Smokeball and �������� to create a legal technology ecosystem that connects the business and the practice of law in a single, integrated experience. By bringing together Smokeball’s industry-leading practice management platform with CoCounsel Legal, our agentic AI solution for authoritative legal research, document analysis, and drafting, we’re giving legal professionals in small law firms something that simply hasn’t existed in the market until now.

Smokeball brings operational excellence to running a firm; �������� brings two centuries of legal expertise – the driving force behind the power of CoCounsel Legal – purpose-built for the rigor the practice of law demands. Law firms finally have both in one place.

Why This Partnership Matters for Our Customers

For too long, legal professionals have had to stitch together disconnected systems. They rely on one tool to manage matters, another to do research, another to draft documents, and another to bill. Every handoff between systems is a place where time is lost, errors creep in, and client service suffers. This partnership changes that.

Smokeball’s platform already handles the full operational layer of running a legal practice: case management, document automation, billing, time tracking, calendaring, and client communications. Right away, our joint customers in the U.S. will be able to connect matter documents directly to CoCounsel Legal in bulk, saving significant time, reducing the risk of errors, and streamlining workflow like never before.

This is only the start of the journey, as additional exciting integration phases are in progress. The trajectory is to create a unified interface where legal professionals can effortlessly access �������� legal content, AI, know-how tools, and current matter data – all in one seamless interface.

Built on a Foundation of Trust and Proven Scale

This partnership does more than just create an ecosystem, it connects a shared commitment to serve legal professionals at the highest level and with solutions they trust.

�������� recently announced that one million professionals have chosen CoCounsel, the company’s professional-grade AI technology, across 107 countries and territories. That milestone is a testament to something important: AI is moving from experimentation to production. Rather than standalone solutions, firms are embedding AI directly into daily workflows where accuracy, sourcing, and data protection are essential.

Professionals are not deciding whether to use AI anymore. They are deciding which AI they trust when their reputation and their clients’ data are on the line. CoCounsel is built for exactly that moment.

The next generation of CoCounsel Legal, entering beta soon, is designed around conversational task execution, meaning the best is still ahead for our customers.

Leading the Industry Forward

With Smokeball and CoCounsel Legal, no other combination of technology in the small law firm market brings together this depth of legal content and AI capability with this breadth of practice management functionality. This is what legal tech leadership looks like – not just building great individual products, but creating ecosystems that meet lawyers where they are and give them the resources they need to serve their clients at the highest level.

The legal industry is moving fast. �������� is committed to making sure our customers don’t just keep up, but that they lead. Our partnership with Smokeball is a continued step in delivering on that, and we’re just getting started.

Aaron Rademacher is the general manager of Small Law Firms at ��������.

Building on the excitement of �������� announcing that more than one million professionals have chosen CoCounsel, the company’s professional-grade AI, this month’s CoCounsel Legal release brings a wave of new capabilities to streamline research, drafting, and document review for legal professionals. These updates reflect the principles driving our roadmap: Agentic AI grounded in deep legal expertise, rooted in your own knowledge and workflows, and built to elevate the way modern legal teams operate.

Agentic AI Grounded in Deep Legal Expertise

Westlaw Advantage Canada with Deep Research

Westlaw Advantage applies agentic AI to trusted authoritative content, acting like an expert researcher to help you quickly move from research to strategy. At the heart of Westlaw Advantage is��Deep Research, the legal industry’s first professional-grade agentic AI research capability. By combining advanced AI with Westlaw’s unmatched content library, it streamlines complex research in English or French, delivering comprehensive coverage while significantly reducing manual research time. 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.

Westlaw Advantage Canada Deep Research Report

Deep Research in Practical Law US

Deep Research in Practical Law brings a smarter, more intuitive approach to using all the know-how resources. It feels less like searching Practical Law and more like working alongside a Practical Law editor who has instant command of every resource and tool at your disposal. Powered by agentic AI and grounded in Practical Law’s trusted and up-to-date content, it automatically plans research steps, pulls the most relevant guidance and templates, and delivers a clear, well-supported research report. Deep Research reviews multiple Practical Law resources, synthesizing the key guidance, and iteratively exploring further until it has exhausted its work, eliminating manual tedious, multi-step workflows—helping you move from “how to?” to “here’s how” faster. And, with easy access to the underlying sources for verification, you can move confidently to the next phase of your matter.

Deep Research Verification Tools for US

Verifying AI generated research shouldn’t slow attorneys down—and now it doesn’t have to. CoCounsel Legal’s built in verification tools surface clear statements alongside their supporting sources, use AI to assess how well those sources align, and apply adversarial review to highlight potential gaps or missing context. By bringing together supporting evidence, counter perspectives, and direct connections to Key Numbers and KeyCite, attorneys can quickly validate research, strengthen their arguments, and stay confidently in control—without losing momentum.

