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.
Manage your workspace
Learn how to manage your workspace effectively after the initial analysis.
Once a document has been analyzed, it's important to make sure the information is accurate and organized. This allows for easier reviewing up or downstream.
Review status
Once you’ve created your workspace, we recommend reviewing each response using the citations to ensure the answers are accurate. After your review, you can use the dropdown to change the review status to
Approved
or Flagged
and the question or response will show up in the corresponding tab.
Actions
There are 3 actions you can perform against each question or response in CoCounsel:
- Edit the question and re-run the prompt.
- Delete the question.
- Deep dive into the individual question .
Export
Once you’ve approved your responses and are satisfied with your workspace, select
Export to Excel
to create a report that can be used to support your work.Once you export the responses, you can open the file in Excel and use the report for additional supporting information.
Save as a template
Once you’ve exported your workspace and are satisfied with the responses, you can save the questions in this workspace as a Template for future use. Select the 3 circle icon on the top of the screen then select
Save as Template
. These questions can be used for future analysis and will be stored in the Templates tab.
Best Practices for Managing your workspace
- Add a relevant title to include the following:
- Client name.
- What's being analyzed.
- Carefully review each response. Use the deep dive feature to review each response.
- Save the questions as a template. Standardize your analysis and build/iterate your templates to be as comprehensive as possible
- Don’t be afraid to edit your question. Responses are heavily dependent on the prompt, if you don’t like the response or if you flag it, try reframing your question to be more specific.
This article applies to:
- PRODUCT: CoCounsel
- Audiences: Tax professionals