Global Connected Platform��

CoCounsel Integration with NetDocuments (Canada)��

CoCounsel Legal customers in Canada can now bring documents directly from NetDocuments into CoCounsel Legal through the new NetDocuments ndConnect integration. Instead of manually downloading files and re-uploading them, legal professionals can access their firm’s NetDocuments content directly inside CoCounsel Legal — reducing context switching and making it easier to bring trusted firm documents into AI-assisted research, analysis, and drafting workflows.


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Smokeball Knowledge Search Connector (US & Australia)��

The new Smokeball Knowledge Search connector makes a firm’s matter documents searchable directly inside CoCounsel Legal, so attorneys can pinpoint the right file no matter where it lives — without bulk-loading every document into the platform. Knowledge Search surfaces only the files that matter, alongside authoritative Westlaw and Practical Law content. By grounding AI in a firm’s own matter documents alongside trusted Westlaw and Practical Law content, attorneys get more relevant answers and can search across every connected repository at once — saving the time otherwise spent hunting across separate systems.

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Unified Search and Upload Modal��

CoCounsel now offers a unified search and file upload experience, powered by Knowledge Search, that replaces fragmented upload flows with a single modal. Users can upload files from their device, pull from CoCounsel, or search across connected document management systems such as iManage and SharePoint — finding what they need across every source without knowing where it lives. The result is less time troubleshooting uploads and more time on the work that matters and greatly simplifying file discovery.

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Built for How You Work

Import Your Complex Playbook in CoCounsel for Word (UK, Canada & Australia)

Instead of rebuilding a firm’s playbook clause by clause inside CoCounsel for Word, customers in the UK, Canada, and Australia can now import an existing playbook directly. Simply upload a file, and CoCounsel intelligently reads and structures the content — including preferred clauses, negotiation guidance, escalation guidance, scenario guidance, fallback clauses, and tabular content — bringing a firm’s institutional knowledge into the platform and ready to work, with no rebuilding required. This eliminates the manual, error-prone work of recreating firm guidance clause by clause — preferred language, negotiation positions, escalation rules, and fallback clauses come in as-is, for faster setup and a playbook that fully reflects the firm’s own language and style.

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Agentic Playbooks in CoCounsel for Word (US)��

A new, agentic contract review layer is now available for transactional attorneys and corporate counsel in the U.S. CoCounsel handles the orientation, setup, and first-pass work automatically — identifying the agreement, the represented party, and the applicable playbook before the attorney even begins. From there, attorneys can review issue-by-issue or accept in bulk, and iterate on redline language conversationally, in plain English, shifting their role from operator to decision-maker. By eliminating the manual setup that slows down every contract review, attorneys move straight to shaping, reviewing, and approving the agent’s work — cutting the time from first read to final redline.

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Personal Injury Content Expansion on Deep Research (Westlaw Advantage UK)��

Personal injury quantum content is now part of Deep Research on Westlaw Advantage UK, including Lawtel Quantum Reports, Kemp Quantum Reports, and the Judicial College Guidelines for the Assessment of General Damages (18th Edition). PI practitioners can now ask natural-language quantum questions and receive a structured Deep Research report that brings this content together — without manually searching Lawtel, Kemp, and the Judicial College Guidelines separately. This gives PI practitioners a faster, more consistent way to benchmark general damages and build quantum assessments, without losing time toggling between separate resources.


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Explore These New CoCounsel Legal Features Today��

Sign in to CoCounsel Legal today to put these new research, drafting, and document-management capabilities to work, or explore training options at the .��

To learn more, please visit the .��������

After relying for years on an alliance-based audit solution, Isler CPA began evaluating new audit technology to determine what would best support its audit team going forward. As a small to mid-sized accounting firm, Isler CPA approached the process as more than a platform replacement, viewing it instead as an opportunity to invest in connected technology that could improve consistency, reduce manual effort, and better support its professionals across the audit lifecycle.

In evaluating providers, the firm wanted confidence the technology was mature, practical, and ready to support audit work in real-world engagements. �������� stood out for the strength of its audit solutions, the demonstrated investment in innovation, and the responsiveness of its team throughout the evaluation and implementation process.

Cody Savey, the lead partner of Isler CPA’s audit department, said: “We’re a small firm, and we rely on bigger providers to design our audit methodology. �������� impressed us with their advancement in technology and exceptional customer service.”

Among the solutions adopted, CoCounsel Audit has already delivered meaningful value by helping reduce time spent researching audit topics. The tool’s ability to provide sourced responses has been especially valuable in an audit environment where speed and verification matter.

CoCounsel has been a game-changer for the firm, saving hours of research time and enabling auditors to focus on high-value tasks. “I love CoCounsel,” said Savey. “It has saved me a ton of time. The amount of time CoCounsel is saving me in researching topics is hours at this point.”

For Isler CPA, the value of �������� audit solutions extends beyond research efficiency. The firm was also looking for a more connected audit process — one that could better link planning, identified risks, fieldwork, and conclusion. Guided Assurance and Engagement Manager help support that continuity, reducing the inefficiencies that can arise when key parts of the audit process become disconnected and helping teams stay aligned throughout the engagement.

“As a small firm, we need audit technology that connects planning, risk assessment, fieldwork, and conclusion,” Savey added. “That kind of automation helps the audit flow more effectively, supports consistency across the engagement, and gives us greater confidence that we are addressing the right risks throughout the process.”

For the firm, access to modern audit technology also supports a broader strategic goal. As competition and consolidation continue across the profession, Isler CPA sees advanced technology as an important part of maintaining its independence and preserving the culture it has built.

“We’re proud of the culture we’ve built at Isler,” Savey said. “Having access to modern technology helps us stay current, work more effectively, and continue growing without losing what makes our firm unique.”

