Solutions
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Corporations
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Governments
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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Resources
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Product training
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Product communities
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Developers
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.
PPC menu add-in for Microsoft Word and Excel
- Create a New Workpaperopens the Checkpoint Tools main screen so you can select the document you want to create.
- Add PPC Commentsinserts comments into an audit program document.
- Show Practical Considerationswill appear in blue text in a document, if they're available.
- Print Practical Considerationswill include practical considerations when you print the document.
- Delete Practical Considerationsdeletes all considerations in the document, if required.
- Configure Sign-offis where you enter your initials and date you want to use in the sign-off column of the audit program.
- Step Sign-Offis where you mark a procedure step as signed off with your initials and date. You can also use Alt + G on your keyboard for this.
- Step NAis how you designate a procedure step as Not Applicable (N/A). You can also use Alt + N on your keyboard for this.
- Clear All Sign-offs/Checkmarksclears any sign-offs or checkmarks in the document.
- Review Audit Program Changesallows you to show, hide, and accept changes to the document.
- Share Datalets you share things like client information with other documents in an engagement.
- Content Settingslets you change how you view related reference material in a document. Reference Library or Checkpoint subscriptions are necessary for this.
- Checkpoint Tools Helptakes you to the Help and Support Center.
- Tickmarks Toolbarshows or hides the Checkpoint Tools Tickmarks toolbar in Word or Excel.