Solutions
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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.
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.
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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.
Uploading Matters
- Comma-separated value (.csv) spreadsheet
- Tab-delimited text file
- Pipe-delimited text file
- SelectMatters > Matter uploadin the left navigation.
- Check the button that indicates the file type for the file you want to upload.
- Use the dropdown to select the date format used in the upload file.
- Select the action to take on the matters in this file:
- Create
- Update
- Close
- Select the check boxes for optional actions as needed.
- We recommend selecting theTest OnlyandVerify all columns are validcheck boxes to test the upload file and fix any errors before proceeding.
- Select theBrowsebutton and navigate to the file to upload on your computer.
- ClickUploadin the toolbar.
- The results page will show the total number of matters updated or created, and any matters that failed. Tracker uploads all matters that don’t have errors, and indicates the line items of matters that do have errors--those are not created or not updated.
- SelectMatters > Matter uploadin the left navigation.
- Select the three small dots icon on the toolbar, then selectView history.
- Use the view selectors on the audit history page to review activity for test files or submitted files, and for create, update, and close functions.
This article applies to:
- PRODUCT: Legal Tracker
- Subject: Matter
- Audiences: Company