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 folders
FirmFlow folders are defined by the properties that can be set when creating a new folder or editing an existing one. These unique identifiers include the following:
- Client Information (Client Name and Client Number)
- Engagement Type
- PIC (Person-in-Charge) of the Engagement
- Year
- Period End (The last date of a tax period, often 12/31.)
- Type of Workflow
- Workflow's Description
- Workflow's Status
In addition, with the necessary permissions, you can also work with the following items.
- Project Deliverables
- Documents
- Checklist
- Delivery Instructions
- Notes
- Customized Information Fields
- Routing Information and Pre-Assignments
note
All FirmFlow folder data, including dates, index fields, information fields, and field names and their values are determined by the selected drawer.
Changing an existing FirmFlow folder
You can readily enter or change information on the
FirmFlow Folder
screen.note
- TheDocumentstab in the FirmFlow folder will display any documents having the same index values as the folder header: Client Name, Client Number, Engagement Type, File Section, and Year.
- If you make any changes to the header in theDocumentstab and then navigate to another section of the workflow, GoFileRoom will notify you that all documents will be re-indexed using the new header values. For example, if you change the Date filed information at the top of the workflow screen and then navigate away from theDocumentstab, you will be prompted to re-index all documents to the new date. Select OK to proceed and re-index documents or select Cancel to stop the navigation and prevent re-indexing.
- Selecting Cancel will not revert changes made to the fields on theFirmFlow Folderscreen. If you cannot recall the original settings, select the browser Back button to return you to yourMy Workscreen. Using the browser Back button will revert any and all changes made to the fields on theFirmFlow Folderscreen and you will not be able to recover them.