you to unlock and review any time. Thus, you can make intelligent decisions when choosing your legal services providers.

Centralized Template Library

When dealing with vendors and clients, you are likely to rehash the same response numerous times and generate the same notes and forms repeatedly. To help you save time, Counself provides a library where you can store templates for any kind of document. The software makes them easy to find as well so you can work them faster. Additionally, since this is centralized, relevant departments or teams other than the legal unit can access the library and use the documents therein when necessary, thus creating a collaborative environment at work.

Seamless Vendor Registration

Vendor management always begins with the registration process. Using Counself, you can ask third-party suppliers to sign up on a dedicated portal. This is entirely a self-service procedure, allowing vendors to manage their profiles any time as well. With this, you can relieve your legal and administration team of the manual management tasks.

Overview of Counself Features

  • Electronic Forms
  • Template Library
  • Vendor Profile
  • Collaboration Tools
  • Security & Privacy Certifications

What Problems Will Counself Solve?

Problem #1: Information Gathering

A member of Legal Ops, Emily from XYZ Corp needs to do her quarterly Compliance OC Due Diligence check. She identifies the 10 firms, whom she needs to reach out to for insurance, certification, and policy collection, and the teams of contacts she will need to get in touch with. In the past, this would all be handled through emails, Excel files, and PDFs, with endless communication chains and countless documents in all kinds of formats that had to be kept track of.

With Counself, Emily can keep track of all of her firms, their expiring documentation and when it’s time for a re-approval, and centralize the whole process for her team and her firm’s team. Instead of writing email after email, she can send out an RFI in Counself to all 10 vendors at once and the system will keep track of collecting information, sending reminders, and more, all while centralizing the process in a coordination hub. Outside Counsel and Vendors will receive emails with a secure link to Counself, so they can upload documents, answer questions, complete forms, ask for clarification, and more. Documents can also be added to responses with conditions, such as view only (no download), or disappearing after a predefined time, which keeps information secure while lowering your liability.

Problem #2: Proposal Requests

A new litigation matter has made its way into XYZ Corp’s Legal Department and is based in Alaska. XYZ is based in Texas, but the Associate General Counsel has a few contacts from Law School at firms in Anchorage. Normally, the AGC would just reach out to his buddies, but instead of just taking a risk and sending out the matter details to just their one or two contacts, the legal team has been offered to contact their corporate procurement team to use their enterprise vendor tool (ex: Ariba) for issuing an RFP. However, due to the urgency of the case and unfamiliarity of both the legal and the procurement departments about the practice of sending out RFPs for legal matters, such as the required technology and time needed to issue and track RFP, they simply gave up on the idea.

With Counself though, XYZ’s legal staff can create an Outside Counsel oriented RFP in a matter of minutes. With the integration of their Matter Management System, RFP information will be pulled in from the corresponding matter. All that’s left to do is to detail specific matter information, goals, and objectives, and to attach any pre-defined questionnaires. No need to worry about email chains, folder structures, and buried clarifications. Each of your recipient firms will get a private opportunity to respond, while you can just sit back, review, assess, and select the firm best fit for the job.

Problem #3: Request for Quotation

XYZ Corp has a group of approved panel firms. They have sent out their RFIs to do their due diligence and risk mitigation, have included these firms on RFPs and found consistently they are performing well, bringing in wins, and keeping costs low. You have another case in Anchorage and know that one of the firms you sent an RFP out to last time on a similar case did a great job. Send a quick Request for Quotation to see if your suspicions were correct about this firm and whether they’ll be the right fit for this project. You can attach all of the same tools as a regular RFP, from questionnaires to documents, but at the end of the day, sending an RFQ through Counself is quick, easy, and auditable.

Problem #4: Contract

Emily from XYZ Corp found out that the current NDA signed with 3 of the law firms has expired this last year. This is a risk issue and must be addressed ASAP. Emily uses Counself to issue the standard NDA using DocuSign and prepopulating defined & relationship fields with the information she’s already tracking.

Awards & Quality Certificates

An award given to products that have recently entered the market but are already becoming very popular
This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.

Counself Position In Our Categories

Bearing in mind businesses have particular business-related wants, it is only sensible they abstain from going for an all-encompassing, ideal solution. Just the same, it is nearly futile to try to stumble on such application even among well-known software products. The rational step to do is to shortlist the numerous major aspects that call for a investigation like important features, costing, skill levels of staff members, company size, etc. The second step is, you must follow through your product research systematically. Browse over some of these Counself review articles and scrutinize each of the solutions in your list in detail. Such well-rounded product investigation ascertain you keep away from poorly fit applications and subscribe to the system which has all the features you require business requires for success.

Position of Counself in our main categories:

TOP 50

Counself is one of the top 50 Law Practice Management Software products

If you are considering Counself it could also be a good idea to check out other subcategories of Law Practice Management Software listed in our base of B2B software reviews.

Since each organization has unique business requirements, it is advisable for them to desist from searching for a one-size-fits-all faultless software solution. Needless to say, it would be pointless to try to find such an app even among market-leading software platforms. The smart thing to do would be to jot down the various vital factors that require consideration such as key features, finances, skill levels of staff members, company size etc. Then, you should do your homework thoroughly. Read some Counself Law Practice Management Software reviews and investigate each of the other solutions in your shortlist in detail. Such in-depth homework can make sure you discard ill-fitting applications and select the system that presents all the features you need for business success.

How Much Does Counself Cost?

Counself Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

Counself is an intelligent legal vendor risk management software for solo practitioners and law firms. If you are interested in enhancing your occupational operations with this application, you can request custom enterprise pricing by phone or by email.

User Satisfaction

Positive Social Media Mentions 20
Negative Social Media Mentions 0

We realize that when you make a decision to buy Law Practice Management Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Counself reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Counself. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Technical details

Devices Supported

  • Web-based


  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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Top Competitors To Counself By Price

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Counself Comparisons

What are Counself pricing details?

Counself Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

Counself is an intelligent legal vendor risk management software for solo practitioners and law firms. If you are interested in enhancing your occupational operations with this application, you can request custom enterprise pricing by phone or by email.

What integrations are available for Counself?

Counself can integrate with the following third-party platforms:

  • DocuSign
  • Microsoft Office 365
  • Mitratech TeamConnect
  • Dropbox
  • Box
  • OneDrive
  • Google Drive
  • SSO
  • Survey JS

Counself also makes available its REST API for custom integrations.


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Reviewed By Jenny Chang
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