Solutions
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Corporations
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Success stories
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A true competitive advantage
Law firm Zarin Baum’s embrace of generative AI as the natural next step in the evolution of legal work and their adoption of CoCounsel Legal has helped them achieve remarkable efficiency gains and improved client relationships.
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Workflow transformation drives impact
Brinks, a global leader in secure logistics and security solutions, used CoCounsel to reimagine what was possible with AI tools, turning legal challenges into a competitive advantage.
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The forefront of audit tech
A better auditing workflow solution was the answer to multiple challenges faced by The Mercadien Group. Find out how they achieved greater efficiency by embracing Cloud Audit Suite.
Questions? We are here to help.
Products
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Tax, audit & accounting
Recommended products
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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.
Questions? We are here to help.
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Resources
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Product training
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Product communities
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Developers
Highlights
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2026 SKILLS showcase
Join weekly sessions to experience in-depth demonstrations of the leading legal AI products while connecting with strategic law firm leaders in knowledge management, innovation, and AI.
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Ghosts on the ledger
Payroll fraud is a major compliance risk. Learn how payroll analytics and AI-powered tools can help exorcise phantom employees and employers.
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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.
Reply to FirmFlow notes
You can reply to a note to provide a response to an original note. This would be equivalent to providing a resolution to a point.
To reply to a note:
- In theMy Workscreen, select a workflow and then select theNotestab.
- Select the note that requires response by marking its checkbox.
- SelectOptionsand chooseReply to NoteorReply with Quote.The note's type (Assembly, Delivery, Permanent, Review, or any custom note types) will be automatically inherited from its parent note; however you may change it if desired.
- SelectOKto save the note.note
- To quickly respond to a note, use theReplyicon found within the note. This is equivalent to selectingReply to Note.
- IfReply with Quoteis chosen then the selected note's contents will be appended to your response.
- If the note is lengthy (and thus wraps at the end of the window), the scroll bar at the right edge of theNoteswindow allows you to access the hidden portions of the note.
- After the response note has been added, an automatic sequential reference number is inherited from its parent note, audit information, and date and time stamps are included to the note. Responses are shaded to improve associated notes with their responses.