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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.
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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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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.
Search in CoCounsel
Use CoCounsel's Enterprise Search to find documents in your knowledge base quickly.
CoCounsel uses semantic search to prioritize your query's context rather than text matching. This delivers more relevant and accurate results.
tip
Follow these best practices to optimize your search results:
- Use pre-search filters: Select filters before starting your search for the most relevant results. For example, selectDocumentswhen looking for internal accounting treatments rather thanEverythingfor a quicker, more focused search experience.
- Embrace Semantic Search: CoCounsel understands your search context. Unlike Conversations, the search tool focuses solely on searching, so you don't need phrases like "find me" or "search for." Only include specific information about what you need.
- Apply post-filtersto refine your search:
- Filter by SEC forms when seeking public accounting disclosures/financial presentations.
- Filter by data storage providers like Suralink when searching within existing engagements.
- SelectSearchin the landing page window.
- On theSearchpage, refine your search to include:
- Everything: Searches your entire knowledge base.
- Documents: Searches your integrations and library documents.
- Sources: Searches SEC, IRC, and other Authoritative Sources.
- Enter your query and selectSubmit and search.
On the
Results
page, view your query results. Select a document link to open the source viewer where you can:
- View the PDF result
- Download the file
- Print the file
- View in full-screen
Inside your document, access the citation viewer where:
- The system includes citations relevant to your search query
- You can access source info/metadata
- You can move through search results using arrows or hotkeys
Select the file path to view the folder in the Knowledge Base file explorer.
Refine your search with these filters for more precise results:
- Apply sidebar filters to narrow results (default behavior)
- Expand your search and select from all filters (initiates a new search)
- Use special filters for integrations/external sources:
- Suralink: Filter by engagement
- SEC: Filter by form type (like 10-K) or companies
- TR: Filter by Checkpoint sections/sources
- IRC: Filter by Internal Revenue Code sections
Change your search query in the search field to begin a new search. The system adds recent searches to your "Recent Activity" in the sidebar.
This article applies to:
- PRODUCT: CoCounsel
- Audiences: Tax professionals