Rooted in Your Knowledge

Draft an Agreement Based on Your Precedent & Practical Law Content

Draft agreements faster without starting from scratch as CoCounsel’s drafting agent enables U.S. users to generate a comprehensive first draft in minutes using a trusted precedent or a Practical Law Standard Document. Simply upload source material, add key details and requirements, and CoCounsel analyzes the template, applies its structure and style, and produces a tailored multi‑page draft aligned to the instructions provided. The result is a quicker path from blank page to a client-ready draft in a streamlined workflow with less manual assembly allowing users to spend more time reviewing, negotiating, and advising. Review and then export to Microsoft Word when ready.

My Clauses

Using the new My Clauses in CoCounsel (U.S.), transactional lawyers can build a personal, searchable library of preferred contract provisions saved from playbooks, draft and modify outputs, or added manually so the right language is always within reach. Find what is needed in seconds, tailor it to the specific matter, and reuse it instantly across new agreements. That means less time hunting through old files, fewer drafting interruptions, more consistency across matters, and faster turnaround from first draft to final.

Built for How You Work

Draft Editor

Draft Editor is an integrated editing environment available in the U.S., UK, Canada, and Australia that lets users refine AI-generated outputs directly in their browser – no need to export to Word or switch applications. Available across key skills including Review Documents, Draft, Summarize, and Timeline, simply click ‘open editor’ to start refining work. By enabling in-place editing, it keeps users focused on their work instead of managing workflow. The result: faster turnaround times, fewer interruptions, and a seamless path from AI assistance to polished work product.

Region Settings

Now available in the U.S., UK, Canada and Australia, lawyers can access a flexible, jurisdiction selection feature built directly into CoCounsel for Microsoft Word that enables seamless switching between region content and localization – regardless of regional subscription. Users also can access corresponding Westlaw and Practical Law content from existing subscriptions without purchasing separate regional entitlements or managing multiple logins. Additionally, an improved capability to switch between jurisdictions eliminates geographical limitations in the drafting workflow.

Citations Format Update

CoCounsel now delivers citations as endnotes (with hyperlinks) instead of footnotes in the U.S., UK, Canada and Australia – so your finished Word document reads cleanly from start to finish – a key preference often heard from customers. When exporting the output of any CoCounsel skill or workflow, citations appear at the end of the document, and each in-text citation links to the supporting source and back again. This creates less scrolling and fewer distractions while the work is reviewed, shared, and finalized, especially on longer drafts and research-heavy documents. The in-app experience stays the same; this update improves the readability of exported documents while keeping sources easy to verify.

Tabular Analysis

Tabular analysis is now available in Canadian French.�� Users can review up to 10,000 documents and 100 questions, viewing the results in a dynamic, filterable table format.�� This flexible capability enables users to add or remove files or questions mid-review, analyze results in a three-pane viewer, and run multiple tables simultaneously. The powerful solution significantly reduces document review time while enabling easy verification with clickable footnotes. This allows legal professionals to concentrate more on strategic, high-value tasks, and enhancing productivity while reducing valuable resource needs.

Explore These New CoCounsel Legal Features Today

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Today’s fast-paced legal landscape forces professionals to take on increasing workloads, push the boundaries of their time, and navigate the constant challenge of staying abreast of complex legal changes. Westlaw Advantage is meticulously designed to address these pain points, transforming how you approach legal research. It will empower legal professionals to move from research to strategy with unprecedented speed and confidence like never before.

“The legal profession is evolving rapidly, and so are the solutions supporting it,” said Mary Acimovic, senior director of Product Management, ��������. “Westlaw Advantage isn’t just an incremental update; it’s a paradigm shift. We’ve harnessed the power of agentic AI to truly understand and execute complex research tasks like an expert, freeing up legal professionals to focus on higher-value strategic work. This platform embodies our commitment to innovation that doesn’t just serve our customers’ needs, it pushes them into an entirely new realm of serving their clients.”

The Power of Agentic AI Applied to Legal Research

At the heart of Westlaw Advantage is��Deep Research, the legal industry’s first professional-grade agentic AI research capability. Deep Research emulates the practices of expert legal researchers and can serve as a seasoned colleague dedicated to your research question. It formulates a multi-step plan, leveraging Westlaw’s proprietary content and core tools like KeyCite and the Canadian Abridgment to deliver accurate, thorough, and comprehensive answers. Additionally, it refines the process in real-time, ensuring optimal results.

Optimized for both English and French language use and supporting both common law and civil law practice, Deep Research ensures no stone is left unturned – covering the current state of the law, recent changes, practical implications, governing laws, and more. Users gain unprecedented transparency with step-by-step research notes culminating in a comprehensive, detailed report that drastically reduces manual effort and accelerates the journey from research to strategic action.

