Enabling CoCounsel Document Skills in HighQ

System and site admin

The HighQ CoCounsel integration provides generative AI capabilities in the Files and iSheets modules, supported with a Prompt library.

note

HighQ CoCounsel integration requires:

HighQ Support to enable the CoCounsel integration,

CoCounsel Document Skills
are enabled in site admin, and

you have a CoCounsel account (with access via OnePass or a Thomson Reuters user account).

Get insights from contracts

Get insights with the document Review skill .

note

Setting up CoCounsel skills

A CoCounsel admin must set up a database in CoCounsel and populate the prompt library before using CoCounsel to get insights or summarise documents.

You must have access to at least one CoCounsel Database
and Skill
. A preset Prompt
is optional, but recommended.

Your iSheet must also have a Multiple-line text column to store answers for each question you intend to ask.

Open the Files or iSheet module. If you are signed in to your CoCounsel account, the CoCounsel menu is available:

Enable CoCounsel Document Skills in HighQ sites

important

CoCounsel Document Skills are available to all HighQ Premium tier customers who have also purchased CoCounsel Core licenses or have CoCounsel Core available through their Westlaw or Practical Law subscriptions.

Ask your Thomson Reuters Account Manager, Customer Success Manager, Solutions Consultant or Professional Services contact to discuss enabling the features in your HighQ instance.

CoCounsel Integration - Introduction and Overview

If the CoCounsel integration is enabled for your instance, additional CoCounsel options are available for site administrators in the AI Hub section of Admin
.

Open Admin
, then select Configure
in the AI Hub
section.

Set CoCounsel Document Skills
to ON
:

onfigure how data is transferred to and stored in CoCounsel databases with the More actions
> Configure CoCounsel integration
menu.

note

There are considerations to keep in mind when sharing data with CoCounsel:

The content of your HighQ site may be highly sensitive or permissioned, and the integration may be purely to extract data and summarise files, without providing access to other users, or the ability to use content with other skills or processes.

Conversely, the site content or purpose may require flexibility, allowing users to use and process files not only with the integrated skills but also with other skills, such as Document Comparison or Timelines, or to search a database populated from the site in a contextual, natural language.

Therefore, site administrators are offered a choice when configuring the integration for each site.

First, configure the connection to a CoCounsel database. Choose to create a new database or select an existing database:

note

If a database already exists in CoCounsel and it is appropriate for storing files from your site, you can select that database. However, if no such database exists, you may create a new database.

Select Create database or Select database to continue:

Create database

Select Create database
to configure a new database in CoCounsel.

Enter a name for the new database that is easily identifiable as related to the HighQ site.

Decide whether this new database should be Standard
(visible and usable by other CoCounsel users) or kept Hidden
.

note

Even if you create a 'Standard' database, it is still hidden from other users until it is shared with individuals or your whole organisation; however, it is
available for use with other skills.

Select Create database
to continue to the Permissions step.

Select database

Or select Select database
to use an existing database:

Find the required database in the list; use paging and search as necessary.

note

To prevent connecting a database to more than one site, the Connected to site
column indicates if a database is already connected to a site.

Select Select database
to continue.

Permissions

Decide the choices end users have when using the skills on files in your site. Select the required permission group for this integration.

Select Only allow files from this site to be uploaded to this database
to ensure files are only uploaded to the configured database, this simplifies the experience for end users and ensures data is not unnecessarily duplicated.

However, if users are free to use the files in their own database or in CoCounsel chats, then choose Allow users to also upload to their own databases
.

Select Next
to continue.

Review

Finally, review your selections and select Finish
or click Back
to make adjustments.

note

HighQ shares the configured database with other site users who have a CoCounsel account. You do not need to use the CoCounsel application to share databases manually.

Click Save
on the AI Hub admin page to keep your changes.

Authenticate CoCounsel access

You must authenticate site access with your CoCounsel admin account.

If you see the CoCounsel notification, click the link to log in to your CoCounsel account:

Or, click More actions
and select Configure CoCounsel integration
:

Enter the CoCounsel account credentials for the system admin.

note

Site admin account credentials are required to allow your site to access CoCounsel. A new user must sign in to their CoCounsel account from the Files or iSheet module.

The CoCounsel menu and activity count are now available in iSheets and Files:

Remove a site database link

If a database is no longer required for your site, select More actions
then Remove database link
to remove the configuration.

If you need to delete the database to ensure the files transferred from HighQ are deleted in CoCounsel, then select Delete database
on the confirmation screen:

note

HighQ files that were transferred to CoCounsel are not automatically removed from CoCounsel when deleted or moved to other sites. It is your responsibility to remove content from CoCounsel, except when deleting databases when database links are removed from sites.

Setting up a Prompt Library and collections

A system admin can set up preset prompts and collections to help users extract relevant information from documents.

Prompts created in the library are available in Workflow and when users select files and iSheets for analysis with CoCounsel.

Mapping Prompts to iSheet columns

Mapping skill prompts simplifies the experience for end users when using prompts, and maximises the benefit of the document review and summarisation skills. Mapping skill prompts from the Prompt Library to File metadata iSheet columns allows skill responses to be visible and actionable in iSheet views.