Solutions
Law firms
Tax, audit & accounting firms
Success stories
-
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.
-
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.
-
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
Legal
Trade & supply
Tax, audit & accounting
- 1040SCAN
- Audit Intelligence Analyze
- CoCounsel Audit
- CoCounsel Tax
- Ready to Advise
- Ready to Review
- View all
Corporate tax
Recommended products
-
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.
-
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.
-
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.
Purchase
Buy solutions
Resources
Insights
Events
Product training
Product communities
Developers
Highlights
-
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.
-
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.
-
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.
File menu
Name | Description | Shortcut |
|---|---|---|
New | Create a new engagement. You have the option to create client engagements from a PPC title or master engagement, and you can also create new master engagements. | Alt + F + N |
Open | Open an existing client or master engagement. | Alt + F + O |
Close | Close the open engagement. | Alt + F + C |
Save | Save the current engagement. | Alt + F + S |
Save As | Save the current engagement and specify a new client or engagement name. | Alt + F + A |
Delete | Delete a client, master group, or an engagement. | Alt + F + D |
Backup | Create a backup of an engagement. | Alt + F + B |
Restore | Restore an engagement from a backup. | Alt + F + R |
Finalize | Finalize an engagement and change the engagement to read-only status. | Alt + F + F |
Reset to In Progress | Reset an engagement with a status of Finalized to In-Progress, which allows user modifications. | Alt + F + I |
Rollforward | Create a new engagement based on a prior period engagement. | Alt + F + W |
Check for Updates | Verify which Compliance Supplement is currently being used for your engagement (and update, if available). | Alt + F + U |
Exit | Exit the program. | Alt + F + X |
Audit Essential Installed
Name | Description | Shortcut |
|---|---|---|
Convert to SMART Practice Aids Engagement | Converts a SMART Practice Aids - Audit Essential engagement to a full SMART Practice Aids engagement. |
Risk Assessment Installed
Name | Description | Shortcut |
|---|---|---|
Convert to Audit Essential Engagement | Converts a SMART Practice Aids - Risk Assessment engagement to a SMART Practice Aids - Audit Essential engagement. |
Internal Control Installed
Name | Description | Shortcut |
|---|---|---|
Enable Internal Control | Activates SMART Practice Aids - Internal Control for the engagement. | Alt + F + E |
Disclosure Installed
Name | Description | Shortcut |
|---|---|---|
Enable Disclosure | Activates SMART Practice Aids - Disclosure for the engagement. | N/A |
Update Disclosure Checklist | Checks for updates to the current Disclosure Checklist | N/A |
Maintain Firm Library | Launches the Firm Library application | N/A |
Field Work Installed
Name | Description | Shortcut |
|---|---|---|
Enable Field Work | Activates SMART Practice Aids - Field Work for the engagement. | N/A |
Compilation and Review Installed
Name | Description | Shortcut |
|---|---|---|
Import Disclosure Information | Imports a disclosure checklist from another engagement | N/A |