Rooted in Your Knowledge

Draft a New Agreement Using Your Precedent Document (Beta)

This AI-powered capability provides transactional attorneys the ability to create a comprehensive first drafts in minutes. Upload a trusted precedent document, describe specific needs, and receive a complete, multi-page draft that follows the firm’s structure and style. This transforms hours of drafting work into minutes, delivering relevant drafts that reflect firm standards allowing attorneys to focus more on strategy.

Draft a new agreement using your precedent document

Create a Lease Agreement Abstract

First released in the U.S. and now available in the UK, Canada, and Australia, this capability efficiently produces concise, tabular summaries of lease agreements using a user-specified template. Upload lease documents and receive structured summaries in Markdown or Microsoft Word format, complete with instant citations to relevant contract sections for enhanced accuracy and rapid verification.

Create a Lease Agreement Abstract

Benchmark Document Against Standard

Now live in the UK, Canada, and Australia, as well as the U.S., this tool lets users assess a negotiated document by comparing it against a user-uploaded “ideal contract” to highlight missing clauses or key deviations. It enhances alignment and risk management by identifying gaps and offering practical recommendations that help streamline negotiations.

Benchmark Document Against Standard

Syncly Box and Dropbox Integrations

CoCounsel Legal now integrates with Dropbox and Box through Syncly, enabling secure document import. This simplifies workflows by bringing documents stored across systems into one continuous workflow for analysis, research, and drafting.

Customise a Practical Law Agreement

Now available in the UK, Canada, and Australia alongside the US, this workflow enables legal professionals to tailor a Practical Law standard document according to specified instructions and provisions of a term sheet. By incorporating deal-specific details into template agreements and utilizing expertly drafted Practical Law content as a foundation, it significantly streamlines the drafting process.

Customise a Practical Law Agreement

Built for how you work

Tabular Analysis

Now available in the U.S., with UK and Canada coming soon, transforms high-volume document review by allowing users to process up to 10,000 documents and 100 questions in a dynamic, filterable table. With the ability to modify reviews in progress and run multiple tables simultaneously, it offers unmatched scalability and efficiency, enabling legal professionals to focus on strategic, high-value tasks.

Tabular analysis

Find Practical Law Drafting Language – UK

Quickly find drafting language from trusted content using a simple prompt within Practical Law Search & Summarise or CoCounsel. This capability streamlines the drafting process by helping users locate specific, verifiable drafting language powered by Practical Law’s expert-written content.

Outline Case File

This litigation-focused skill for the US examines entire case records to identify relevant documents, extract key facts, and create an outline connecting facts to claims. It significantly reduces review time, helping professionals quickly get up to speed and identify strengths, weaknesses, and gaps in the factual record.

Outline Case File

Explore these new CoCounsel Legal features today��

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

To keep up to date on����new enhancements, sign up for the�����ٴǻ岹��.

Twelve months later, the collaboration between �������� and Safe Sign continues to be one of the most exciting engines of innovation in our company. Together, we are building a foundation for the next era of professional-grade AI: one that combines frontier research, trusted data, and deep domain expertise.

Since joining ��������, the Safe Sign team has become part of one integrated research organization within TR Labs, now known as Foundational Research. What began as a 15-person startup has grown into a 50-person global group that works seamlessly alongside our engineers, data scientists, and subject-matter experts across legal, tax, accounting, and compliance. Together, we are combining frontier research talent and deep domain expertise to accelerate development of the �������� large language model, trained on professional-grade data and purpose-built for high-stakes work.

General-purpose models have unlocked incredible capabilities in language understanding and reasoning. But professionals work differently, and their tools must reflect that. Broad models are not optimized for the standards of accuracy, context, and accountability that legal and tax professionals require. They are powerful, but they are not precise.

A purpose-built model changes that. By training a purpose built LLM on decades of �������� content and data, and by learning directly from thousands of subject-matter experts, our model can reason the way professionals do. It can connect facts with context, apply appropriate logic to specific scenarios, and provide grounded, verifiable output that supports confident decision-making. The result will be a model designed not for conversation, but for action and trust. A model that understands how real professional work gets done.

“This first year has shown what happens when world-class AI research meets trusted domain expertise,” said , co-founder of Safe Sign and now Head of Foundational Research within TR Labs. Before joining ��������, Jonathan spent seven years as a senior researcher at Google DeepMind, where he helped pioneer methods in large-scale model training and neural optimization. “We are combining deep technical innovation with the quality and structure of �������� data,” he said. “That partnership allows us to move faster, train smarter, and build something truly differentiated for the professional world.”��

The collaboration extends beyond our own teams. Through the new Frontier AI Lab with Imperial College London, co-led by Jonathan, we are tackling some of the most important challenges in AI, including safer model training, efficient evaluation, and the long-term societal impact of advanced systems. This partnership reflects our belief that responsible innovation begins with scientific rigor and openness.

