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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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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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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.
Bulk create and update users
Create and update users' information in bulk
You can use the
Bulk Edit
feature in Account Admin
to create multiple new firm users and edit existing firm users in bulk.- Go toFileRoom,Admin,Users, thenUser Management.
- SelectBulk Importto create new firm users or selectBulk Editto edit existing firm users.
- On theorBulk Editwindow, selectBulk ImportDownload Templateto download an Excel template file.
- To bulk create or bulk edit new users, fill out the template file and enter a new username, first name, last name, email address, and user group.note
- Mandatory fields marked with an asterisk (*) must be accurately completed before submission. Submissions with missing required information will not be processed.
- Username & Email ID must be unique.
- For multiple office locations & user group additions, separate each entry with a comma.
- When you are ready to bulk-create users, go back to theBulk Editwindow, selectBrowse, then selectUpload.
- After the file is processed, you can selectDownloadto see which user accounts failed to be created, if applicable.
This article applies to:
- Product: SurePrep
Related Content
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User Management overview
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Article