Solutions
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Corporations
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Governments
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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Resources
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Product training
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Product communities
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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.
ONESOURCE Data Flow
Associate DataFlow to entities
- Add an entity in ONESOURCE Administration.
- SelectManage Appson theAttributes by Applicationtab.
- Connect an application to the entity on theManage Applicationswindow.
- Switch the DataFlow application to green (Associated).
- SelectApply.
- Enter information in the required fields, then selectSave.
- SelectUpdate the current versionon the next window.
- If you update the name of an entity but don't change the version, all requests for that entity in DataFlow shows the latest name.
- If you update the version of an entity, all existing requests will show the prior version’s name, while any new requests will use only the latest version
DataFlow in ONESOURCE Events
- You can only manage entities from the platform after the migration and once DataFlow fields are available there. The updates will flow to DataFlow.
- The latest entity with aReadystatus appears in the DataFlow application.
After an entity is associated with DataFlow
- View all entities inONESOURCE Administration,Company Info, thenEntities.
- View the integrated entity in ONESOURCE DataFlow.
This article applies to:
- PRODUCT: ONESOURCE Platform
- Sub-Product: ONESOURCE Administration