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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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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.
Administrators: Flag a batch of users
- Go to theThomson Reuters Account Upgradescreen.
- Mark the user profiles you'd like to export.
- SelectExport.
- Go to yourNotifications Queueand download theUserImportUpgradeTemplatespreadsheet.
- Open the spreadsheet and enter an upgrade option for each active user.noteSelect one of the following options:
- Thomson Reuters Account - Self Upgrade Requested
- Thomson Reuters Account - Upgrade Mandated
- Save your modified sheet and go to theThomson Reuters Account Upgradescreen.
- SelectImport Users for Upgradeand select your modified spreadsheet from the place you saved it to.
- Your view refreshes and you'll get a confirmation message if the import was successful. You can verify the success by reviewing the information on the page for the updates you made.Check Upgrade ProgressAdministrators can monitor progress directly on the Thomson Reuters Upgrade page.
- Each user now has an Upgrade Status field that shows whether they are Non-Thomson Reuters Account, Self Upgrade Requested, Mandate Upgrade Requested, In Progress, Completed or Failed.
- If an upgrade fails due to invalid or inactive email addresses, you’ll see it flagged here.
importantFor migration to be considered complete, only active profiles need to be upgraded. Inactive/Disabled profiles are left as-is and do not impact the success of the migration.
This article applies to:
- PRODUCT: ONESOURCE Platform
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