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.
Project Management
Add new tasks to multiple projects
Add Project to Multiple Clients feature not working
All fields grayed out when editing a project or task in client setup
Allow staff to update information on projects and tasks
Assign multiple staff members to a project or task
Change project due dates because of COVID-19 tax extension
Change the office for a project
Change the order of tasks in a project
Generate the next occurrence of a project
Grant security privileges to edit projects and tasks
Hide completed projects and tasks
Regenerate project and task schedules using Calendar Entries
Remove the completed status from a task or project
Set a reminder for a project or task
Set project generation options
Set up a project with the task ready flag set to yes only when work received
Set up a template for weekly or biweekly projects that start on different days of the week
Set up default invoice reference numbers
Tracking description set to Started when the project is added or generated
Troubleshoot projects and tasks not appearing in the Work Queue portlet
Troubleshoot: recurring project didn't generate next occurrence
Update project and task information in Time & Expense Entry
Update projects and tasks during time and expense entry
When the next occurrence of a project generates, tasks contain target dates