Agentic AI, Grounded in Expertise��

Early Access to the Next Generation of CoCounsel Legal is Here and Available for U.S. Customers����

Every U.S.��CoCounsel��Legal customer now has access to the next-generation experience. Through a simple,��in-product toggle, users will unlock a smarter chat interface��that��works the way an attorney works with a teammate. Describe your matter in plain language.��CoCounsel��Legal creates a plan, dives deep into legal authority, reasons through the legal issues, retrieves what it needs from your own precedents and from Westlaw and Practical Law, and drafts with citations. When��new information��changes the picture, it adapts. Instead of getting piecemeal answers, you get a professional standard response that you can iterate on.����

As part of early access, the next-gen experience is still actively being developed, and new capabilities will be added on a rolling basis through general availability later this summer. General Availability later this summer! ����

Read more

Deep Research Verify on Westlaw Advantage UK��

Deep Research��Verify��helps customers review Deep Research reports with greater confidence by automatically checking whether cited authority supports the assertions made. It��validates��cited Westlaw and Practical Law sources, highlights relevant supporting passages, and flags potential misattributions or��mischaracterisations. Instead of manually verifying every assertion from scratch, lawyers can assess whether the cited authority supports the point and��follow��a suggested research path for further review — moving from AI-generated insight to well-grounded legal judgment. Verify is initially available in Westlaw native, with Practical Law native and the��CoCounsel��app to follow.��

International Legal Research��

International Legal Research provides answers to legal queries based on official and trusted legal sources across multiple��jurisdictions. This new skill retrieves legal information from approved legal websites for France and Germany (including EU law) and��is designed specifically for professional legal research — not general web browsing. Legal professionals can��maintain��a natural, conversational flow when conducting cross-border research, asking questions in plain language while the system intelligently��determines��the��appropriate research��path. Every result comes exclusively from authoritative legal sources, ensuring jurisdiction-specific accuracy without concern about unreliable or non-compliant information.��

Joint Deep Research in��CoCounsel��Web Application (Canada)��

Joint Deep Research is now live within the��CoCounsel��web application for Canadian customers. In one seamless experience, lawyers can move from question to strategy to execution in a single, uninterrupted workflow — grounded in the authoritative Westlaw and Practical Law content they already trust. Joint Deep Research can be accessed directly within��CoCounsel��either by asking a legal research question in the chat box or by choosing Deep Research from the��CoCounsel��Library, enabling AI-powered, multi-step legal research without ever switching tools.��

Built for How You Work��

On-Demand Download and Copy Experience in CoCounsel��

CoCounsel now offers a new way to download results from skills and workflows that gives customers more control over how they use their output. Once a skill or workflow finishes, users can choose the exact file format and citation style they want — including two new formats, PDF and Markdown, and citation styles such as endnotes, footnotes, or none. A new Copy option also lets users copy just the core content with formatting and styling retained and citations removed, for quick reuse in documents or emails. The result is an easier way to get the right output, without unnecessary extra files or formatting.��

��

��Clause Library in��CoCounsel��for Word (Canada & Australia)��

The personal clause library in��CoCounsel��for Word — already available in the US and UK — is now available to Canada and Australia customers. Lawyers can save��frequently��used clauses for quick access during drafting and negotiation, adding them to the library manually, saving them after AI drafting, or importing them from contracts or playbooks. Most lawyers keep a file of go-to clauses in a cumbersome document or notes file; now they can save time by pulling trusted language directly inside the��CoCounsel��Word add-in.��

Explore These New��CoCounsel��Legal Features Today��

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

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

General-purpose AI is advancing quickly and delivering real value. It will continue to augment the operational layer: workflow automation, routine document processing, and open-ended brainstorming. Then there is the work that must be cited, audited, and defended. Research that shapes case strategy. Regulatory submissions. Transactions where a partner puts their name on the closing certificate. This is the work that demands something general-purpose AI was not designed for and can’t reliably deliver through prompting alone. The AI to support high-stakes work needs authoritative grounding, citation integrity, and professional governance built into the architecture from the first step, not added at the end. It needs depth.

Those two categories complement each other, but they are separating in terms of their roles in the stack. And the question for every professional organization is no longer whether to adopt AI; it is which kind the work in front of them requires. Legal is where that question is sharpest, and where we are answering it first. But the same divide is opening across tax, accounting, audit, and risk, wherever professionals are expected to produce work that can withstand scrutiny. That is the work we built for, and today the is here for early access.

The profession has already reached this conclusion

Our 2026 Future of Professionals research, drawing on more than 1,800 legal and tax professionals across 62 countries, makes the shift plain. Most now use AI several times a week. The open question is no longer adoption. It is trust. Asked what makes AI accountable to professional standards, 95% pointed to safeguarding confidential data, 94% to outputs grounded in verified content rather than the open internet, and 87% to work built on human expertise that can be explained and defended.

The stakes are no longer hypothetical. Courts have sanctioned lawyers for filings built on AI-generated citations that did not exist and have been clear that responsibility sits with the professional, not the tool. Adoption is accelerating anyway. That combination is exactly why the category of AI now matters as much as the capability of AI.

Agentic AI is not a counting exercise

The word agentic is everywhere, usually used to count things: how many tools a system can call, how many agents it can name. Those capabilities matter, but the number of agents is the wrong measure. We built the next generation of CoCounsel Legal on the principles that make agentic systems genuinely powerful, the same ones that make coding agents work: reason through the problem in testable steps, call the right tools as the work requires, adapt when new information changes the analysis, and keep the reasoning traceable enough to verify. Agentic capability is not about enumerating and building a deterministic set of skills; it is about building an intelligent system that is adaptable while being rooted in the tools and information that underpin the business and the industry.

