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.
Purchase
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.
Knowledge Base
Knowledge Base is a central repository for all the information you've integrated and downloaded into CoCounsel. This data can be accessed and utilized throughout the platform.
File explorer
In File Explorer, you can search documents by folder structure as follows:
- My Documents
- Company Documents
- Integrations (Suralink, Sharepoint, Box, OneDrive)
In “My Documents” and “Company Documents” you can do the following:
- Upload folders and files.
- Create a folder.
- Select multiple items toMoveorDelete.
- Rename files/folders (to be released shortly).
- Search across all.
note
For administrators, be sure to upload Research Content to your “Company Documents” for the entire team to gain access to the content.
Source viewer
Similar to our Search Citation Viewer, you're able to dive into your own sources and do the following:
- Use the new PDF viewer experience.
- Chat with document (fast follow after release).
- Source info/metadata.
Best practices to keep Knowledge Base organized
- Integrate your Knowledge Base:By ensuring that as much information as possible is stored within CoCounsel, you gain more data to leverage in Workspaces, Conversations, and Search, enhancing your ability to access and utilize relevant information effectively. Direct integrations are the most efficient way to achieve this. Visit this page to learn more about our direct integrations.
- Keep it organized:Create folders and use your Knowledge Base to securely store documents in a centralized location, enabling them to be synthesized by AI.
This article applies to:
- PRODUCT: CoCounsel
- Audiences: Tax professionals