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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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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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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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CLEAR Investigate
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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.
April 2026
What's new
- Master Trial Balance Id: A unique identifier for the Master Trial Balance, retrievable using the DCGetAllMTB formula.
- Output Range: Cell where the output data will be placed.
- Client Id (optional): For Client Manager enabled DB, client identifier.
- Recalculate - POST /platform/requests/{id}/recalculate/{templateId}
- Create request. - POST /platform/requests
Closed issues
- Improved keyword filtering accuracy across DataFlow grids: Fixed multiple issues that affected keyword filtering, including searches involving:
- names ending in numbers,
- multi-word entity names,
- and persistence of keyword filters in Status Templates. These updates improve search accuracy and consistency when filtering records.
- Fixed issues where added columns were not available in runtime options for some existing DataCollection workbooks and where locally saved data did not properly retain added columns after reload.
- Read-only behavior has been strengthened across notes and attachments. When a request is read-only, DataFlow now more consistently prevents changes to notes and attachments, helping protect request integrity.
- Improved handling of duplicate request submissions during roll forward. Fixed a scenario where a roll forward action could be submitted multiple times under certain loading conditions.
This article applies to:
- Product: ONESOURCE DataFlow