COI Tracker

COI Tracker is a certificate tracking system that scans, reads, and captures insurance certificates. The job it does: cases, documents, time and billing for law firms.

It makes the most sense for solo practitioners to mid-size firms. Related areas on their profile: Legal Tech. They are a small team, 11 to 50 people, which usually shapes who they work with. You will probably talk to the people who build it, which is great until you need 24/7 support.

COI Tracker is based in Brookfield, Wisconsin. More on coitracker.com.

Before you commit, look at trust accounting, document automation, and client portals. Ask for a trial on your own data, not a canned demo.

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