“Traditional legal research, particularly on an issue that is on the periphery of my practice area, can yield helpful fragments of information – but often, not the full picture. What’s powerful about Westlaw’s Deep Research tool is that the multi-step approach weaves these fragments into a more comprehensive answer, identifying and filling gaps for a more complete understanding of what I might need to know,” Doug Higgins, associate lawyer, Hull & Hull LLP.

Westlaw Advantage recently launched in the U.S. and UK, and customers are already recognizing impactful benefits. “Deep Research is really easy to use. It is an order of magnitude better than any AI legal research tool we’ve used, producing much deeper and more complete analysis. It can do in 15 minutes what might take a human��an entire day to do manually,” stated Sam Dixon, chief innovation officer and partner at Womble Bond Dickinson UK.

Westlaw Advantage Canada is more than just a research solution; it’s a strategic element of CoCounsel, our AI technology, available to every Canadian legal professional. It speeds up research, increases confidence in findings, reveals hidden legal connections, and provides all relevant materials on one platform. The result: better-informed strategies, superior preparation for trials and client meetings, and enhanced client value.

Discover how our cutting-edge agentic AI, combined with the trusted content you rely on, can transform your legal work. Learn more about Westlaw Advantage in Canada at .

Version française

Rehausser l’excellence juridique : Westlaw Advantage maintenant offert au Canada

Aujourd’hui marque une avancée majeure pour la recherche juridique canadienne alors que ��������, entreprise mondiale de contenu et de technologies, lance Westlaw Advantage Canada. Élément clé de CoCounsel, notre technologie d’IA, cette plateforme de recherche juridique de nouvelle génération est conçue pour les cabinets d’avocats, les services juridiques d’entreprise et les organismes gouvernementaux. Elle intègre de façon fluide une IA agentique avancée à une collection inégalée de sources canadiennes fiables en droit primaire et en doctrine, notamment le Canadian Encyclopedic Digest, les collections de doctrine, ainsi que les textes et annotations thématiques.

Dans le contexte juridique actuel, en constante accélération, les professionnels doivent composer avec des charges de travail croissantes, des contraintes de temps de plus en plus serrées et le défi permanent de rester à jour face à l’évolution rapide et complexe du droit. Westlaw Advantage a été conçu avec soin pour répondre à ces enjeux et transformer votre façon d’aborder la recherche juridique. Il permet aux professionnels du droit de passer de la recherche à la stratégie avec une rapidité et une confiance sans précédent.

« La profession juridique évolue rapidement, tout comme les solutions qui la soutiennent », a déclaré Mary Acimovic, directrice principale de la gestion des produits chez ��������. « Westlaw Advantage ne représente pas une simple mise à jour incrémentielle ; il s’agit d’un véritable changement de paradigme. Nous avons exploité la puissance de l’IA agentique afin de comprendre et d’exécuter des tâches de recherche complexes comme le ferait un expert, libérant ainsi les professionnels du droit pour qu’ils puissent se concentrer sur des travaux stratégiques à plus forte valeur ajoutée. Cette plateforme incarne notre engagement envers une innovation qui ne se contente pas de répondre aux besoins de nos clients, mais qui les propulse vers une toute nouvelle façon de servir leurs propres clients. »

La puissance de l’IA agentique appliquée à la recherche juridique

Au cœur de Westlaw Advantage se trouve la Recherche approfondie avec l’IA, la première capacité de recherche juridique professionnelle fondée sur une IA agentique offerte dans l’industrie. La fonction Recherche approfondie reproduit les pratiques des chercheurs juridiques chevronnés et agit comme un collègue expérimenté entièrement dédié à votre question de recherche. Elle élabore un plan de recherche en plusieurs étapes, en s’appuyant sur le contenu exclusif de Westlaw et sur des outils essentiels comme KeyCite et le Canadian Abridgment, afin de fournir des réponses exactes, approfondies et complètes. Elle affine également son processus en temps réel pour garantir des résultats optimaux.

Optimisée pour une utilisation en français et en anglais, et prenant en charge tant la common law que le droit civil, la Recherche approfondie ne laisse rien au hasard��: elle couvre l’état actuel du droit, les changements récents, les incidences pratiques, les lois applicables et bien plus encore. Les utilisateurs bénéficient d’une transparence inégalée grâce à des notes de recherche détaillées, étape par étape, qui aboutissent à un rapport complet et approfondi, réduisant considérablement les efforts manuels et accélérant le passage de la recherche à l’action stratégique.