What makes that reasoning trustworthy is where the knowledge sits. There is a meaningful difference between a system that calls Westlaw at the end of a task to check citations, and one where Westlaw and Practical Law are wired into how the agent reasons from the first step, content that took �������� 175 years to assemble. The first generates and then checks. The second reasons against authoritative knowledge throughout. The outputs are not slightly different; they are structurally different. CoCounsel Legal is the second model. The attorney does not approve the work on faith. They inspect it. Building professional AI requires more than integrating frontier models. It also requires specialized models built for the work itself.

We are strengthening this from underneath, too. CoCounsel Legal is and will remain multi-model by design. Alongside the frontier providers we work with, we are building our own: Thomson, our vertically specialized foundation model, built for depth and accountability rather than breadth. It ships later this year, first in Tabular Analysis inside CoCounsel Legal, where extracting structured answers across large document sets rewards precision a general model handles inconsistently.

A standard you cannot measure is just a claim

If professional AI is moving from answers to defensible work product, evaluation has to move with it.

That is why we built CoCoBench, our lawyer-led evaluation framework: more than 1,000 tasks written by practicing attorneys and scored against gold-standard answers also written by attorneys, from Big Law, government, in-house, and boutiques. It does not ask whether an output sounds like legal analysis. It asks whether the reasoning is right for the jurisdiction, whether the correct framework was applied to the facts, and whether an attorney could defend the result under scrutiny.

Measured against representative legal tasks reviewed by licensed attorneys, CoCoBench shows what professional-grade evaluation requires. These are not abstract benchmark questions. They are legal tasks, informed by practice experience, held to the standard of work a professional would need to review, rely on, and defend. That bar gets set when verified content, agentic reasoning, expert evaluation, and deep workflow integration work as one system.

Built for where work begins, wherever that is

Professional work does not start in one place. It begins in research platforms, drafting tools, document systems, and increasingly in general-purpose AI assistants. So we are not trying to be every interface a professional touches. Through APIs, connectors, Model Context Protocol support, and partner integrations across the AI and , CoCounsel Legal can be reached from the tools customers already use. When a lawyer hands off a task through MCP, they are not querying a content database. They are handing it to a system where authoritative content is wired into the reasoning, and the result can be inspected and defended. The general-purpose model starts the work. CoCounsel Legal finishes it to a standard that holds up.

This is what we mean when we describe CoCounsel evolving into an agentic operating system for professional work. Not a chatbot, not a list of agents, not a collection of plugins, but a trusted system that brings content, context, tools, models, verification, and human oversight together to move work to completion, while keeping people in the parts that matter most: judgment, strategy, review, and accountability.

Professionals will adopt AI when they trust it more than they fear it. That trust will not come from speed alone. It will come from systems that help them finish the work correctly and prove they did.

The future of professional AI will not be defined by who generates the most answers. It will be defined by who can help professionals produce work they can defend. That is the standard we believe matters, and the standard we are building toward.

That is what we built. The next phase of professional AI is here.

Read more:

For our��customers,��flexibility is powerful. Work can begin in��the��environment that is most natural for the task at hand. But it also creates a critical challenge: as work moves across more tools, models, partners, and interfaces, how do professionals��keep track of what happened and why?����The��final output��must��be��accurate, transparent, secure, and defensible.��As AI moves from answering questions to planning, acting, and coordinating work across tools, the system behind the interface matters more than ever.

That question is becoming more urgent as AI changes the speed and scale of professional work. The gap between what is plausible and what is correct, between what is fast and what can be trusted, is widening. In legal, tax, audit, and compliance, that gap is not theoretical. It creates real consequences for clients, organizations, markets, and reputations.

At ��������, we call the standard��required��for this work Fiduciary-Grade AI:��AI designed for professionals whose work��is subject to regulatory oversight��and duties��of care��and where��accuracy,��confidentiality, and��accountability��are critical. In the agentic era, that standard becomes even more important because AI is no longer only generating answers. It is beginning to��help��plan work, use tools, coordinate steps, and help complete complex tasks.��And it is increasingly dependent on many interconnected AI technologies, models, and agents working together to produce a final work product.

That is the standard we are building CoCounsel��to,��as it evolves into an��agentic��operating system��for��the professions we serve.

CoCounsel is designed to meet professionals wherever high-stakes work happens. Often, that means starting and completing work directly in CoCounsel. Increasingly, it also means making CoCounsel accessible across the broader ecosystem of tools, models, platforms, and partners our customers already use.

The goal is simple: put��Fiduciary-Grade��AI��at the fingertips of our customers, wherever professional work begins, and ensure that when the work matters, it can be trusted.��That is what we mean by an��agentic��operating system: not a single agent, chatbot, or workflow tool, but a trusted system that can bring together content, context, tools, models, verification, and human oversight to help professionals move work forward.

Starting Work Is Easy. Finishing It Is What Matters.

AI has made it easier than ever to begin work. A prompt can generate a draft, summarize a document, surface��a possible answer, or move a task forward in seconds.

But in professional environments, starting work is not the hard part. Finishing it��accurately��is.

This need is especially visible in legal, where professionals must ground their work in trusted sources and stand behind the results.��When work carries consequences, when it needs to stand up in a boardroom, before a regulator, in an audit, or in court, what matters is how that work is grounded, verified,��validated, and made defensible.

That is the role CoCounsel is designed to play.

