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.
Purchase
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.
Accounts receivable
Accounts receivable detail on statements and invoices
Add ACH or credit card information to clients
Apply all open credits to debit items
Approve and post receipts and adjustments
Choose a client bank account for ACH entry
Credit card and ACH processing with Practice CS and Kotapay
Dunning messages in invoices or statements
Edit or delete ACH or credit card information for clients
Enter a non-sufficient funds transaction for a returned check
Enter Accounts Receivable Adjustments: Credit Memos
Enter Accounts Receivable Adjustments: Debit Memos
Enter Accounts Receivable Adjustments: Write-offs
Enter credit card and ACH payments with Kotapay and Practice CS
Enter receipts quickly using the invoice number
Enter receipts and adjustments for client families
Printing credit card payment receipt
Process ACH and credit card payments outside Practice CS
Receipt & Adjustment Entry overview
Receipt & Adjustment Entry screen
Receipt & Adjustment Entry screen Overview tab
Reset a CS payment account password
Resolve Kotapay communication errors
Reverse a credit card of ACH payment
Select a client credit card to process a transaction
Select statement printing options
Service charge generated for client with zero balance
Supported readers for credit card processing
Transaction credit card payment status and confirmation number