«��La recherche juridique traditionnelle, surtout lorsqu’il s’agit d’une question à la périphérie de mon champ de pratique, peut fournir des fragments d’information utiles, mais rarement une vue d’ensemble complète. Ce qui rend l’outil Recherche approfondie de Westlaw si puissant, c’est son approche en plusieurs étapes, qui permet de rassembler ces fragments en une réponse beaucoup plus complète, en repérant et en comblant les lacunes afin d’obtenir une compréhension globale de ce que je dois savoir��», explique Doug Higgins, avocat associé, Hull & Hull LLP.

Westlaw Advantage a récemment été lancé aux États-Unis et au Royaume-Uni, et les clients reconnaissent déjà ses avantages considérables. « La recherche approfondie avec l’IA est vraiment facile à utiliser. Elle est nettement supérieure à tous les outils de recherche juridique basés sur l’IA que nous avons utilisés, car elle produit des analyses beaucoup plus approfondies et complètes. Elle peut faire en 15 minutes ce qui prendrait une journée entière à un être humain pour le faire manuellement », a déclaré Sam Dixon, directeur de l’innovation et associé chez Womble Bond Dickinson UK.

Westlaw Advantage Canada est bien plus qu’un simple outil de recherche : il constitue un élément stratégique de CoCounsel, notre technologie d’IA, accessible à tous les professionnels du droit au Canada. Il accélère la recherche, renforce la confiance à l’égard des résultats, met en lumière des liens juridiques souvent cachés et rassemble tous les documents pertinents sur une seule plateforme. Résultat : des stratégies mieux informées, une préparation supérieure pour les procès et les rencontres avec les clients, et une valeur accrue pour la clientèle.

Découvrez comment notre IA agentique de pointe, combinée au contenu fiable sur lequel vous comptez, peut transformer votre pratique juridique. Pour en savoir plus sur Westlaw Advantage au Canada, visitez thomsonreuters.ca/fr

Tax, Audit and Accounting has always been a profession built on rigor and responsibility. But the reality of running a modern practice is complexity keeps rising, timelines keep tightening, and client expectations keep evolving. Firms are being asked to do more, faster—without compromising quality.

Why this matters for firms

This recognition is not just about a new solution being introduced—it’s about what firms are prioritizing right now. Across the industry, leaders are focused on creating repeatable capacity—not just surviving busy season. They’re prioritizing workflows that are reliable year-round. That means reducing friction in the return process, improving consistency across teams, and ensuring professionals have the time to apply judgment where it matters most.

That’s the lens I bring to . It’s designed to support the parts of the tax return process that can slow teams down, so professionals can stay focused on the work of humans: review, judgment, accountability, and advising clients with confidence.

Restoring time for professional judgment

There’s a lot of discussion about automation and the future of work. What I see in firms today is more practical: talented professionals spending too much time on repetitive steps, and not enough time on review, coaching, and client conversations.

The opportunity here is to shift time back to the professional—so firms can:

• Strengthen quality and consistency
• Improve responsiveness to clients
• And make the work more sustainable for teams

Honorable Mention: Ready to Advise

Accounting Today also gave an Honorable Mention to , which supports tax planning and advisory services.

That matters because once firms create more capacity, the next question is how to use it. Many firms are looking to grow advisory in a way that’s scalable and consistent – grounded in strong workflows and clear client outcomes.

Recognition like this is meaningful for us at ��������. But it’s even more meaningful because it reflects progress our customers can feel. When firms can rely on their technology to create more capacity and consistency in the work, they can serve clients with greater confidence. They can support their teams through peak demand, and make the practice more sustainable. That’s the kind of win we’re focused on: one that strengthens firms and the professionals who power them.

Elizabeth Beastrom is President, Tax, Audit & Accounting Professionals at ��������

��

Ready to Review is our new cloud-based, agentic AI tax workflow solution built on CoCounsel. For tax year 2025, it modernizes 1040 tax return preparation. It’s designed to take on the heavy, repetitive work of gathering client documents and preparing returns—so tax professionals can focus on what drew many of us to this profession in the first place: problem solving, critical thinking, and delivering great counsel to clients.��

For too long, firms have been stuck in a pattern that everyone recognizes as unsustainable—ever more complex returns, tighter deadlines, and mounting pressure on teams already stretched thin. Busy season has become synonymous with burnout and staffing strain. AI alone won’t fix that. But AI put to work in the right way—through agentic AI deeply embedded into tax workflows—can fundamentally change the equation.��

A Better Way Through Busy Season

The goal is not to replace professional judgment, but to clear away the manual, time-consuming tasks that prevent professionals from using that judgment to its fullest. Ready to Review gives firms a single, cloud-based, scalable platform that automates the gather and tax prep stages of the��workflow—helping firms manage more individual returns with existing staff while��maintaining��quality and control.��

We’re��already seeing the impact. Indiana-based CLH CPAs & Consultants��participated��in our early adopter program and saw��the potential for��transformative time savings. As Bob Lange, Partner at CLH, told us:��“Reducing return preparation time by��approximately an��hour on each simple 1040 is significant in terms of efficiency gains. For firms like ours, these time savings will be a game changer.”��

I’ve��said before that I expect firms will��ultimately pair��each CPA with at least one virtual agent. is a tangible step in that direction. It brings that 1:1 vision closer to reality by embedding Gather and Tax Preparer AI agents directly into the 1040 workflow in a way��that’s��responsible, auditable, and grounded in trusted �������� tax content and compliance��expertise.��

The Next Step for 1040 Prep

As solutions like Ready to Review become part of the day-to-day fabric of tax work,��we’ll��see fewer 80-hour��weeks��and more time spent on the nuanced, client-focused work that truly differentiates firms.��We’ll��make room for new talent who are excited about a career that leans into analysis and advisory rather than pure grind.����

Ready to Review is now generally available in the United States for 1040 use cases, and its launch marks an important milestone in our broader journey with agentic AI on the�� platform.��It’s��one more way��we’re��helping firms modernize in a way that is practical, grounded, and built for the realities of tax season.��

Elizabeth Beastrom is President of Tax, Audit & Accounting Professionals at ��������

At the conference, we are unveiling new beta features for CoCounsel Legal that tackle document review and agentic execution in a much more powerful way. Over the coming months, these new features will expand CoCounsel Legal’s capability to handle the broadest range of legal work with even more precision. We’ve also released several drafting improvements and announced a new partnership to seamlessly bring our trusted, authoritative content together with a law firm’s proprietary work product.

Built for How You Work

Focusing on speed, security, and collaboration, we’re making CoCounsel Legal faster, more intuitive, and more collaborative – all while maintaining the professional-grade trust and compliance our customers require.

Bulk Document Review (beta)

The beta release of CoCounsel Legal’s bulk document review redefines the approach to high-volume document analysis. Designed to tackle one of legal practice’s most resource-intensive challenges, this powerful solution will empower legal professionals to ingest vast document sets and receive intelligently structured, sortable results in an intuitive table format.

This capability will overhaul traditional review cycles, moving beyond the limitations of manual methods by enabling the efficient analysis of up to 10,000 documents in a fraction of the time. This can directly reduce the number of write-offs firms take when reviewing documents – an area that often impacts profitability per attorney.���� CoCounsel Legal’s structured analysis provides immediate access to critical data, allowing for rapid filtering and sorting to pinpoint key information across a spectrum of vital workflows: from optimizing litigation discovery and streamlining M&A due diligence to enhancing regulatory compliance reviews and accelerating contract analysis.

Agentic AI, Grounded in Expertise

Leveraging an unmatched foundation of expertise and authoritative content from Westlaw and Practical Law, CoCounsel uses advanced AI to plan and execute complex, multi-step legal workflows.

Independent Execution of Legal Tasks (beta)

CoCounsel Legal will independently plan and execute complex, multistep legal workflows. With a single natural language prompt, legal professionals can trigger sophisticated workflows – whether conducting legal analysis, drafting documents, or researching case law. The platform intelligently interprets each request, maps the optimal execution strategy, and completes the entire workflow by integrating �������� authoritative Westlaw and Practical Law content with the law firm’s proprietary knowledge base. The result? Less time managing tasks, more time delivering strategic counsel.

Custom Workflows (beta)

CoCounsel Legal’s workflow builder lets legal professionals design, save, and share custom workflows that combine ��������’ trusted content with their firm’s own expertise. It’s a straightforward way to build repeatable processes that capture institutional knowledge and scale best practices across the entire firm—making everyone more efficient and consistent in how they work.

Deep Research on Westlaw – Expanded coverage, enhanced precision

Deep Research now covers state administrative materials in addition to federal sources, giving customers a more complete view of the regulatory landscape. Customers also get timely, curated updates on case law, regulatory changes, and practice developments from JD Supra, Quinlan, and Westlaw Daily Briefings. Plus, the new Clarifying Questions feature asks for additional details when it spots gaps, then reruns the analysis to make each report more precise and tailored to what customers actually need.

Identifying Citation Issues

CoCounsel’s Identifying Citation Issues feature allows users to upload a brief or memo and get an instant review for inaccurate or missing citations eliminating tedious, line by line checks. CoCounsel flags potential errors and presents a clear side by side table showing the original cite and the issue detected, allowing the ability to fix problems fast. Every check is validated against the trusted authority of Westlaw, delivering confidence that the cited sources are accurate before filing. The result: tighter documents, fewer surprises, and more time for the substance of the argument.