Trust in professional AI cannot be treated as a feature added at the end.��It has to be built into the system itself.��Outputs must be grounded in authoritative, continuously maintained sources. They must be shaped by domain��expertise. They must include mechanisms for validation and transparency, so professionals can understand, verify, and stand behind the results.

This is what separates general-purpose AI from��Fiduciary-Grade��AI.

General-purpose AI can be extraordinarily useful for exploration, brainstorming, summarization, and productivity. But high-stakes��professional work requires more than a plausible answer. It requires systems that understand the domain, apply trusted sources, respect privacy and security obligations, and support the human accountability that��remains��at the center of professional judgment.

We are seeing this first in legal. CoCounsel Legal combines advanced AI with �������� trusted legal content, workflows, and��expertise, including Westlaw, Practical��Law��and��KeyCite,��which can be applied to��customers’ own documents and work��product. It is designed not only to help legal professionals move faster, but to help ensure their work can be trusted when it matters most.

As Elizabeth F. Salsedo-Surovov, Director of Knowledge Management and Information Resources at Robinson & Cole LLP, recently said:��“We’re really excited to be using [CoCounsel Legal] Deep Research… we are using it in Westlaw through our partnership with ��������, in our��on-premise��AI environment to pull in the Deep Research reports so that people are not doing research in the��ChatGPTs��of the world, they’re doing research in Westlaw. …��Utilize��the trusted��resource��and tools of Westlaw to do your legal research.��Don’t��rely on other AI tools.”

That customer perspective captures the shift underway. Professionals are not just asking for faster AI. They are asking for AI they can rely on.

Building Across the Customer’s Ecosystem

The next generation of CoCounsel is being built for that reality.

CoCounsel will continue to be a primary destination for professional work. For many customers and many workflows, the best experience will begin inside CoCounsel itself, where �������� can bring together content, workflow, context, AI, and various 3rd��party applications and agents��in one trusted environment.

But professional work also starts in many other places. It starts��in��documents, emails, enterprise systems, matter management tools, tax workflows, accounting platforms, customer environments, and increasingly general-purpose AI assistants.����That is why we are building CoCounsel to��operate��across a broader ecosystem as well.

Through APIs, connectors, Model Context Protocol capabilities, and emerging interoperability standards, CoCounsel can be integrated with and invoked from the environments where customers are already working. In legal, we are beginning to��demonstrate��this through our work with Anthropic and Claude, enabling customers to connect Claude with CoCounsel Legal so that work can move between a general-purpose AI environment and �������� trusted legal AI system.

And this is just one part of the broader strategy.

We are engaging across the AI and enterprise technology ecosystem,��with Google, Microsoft, OpenAI, AWS, Anthropic, and other partners, to make CoCounsel available where our customers choose to work.��Through MCP and other integrations, CoCounsel can be accessed from the environments where customers are already working.

This is not about turning �������� into a passive content layer for someone else’s interface. It is about making CoCounsel available as the trusted professional AI system that grounds,��validates, and completes high-stakes work, regardless of where that work begins.

The same strategy extends beyond��legal. As CoCounsel continues to expand across ��������, including tax, accounting, audit, risk, and compliance, we are building toward a future where fiduciary-grade AI is available across the professional workflows our customers rely on every day.

What Comes Next

AI is raising expectations for speed and scale across every professional industry. But as the volume of AI-assisted work increases, so does the pressure on accuracy, judgment, and accountability.

The systems that matter most will not be the ones that simply help professionals start��work��faster. They will be the ones professionals can rely on to finish work correctly.

That is the future we are building��toward with��CoCounsel.

We will continue to make CoCounsel a best-in-class destination for professional work. And we will continue to extend it across the ecosystems where our customers are already working, across models, platforms, partners, and workflows.

Because the future of professional AI will not be defined only by who can generate the fastest answer.

It will be defined by which systems professionals can verify, trust, and stand behind.

That is the fiduciary-grade standard we are building into CoCounsel across ��������.��

That is not what happened.

Instead, what we heard from lawyers using the beta stopped us in our tracks. We received emails from attorneys who had used CoCounsel Legal for specific tasks saying they were now starting nearly every project in the new experience. More than a few testers sent us emails sharing how much they “F#@%ing loved” the new CoCounsel (that’s a direct quote!). Transactional lawyers told us they were completing work in a single session that used to take multiple tools and context rebuilding. Litigators told us the underlying legal analysis made them rethink what was possible with AI in complex work. Our average rating on outputs was over 4 stars (out of 5)! Across every user, the reaction to the shift was the same, and it was unprompted: I can’t get enough of this. They started asking us to add additional users to the beta program and told us they were now rethinking rollouts planned with other AI tools.

We realized we built a product that lawyers needed access to now.

So, we are not waiting. Starting this week, CoCounsel Legal customers will get early access to the next generation of CoCounsel, ahead of the full launch planned for later this summer starting in the U.S, and followed by rollouts in Canada, UK and Australia. The product will keep getting better. But it is already good enough that keeping it from you any longer felt like the wrong call.

“The new version of CoCounsel Legal is now one of the first tools I turn to when I want to get work done. Where I once used CoCounsel Legal for specific tasks, I now start nearly everything with the new CoCounsel Legal.”

Dan Block, Director, Sterne Kessler Goldstein & Fox

Built to Work Like a Senior Associate

The first generation of CoCounsel Legal was built around skills and structured workflows. It reflected where AI was when we designed it. You chose a skill, defined a workflow, or wrote a detailed prompt, and the work came back task by task.

