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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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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.
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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.
Template Client Setup dialog
Show all hidden content
You can use the Template Client Setup dialog to set up or modify the template. However, you have access to additional functionality if you access the template setup through the Setup, System Configuration, and then Template tab. Through the Template tab, you can transfer the template's associations, treatments, calculation options, and print profiles to existing clients.
There are two ways to open this dialog.
- EnterTEMPLATEin the Client ID field of the New Client dialog and then select the OK button.
- If the TEMPLATE client ID already exists, open the TEMPLATE client in the Open Client dialog.
Fields & buttons
Setup and then Associations button
Select this button to open the Associations dialog where you can set up associations for the template.
Setup and then Treatments button
Select this button to open the Treatments dialog where you can set up treatments for the template.
Setup and then Options button
Select this button to open the Options dialog where you can customize options for depreciation data entry and calculations, and specify which columns should appear in the Asset List window for the template.
File, Print, and then Profiles button
Select this button to open the Print dialog where you can set up print profiles for the template.