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CoCounsel Legal
Transform your work with the only AI legal solution uniting research, drafting, and document analysis in a single experience. Designed by legal experts and built on trusted content and advanced AI, CoCounsel Legal accelerates multistep work so you can better serve your clients and grow your business.
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CoCounsel Tax
Transform your tax practice with CoCounsel Tax, an AI-powered assistant that combines trustworthy answers, automation, and firm knowledge into one seamless platform. Enhance efficiency, reduce risk, and improve client confidence with CoCounsel Tax.
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CLEAR
Powerful software designed for law enforcement, compliance, risk, and fraud investigators. Conduct thorough investigations with ease using our intuitive online investigation software. Efficiently, prevent, detect, and solve crime.
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Future of professionals report 2025
The Thomson Reuters Future of Professionals Report 2025 reveals how AI continues to shape professional work — and what it takes to get ahead. This year’s report shows that increased efficiency, productivity, and cost savings top the list of benefits professionals attribute to AI, making it indispensable for organizations facing rapid change.
Workspaces use case guide: Document extraction
This guide introduces your team to Workspaces through a simple example. Use Workspaces to extract structured data from single or multiple documents with templates or custom questions, enabling your firm to analyze, review, and export information.
Complete this example to learn to create a workspace, upload a document, select an extraction template, review and refine results, and export findings to Excel.
- Begin by creating a new Workspace. Go to the Workspaces section and selectNew Workspace.
- Upload the document you want to analyze. This can be a single agreement or multiple documents, depending on your project. For this example you can use an example partnership agreement or download an example from SEC.gov.
- After uploading your documents, select the proper template for data extraction (you can also use AI to generate a list of questions, import a list or add manually). For this example, you might select theAnalyze a Partnership Agreement when Admitting a New PartnerPublic Template but feel free to create your own list of questions.
Templates are customizable and designed to surface the most relevant fields for your document type. - Once extraction is complete, you'll be able to review the output directly within the Workspace. You can edit individual fields, flag entries for review, or edit the response. This gives a quick cleanup and validation before final export.
- After verifying the accuracy of the extracted information, selectExport to Excelto download the data into Excel format. This step makes it easy to share, analyze, or integrate the output with your existing workflows.
By completing this walkthrough, your team will have a strong foundation for using Workspaces effectively. You can repeat this process with different templates and document types to build broader automation use cases across your organization.
This article applies to:
- PRODUCT: CoCounsel
- Audiences: Tax professionals