All of this work is paving the way for what comes next. In 2026, we intend to bring to market the first �������� large language model designed from the ground up for professional-grade performance. It will combine our trusted content, unique data architecture, and agentic AI capabilities to deliver accuracy, transparency, and reliability at scale.

We are building a future where intelligence is not abstract and relegated to the written word but applied and embodied via AI. An industry first, where AI becomes the operating layer for professional work. And where innovation happens not just in research labs, but in the hands of professionals who depend on �������� to move faster, think smarter, and act with confidence.

In just one year, this collaboration has shown what’s possible when bold vision meets real‑world scale. The year ahead will push the boundaries of professional‑grade AI and set a new benchmark for what the industry can achieve.

Deep Research in Practical Law (beta)

Legal research is consistently one of the most important AI use cases for legal professionals. CoCounsel’s Deep Research is being built on authoritative �������� content in Westlaw and Practical Law, giving lawyers the power to tackle complex, multi-step research through an agentic experience that is built on the legal authority they use and trust every day.

Deep Research on Practical Law, currently in beta with select customers, is a significant advancement toward the comprehensive, trusted, and seamless CoCounsel Legal research solution of the future. Deep Research on Practical Law plans the research steps, retrieves the most relevant guidance and templates from Practical Law, and presents clear, supported conclusions. It adapts as follow-up questions are asked, enabling deeper, more nuanced analysis.

This streamlined approach saves time, reduces friction, and builds confidence in the resulting work product. As the leading resource for legal know how content, Deep Research in Practical Law complements Westlaw’s primary-law expertise and supports the evolving needs of legal professionals.

HigQ and CoCounsel integration

Embedded with GenAI from �������� CoCounsel, HighQ users can maximize and build on AI-generated insights and outputs through new waves of integrations that bring AI directly into their workflows and deliver greater client service.

Document Insights

This integration embeds CoCounsel’s document review and summarize skills directly into HighQ enabling users to understand documents faster, gain critical insights, and pinpoint and extract information at the point of need.

Integration with CoCounsel drafting capabilities

Within their HighQ workflow, users can seamlessly access drafting capabilities in CoCounsel to review a document, edit, redline it against a playbook and more. The new integration allows users to leverage their documents in HighQ and eliminate versioning risks and manual uploads, saving significant time on drafting and review tasks.

Self-Service Q&A

A new AI-powered chat experience within modernized HighQ dashboards leverages CoCounsel’s search a database skill. Clients and stakeholders can now ask natural language questions about curated document sets and receive summarized, highly relevant answers in minutes, transforming static repositories into dynamic knowledge hubs.

Streamlined workflows, connected experiences and performance improvements

Practice area specific prompts in the CoCounsel Library

New expert-crafted prompts by Practical Law editors are now available directly in the CoCounsel Library, providing a precise starting point for tasks across various practice areas including criminal law, personal injury, data privacy, litigation, and more. Developed by legal experts, these prompts ensure accuracy and efficiency, helping move work forward faster.

Expanded CoCounsel Library accessibility

As the CoCounsel Library becomes even more accessible, users will be able to access CoCounsel directly from Westlaw and Practical Law in the U.S., and Microsoft Word and Outlook internationally. This reduces context switching and accelerates workflow with faster start times, improved document analysis, and quick access to frequently used prompts and skills without switching platforms.

Syncly Google Drive connector for CoCounsel Legal

For law firms using Google Drive, CoCounsel Legal now connects directly via Syncly. The connection allows users to upload documents from Google Drive into CoCounsel while preserving metadata and permissions. This will eliminate manual downloads and uploads, ensuring you’re always working with the most current and auditable document. version.

AI Overview for Statutes Compare

When comparing two versions of a statute, you can choose to receive an AI Overview of the substantive changes. This intelligent feature filters out minor formatting adjustments and highlights the changes that truly matter, saving you valuable time in reviewing lengthy statutory documents.

Moving Faster, Working Smarter

Platform updates led to a 97% reduction in CoCounsel’s average file download time. Additionally, the average time required to complete tasks using skills rooted in our industry-leading content has a 31% average improvement, reflecting changes in AI performance on features including Ask Practical Law AI, Summarize Documents and user’s open documents within CoCounsel.

In addition, through testing and optimization efforts, we have improved the quality and reliability of the draft skill in CoCounsel by migrating the underlying LLM to GPT5. Users should experience reductions in application startup times and higher-quality precision output enabling them to complete first drafts more completely and accurately.

