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A true competitive advantage
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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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.
Create custom templates
In the Organizer, you can create custom templates by adding screens, reviewing them, then downloading the template to your machine.
To create a custom template, open the
Organizer
in a Binder and select the Templates
dropdown.note
- Screens areTax Returnspecific.
- Some screens can also beEntity TypeorYearspecific.
Add screens
To add a screen to your template, go to the specific data entry screen or tax form you want to include, then select
Add Current Screen
from the Templates
dropdown.Repeat this for as many screens as you'd like to add to the template.
note
- All fields in the selected screen will be included.
- For screens and tax forms with multiple tabs, only the tab or page you select will be added. You'll need to add each tab or page of a screen separately.
- Closing the Organizer during this process will remove all added screens.
Manage templates
To review your template or remove added screens, select
Manage Template
from the Templates
tab.- TheManage Templatescreen will open with a list of all added screens for you to review.
- Mark the checkbox for a screen, then selectDeleteto remove it.
- Alternatively, you can selectAll ScreensthenDeleteto remove all added screens.
- SelectDonewhen you're finished.
Download templates
When you're done adding screens, you'll need to download the custom template. Select
Download Template
from the Templates
dropdown.1 template will be downloaded for all screens listed the
Manage Template
screen.The template will download with a generic name with an .xsd extension. Rename it so you can identify it.