AI Overview for Statutes Compare

Comparing statute versions just got easier. With AI Overview in Statutes Compare, users can click once to get a clear, plain language summary of what changed materially between two versions – so less time is spent wading through long sections and cosmetic edits, and more time spent understanding the impact. It filters out formatting and nonsubstantive tweaks to spotlight the revisions that matter for analysis, improving efficiency, reducing the risk of missing a key change, and briefing clients or colleagues with confidence.

Find Practical Law Drafting Language

Find Practical Law drafting language is a new skill available to quickly find the drafting language needed by simply entering in a prompt for specific clauses or to fit certain scenarios, such as “find me drafting language where party A resides in a different state but agrees to this state’s forum.” This AI-powered search capability eliminates the need to navigate complex taxonomies or remember exact clause titles, reducing drafting time while maintaining the rigor and reliability users trust and expect from Practical Law.

Practical Law Search & Summarize in Word

Designed to deepen the Practical Law integration within Word, this feature, coming soon, lets legal professionals ask how-to questions and get summarized, synthesized answers pulled from Practical Law’s full collection of practice notes, checklists, and standard documents. Responses include citations to source materials, making it easy to verify information or dig deeper.

Update Contract Terms

CoCounsel can now handle the tedious work of updating contract terms. Upload a term sheet, and it populates your template or precedent agreement with tracked changes and annotations showing what was revised. It’s a straightforward time-saver that reduces manual data entry errors and frees up legal professionals to focus on higher-level work

Rooted in Your Knowledge

By integrating with document management systems, precedents, and templates, CoCounsel Legal delivers insights that draw from both a firm’s institutional knowledge and �������� authoritative sources

NetDocuments and the ndConnect Program

A with NetDocuments delivers another advantage for legal professionals. With the introduction of ndConnect, NetDocuments’ new interoperability program, legal professionals can securely incorporate AI capabilities from CoCounsel Legal into their document management workflows. Users can now conduct legal research with Westlaw and Practical Law, draft documents based on both their own internal content and that of ��������, and analyze documents with advanced review capabilities – all while maintaining their documents’ integrity and metadata within NetDocuments.

In today’s hyper-regulated, fast-paced global economy, compliance has outgrown its back-office roots—it’s��now a strategic imperative. Rising complexity, shifting expectations, and the speed of business demand��a new approach. As underscored in��2025 Future of Professionals Report, corporate leaders face a persistent challenge: siloed teams that hinder collaboration, increase risk, and limit opportunity. It’s a challenge I’ve seen firsthand, and it’s exactly what ONESOURCE+ was built to solve.��

At ��������, we view compliance not as a constraint, but as a catalyst for growth.��

Powered by agentic AI capabilities in CoCounsel, ONESOURCE+ delivers embedded, connected, and intelligent solutions that help corporations thrive amid constant change. From automating tax filings and accelerating trade classification to streamlining legal operations, ONESOURCE+ enables teams to shift from reactive compliance to proactive strategy.��

Building Bridges Across Tax, Trade, Legal, and Risk��

ONESOURCE+ redefines how corporations manage risk, navigate regulations, and unlock enterprise-wide value.��It’s��not a single platform—it’s��a scalable network that connects tax, trade, legal, and risk functions across the organization, transforming disconnected activities into coordinated, outcome-driven operations.��

This is a pivotal moment.��We’re��not just delivering��tools,��we’re��pioneering a new category:��Intelligent Compliance.��And��we’re��doing it with the depth, breadth, and trust that only �������� can offer.��

Turning Compliance into Competitive Advantage��

It’s��time to stop viewing compliance as a cost center.��Let’s��start using it to propel business forward.��

Read the full press release��to explore how ONESOURCE+ is reshaping the future of compliance.����

The most important skill new lawyers will need to thrive isn’t encyclopedic knowledge of case law, razor-sharp logic, or the ability to tolerate long hours – it’s adaptability. But what does that actually mean for a first-year associate starting their first job at a law firm? It means approaching the role as a continuous learner rather than someone who has “arrived” with their JD in hand.

Building An Adaptability Toolkit

Developing adaptability isn’t about becoming a generalist who can do everything – it’s about becoming someone who can quickly learn what each situation requires. Start by cultivating core habits and building your adaptability toolkit by:

Embracing technology: View legal technology as a collaborator, not a threat. The associates who thrive will be those who become fluent in leveraging the latest tools to produce higher-quality work more efficiently. According to a recent study, 28% of law firms are already using generative AI (GenAI) in their practices and 93% say GenAI will be a central part of their organization’s workflow within the next five years. So next time your firm introduces new research platforms or AI tools, volunteer to part of the beta test rather than waiting for mandatory training. This positions you as someone who embraces innovation rather than fears it.

