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.
Manage Knowledge Search with the Search Admin tool
Configure and manage Knowledge Search content sources for your organization. Control which sources are available to users and restrict content.
The
Search Admin
tool serves as a central point for administrators to manage content displayed in Knowledge Search
across all CoCounsel touchpoints. Administrators' decisions influence all areas where Knowledge Search
appears.For more information on the tool, go to this common questions article.
Using the
Knowledge Search
administrative controls in CoCounsel, administrators can manage the following across all CoCounsel touchpoints:- Determine which sources are available to users of theKnowledge Search(for example, iManage, Practical Law, Outlook).
- Limit certain sources, such as SharePoint, to specific sites and/or folders.
- Configure on-premises sources with additional parameters needed for connection.
Get started
- Sign into CoCounsel.
- Select.Admin settingsIntegrationsKnowledge Search
- Review the settings screen, which lists all sources potentially available. For third-party sources, make sure users have an underlying subscription to the relevant content.
- For some sources, such as OneDrive, step 4 is sufficient to configure. Users can sign in to their OneDrive and access content they have permissions for.
- For other sources, proceed to step 6, Advanced Content Restrictions, to restrict source content further.
- Slide the control to turn a source on or off.
- Advanced content restrictionsFollow these steps to rename a content source and to restrict content within a content source.
- Select theAdd Connectoroption to add a content source and restrict its content.
Alternatively, select theCustomizeoption from an already turned on connector. - Select the content source from the 1st dropdown.
- Provide a name for the connector. This name will be visible to users, so ensure it is understandable.
- SelectSearch across all foldersto grant all content or selectSearch specified folders onlyto restrict content to specific sets.
- Sign into your DMS account if you selectedSearch specified folders only.
- Select content folders or sites, or add granted content, depending on the source.
- SelectAdd. The new custom connector will appear on the home list.
- On-premises content sources
- SelectSetupfor on-premises content sources.
- Add the parameters for the content source. The required information will vary by source.
Once set up, users can select a source from the granted sources and sign in to begin searching.For support, contact CoCounsel support. - Outlook connectorimportantThe Outlook connector is being rolled out gradually and is not yet available to all customers. If you don't have access, no action is required. It will become available to you soon.Follow these steps to turn on the Outlook connector for your organization. Once available, users can search across their own Outlook emails and attachments directly withinKnowledge Search.
- In the connector list, search forOutlook.
- Turn the switch toOn. The Outlook connector will be available for all users in your organization.
This article applies to:
- Product: CoCounsel
- Audiences: Legal professionals