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.
Workspaces
Workspaces provide the most efficient way to analyze a single document or multiple documents in a folder that includes contracts, management reports, audit reports and more. With our innovative approach to utilizing AI, you can:
- Maximize your time to value: Efficiently retrieve data from source documents.
- Sweep for mines: Ask AI suggested prompts to ensure you're asking the right questions.
- Audit PBC documents with confidence: Create templates specific to client use cases and enable your team to ensure accounting completeness.
Get started
- You can create a new document workspace by selecting theWorkspacestab thenNew Workspace+or on theDocument Workspacescreen then selectingNew Document Workspace.
- To add a document to your workspace, you can drag and drop a PDF or Word document directly into CoCounsel, or you can choose from your document library.
- You can also select a folder to have CoCounsel analyze questions across all of the documents inside of the folder.
- Once your document is uploaded into CoCounsel’s workspace page, the documents will display on the left-hand side of the page. On the right hand side, you can craft a list of questions in a variety of ways:
- Use AI-generated suggestions to get started, as well as ensure you're asking the right questions.
- Add questions manually by entering directly into the text field and pressing the “Enter” key or selecting+ Add question.
- Import a list of questions (PDF, CSV, or Excel). Select the column in your spreadsheet that contains the questions. If your Excel file has multiple sheets, you’ll need to select the appropriate sheet in theSelect a Sheetdropdown. You can also add additional questions after importing a list of questions.
- Utilize templates created internally or any of CoCounsel’s pre-loaded templates.
- Analyze your document with the questions provided. Analyze the responses and use our sophisticated tools to get the answers you're looking for. Once the responses have been analyzed by CoCounsel, you can:
- Review the responses and change the status to aApprovedorRejectedstatus.
- Edit or update your questions.
- Delete questions.
- Add new questions.
- View by “Not Reviewed”, “Approved” and “Rejected”.
- Export to Excel.
- Once exported to excel, you now have an export that answers all of your questions about a document with the proper citations and sources, along with the status of review.
Troubleshooting
On the rare occasion that an answer generation fails, an error message will appear on the row item. In those cases, you can manually edit the answer to mitigate the issue. If an answer is taking longer than anticipated to generate, try refreshing the page. If you continue to run into issues, contact CoCounselTaxAudSup@thomsonreuters.com.
This article applies to:
- PRODUCT: CoCounsel
- Audiences: Tax professionals