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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.
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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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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.
Set up and use custom fields
- SelectSetup, thenCustom Fields.tipYou can also right-click in the Custom Fields screen for the object and select either:Add Custom Field,Edit Custom Field, orDelete Custom Field.
- Select the object you want to set up the custom field for.
- Enter aDescriptionfor the custom field (up to 30 characters).noteThis will be used as the label for the custom field.
- Select aTypethat represents the type of data that will be entered into the field.noteTheCustom fieldsarticle explains the different types of data.
- ForTextfields, enter the maximumLength.
- Enter theSortnumber.noteTheSortnumber specifies the order in which the fields appear on theCustom Formatsscreen for the object.
- ForListfields, enter theList Items.
- To use custom fields:
- Go to theCustom fieldstab of the object's setup screen.noteThe fields set up for the object are displayed in the specifiedSortorder.
- Enter, modify, or delete values in the field.
- Close the object to save the changes.
note- ForTime & Expenseitems, you can also selectMoreat the end of the transaction line to open theCustom fieldsscreen.
- You can use the custom fields in any filter that corresponds to the type of object for which the custom fields was set up.
- You can use custom fields to group reports but only if it's aListorStaff Listtype.
importantAfter you've set up and entered values into a custom field, don’t change its type. This may result in errors when the field is used as a filter or displays on the layout of a report.
This article applies to:
- PRODUCT: Practice CS
- Subject: Reports