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.
Questions? We are here to help.
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.
Questions? We are here to help.
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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.
Customize your internal sources
Firms often maintain a curated set of internal materials: guidance, firm-specific research sources, policies, templates, prior workpapers, and more. These internal sources become critical when you want your team to reference specific sources relevant to a project or workflow.
CoCounsel lets you direct the system to perform research or complete tasks within only specific internal materials, ensuring answers reflect firm-approved standards.
note
Only firm admins can add sources to Company Documents. Users can upload items to their personal library in
My Documents
to leverage their own sources.- Select the
Knowledge Baseicon on the navigation pane within CoCounsel to go to theKnowledge Base. - SelectCompany Documents.
- SelectCreate Folder.noteYou can drag and drop entire folders or files, from your device, directly into this page.
- Enter a name for the folder.
- SelectCreate.
- Upload all relevant firm sources to the new folder.note
- You can upload individual files or entire folders, depending on how you save your sources on your computer. For a full list of supported file types in CoCounsel, visit our help guide.
- Organize by topic or engagement type to help your team find and use the right materials.
This article applies to:
- PRODUCT: CoCounsel
- Audiences: Tax professionals