Solutions
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Corporations
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Governments
Success stories
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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.
Questions? We are here to help.
Products
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Tax, audit & accounting
Recommended products
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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.
Questions? We are here to help.
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Resources
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Product training
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Product communities
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Developers
Highlights
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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.
Administration
Assign ClientFlow publishing permissions
Change the expiration date and time for an account
ClientFlow security group examples
Create a lookup list in a text file
Unlock or reactivate a user's account
Create a lookup list in Excel to import into GoFileRoom
Determine the GoFileRoom Drawer and List ID
Difference in the visibility of clients
Disable or delete a user account
Enable a disabled user account
Manage document approval features
Map ClientFlow or NetClient users to lookup list items for new clients
Manually register Microsoft files
Remove group document security
Remove index values for user document security
Restrict access to GoFileRoom drawers
Restrict specific IP addresses
Set up document security features for ClientFlow
Set up NetClient CS mapping for ClientFlow
Turn off the GoFileRoom email feature
GoFileRoom Add-In silent installation: Group Policy to deploy add-in updates
Obtain the Client Add-In installer files for use in a Group Policy installation
Add a user for GoFileRoom security
Link mapped contacts from a lookup list to a notification rule
User and group document security
Assign or modify group permissions
Add or remove an administrator
Add a default email signature for emails
Document permissions example - Allow Access option