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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.
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.
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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.
Related Reports and Displays
Report/Display | Type | Description |
|---|---|---|
Accrual Report | Report | This report is available in Reports > Reports List from the left navigation. It shows the Accrual Period Ending Balance, Remaining Accrual Balance, and other related data for each accrual period. This report would typically be used for exporting and sending accrual data to your finance department or to business units and determining whether spending has exceeded the accruals. |
Accrual Data in Matter | View | This is the Accruals view of Invoice History in a matter. To see this page, access a matter then click Invoices . Select Accruals from the view selector, select the applicable time period then click Change view . With respect to that matter, the view shows the Accrual Period Ending Balance, Remaining Accrual Balance, and other related data for each accrual period. Essentially, this is the Accrual Report described above for the specific matter. |
Unbilled Amounts Report | Report | This report shows unbilled amounts for each accrual period in which law firms manually entered the amounts. This report would typically be used to monitor and review the unbilled amounts as they are entered by the law firms and for company users to enter unbilled amounts on behalf of law firms. Law firm users also have access to this report. |
Company Financial Review Page | View | This page is displayed on Accruals Review in the Financial menu item. The default view displays any matter in which there is a pending budget or unbilled amounts that require review. However, this page can also be used to view all current unbilled amounts combined with current spending and budget amounts. |
Stuck Financial Data Report | Report | This report lets you view:
|
Calendar of Events | View | The Accruals Schedule shows due dates for unbilled amounts from law firms, and if applicable to your company, due dates for company users to review the law firm's unbilled amounts. To access the Accruals Schedule, in the left navigation click Home > Accruals Schedule . |
This article applies to:
- PRODUCT: Legal Tracker
- Audiences: Company