Triva isn't available right now.
Check out the support page for our phone number and hours
Solutions
Law firms
Tax, audit & accounting firms
Success stories
-
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.
-
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.
-
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.
Questions? We are here to help.
Products
Legal
Trade & supply
Tax, audit & accounting
- 1040SCAN
- Audit Intelligence Analyze
- CoCounsel Audit
- CoCounsel Tax
- Ready to Advise
- Ready to Review
- View all
Corporate tax
Recommended products
-
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.
-
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.
-
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.
Questions? We are here to help.
Purchase
Buy solutions
Resources
Insights
Events
Product training
Product communities
Developers
Highlights
-
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.
-
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.
-
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.
Areas affected by multi-office security settings
Multi-office security lets you restrict staff access to certain areas of Practice CS based on their office. The office assigned to the staff member, client, or engagement determines their security permissions.
The following areas can be controlled with multi-office security, listed in the order they appear on the
Security Groups setup
screen.File menu
Print Reports
Refer to the topics for each of these reports for more information on security permission dependencies.
- Lists:
- Client Groupings
- Client/Engagement
- Clients
- Staff Billing Rates
- Staff Groupings
Refer to List reports for more information on these reports, including security privilege dependencies. - Production:
- Production Analysis
- Time and Expense Journal
- Time and Expense Listing
- Timesheet Exception
- Work-in-Process Summary
- Collection:
- Accounts Receivable Application
- Accounts Receivable Ledger
- Accounts Receivable Recap
- Accounts Receivable Summary
- Collection Summary
- Invoice Receipts Analysis
- Receipt and Adjustment Journal
- Service Charge Journal
- Billing:
- Billed Tax Summary
- Billing Analysis
- Billing Worksheet
- Invoice Journal
- Reconciliation:
- Client Investment Analysis
- Period Reconciliation
- Project Management:
- Project Budget to Actual
- Project Listing
- Project Tracking
- Routing Sheet
- Task Budget to Actual
- Task Tracking
Print invoices & statements
- Invoices
- Statements
note
- Invoices inherit the office of the staff member who creates them. You can give staff permission to print invoices created by staff in the same office, other offices, or both.
- Statements inherit the office of the client. Staff can be given security to print statements for clients that are assigned the same office as their own, other offices, or both.
View menu
Firm dashboard
Multi-office security settings affect the following portlets on the Firm Dashboard.
- Staff Active Timers
- Staff Availability
- Staff Schedule Summary
- Staff Summary
- Staff Targets
Client dashboard
Multi-office security settings affect the following portlets on the Client Dashboard.
- A/R Open Items
- Client Information
- Client Notes
- Prior Invoices
- Projects
- WIP Detail
Actions menu
Receipt & Adjustment entry
- Enter Receipts & Adjustments
- Approve or Post Receipts & Adjustments (View)
Assess service charges
- Assess
Setup menu
Staff
- View
- Add
- Edit
- Delete
Clients
- View
- Add
- Edit
- Delete
- Projects Tab (Add, Edit, Delete, Tasks Tab)
Dashboards
Data
Client Data
- View
- Add
- Edit
- Delete
- Merge
- Audit History
Contact Data
- Client Contacts (View, Edit)
- Staff Contacts (View, Edit)
File Transfers Data
- View
- Send
- Delete
Invoice Data
- View
- Bill
- Approve or Post Invoices
- Print
note
- Time and expense entries are available for billing when the current staff member has security permissions to bill the engagement to which the entries are associated.
- Invoices inherit the office of the staff member who creates the invoice.
Receipt & Adjustment Data
- View
- Enter Receipts & Adjustments
- Approve or Post Receipts & Adjustments
Schedule Item Data: Project Data
- View
- Add
- Edit
- Delete
- Task Data (Add, Edit, Delete)
Service Charge Data
Assess
Staff Calendar Data
View
Staff Data
- View
- Add
- Edit
- Delete
- Staff Benefit Data (View, Adjust, Comp Time Data)
Staff Location Data
- View
- Update
Statement Data
Print
Time & Expense Data
- View
- Enter Time & Expenses
- Approve or Post Time & Expenses
- Audit History
note
Staff can be given security to view, enter, or review time and expenses for other staff that are assigned the same office as they are, different offices, or both. However, you can't prevent staff from viewing, entering, or reviewing time and expense entries according to the office they are assigned to.
This article applies to:
- Product: Practice CS
- Subject: Setup