“Firms of all sizes are looking for practical ways to make audit work more connected, efficient, and scalable,” said Corey Wells, General Manager of Audit at ��������. “Isler CPA’s adoption of CoCounsel Audit, Guided Assurance, and Engagement Manager reflects how firms are focused on innovation and using automation in a focused way — reducing time spent on manual tasks, improving workflow continuity, and enabling professionals to spend more time on judgment, analysis, and client service.”

Today, we are sharing early benchmarking results for Thomson, a first of its kind AI model. Across a range of benchmarks assessing legal and general capabilities, Thomson performed competitively with the strongest frontier models on the market, including Claude Opus 4.8, and ahead of GPT-5.5, Claude Sonnet 5, and Gemini 3.1 Pro. ��

Why? Because it knows the work.��

Launching later this summer, Thomson is the newest layer of the �������� AI strategy, and a demonstration of what becomes possible when authoritative content, expert judgment, professional tools, and model development come together.��

In 2024, �������� acquired Safe Sign Technologies, an AI research company. At the time, the market was betting that access to increasingly powerful general-purpose models would be enough.��

We made a different bet. We believed the future of professional AI would require more than general-purpose intelligence. It would require models built specifically for the domains, standards, and consequences of professional work. We believed that the distinct advantages of �������� decades of world-class content and expertise could be best expressed in a model that we ourselves crafted.����

Thomson is the result of that bet. And it is why �������� will continue to set the standard for Fiduciary-Grade AI. ��

Meet Thomson��

Thomson starts from a strong open-source foundation, so it performs general-purpose work just as effectively as the frontier models. It then goes further: trained using state of the art mid-training and post-training techniques on decades of authoritative content from Westlaw, Practical Law, Checkpoint, and Reuters, content professionals have staked their reputations on for generations.��

That training was shaped by hundreds of subject matter experts who evaluated outputs, identified failure modes, and validated that the model reasons the way legal professionals actually work. The same professional standard governs how Thomson is deployed. Customer data is never used to train the model.��

The result is a model that thinks and reasons like a lawyer while outperforming models multiple times larger on the work that matters.����

Thomson Matches the Best. And Beats the Rest.����

We evaluated Thomson against the leading general-purpose models on the market for general professional work and categories spanning:��

Thomson is competitive with the world’s leading frontier models despite being a fraction of their size and cost to train and operate. �������� has achieved that performance�� by combining exceptional AI talent with authoritative proprietary content and deep domain expertise. And with less than 10% of �������� content used in its training so far, there remains significant opportunity to expand its capabilities.��

Instruction Following is a composite average of the IFEval and FollowBench benchmarks. ��
Reasoning is a composite average of the GPQA Diamond, HLE, and MMLU-Pro benchmarks.�� ��
Coding is a composite average of the SWE-Bench Pro and Terminal-Bench 2.1. ��
Long Context is a composite average of the Infinity Bench as well as some internal benchmarks developed by ��������.��

These evaluations show Thomson’s competitiveness with industry recognized benchmarks. Our internal evaluation and training cover a wide range of scenarios, including carefully designed agentic use cases optimized for real-world professional work, tens of thousands of real-world queries written by experts, end-to-end deep research training with human-calibrated judges, and data-centric mid-training on a large amount of our content. To increase safety and robustness, we conduct training and evaluations consistent with �������� values, and stress-test the models through human and automated red-teaming. Thomson is still early in its development. To date, less than 10% of �������� content has been used in its training, leaving significant opportunity to expand its domain knowledge and capabilities through additional training, rigorous evaluation, and expert validation.��

Thomson also showcases its strength when a native integration with �������� content is added. When compared with leading frontier models given unrestricted access to the web, Thomson’s access to proprietary data sources such as Westlaw, Practical Law, and Reuters news ensures both superior completeness and factuality (i.e. the ability to back up claims through accurate citations to trusted sources).

This evaluation covers 53 legal research queries written by our internal Subject Matter Experts to represent real world questions. LLM’s are connected via an in-house agentic harness to Westlaw/Practical Law for TR content and Brave search engine for web search. Completeness and Factuality are scored using LLM’s as a judge. Completeness is scored based on SME-written rubrics that list every element that would be required for a good answer to the question. Factuality is based on extracting the claims made in each report and checking whether the cited sources provide evidence for each claim. These metrics were developed and calibrated against SME scoring.

The First Deployment. Not the Last.��

Thomson’s first integration will launch in August inside Tabular Analysis in CoCounsel Legal, and that choice was deliberate. Tabular Analysis performs high-volume, structured document review against a clear, measurable accuracy standard. It is exactly the kind of work where a purpose-built model has a demonstrable advantage over a general-purpose alternative, and where that advantage is immediately visible to the professionals relying on the output. Thomson will become the default model powering Tabular Analysis, and over the next year we will continue to integrate it across the �������� product portfolio in legal and tax.����

Content. Expertise. Tools. Now the Model.��

�������� has always brought together authoritative content, deep domain expertise, and the tools professionals rely on every day. Thomson adds the fourth element: a model purpose-built to power it all, trained on content competitors cannot access and validated to the standard professional’s demand. It delivers frontier-level performance at a fraction of the size and operating cost of many general-purpose models. A model only �������� could build.��

This is our commitment to Fiduciary-Grade AI in action: AI designed for professionals with duties of care and accountability, where almost right is not good enough.����

General-purpose AI is built for everyone. Thomson is built for the professionals who cannot afford to be wrong.

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

Sign in to CoCounsel Legal today to enhance the speed and effectiveness of your drafting, document analysis, and review workflows. Or explore training options at the

To keep up to date on CoCounsel Legal new enhancements, sign up for the today.

* certain capabilities or integrations may require a subscription to other products

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.����