The next generation works the way an attorney works with a teammate. Describe your matter in plain language. CoCounsel Legal creates a plan, dives deep into legal authority, reasons through the legal issues, retrieves what it needs from your own precedents, and from Westlaw and Practical Law, and drafts with citations. When new information changes the picture, it adapts. Instead of getting piecemeal answers, you get a professional standard response that you can iterate on.

In the beta, attorneys stopped comparing CoCounsel Legal to other AI products and software. They started comparing it to a senior associate. The work came back with the detail and judgment they would expect from a skilled colleague — verifiable, ready for review, and open to iteration. Like a good teammate, CoCounsel Legal does not just deliver an answer. It stays in the conversation until the work is right.

“Lawyers don’t want to just operate software, and that’s not what great AI should do. CoCounsel keeps them in the analytical mindset they were trained for: going back and forth, challenging answers, and steering the work. With sourcing directly from Westlaw and Practical Law, they’re not wasting time second-guessing the results. We’re seeing adoption from associates to partners across every practice area. When it spreads that quickly, the experience just works.”

Andrew Medeiros, Managing Director of Innovation, Troutman Pepper Locke LLP

It Was Built for You Too

CoCounsel Legal has always been exceptional at litigation and legal research. What surprised beta customers was how much more it has to offer.

Transactional attorneys found it opening lines of work they had assumed were out of reach. A specialist in employee benefits told us the result was exactly what they had hoped AI could do for their practice, and that it could save them months of work. One beta user told us they asked CoCounsel Legal to redline and it did a better job than anything else on the market. The breadth is real, and it is one of the strongest signals to come out of the beta: the people most surprised by the product were often the ones who thought it was not built for them.

“I would argue I can’t do 20% of my job in a way that I feel is responsible for the company without the next-gen CoCounsel Legal.”

– Mike Schultz, Senior Securities and Corporate Counsel, FMC

There is More to Come

The early access experience is the beginning. We’ll continue rolling out more of the capabilities our beta customers told us they want:

• Workspaces give lawyers a dedicated environment for every matter, where their documents, precedents, and prior positions shape the analysis from the start. Context does not get lost between sessions, between colleagues, or between matters. The institutional knowledge that took years to build is available in the workflow right when the user needs it. Workspaces is live today and will get even better in the coming months.
• Brief Builder is an agentic drafting tool for complex briefs and motions, grounded in verified Westlaw and Practical Law authority, with citation checking and issue spotting built into the process and the attorney in control at every step.
• Firm and organizational intelligence, built in, is a skill-authoring layer that lets lawyers encode their expertise and knowledge directly into CoCounsel Legal. That expertise is then applied consistently across every matter and every lawyer on the team. Work that used to live in one person’s head becomes something the whole firm can draw on.

Each of these came directly from what legal professionals told us they needed. A platform that holds the work together, carries context forward, and meets professional standards throughout.

“CoCounsel Legal is a superior AI tool for litigators—not just for legal research and drafting, but can take a first pass at a legal analysis. It even proactively flagged an anti-assignment issue I hadn’t yet asked about—it anticipated exactly where I was going to prompt it next. It wasn’t making anything up, it was simply surfacing the right extra issue. I’d give the new CoCounsel Legal experience a 10/10.”

Amber Simon, Attorney, Polsinelli

The Standard Stays

The experience is new, but the standard has not changed.

Fiduciary-Grade AI means something specific at ��������. It means every output is grounded in authoritative, verified content from the very first step of the reasoning, not retrieved afterward to check the answer, but native to how the system thinks. It means every citation is traceable, with linked sources users can click through and read themselves. It means the reasoning process is visible, so the attorney reviewing the work can inspect it rather than simply approve it. And it means confidential data is never used to train third-party models.

The next generation of CoCounsel Legal is the definition of Fiduciary-Grade AI .

Our commitment to being available where lawyers work has also not changed. CoCounsel Legal will connect to Microsoft 365, HighQ, iManage, NetDocuments, SharePoint, Icertis, DeepJudge, Supio, Smokeball and more. Documents move into the workflow without downloading and uploading. And through our new MCP integration with Anthropic, legal professionals working in Claude can now access CoCounsel Legal without switching platforms.

“CoCounsel Legal is vastly ahead of them [legal AI assistant alternatives]. If we’re talking about this new updated version of CoCounsel Legal, I don’t think there’s any other legal tool on the market that’s really close to it.”

– Jerry Johnson, Chief Privacy Officer and Vice President, Teladoc Health

Starting This Week

Every CoCounsel Legal customer in the US will see a toggle in the product this week. They can move to the next generation experience and return to the current version at any time. Both remain fully available throughout the early access period. No work is disrupted and no access is lost. Customers who purchase CoCounsel Legal after this week will have the same experience, with full general availability planned for August 2026.

Lawyers across law firms, government agencies, courts, and legal departments told us the new version of the product was ready. We believe them. We hope you enjoy it. To learn more about the next generation of CoCounsel Legal, visit our .

The European Union’s new package of reforms to the��Value-Added��Tax in the Digital Age (ViDA),��is one such example,��representing��both a fundamental compliance change as well as a major technological transformation. July 2030 marks the point when cross-border e-invoicing and digital reporting must be working at scale across all EU member states. However, the pressure on businesses is already here. Many member states have begun introducing e-invoicing mandates, creating a patchwork of national requirements that are different from one another yet all moving towards the same end goal.

For multinational companies, this creates a growing coordination problem. Finance and tax teams must reconcile data from multiple internal systems, interpret rules that vary significantly by country, and meet filing deadlines that��don’t��leave much room for error. A mistake��doesn’t��just mean rework,��it can mean audits, penalties, and reputational risk.

