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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.
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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 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.
Client Experience: Upload Documents
- Select the drop-off link provided by the firm.
- This typically appears in their email signature.
- Enter yourEmailaddress.
- Enter yourFirst Name.
- Enter yourLast Name.
- Select theRemember Mecheckbox to have your email address and name auto-populate the next time you use a drop-off link.
- Select theTax Yearthat the documents are associated with.
- Ensure the document is being sent to the correctRecipient.
- Select theRecipientfield to select a different recipient.
- Enter aSubjectfor the message.
- Enter aBodyfor the message.
- SelectAttach Filesto select the documents to upload.
- SelectSendto generate an access code.
- Enter the access code sent to your email address (not required when uploading from the Client Portal).
- SelectAuthenticateto send the documents to the firm.
This article applies to:
- Product: safesend
- Subject: Import
- Audiences: Client