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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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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 Investigate
Intelligently surface critical connections and insights in actionable format through AI-driven research workflows seamlessly integrated with the trusted and transparent CLEAR platform. Accelerate investigations and empower your team to make strategic decisions with confidence.
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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.
Enter data in the system
Open Data Entry Workpaper
- Go toData Entry.
- Select theYear.
- Select from the following to display the data you want to see:Menu itemDescriptionFederal, State, Common StateFiling Group or NoneIf you select None, the system shows all entities across all filing groups for the year.Amount TypeSelect eitherActual(YTD) orForecast.RowsEntry Items, Entities, Jurisdictions, Time PeriodsColumnsEntities, Jurisdictions, Time Period, Entry ItemsColumn FilterAll are selected by default. The system allows you to filter what you display.Dynamic Filter 1Select based on the previous row and column selections.Dynamic Filter 2Select based on the previous row and column selections.
- The filtering features, allow you to customize the way you enter or view your data. Some selections for rows and columns require you to specify an entity as opposed to a jurisdiction.
- UseColumn Filterto optimize viewing relevant information when entering data, by filtering items selected for columns. For example, you can filter entry items when you selectEntry Itemsfor the Columns field.
- Enter data or useCopy,Cut, andPasteon the Excel menu or on the clipboard.
- SelectSave.
This article applies to:
- Product: ONESOURCE Estimated Payments
- Subject: Workpapers