Solutions
-
Corporations
-
Governments
Success stories
-
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.
-
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
-
Tax, audit & accounting
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
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
-
Buy books
-
Contact sales
Resources
-
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.
Create templates for your internal sources
After uploading your relevant internal sources, you and your team can perform work and ask specific questions that point solely to the folder you created. For more information on uploading internal sources, go to this article. As an administrator, we recommend you create a template that points to this specific content folder so your team can get guidance on a recurring basis.
Follow these steps to create and use templates.
- Select
to open the Template library. - Select+ Create Template.
- Enter information or make selections for the following items:
- Type: Templates work for both Conversations and Workspaces.
- Title: Be specific so your team can locate the template easily.
- Description: Provide details about when to use this template and its purpose.
- Access: SelectMy Companyor a specific group.
- Tags: Create tags for specific topics and use cases.tipUse clear, searchable tags (like "Non-Profit" or “401(k) Audit”) to make your templates and sources easy to locate as your library grows.
- Prompt: Use the @ symbol to point to your specific folder of internal sources that were added. This ensures that CoCounsel only performs actions and research based on information within that folder. After adding the @ symbol to point to a specific source, customize the prompt with specific text or add a manual entry custom field so your team can input their own questions.
After selecting
Use Template
, users can converse with CoCounsel, and all responses will draw from resources within the selected source folder.tip
For frequently occurring questions or tasks, build reusable templates that point to the relevant internal sources.
This article applies to:
- PRODUCT: CoCounsel
- Audiences: Tax professionals