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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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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
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.
Screen SFInfo – Short Form Employee Benefit Plan (5500-SF)
Plan Identification
If you selected
B
(Multiple-employer plan) in the Entity code
field, enter the code or use the fieldview to select the code that best describes the type of multiple-employer plan.Number of Participants
Total participants, beginning of year
If you leave this field blank it defaults to
0
(zero) because the Department of Labor expects a response.Active participants, beginning of year
If you leave this field blank it defaults to
0
(zero) because the Department of Labor expects a response.Total participants, end of year
If you leave this field blank it defaults to
0
(zero) because the Department of Labor expects a response.Active participants, end of year
If you leave this field blank it defaults to
0
(zero) because the Department of Labor expects a response.Number of participants with account balances
If you leave this field blank it defaults to
0
(zero) because the Department of Labor expects a response.Number of participants terminated
If you leave this field blank it defaults to
0
(zero) because the Department of Labor expects a response.Financial Information
Total value of plan assets
If you leave this field blank it defaults to
0
(zero) because the Department of Labor expects a response.Total value of plan liabilities
If you leave this field blank it defaults to
0
(zero) because the Department of Labor expects a response.Compliance Questions
Entering an amount in any of these fields also enters that amount in the applicable box and mark the Yes box. Leaving these fields blank marks the No box.
Amount of participant loans at year end
Enter
0
(zero) in this field if there were participant loans at any time during the plan year but no outstanding loans at year’s end.