Triva isn't available right now.
Check out the support page for our phone number and hours
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
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.
Scan a workpaper into Engagement Manager
You can scan workpapers directly into an Engagement Manager engagement with a TWAIN-compliant scanner.
important
The first time you scan into Engagement Manager, you'll be prompted to install Dynamic Web TWAIN. Select the link in the message bar to begin the download and installation. You can leave the checkboxes unmarked in the
Optional addon features for Web TWAIN SDK
screen, then select Skip
. Sign out of Engagement Manager and sign in again once the installation is complete.- In Engagement Manager, select theWorkpaperstab and then the folder where you want to add the workpaper.
- SelectAdd, thenWorkpaper.
- Load the workpaper into your scanner.
- SelectScanfrom theSourcedropdown, thenNext.
- Select the applicable scanning options, thenScan.We recommend a scanning resolution of 400 DPI.
- Your scanned pages will display in the preview window. Make sure that the page is scanned properly and selectNext.
- You can use the preview window toolbar to rotate, delete, and shift pages.
- If a page scanned incorrectly, you can delete it and rescan it without closing the Add Workpaper window.
- SelectNext. Enter theWorkpaper Propertiesand selectDone.
This article applies to:
- PRODUCT: Engagement Manager
- Subject: Workpapers