Seek feedback on efficiency, not just accuracy: An adaptable associate might ask: “I completed this document review in eight hours – what would help me provide the same quality analysis in six hours next time?” This mindset shifts from time-based to value-based thinking, positioning new lawyers for success in an evolving market – and AI can help make this a reality by completing select tasks that take valuable time.

Participating in new experiences early in your career: Volunteer for cross-practice projects, client secondments, or firm innovation initiatives. The broader your exposure to different ways of practicing law, the more adaptable you’ll be when change inevitably happens. For example, if you’re a corporate associate, volunteer to help the litigation team with a discovery project – you’ll learn how the contracts you draft might be evaluated in disputes.

For first year associates to prove their value in this new world, it will require more than just hard work. You should put your energy toward higher-value tasks that put an emphasis on soft skills like adaptability, creativity, leadership, curiosity, and tech fluency. The work is no longer just about the volume of output produced; it is about leveraging all available resources – including technology – to achieve successful outcomes.

Lead Change, Don’t Just Follow It

To that end, adaptability remains the thing that will quickly separate the future leaders from the rest of the pack of first-year associates entering the legal workforce. While versatility as a skillset is not as easy to quantify as billable hours, it is a far more accurate measure of how well new attorneys are able to recognize new opportunities, embrace creative problem-solving, and adopt new approaches focused on achieving the best end result. This is the factor that will help law firms navigate the next decade of transformation – and the individuals prioritizing adaptability early in their careers will set themselves up as key drivers of the firm’s overall success.

Clients are demanding more value, transparency, and efficiency. Legal technology – from AI-assisted research tools to automated contract analysis – is redefining how law firms deliver services.

Today’s most effective legal professionals are those willing to rethink entrenched practices, test new technologies, and collaborate in ways that break down traditional silos. Adaptability in this context means not just keeping up with change but leading it. Start building your adaptability toolkit today, and you’ll be positioned to lead tomorrow’s legal innovations rather than scramble to catch up with them.

Introducing CoCounsel with Agentic Intelligence

At ��������, we’ve moved beyond offering only an AI assistant that simply responds to prompts. Our new agentic intelligence—available now in CoCounsel for tax, audit and accounting professionals—can plan, reason, and act within established workflows, completing complex multi-step assignments with unprecedented precision and accountability.

Let’s be clear: we are not just rebranding our AI assistant as “agentic.” We’re engineering full agentic systems—backed by trusted content, custom-trained models, and real domain expertise—that will give that assistant a new and more powerful way of working. This is the next generation of AI, and �������� is once again setting the bar for professionals.

The distinction is crucial. Traditional AI assistants use the power of GenAI to produce impressive outputs when prompted correctly, but they cannot suggest and execute next steps within professional contexts. By contrast, CoCounsel with agentic intelligence understands goals holistically, breaks them into logical steps, uses the right tools to complete tasks, and—perhaps most important—escalates when human expertise is required for judgment calls or final decisions.

�������� is leading the agentic AI generation

We’ve spent over a year developing our agentic platform, accelerated by our acquisition of Materia, the AI copilot startup specializing in agentic systems for tax and accounting. Rather than build standalone agentic tools, our goal has been to re-architect core product experiences. This approach involves drawing from the most critical features and content across platforms such as Checkpoint, Westlaw, and Practical Law, making their market-leading capabilities available as tools for the AI agents to use—enabling those agents to act and reason within already accepted industry best practices—and supercharging them with GenAI.

Agentic AI built for how professionals really work

CoCounsel Tax, one of our first fully realized agentic solutions, demonstrates this philosophy in action. It automates genuine tax professional workflows—from client file review to memo drafting and compliance checks—while providing explainable outputs and comprehensive audit trails. It connects firm knowledge, Checkpoint, Internal Revenue Code, and internal documents into a single AI-guided workspace.

Early customers are already seeing major benefits

“CoCounsel has revolutionized the way our team approaches our daily workload. Not only does CoCounsel save us countless hours of manual work, but it also allows us time to hone in on the more thought-intensive tasks we perform to enhance, strengthen, and optimize the way we serve our clients. CoCounsel doesn’t replace our expertise – it amplifies it.”
—Zachary Iannotta, CPA, Assurance Associate, HBK CPAs & Associates

“CoCounsel was a lifesaver for us this year. We brought on more business than expected—and the only way we kept up was with CoCounsel. It took the most time-consuming part of our work—researching state requirements—and turned it into something we could trust and reuse.”
—Rich Marlatt, Chief Information Officer, BLISS 1041

This is just the beginning. We’re extending agentic capabilities across legal, risk, and compliance workflows. In tax and accounting, we’re currently developing Ready to Review, an agentic experience that can draft tax returns in GoSystem Tax, adapt to system feedback, and resolve diagnostics—showcasing the next frontier of professional AI that can work with tools, not just alongside them.

