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.
Templates
If you set up a template, the application copies all of the client-specific associations, options, and print profiles from the template to each new client subsequently added to Fixed Assets CS.
You can still change the client setup options for a new client as needed. You can also update a client with items from the template by transferring template items to existing clients.
The following table describes the client-specific settings copied from the template.
Setting | Copied to template as |
|---|---|
Setup , Associations | Specify the associations to be used for sorting assets during data entry and categorizing assets for reporting purposes. |
Setup , Treatments | Specify which treatments (columns) are available for data entry in the Depreciation tab of the Asset Detail window, and which reports are available to print. |
Setup , Options | Specify the standard settings you prefer to use for data entry, depreciation calculations, and the column settings in the Asset List window. |
File , Print , Profiles | Create 1 or more print profiles in the template to save time if you print the same set of forms or reports for all or most of your clients. Using profiles, you can pre-define the specific reports and/or forms you want, in the exact collation sequence, and with your preferred print options (such as the assets to be included and the sort sequence). After selecting the reports and/or forms to include for a profile, select Profiles and enter a name to describe the profile. |
note
- You can't add activities or enter assets in the template.
- Custom reports and custom depreciation methods are global and so already available for every client processed in Fixed Assets CS. You can use theSetupmenu to define custom methods or custom reports.