Solutions
Law firms
Tax, audit & accounting firms
Success stories
-
A true competitive advantage
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.
-
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.
-
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.
Questions? We are here to help.
Products
Legal
Trade & supply
Tax, audit & accounting
- 1040SCAN
- Audit Intelligence Analyze
- CoCounsel Audit
- CoCounsel Tax
- Ready to Advise
- Ready to Review
- View all
Corporate tax
Recommended products
-
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.
-
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.
-
CLEAR Investigate
Intelligently surface critical connections and insights in actionable format through AI-driven research workflows seamlessly integrated with the trusted and transparent CLEAR platform. Accelerate investigations and empower your team to make strategic decisions with confidence.
Questions? We are here to help.
Purchase
Buy solutions
Resources
Insights
Events
Product training
Product communities
Developers
Highlights
-
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.
-
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.
-
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.
User permissions
CoCounsel administrators can manage detailed user-level permissions for skills, workflows, and features, ensuring customized access and control within the platform. Administrators can access and adjust permissions through the User Permissions screen, allowing them to tailor access to databases, Syncly, skills, workflows, and prompts for each user or in bulk.
As a CoCounsel administrator, you can manage granular user-level permissions to CoCounsel skills, workflows, and other CoCounsel features like databases and knowledge search, giving you control over capabilities within CoCounsel.
Access user permissions
CoCounsel administrators can access the
User permissions
screen by selecting Admin settings
from the menu and selecting User permissions
.You can view a list of all users in your firm who have access to CoCounsel core and review their current access to CoCounsel skills, workflows, prompts, files, and features.
Initially, by default, all users with CoCounsel core access are automatically granted full access to CoCounsel databases (
view, create, & share
), all core skills, and all prompts (view, create, & share to individuals & organization
).Edit user permissions
Administrators can adjust user-level permissions for regular users (non-administrators) by selecting
Edit
in the Edit
column for the user you want to edit or by using the bulk action if you want to make changes for multiple users.Update file-related permissions
- By default, users with CoCounsel Core access are automatically granted full access to CoCounsel databases (view, create, & share).
- CoCounsel administrators can adjust user-level permissions for databases by selecting theEditbutton for each user or by using the bulk action.
- No Access: Users can't access the databases page.
- View only: Users can access databases but can only see databases shared with them.
- View & create: Users can access databases shared with them and also create new databases.
- View, create, & share: Users can access databases shared with them, create new databases, and additionally share databases they created with others.
- If a firm has Syncly Integration, users will also automatically be granted full access to Syncly permissions (Sync & Upload).
- CoCounsel administrators can adjust user-level permissions for Syncly by selecting theEditbutton for each user or by using the bulk action.
- No Access: Users can't access the Syncly settings.
- Upload & Sync via Syncly: Users can upload and sync via Syncly in their organization.
- Upload via Syncly: Users can only upload via Syncly within their organization.
Update CoCounsel skills and workflows
- By default, users with CoCounsel Core access are automatically granted access to all CoCounsel core skills and workflows.
- CoCounsel administrators can adjust access to specific skills by individual user or in bulk.
- Removing access to a skill means the user won't be able to see the skill in the list of CoCounsel skills and can't run the skill from CoCounsel AI Assistant across all platforms like CoCounsel Application, Teams, Outlook, and Word.
- Both 1.0 and 2.0 skills will appear on the same line and are comma-separated, for example, AI Assisted Research 1.0, 2.0.
Update CoCounsel prompts
- By default, users with CoCounsel Core access are automatically granted full access to CoCounsel prompts in manage library (view, create, and share to individuals & organization).
- CoCounsel administrators can adjust user-level permissions for prompts by selecting the edit action for each user or by using a bulk action.
- View & create: Users can view and create prompts only in manage library.
- View, create, & share: Users can view, create, and share prompts to other individuals in their organization.
- View, create, & share to individuals & organization: Users can view, create, and share prompts to other individuals and everyone in their organization.
Update CoCounsel features
- By default, users with CoCounsel Core access are automatically granted full access to CoCounsel features such as Knowledge search, Web search, and Tabular Analysis.
- CoCounsel administrators can adjust user-level permissions for these features by selecting theEditbutton for each user or by using the bulk action and then turning on or off by marking the checkboxes.
Common questions
- All core and non-core skills can be managed through theUser Permissionssettings.
- The user list in the permissions page is cached and gets updated every 6 hours.
- When access to a skill is removed, users can't access that skill from CoCounsel AI Assistant on any platform.
- Removing Westlaw AAR access from theWestlaw Admintool doesn't automatically remove CoCounsel access.
This article applies to:
- Product: CoCounsel
- Audiences: Legal professionals