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Law firm Zarwin 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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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.
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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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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.
Access Reviewer Dashboard
Reviewer Dashboard
is accessible through FileRoom, so you don't have to create separate credentials to sign in. Follow these steps to access the
Reviewer Dashboard
via FileRoom.- Sign in to SurePrep FileRoom.
- Point to the dropdown menu, then selectDashboard. TheDashboardoption will only appear in the dropdown menu if you have access to Reviewer Dashboard enabled.noteReviewer Dashboard can also be accessed fromTaxCaddyandAccount Admin.
- Reviewer Dashboard opens. The SurePrep navigation bar stays at the top, so you can switch between Reviewer Dashboard, FileRoom, and TaxCaddy as needed.
If the Reviewer Dashboard is inactive for 20 minutes (default settings), an
Alert: Inactivity Timer
will confirm if you want to Stay Logged In
or else the system will automatically Log Out
in 5 minutes.
In SPbinder, users can select the 
icon to directly access the clients' information in
Reviewer Dashboard
icon to directly access the clients' information in Reviewer Dashboard
.
This article applies to:
- Product: SurePrep
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