Solutions
-
Corporations
-
Governments
Success stories
-
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.
-
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.
-
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
-
Tax, audit & accounting
Recommended products
-
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.
-
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.
-
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.
Purchase
-
Buy books
-
Contact sales
Resources
-
Product training
-
Product communities
-
Developers
Highlights
-
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.
-
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.
-
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.
Work with FirmFlow delivery instructions
You can easily add, change, or delete delivery instructions for a workflow using the
Delivery Instructions
tab. Delivery instructions include delivery methods, the delivery destination, whether the source documents are to be returned, and any extra instructions necessary to complete the engagement.tip
To work with delivery instructions, select a workflow from the
FirmFlow - My Work
screen, then select the Delivery Instructions tab. Add delivery instructions
To add delivery instructions:
- Select a delivery method from the Delivery Method field.
- Select a destination from the Destination field.
- Select theReturn Source Documentscheckbox to return the source documents to the indicated delivery destination.noteThis means you need to return the original client source documents (such as W2s, 1099s) to the client along with the tax return.
- If you want, add delivery notes.
Change delivery instructions
To change delivery instructions:
- Select the Delivery Instructions tab.
- Select different instructions using the dropdown lists in the Delivery Method and Destination fields.
- Select or clear theReturn Source Docscheckbox.
note
All FirmFlow notes (including delivery notes) can't be changed. The user would have to delete or close the note and add a new one in order to obtain the equivalent result.
Delete delivery instructions
To delete delivery instructions:
- Select the Delivery Instructions tab.
- Select the blank entry from the dropdown lists in the Delivery Method or Destination fields.
- Clear the Return Source Docs checkbox.
To delete Delivery Notes, select the note from the Option menu, then select
Delete Notes
.