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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.
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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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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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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 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.
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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.
Best practices for searching and filtering in large databases
- Use theSearch Optionsfield pattern-matching rules:Exact,Begins with,Contains, orEnds with. UseContainsto quickly narrow a list to items whose IDs include a partial match. For example, if all clients in the Ann Arbor office containAAin the client ID, searching withContainsandAAdisplays items such asCLIENTAA01andCLIENTAA02.
- To maximize the usefulness of search, design searchable fields, especially IDs and sort names, so they sort logically in alphabetical order.
- Use a filter to display items that are not easy to find by entering a search term, or create a custom filter.
- The sort order of a screen grid or dropdown list affects which records appear in a results-limited list. Use sort order together with filtering to narrow the displayed records more efficiently.
- In the Review tab of Time and Expense Entry, select theSheet Datecolumn heading to sort by descending sheet date. This brings the most recent time and expense entries into the results-limited list.
- Filter onStaff ID,Specified Staff,<Staff ID>to display only the recent work history for a particular staff member.
This article applies to:
- Product: Practice CS
- Subject: Setup