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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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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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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.
Backup dialog
Show all hidden content
Use the
Backup
window to back up (archive) data for the active client or for multiple clients, or to back up custom methods, custom reports, system settings (asset labels, data locations, import maps, and status system events), and application updates.To open this window, select pane.
File
, then Backup
. The active client (if any) is automatically listed in the Selected
Fields & buttons
Clients, Custom Methods, Custom Reports, or System Settings
Select the item you want to archive.
- SelectClientsto back up client data.
- SelectCustom Methodsto back up custom methods. If you selectCustom Methods, all fields in theFocus client listinggroup box are not available.
- SelectCustom Reportsto back up custom reports. If you selectCustom Reports, all fields in theFocus client listinggroup box are not available.
- SelectSystem Settingsto back up custom asset labels, data locations, import maps, or status system events. If you selectSystem Settings, all fields in theFocus client listinggroup box are not available.
Available pane
All items that meet the focus criteria are listed here. Note that any items already listed in the pane are not listed here.
Selected
To sort this list, select the Client ID, Name, or Entity column heading on this pane. Double-click an item to select it for archiving, or choose pane.
Select All
to select all of the items listed in the Available
Selected pane
Lists the items you have selected for archiving.
note
- To remove an item from this list, select the item and selectRemove. The item returns to theAvailablepane.
- To sort the client list by client ID, name, or entity type, select the words Client ID, Name, or Entity in the title bar of the list pane.
Focus client listing group box
1040 / 1120 / 1065 / 1041 / Other
If you want, you can limit the clients that are available for selection in this window. Clear the checkbox for each type of client that you don't want to include in the list.
Exclude clients unchanged since their backup
This checkbox is marked by default so that only clients whose data has been accessed (and potentially updated) since their last backup are listed here. You may clear this checkbox.
Restore user/default focus options button
Select this button to switch between the most recent custom focus selection and the default selection for the current window.
Event
This field displays the client status event used to focus the client list and the sorting criteria for the event. To change the client status event or sorting criteria, select
Modify
.Modify button
Select this button to open the window to change the client status event or sorting criteria in
Modify Event Focus
Event
.Backup data group box
Backup location
Displays the drive and folder where the data will be archived. To change the archive location, select
Modify Backup Location
.Modify Backup Location button
Select this button if you want to change the archive drive and/or path.
"Check out" selected clients
Mark this checkbox to check out the selected clients' data. By checking out a client's data, you can avoid problems that result from multiple people accessing the same client data simultaneously.
For example, you might mark this checkbox when you take a client's data home or to another office location. If anyone attempts to open the client while you have the data checked out, Fixed Assets CS displays a window stating that the data is currently checked out.
note
- Use thewindow to check client data back in to Fixed Assets CS.Restore
- This checkbox is available in the,Backup, andSend to Filewindows.Send to Email Recipient