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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.
Welcome
- Identify risks – Complete planning forms and identify risks that could result in a material misstatement of the financial statements.
- Assess effects of risks – Determine the extent of audit procedures necessary in light of identified risks.
- Review and modify audit programs – Review the suggested audit procedures and modify as needed.
- Generate documents – Generate practice aid planning forms and audit programs.
PPC’s SMART Practice Aids – Internal Control
- Obtain and document your understanding of internal control.
- Evaluate system design.
- Prepare internal control test plans (required, if performing a public company audit of internal control).
- Conclude on control effectiveness if performing a public company audit of internal control.
- Assess control risk.
PPC's SMART Practice Aids – Disclosure
- Prepare a customized checklist of applicable disclosure requirements.
- Quickly identify new or changed disclosure requirements.
- Create and save company-specific disclosures.
- Create and store firm-approved disclosures for use on any engagement.
- Research related authoritative literature on Checkpoint.
- Works alone, or integrated with PPC’s SMART Practice Aids - Risk Assessment, Audit Essential, and Compilation and Review.
PPC's SMART Practice Aids – Field Work
- Place the PPC Practice Aids you need automatically into your SMART engagement.
- Add other PPC Practice Aids as needed.
- Share data and decision information automatically between PPC Practice Aids.
- Carry your planning materiality, tolerable misstatement, and risk assessments throughout your audit engagement.
- Complete your audit work and sign off audit program steps within SMART and insert linked workpaper references.
- Provide diagnostics, rollforward, links to content on Checkpoint, multi-user capability, and master engagements.
PPC's SMART Practice Aids – Compilation and Review
- Interim and annual compilation, compilation for management use only, review
- Specialized industries – commercial, construction, nonprofit, and more
- Rollforward to next year
- Multi-user capability
- Diagnostics identifying errors or inconsistencies
- Link to content specific guidance on Checkpoint
- Integration with SMART Disclosure
PPC’s SMART Practice Aids – Audit Essential
- Document audit planning, identify and assess risk, and tailor and complete audit programs
- Use pre-defined engagements for small, non-complex entities (SMART Start) or create your own custom engagement
- Accumulate identified audit risks and relate them to relevant assertions
- SMART generation creates custom audit programs based on your risk assessments
- Rollforward the client engagement to the next period with changes flagged