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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.
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Tax, audit & accounting
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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.
Color Coding in SPbinder
INDEX TREE
All the proforma'd
Input Forms
in the Index Tree
will show up in blue text.
All the input forms created in the current year will be in black text.
A pink dot 
icon shows non-standard documents that were auto-indexed using AI. These documents haven’t been verified by SurePrep and require your attention.
icon shows non-standard documents that were auto-indexed using AI. These documents haven’t been verified by SurePrep and require your attention.
References
References colors on the document indicate where the data goes.
Blue References
Indicate that the amounts will flow to the tax software but not to the leadsheets.
Red References
Indicate that the amounts will flow to the tax software as well as the leadsheets.
Orange References
Indicate that the amounts will flow to Leadsheets only; these amounts won’t flow to the tax software through the export process.
FORMS tab
Form names are color-coded to indicate how the form was captured/updated.
Color | Description |
|---|---|
Blue | Proforma Entities - Form details were imported into the binder from the previous tax year (information was available in the tax software). |
Black | New Entities - OCR & manual added by a preparer. |
Selected proforma forms will appear in blue color.
Proforma'd Fields
Proforma'd
descriptions imported into the binder from the previous year will appear in blue
text.
OCR Fields
Data that has been captured by
OCR
will appear in green text.
Manually entered field
Data that has been entered
manually
by the user will appear in black
text.
Manually entered field overriding signed-off amount
Data that has been
manually
modified by a user after it was already verified with certainty using business logic (double green checkmark) and signed off by a user reviewing in Review Wizard. Modifying this field will turn the field borders red.
LEADS tab
Leadsheets show the same color format as Input Forms.
- Proforma Field - Blue text.
- OCR Field - Green text.
- Manual entry - Black text.
XML Submissions
XML data appears in Burgundy (Dark red) color.
This article applies to:
- PRODUCT: SurePrep
- Sub-Product: SPbinder