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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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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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Future of professionals report 2025
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Download Custom Forms
Custom Forms lets you use Form Builder in Microsoft Word to embed specialized code in firm documents, such as client letters, intake sheets, and other forms.
Custom Forms
Custom Forms help you work more efficiently by letting you embed specialized code into firm documents, such as client letters, intake sheets, and other forms, using our Form Builder tool.
Once installed, Custom Forms will appear under the Form Builder tab in Microsoft Word.
Use Custom Forms
To customize a form:
- Open your desired form in Microsoft Word.
- Select theForm Buildertab, then selectCustom Forms.
- Sign in with your Thomson Reuters Account username and password when prompted.
Install the new plugin
Before you begin:
Which plugin do you need?- OnePass users: Continue using the old plugin (no action needed).
- Thomson Reuters Account users: Follow these instructions to switch to the new plugin.
Step 1: Uninstall the old plugin
If you have the previous version installed, remove it first:
- Select Windows + R, enter control, and selectEnter.
- SelectPrograms, thenUninstall a Program.
- Scroll through the list to locateCustom Forms.
- SelectCustom Formsand select theUninstalloption.
- Complete the process and restart your computer when prompted.
Step 2: Install the new plugin
System Requirements
The following will be installed automatically if not already on your system:
- Microsoft .NET Framework 4.0
- Microsoft Office Primary Interop Assemblies
- Visual Studio 2010 Tools for Office Runtime
note
Custom Forms is not compatible with Microsoft Word 2013 or 2016 if installed using
Microsoft Office Click-to-Run
.Installation steps:
- Run the installer as administrator.
- Right-click theCustom FormsEXE file.
- SelectRun as administrator.
importantRunning as administrator ensures proper installation and system permissions. - Complete the setup wizard.
- TheCustom Forms Setupwindow will appear.
- Select theInstalloption to begin.
- The installer will automatically add any required components.
- Finish installation.
- Once complete, Custom Forms is ready to use in Microsoft Word.
This article applies to:
- Product: Drafting Assistant