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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.
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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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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
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.
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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.
Enable or disable an engagement type
Follow these steps to enable or disable an engagement type in Engagement Manager.
note
You must have administrative permissions to complete this task.
- In Engagement Manager, selectSetup
, then Engagement Types. - Select the engagement type you want to enable or disable, thenEdit
. - Select an option from the dropdown:
- Enabled: You'll be able to select this file section when you add a new engagement or edit engagement properties.
- Disabled: The file section won't display as an option when you create a new engagement or edit engagement properties.tipYou can disable certain GoFileRoom file sections (such as a General Correspondence file section) that aren't used for client engagements to prevent them from being selected as an engagement type.
- Read-only: The file section will display when you add a new engagement or edit engagement properties, but you won't be able to select it.noteSelectRead-onlyfor items that should appear in lists, but shouldn't be selected as an engagement type.
- SelectSave.
This article applies to:
- PRODUCT: Engagement Manager
- Subject: Engagements