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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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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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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.
Custom fields
Your firm can create a designated custom field for binders and TaxCaddy client profiles. For example, a custom field can help firms track clients by linking them to an internal client ID used at the firm. Your firm can set up 1 custom field as necessary.
The custom field will appear on the
Create New Binder
window, FileRoom columns, TaxCaddy Add Client
window, and Billing. Firms can use the custom field category to mark the binder with the correct ID/Information.Enable custom field
Follow these steps to configure a custom field:
- SelectFileRoom,Admin,Account Setup, thenCustom Fields.
- To turn on this feature, mark the "Display Project ID field in Create New Binder, FileRoom, Billing & TaxCaddy" checkbox and optionally enter a description.noteField description can have a maximum length of 256 characters.
Custom Field in FileRoom
Once you enable the
Custom Field
(that is, Project ID) feature for your firm, you can begin using this.In the
Create New Binder
window, the custom field becomes a mandatory field.
The custom field appears in FileRoom under
COLUMN SETUP
. 
The custom field appears in the FileRoom
Edit Binder
window.
Custom Field in TaxCaddy
In TaxCaddy, the custom field appears in the
Add Clients
window as a mandatory field.
If your firm uses an import template to add clients, download a new copy of the template that includes the new custom field column. The custom field will also become mandatory on the import template.
The custom field information will also appear in a new column in Client Management.
The custom field column may still be visible after you turn off the custom field feature from
Account Admin
. To remove the column from the Client Management
screen, there must be no client record with information saved to this field. You can also use column management to hide the column.This article applies to:
- PRODUCT: SurePrep