Until recently, most teams have managed this through a combination of spreadsheets, manual processes, and hard-won institutional knowledge. That approach is reaching its limits, and the time cost is real. For many finance and tax teams, indirect tax compliance consumes weeks of resource every period, gathering data, chasing exceptions, and reconciling figures across systems under the pressure of immovable deadlines.

The compliance landscape is also changing shape. Real-time reporting through e-invoicing and periodic indirect tax compliance are no longer separate workflows. With agentic AI, they converge bringing together e-invoicing, reconciliations, and compliance preparation into a single, integrated automated workflow, closing the gap that has long been a source of risk and rework.

Where AI fits in

The promise of AI in compliance��isn’t��to replace human judgment,��it’s��to remove the volume of repetitive, low-value work that currently consumes most of the time. Pulling data from different systems, checking for inconsistencies, flagging mismatches before they become filing errors: these are tasks that��don’t��require��expertise��to execute, but consume the time of people who have it. The shorthand for what that looks like in practice is touchless compliance,��a process that moves��largely on��its own, with human attention focused on review and exceptions rather than data wrangling.��That capability is powered by CoCounsel, �������� AI technology that has already surpassed one million professionals��worldwide, and��now brought to the complexity of global indirect tax compliance.

ONESOURCE Indirect Compliance powered by CoCounsel is built around that idea��and is��generally available��starting July 3.��It��can import��data��from any company’s financial system,��transactional��records, and where available, drafts provided by tax authorities themselves. It also��works to��identify��and resolve issues before deadlines arrive. Rather than a scramble at period-end, the goal is a steady, auditable process that reaches a review-ready state with time to spare.

“Getting new countries on board could take weeks, sometimes months. Having ONESOURCE Indirect Compliance powered by CoCounsel will help us identify changes to mappings, guide us through configuration, and streamline the whole process. These changes will genuinely be transformative for a global operation like ours.”��

— Kevin Escott,��Executive Director, Corporate Functions Technology, JLL

Trust is the harder problem

Automating compliance is technically achievable. The harder challenge is making automation that practitioners actually trust, especially when their name is on the filing. ONESOURCE Indirect Compliance powered by CoCounsel is built to meet that standard because it incorporates Fiduciary-Grade AI, where its��outputs are transparent, verifiable, and defensible in high-stakes environments.��Touchless compliance is only valuable if the trail it leaves behind is��one��you’d��be comfortable defending.

What comes next

Digital tax reporting requirements are still in its early stages globally. The countries that have moved fastest (for example: Brazil, Poland, and France) are being watched closely by others. More government mandates are coming, and the window for manual workarounds is narrowing.

The organizations best positioned for��what’s��ahead are the ones building structured, auditable compliance processes now��–��before the next wave of requirements lands.

Visit our website����for more information��on ONESOURCE Indirect Compliance powered by CoCounsel.��

��

Agentic AI, Grounded in Expertise

Earlier in April we announced the next generation of��CoCounsel Legal��which��many customers are��now��using in��Beta.����Built on Anthropic��Agent��SDK, the��next generation of CoCounsel Legal is a fully customizable agentic AI platform that allows law firms and legal departments to connect their own data, configure their own workflows, and build AI capabilities that reflect how their organization actually practices law,��all grounded in Westlaw and Practical Law, with every citation traceable and every output built to withstand professional scrutiny.

We are excited to put the next generation of CoCounsel Legal in the hands of more customers as the year progresses!

Web Search��

CoCounsel’s��new Web Search feature brings agentic web search summaries and Q&A directly into the platform, helping users quickly find nonlegal background, client context, regulatory shifts, and industry trends without ever leaving their workflow. In the U.S., results from expert-vetted, ��������-curated trusted sources are surfaced and prioritized first, so lawyers always know the weight of what��they’re��reading. For users in the UK, Australia, and Canada, every result includes direct source links for easy verification, keeping lawyers in control while��eliminating��the friction of tab-switching. Customers can move seamlessly from web research into drafting, litigation prep, due diligence, or transaction work — all in one place. Just type @web to get started.

(Click image to expand)

Patent Claim Eligibility Analyzer��

Patent Claim Eligibility Analyzer is a first-of-its-kind��customer��co-development��project with Sterne Kessler. The Patent Claim Eligibility Analyzer delivers structured, consistent results in��approximately 3–4 minutes — replacing what previously��required��extensive, time-consuming manual prompting back and forth inside standard CoCounsel.��

Read more here:��Expertise Meets AI: Sterne Kessler and �������� Set New Standard for Patent Law – Thomson Reuters Institute

Internal Investigation Workflow��

The new CoCounsel Internal Investigations workflow is a guided, AI-powered experience that helps legal, compliance, and HR teams in the U.S.��conduct investigations in a structured, consistent, and defensible manner. From��an initial��intake prompt, the workflow assesses the incident, analyzes supporting evidence such as emails, chat transcripts, and documents,��identifies��key facts, allegations, and potential policy violations, and generates a structured, editable preliminary investigation report. It accelerates time to insight, improves the consistency and defensibility of outputs, and reduces reliance on outside counsel for early-stage work.��

(Click image to expand)

Practical Law Deep Research in CoCounsel��

Practical Law Deep Research is now available directly inside the CoCounsel web application for U.S. users. Lawyers can access the full Practical Law Deep Research capability — planning research steps, retrieving the most relevant guidance and templates, and producing a clear, supported research report — without leaving CoCounsel. Search & Summarize remains available on the Practical Law platform for users who prefer that experience.