For legal professionals, agentic workflows for drafting, policy generation, and deposition analysis are already in development, with much more to come.

Even with AI advancements, humans need to remain in the loop

With agentic AI, human-AI collaboration is set to redefine how tasks are accomplished. A crucial aspect of this integration is the concept of human-in-the-loop. Throughout the AI model lifecycle, human involvement is indispensable. In developing AI solutions, domain experts play a vital role in evaluating model responses to ensure they meet professional standards and ethical guidelines. This human oversight continues when AI models are integrated into products or internal workflows, ensuring continuous monitoring and validation of model outputs.

Take CoCounsel Tax, for example. We leverage the expertise of 180 tax and accounting editors to build and refine our AI solutions. These professionals monitor model responses during the pre- and post-development, training, and deployment phases, safeguarding the accuracy and reliability of AI outputs. By maintaining human oversight, we ensure AI systems not only support but enhance the professional standards across industries, empowering professionals to make informed decisions with confidence.

Moreover, we emphasize to our customers the importance of validating the integrity and accuracy of information and work completed with AI assistance. ��By verifying the outputs, professionals safeguard against potential errors and maintain the high standards expected in their fields. Our products make this easy by providing citations, so our customers always know the source for the information provided. This ensures that AI serves as a valuable tool that complements human expertise, rather than replacing it, reinforcing the collaborative nature of modern professional environments.

This transformation won’t happen overnight, but it is happening now. The era of agentic intelligence has begun, and it promises to redefine what’s possible for professionals across industries. At ��������, we’re proud to be leading the way.

If you are interested in learning more about CoCounsel Tax, Audit or Accounting,

�������� President and CEO Steve Hasker shared a state of the industry outlook, noting generative AI is as disruptive and transformative as previous technology shifts yet is happening even faster. He emphasized what differentiates ��������, including investments the company is making in generative AI to enable professionals to accelerate and streamline entire workflows and deliver more value for clients. ����

Hasker said �������� has invested more than $200M in AI in the last year. He discussed the company’s vision to provide each professional it serves with an AI assistant; the launch of CoCounsel 2.0, which generates answers three times faster than the previous version; and new work with Microsoft on autonomous agents to increase revenue, reduce costs, and scale impact for customers. ����

Tax, Audit & Accounting����

“AI is not just changing the landscape of accounting, it’s reshaping it.” That was the message from Elizabeth Beastrom, president of Tax & Accounting at ��������. ��

While the profession sees AI as a game-changer to help them work differently, tax and accounting professionals also continue to wrestle with the perennial challenge of a talent shortage. This, combined with escalating complexity and more tax regulations, as well as changing client expectations, leaves tax professionals in need of a critical solution.��

�������� sees the potential of AI to help alleviate these challenges by augmenting human capabilities. Automating mundane, time-consuming tasks will enhance efficiency for tax professionals, helping them reclaim time to channel into higher value tasks. �������� is working to bring the power of generative AI, machine learning and automation into its solutions in the following ways:

1. Saving time in tax preparation:

Coming in beta during the upcoming busy season, �������� will launch an AI-assisted tax preparation experience to increase firm efficiency. The solution combines the power of CoCounsel, �������� professional-grade generative AI assistant, with workflow automation and software integrations. It supports the delegation of data gathering to simplify mundane tasks and automate tax preparation. �������� research shows that customers using this solution will save at least two hours per 1040 tax return on average.��

2. Supporting firms’ growth with advisory: ��

As client expectations continue to evolve, they’re increasingly looking to their accountants as trusted advisors. Firms of all sizes are focusing on growing their advisory practices to help bring their clients additional value, as well as supporting their growth. In 2025, the �������� Advisory Solution will combine the power of CoCounsel and Checkpoint content to identify advisory opportunities. Advisory services are integrated directly into a firm’s practice, with technology empowering junior staff to take on higher-value advisory work and seasoned professionals to move beyond technical expertise to value-added synthesis. ��

“It helps firms build their advisory practice with confidence to deliver unprecedented value to meet clients’ evolving needs,” said Nancy Hawkins, vice president of Product Management, Research.��

