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A true competitive advantage
Law firm Zarwin 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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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 Investigate
Intelligently surface critical connections and insights in actionable format through AI-driven research workflows seamlessly integrated with the trusted and transparent CLEAR platform. Accelerate investigations and empower your team to make strategic decisions with confidence.
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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.
Public templates - Workspaces
Our Workspace Templates were designed by Thomson Reuters editorial and subject matter experts to provide structured, repeatable workflows for document analysis. Whether you're reviewing agreements, summarizing financials, or identifying tax planning opportunities, these templates serve as a practical foundation for consistent, high-quality output. They are intended to inspire your approach to drive further innovation for your firm.
Read the descriptions and explore the following public templates. Once you open a Public Template, go to
add manually
to find the pre-populated list of questions within the provided template.
Agreement & contract review
Extract key provisions, standardize reviews, and identify issues across a variety of legal and financial agreements.
- Debt AgreementUse this checklist to extract and analyze key provisions of debt agreements.
- Lease AgreementUse this checklist to extract and evaluate key provisions from lease agreements.
- 401(k) Plan AgreementUse this checklist to evaluate and extract key provisions in 401(k) plan agreements.
- Stock Purchase / Equity InvestmentUse this checklist to extract and analyze key provisions of equity investment agreements and ensure that critical aspects of the agreement are reviewed and documented.
- Warrant AgreementUse this checklist to extract and analyze key provisions of warrant agreements.
- Stock-Based Compensation AgreementUse this checklist to extract and analyze key provisions of stock-based compensation agreements.
- Business CombinationsUse this checklist to extract and analyze key provisions of business combination agreements.
- Embedded Features Review ChecklistThis template is intended to help flag potential embedded features/financial instruments/derivatives in debt agreements.
Governance & entity-level insight
Extract critical details from board and incorporation documents to support entity evaluations and planning.
- Board MinutesUse this checklist to review board meeting minutes, with particular focus to flagging items or events that may impact the risk assessment or audit planning process.
- Articles of IncorporationUse this template for extracting and understanding key information from the Articles of Incorporation document.
Tax opportunity & compliance review
Uncover planning opportunities and compliance gaps through structured tax analysis.
- New Legislation AnalysisUpload a PDF of proposed or enacted legislation to get focused summaries of the tax provisions.
- Common Tax Optimization Strategies from a Form 1040 (and Associated Schedules)Analyze a 1040 and associated schedules to identify common or routine tax optimization opportunities.
Ownership & partnership structuring
Guide your evaluation of ownership transitions or new partner admissions with structured checklists.
- Partnership Agreement Analysis – Admitting a New PartnerAnalyze a partnership agreement for various considerations that should be taken into account when admitting a new partner.
Revenue recognition audit support
Review sales contracts for ASC 606 compliance with confidence and speed.
- Revenue Recognition – Sales Contract ReviewUse this checklist to assist with reviewing sales contracts and summarizing the information relevant to revenue recognition under FASB ASC 606.
This article applies to:
- Product: CoCounsel
- Audiences: Tax professionals