(Click image to expand)

Litigation Document Analyzer: Arguments and Counterarguments ��

Litigation Document Analyzer in Canada now uses generative AI to summarize the document, analyze the arguments presented, and generate plausible counterarguments. It also surfaces relevant case law to support those counterarguments, helping users��anticipate��opposing positions. With these new insights, users can make targeted improvements to their litigation documents and approach their matter feeling even more prepared.��

(Click image to expand)

Westlaw Deep Research in��Supio

Joint subscribers of��Supio��and Westlaw Advantage in the US can now jumpstart legal research directly inside��Supio. After asking a legal research question, attorneys receive a structured, citation-backed report grounded in Westlaw content and powered by agentic AI — carrying ����������expertise��directly into the workflow. Lawyers can go from case facts to relevant authority faster,��validate��positions earlier, and move forward with more confidence.��

(Click image to expand)

Capabilities Rooted in Your Own Knowledge and Workflows

Import Your Complex Playbook into CoCounsel for Microsoft Word��

A firm’s playbook already exists, often spanning hundreds of pages developed over months of work. Now, U.S. customers no longer need to rebuild it from the ground up. Instead of recreating a��playbook clause by��clause through manual copy and paste, firms can import their existing playbook directly into CoCounsel for Microsoft Word.��

By uploading their document, CoCounsel intelligently reads and structures the content—preserving preferred clauses, negotiation guidance, escalation pathways, scenario guidance, fallback clauses, and tabular content as-is. The result is the elimination of manual, error-prone work, allowing the firm’s institutional knowledge to be operational in minutes.

(Click image to expand)

Built for How You Work��

DeepJudge Search Integration��

Joint��DeepJudge��and CoCounsel Legal subscribers can now bring their firm’s full intelligence layer into the same workflow as CoCounsel Legal’s research, drafting, and analysis tools. Whether an attorney is on the CoCounsel website, in Westlaw, or in Practical Law, they can open��DeepJudge’s��native search inside the CoCounsel chat, locate the most relevant firm documents, and bring them straight into their workflow — while existing user permissions and ethical walls carry through unchanged. The result is less context switching, faster time to first draft, and higher-confidence outputs grounded in proven firm work product.

Concise Answers on Westlaw Advantage and Practical Law (UK)��

Deep Research on Westlaw Advantage UK and Practical Law��Premium��UK will now have options for both concise and expanded responses. Concise answers give legal professionals more control over the depth of research they wish to conduct, opting for a shorter, more synthesized response when a quick answer is��what’s��needed. Expanded answers continue to deliver in-depth research reports for complex, multi-step questions. Users can choose the level of detail that fits the task and move forward with confidence, faster.

(Click image to expand)

Administrative Enhancements: Bulk Edit User Permissions and Side Navigation Redesign��

System administrators can now select all users in the organization and apply permission changes in a single bulk edit action, instead of selecting users page by page. If a bulk update is not fully successful, the admin is notified of how many user updates failed. This reduces the manual effort��required��to manage permissions, helping admins roll out, adjust, or restrict access to CoCounsel capabilities more efficiently — especially in larger organizations. Alongside this, the CoCounsel Legal side navigation bar has been redesigned so core features remain front and center, while secondary options — including Region Settings, Admin, Support, and Plugins — are now organized under the account menu, making the most-used features even easier to find.

(Click images to expand)

Litify��and Smokeball��Document��Connectors

Document connectors to��Litify��and��Smokeball����let��joint customers bulk import matter files directly into CoCounsel Legal. With those documents available alongside trusted Westlaw and Practical Law guidance, lawyers can turn matter content into higher-quality work product faster — drafting motions, preparing for depositions, comparing versions, and building work product grounded in the actual matter record, instead of uploading files one by one.

(Click image to expand)

Explore These New CoCounsel Legal Features Today

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

To learn more about CoCounsel Legal, visit our website:������

The exam is widely regarded as one of the hardest professional licensing exams in the United States, with pass rates typically ranging from 30% to as low as 2%. Candidates must navigate thousands of pages of CBP regulations, directives, rulings, and procedures, as well as The Harmonized Tariff Schedule which includes 99 chapters covering every tradable product.

The results reflect �������� commitment to Fiduciary-Grade AI^TM – built to meet a higher standard than general productivity tools, to stand up to scrutiny and with outputs that are reliable and verifiable.

Embedded within the existing ONESOURCE Global Trade Management platform, Global Trade Research AI represents a significant development in trade compliance technology. Demonstrating advanced regulatory reasoning, document-based reasoning at scale, and complex synthesis of multiple sources to help with trade-based research tasks. Unlike general-purpose AI tools, the system is trained on over 100,000 pages of authoritative government sources, including Federal Register notices, CBP CSMS messages, and executive orders.

Meeting Strategic Demands in Trade Compliance
The launch comes as trade departments experience unprecedented elevation within their organizations. According to �������� 2026 , 43% of trade professionals report increased budgets for hiring, while 37% report more frequent involvement in executive decision-making.

“Trade teams are being asked to become strategic partners rather than operational functionaries,” said Ray Grove, head of product, Global Tax and Trade, ��������. “They need tools that can provide instant, accurate regulatory intelligence to support real-time business decisions.”

The shift reflects broader changes in how organizations view trade compliance. More than three-quarters of legal trade professionals (76%) believe current U.S. tariff approaches represent a permanent change rather than temporary policy tools, according to the report.

And, it reflects growing enterprise adoption of specialized AI tools for professional services. Unlike consumer-focused AI applications, Global Trade Research AI is purpose-built for regulatory compliance workflows and trained exclusively on verified government sources rather than web-scraped content.