3. Transforming audit efficiency:��

Halving sample sizes, boosting efficiency and sharpening the focus on high-risk areas are all at the heart of �������� Audit Intelligence Analyze solution, which launched in October. Further functionality will be coming in 2025 as it expands the Audit Intelligence suite capabilities. ‘Test’ will support with automating substantive testing with dynamic transaction tracing, while ‘Plan’ will harness full data populations with cutting-edge analytics for superior risk assessment. Both will launch with beta programs next year, along with the addition of CoCounsel to the Audit Intelligence suite.��

All three solutions – Review Ready, �������� Advisory Solution and the Audit Intelligence suite – will be further enhanced with �Ѳ��ٱ������’s generative and agentic AI capabilities.��

Corporates��

Laura Clayton McDonnell, president of the Corporates segment, shared how enterprise technology, including AI and generative AI, is revolutionizing the profession with innovative and emerging solutions. She emphasized that companies are taking a streamlined and proactive approach to addressing risk and compliance across the enterprise, while driving towards their business goals, will maintain their competitive advantage. Clayton McDonnell also shared how organizations are using solutions including ONESOURCE Pagero, CoCounsel Core, Legal Tracker, Checkpoint Edge with CoCounsel and CLEAR to solve challenges and realize value for their business.��

In addition, Ray Grove, head of Corporate Tax and Trade, ��������, highlighted the company’s efforts to build a seamless, integrated compliance network, and Kevin Appold, vice president of US Public Records, ��������, shared how the company’s risk and fraud solutions play a critical role in the convergence of compliance and commerce. Also, Valerie McConnell, senior director of CoCounsel Customer Success, discussed how CoCounsel is transforming the general counsel’s office.��

Legal��

A highlight from the Legal Professionals segment included an in-depth look at the �������� 2025 AI product roadmap from David Wong, chief product officer; Mike Dahn, head of Westlaw Product; and Valerie McConnell, senior director of CoCounsel Customer Success. They outlined upcoming generative AI features and innovations to support legal professionals, including deeper integration of CoCounsel 2.0 in Westlaw and Practical Law plus generative AI research features including Claims Explorer, Mischaracterization Identification in Quick Check and AI Jurisdictional Surveys.��

Legal SYNERGY attendees also participated in interactive sessions and CLE courses on advanced prompting techniques, the science behind large language models, and optimizing generative AI for tasks like drafting and legal research. Sessions offered attendees a comprehensive view of the future of AI in law. ��

SYNERGY 2024 also included several customer panels and executive briefing sessions. Watch the Innovation Blog for highlights from these sessions and for 2025 product and innovation highlights.��

“As fast as it started, it really feels like in the last year, there’s been an even more rapid acceleration, and many companies racing to become leaders in this field, including ��������,” said Joel Hron, chief technology officer, ��������.

Hron and David Wong, chief product officer, ��������, shared their takes on the most significant advances in generative AI technology, including improvements in accessibility to the technology, with more developer tools alongside reduced costs and more out-of-the-box capabilities.

Wong said he’s most excited about large language models’ ability to have longer context windows, enabling them to keep more information in their short-term memory and answer ever-more complex questions.

“That’s critical for the way �������� uses a lot of these models,” Wong said.

“The agentic behaviors of the models have become more robust in their ability to plan and ability to use reason over complex information,” Hron added.

They also discussed balancing the need to innovate and go fast with the need for ethical, responsible and high-quality AI development.

Wong noted how �������� is best positioned to develop professional-grade AI, grounded in fact and data. He emphasized customers’ need for measurable solutions, so they can discern tools’ accuracy rates, as well as the need for security and privacy.

Wong said �������� has the scale and infrastructure to understand customers’ needs and develop solutions to solve their biggest challenges, guided by a philosophy and process that ensures the right balance between moving fast and ensuring quality.

Hron said the company’s human-centric approach to AI development is key.

“Our human expertise at �������� and the level of rigor and quality we put behind both our content and our products for many years has really been a cornerstone of our brand,” Hron said.

Hron said the iterations between technology and domain experts are crucial to how �������� helps customers streamline their workflows with AI, such as with AI-Assisted Research on Westlaw Precision and CoCounsel Core.

They also highlighted the �������� acquisition of Materia, an AI assistant and platform for accounting and auditing professionals.

“It’s a reinforcement of our belief in AI assistants being in the hands of every professional and a reinforcement of our commitment around AI across our entire product portfolio,” Hron said.

He added that �Ѳ��ٱ������’s strengths have included leaning into the long context and multimodal capabilities of generative AI as well as enabling agentic behavior.

Hear more of Wong and Hron’s insights on Materia as well as the evolution of generative AI in the of the TechConnect series, which brings diverse and dynamic perspectives from all corners of the technology world with thought-provoking questions and conversation.