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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.
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Tax, audit & accounting
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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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Resources
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Product communities
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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.
Denied Party Screening (DPS)
DPS Overview and Main Menu Navigation
DPS Quick Screening: Performing Manual Searches
DPS Quick Screening: Managing Notes and Files for Entities
DPS Quick Screening: Taking Action - Manual Block for Companies
DPS Quick Screening: Normalization - Ensuring Accuracy in Matching
DPS Lookup: Comprehensive Company and Screening Record Overview
DPS Notes: Reviewing and Filtering Entity-Specific Records
DPS Management: Search History and Result Analysis
DPS Management: Generating History and Results Reports
DPS Management: Batch Actions - Rescreening and Status Management
DPS Management: Escalating Blocked Parties and Email Alerts
DPS Management: Retrieving Archived Screening Records
DPS Archive Settings: Configuring Data Retention and Access
DPS Settings: General Configurations and Search Options
DPS Settings: Advanced List Management - Activating and Deactivating Lists
DPS Settings: Advanced Sanction/Embargo Management
DPS Settings: Escalation Group Configuration
DPS Settings: Modification Log for Configuration Changes
DPS Settings: Utilizing Multiple Search Settings Profiles
DPS Gray List Management: Adding and Managing Gray List Entities
DPS Gray List Management: Offline Editing and Audit Log
DPS Regulation List Updates: Monitoring List Activity
DPS Spreadsheet Import: Mass Uploads for Screening Criteria
DPS Excluded Words: Customizing Search Parameters
DPS Company Maintenance: Managing Partner Data
DPS Sanctions Philosophy: Understanding Sanction Target Types
DPS Mass Update Company Partner: Batch Status Changes
DPS Blocked Companies per List: Reviewing Blocked Partners
DPS Batch Screening Monitor: Tracking Batch Processes
DPS Batch Screening Management: Centralized Batch Process View
DPS Search Engine: Scoring, Name Matching, and Search Scenarios
DPS Webservices: Creating Search Requests (SOAP 1.1, SOAP 1.2, and Integrated Search V2)
DPS Webservices: Request Parameter Details and Data Elements
DPS Webservices: Consuming Response, Result Elements, and Examples
DPS Webservices: Reviewing Results on DPS Management
DPS Content Maintenance: Overview, OFAC 50% Rule, and Dow Jones Sanctions Ownership
DPS Content Maintenance: PEP and Adverse Media Screening
DPS Content Maintenance: Address Standardization and Subcountry Codes
DPS Content Maintenance: Double Byte Translation Workflows
DPS Content Maintenance: Alias Translation Validation and Exclusion
DPS Content Maintenance: Managing Low Quality Aliases
DPS Appendix 1 – Stop Prefixes for Search Optimization: Any Entity Type
DPS Appendix 2 - Stop Prefixes for Search Optimization: Person Entity Type (ARA)
DPS Appendix 3 - Stop Prefixes for Search Optimization: Person Entity Type (ELL)
DPS Appendix 4 - Stop Prefixes for Search Optimization: Person Entity Type (ENG/HUN)
DPS Appendix 5 - Stop Patterns for Search Optimization: Any Entity Type
DPS Appendix 6 - Stop Patterns for Search Optimization: Organization Entity Type
DPS Appendix 7 - Stop Patterns for Search Optimization: Person Entity Type (ENG/HUN)
DPS Appendix 8 - Stop Patterns for Search Optimization: Person Entity Type (JPN/KOR)
DPS Appendix 9 - Stop Patterns for Search Optimization: Person Entity Type (THA)
DPS Appendix 10 - Stop Patterns for Search Optimization: Person Entity Type (ZHO)