Technical Capabilities and Accuracy
Global Trade Research AI processes natural language queries such as “What are the current tariff rates for HTS 8708.29 from Mexico vs. China?” or “What FTA benefits apply to automotive parts from Mexico?”�� The system synthesizes information across multiple regulatory sources and provides cited responses within seconds.

Key technical features include:

• Authoritative sourcing: Every response includes citations linking to primary government documents
• Real-time updates: Knowledge base refreshes as regulations change, with average update times under one business day
• Trade-specific intelligence: Understands HTS codes, duty drawback procedures, customs warehouse operations, and FTA rules
• Integrated platform: Embedded directly within ONESOURCE Global Trade Management workflow
• The system’s performance across 18 runs of the CBP licensing exam – spanning three years of changing tariff policy, demonstrates consistent ability to handle complex regulatory scenarios that typically require extensive professional training.

This is Fiduciary-Grade AI in practice: every answer is traceable, every source is authoritative, and the system is built to support decisions where being wrong carries real professional and financial consequence. Trade professionals can access Global Trade Research AI through their existing ONESOURCE Global Trade Management platform, maintaining workflow continuity while adding AI-powered research capabilities.

Fiduciary‑Grade AI is �������� standard for how AI should work in high‑stakes professions. It’s AI designed for professionals with duties of care and regulatory oversight – drawing on our authoritative, domain‑specific content; protected by rigorous privacy and security safeguards; shaped by subject‑matter experts; and designed to produce transparent outputs that can be verified.

Almost Right is Not Good Enough��

Before professionals operating in high-precision fields can fully embrace deeper AI integration into their everyday workflows, they need to know that the AI they are using stands up to scrutiny and that its outputs are reliable and verifiable.

For generations, professional trust has been defined by standards, certification, and fiduciary duty. When someone carries a designation like CPA in accounting or JD in legal, we understand both their qualifications and the obligations that govern how they must act. If we expect AI to start to take on more meaningful shares of human time, then as we assess a human’s fitness for purpose for a job, we must also validate an AI’s fitness for purpose.

High Stakes Professional Work Requires a Different Standard

In regulated professions that prioritize accuracy, accountability, and trust, AI must be built to a Fiduciary-Grade standard. That means real, factual, authoritative sources, traceable reasoning, and transparent outputs that are ready for human review and verification under professional and regulatory expectations.

As AI takes on more responsibility in completing professional work, it does not assume any additional accountability. That accountability remains entirely human. Professionals remain responsible for the judgments made, the advice delivered, and the outcomes that follow. Fiduciary- Grade AI is designed to support human judgment, not replace it, by producing work that can be examined, explained, and defended under real-world professional and regulatory scrutiny.

The Four Principles of Fiduciary-Grade AI��

Fiduciary‑Grade AI is defined not just by what it produces, but by what it is allowed to access, retain, and rely upon in generating outputs that inform professional judgment.

AI grounded in authority; with access to the right context.
A Fiduciary-Grade AI system must derive its substantive outputs from authoritative, curated, and domain-specific content, not just information scraped from the open internet, while also operating with the full context required to complete professional work. Every material output must be traceable to a source that a qualified professional can independently locate, cite, verify, and trust. And only when AI agents can access, know, and act on the specific data, knowledge, systems, and tools can they complete the complex, multi-step tasks that professional work demands.

Data privacy and security are imperative.
Where privacy is paramount, Fiduciary‑Grade AI is built to protect it. Privacy and security must be structural features of the system’s architecture, not policy overlays or configurable options.

Built with human expertise, not just human oversight.
Professional workflows must be designed, tested, and continuously refined with meaningful involvement from credentialed subject matter experts in the relevant professional domain. When ambiguity or risk arises, the system must recognize its limits and bring professionals back in rather than generating an output that overstates its reliability, keeping accountability human and outcomes defensible. Fiduciary-Grade AI requires that customers have access to real-time human support to ensure transparency and trust.

Transparent, verifiable reasoning.
By clearly surfacing and referencing the sources it relies on, AI must be able to provide a reviewable trail of what the system did and what it relied on, sufficient to allow a qualified professional, and, where applicable, a regulator, court, or auditor – to evaluate the basis for the output and determine whether the result is reliable and defensible. Making each step in its planning, reasoning, and execution process visible to the user is vital to helping young professionals learn and grow.

This is the standard we build to at ��������, and the standard delivered through CoCounsel for legal, tax, audit, and compliance professionals. As AI moves deeper into regulated work, the defining question is no longer whether a system can generate an answer – it’s whether professionals can verify and stand behind the result.

In law, starting work has never been a constraint. Finishing it accurately, defensibly, and at a professional standard is. We are already seeing that distinction begin to shape how this market is evolving. While AI is expanding where work begins whether that’s in a general-purpose AI tool, an email, or inside a document workflow, it is not the system that can stand behind the result. In practice, the control point in legal AI is not the interface where work is initiated. It is the system where that work is validated, grounded, and completed.

AI can now draft, summarize, and analyze in seconds. This is changing how legal work begins. But legal work does not end with a draft. It ends when someone can put their name on it. That requires outputs to be grounded in authoritative sources, validated for accuracy, and traceable back to their origin. These are system-level requirements.

There is a growing narrative that AI will replace enterprise systems. What’s actually emerging is a separation of roles: AI is where work begins; professional systems are where it is executed, validated, and completed. AI assistants are becoming the place where work begins, while professional systems are where that work is executed, validated, and completed. These roles are complementary, but not equal. The layer where work begins is broad, fast-moving, and increasingly interchangeable. In practice, the layer where work is completed is where trust and accountability sit. It is also where meaningful differentiation shows up, because that is the layer responsible for producing outputs professionals can stand behind. Trust is built into the architecture, including the content, the validation, and the way outputs are produced.

As AI becomes embedded across more tools and environments, work can start almost anywhere. The question is where it resolves, and what system ensures it is right. Our expanded partnership with Anthropic, as outlined in our recent announcement, reflects how this is starting to take shape. , connecting that work directly into professional systems helps ensure it carries through to completion with the rigor required in professional settings. This is less about embedding a system into every interface and more about ensuring that wherever work begins, it can be completed in systems designed to stand behind the result.

The most advanced legal organizations are already operating this way. They use general-purpose AI to accelerate early thinking and exploration, and professional systems to complete high-stakes work. This is already happening in firms like . The pattern is not that AI replaces the system, but that the two now perform distinct and complementary roles. AI is not replacing the system. It is changing how work flows into it.

As this architecture evolves, the distinction between where work starts and where it finishes is becoming more important, not less. Work will begin everywhere, but it will not finish everywhere. When that validation layer is missing, the consequences are already visible, from hallucinated citations to filings that cannot withstand scrutiny. Systems that can validate it, ground it in authoritative content, and make it defensible in real professional contexts. The next generation of CoCounsel Legal, now in beta, reflects this shift, with customers increasingly relying on it to complete workflows end to end.

“The new version of CoCounsel is now one of the first tools I turn to when I want to get work done. Where I once used CoCounsel for specific tasks, I now start nearly everything with it.”
— Sterne, Kessler, Goldstein & Fox PLLC

The next phase of this market is unlikely to be defined by who helps professionals start work fastest. It will be defined by who enables them to finish it with confidence.

Additionally,��Rawia Ashraf, Head of Product,��CoCounsel��Transactional & GCOs,��was named��one of ILTA’s 2026 Influential Women in Legal Tech honorees, recognition that reflects her contributions at the intersection of AI and legal work.��Samantha Delaney, Senior Solution Consultant, AI Specialist��was also recognized, winning��the Young Professionals to Watch Award.��

Solution Provider of the Year��

The Solution Provider of the Year Award recognizes technology providers that have demonstrated exceptional partnership and transformational impact within the legal industry. �������� earned this recognition for CoCounsel Legal, which has redefined what fiduciary-grade AI looks like in legal practice.��

CoCounsel��Legal brings together legal research from Westlaw, practical guidance from Practical Law, and AI-powered document analysis and drafting, all within a single platform. One million professionals across 107 countries and territories have access to��CoCounsel, the foundational technology underpinning��CoCounsel��Legal.����

The impact CoCounsel Legal is having across the legal industry speaks for itself. Legal professionals report dramatic efficiency gains, with tasks that once took eight or nine hours now completed in one to two hours.��The quality of work has improved too, with lawyers gaining confidence in the thoroughness and accuracy of��its��outputs.��

There have been��big benefits, given CoCounsel Legal can complete full workflows.��

Firms are taking on more clients, expanding into new practice areas, and competing more effectively against larger, better-resourced competitors.��Across the board,��CoCounsel��Legal is not just saving time; it is fundamentally changing what legal teams are capable of.��

Trailblazer Award��

The Trailblazer Award, shared by �������� and��, recognized the two organizations’ early adoption initiative as a model for responsible, enterprise-scale AI deployment.��

Womble Bond Dickinson is a full-service��international��law firm, and in��2025, they��partnered with �������� to roll out��CoCounsel��Legal��to 650��timekeepers (including 457��qualified lawyers)��across all 7 of its��staffed��UK offices, ahead��of its launch to the UK market.��The initiative spanned a rigorous evaluation phase, a strategically constructed pilot group, and a rollout anchored by an executive-led training initiative.��

The firm notes that its lawyers are consistently choosing to use��CoCounsel��Legal every month, and that it is delivering real value across the organization.��

Rawia Ashraf, Head of Product,��CoCounsel��Transactional & GCOs,��named one of ILTA’s 2026 Influential Women in Legal Tech Honorees��

Rawia Ashraf was named one of ILTA’s 2026 Influential Women in Legal Tech honorees, recognition that reflects her broader contributions��to��legal technology.��Rawia��has��been instrumental in accelerating responsible AI adoption and driving��measurable outcomes across the legal industry, and her work on CoCounsel��Legal exemplifies the kind of product innovation the honor is designed to celebrate.��

Formerly an��antitrust attorney focusing on civil and criminal antitrust litigation��at Simpson Thacher & Bartlett,��Rawia��joined �������� in 2013.��She��was responsible for��leading the integration of��the��$650 million acquisition of��Casetext��into ��������. Additionally, she led the build and launch of��CoCounsel��Drafting as well as the development of the next generation of��CoCounsel��Legal, now in beta.��

Samantha Delaney, Senior Solution Consultant, AI Specialist wins��Young Professionals to Watch Award��

Samantha Delaney��won��the Young Professionals��to Watch��Award, which��recognizes��rising young professionals in the legal technology industry.��Her inclusion on this list��is��due��to her��demonstrated��steady growth, strong technical capability, and an insightful approach to supporting her colleagues and customers.��

Samantha is currently also��Adjunct Professor of AI and Technology��at��Osgoode��Hall Law School, and prior to joining ����������was a Senior Innovation Advisor at Norton Rose Fulbright, driving strategic adoption of emerging technologies across the��firm.��

These��awards��reflect Thomson��Reuters��continued commitment to building AI that meets the��highest standards of the legal profession and the people��leading��that work.��This work will continue with the launch of��the��next generation of��CoCounsel��Legal��in September.������

��