CoCounsel grows internationally adding multiple languages

CoCounsel is expanding its footprint internationally and adding new languages including French, German and Japanese. The professional-grade legal AI assistant will be available in France, Benelux��/Brussels, Luxembourg and Quebec (French), Germany, Austria and Switzerland (German), Brazil (Portuguese), Argentina (Spanish), and Japan (Japanese) allowing more legal professionals to benefit from CoCounsel’s capabilities.

CoCounsel is also available in the U.S., UK, Canada, New Zealand, Hong Kong, Southeast Asia and United Arab Emirates.

And if you would like to see a deeper dive of Deep Research on Westlaw Advantage, check out the .

Sign up for the�� to stay abreast of newly added features, monthly releases, and more.

Theme 1: RAG is moving from “does it work” to “how do we make it excellent”
Large language models were everywhere, and the conversation has shifted from proofs of concept to the fine engineering details that make retrieval-augmented generation dependable. Talks explored better example selection for few-shot learning in named entity recognition, multi-objective prompt optimization, and practical ways to get more out of small language models for tasks like text-to-SQL. A strong current ran through sessions on self-supervised fine-tuning for low-resource settings in Portuguese, which matters when you want quality without ballooning labeling costs.

Why it matters: evaluation discipline wins. Techniques like smarter exemplar selection and targeted fine-tuning can squeeze more signal from smaller models, which is good for latency, cost, and control.

Theme 2: Legal AI in Brazilian Portuguese is coming of age
BRACIS has long welcomed legal NLP, but this year felt like an inflection point. Alongside papers, the program featured a legal-search hackathon, new datasets for Brazilian personal income tax Q&A with references, and applied work on pseudo-labeling to classify Brazilian Supreme Court (STF) documents. We also saw encouraging results from LoRA fine-tuning on specific layers for legal NER, plus efforts to train a Brazilian legal model on reputable sources such as academic papers, federal regulations, and Supreme Federal Court decisions.

Why it matters: the ecosystem is assembling the right ingredients for professional-grade systems in Portuguese. Grounded datasets with citations, efficient fine-tuning strategies, and domain-specific models support workflows where provenance and precision are non-negotiable.

Theme 3: Meta-learning and bio-inspired methods still matter
Beyond LLMs and RAG, BRACIS gave healthy space to meta-learning and bio-inspired algorithms. Meta-learning sessions underscored a practical goal: make models adapt faster with less data when tasks or domains shift. Bio-inspired talks reminded everyone that not every real-world problem yields to transformers, and that hybrid approaches can unlock performance in areas like optimization and scheduling.

Why it matters: adaptability is a feature, not a phase. As products meet new jurisdictions, document types, and regulatory changes, methods that shorten adaptation time will pay dividends for users and engineering teams.

Two sessions that stuck with us��

• Low-resource and Small Language Models. Four papers tackled few-shot NER, prompt optimization, text-to-SQL with SLMs, and self-supervised fine-tuning for Portuguese. The comparative analysis around example selection for NER offered heuristics worth testing in similar pipelines.��

• Legal Applications of NLP. A diverse slate showcased pseudo-labeling for STF document classification, LoRA strategies that improve legal NER with less compute, a cited Brazilian tax-law Q&A dataset, and a domain-trained Brazilian legal model. The common thread was rigor: use trusted sources, design for evaluation, and keep humans in the loop.��

Conversations around the booth
Our booth became a meeting point for researchers, students, and practitioners from every region of Brazil. We spoke with public-sector technologists, members of national research institutes, and graduate students eager to apply their work to real-world legal and tax problems. The goal was twofold: highlight our growing technology presence in Brazil and connect with MSc and PhD candidates interested in applied AI. The interest was tangible, and we left with a full follow-up list of people and potential collaborations.

Why this matters
Brazil is one of the most dynamic AI communities in the world right now. The momentum in Fortaleza was not about flashy demos. It was about building dependable systems in Portuguese that cite sources, respect context, and meet the bar set by courts, regulators, and corporate clients. That is the kind of AI that will endure.

For us, BRACIS 2025 was a reminder that the future of professional-grade AI will be multilingual, domain-specific, and evaluation-first. It will favor designs that get more from less, and it will be built by researchers and engineers who know how to blend model craft with real-world constraints.

Obrigado, Fortaleza. We will be back.

—-

This blog was authored by Thiago ��DZ�õ���, Senior Applied Scientist; Alex Martins, Lead Research Engineer; and Leonardo De Marchi, VP, �������� Labs

�������� was the first to offer legal customers access to our products and content inside the Microsoft 365 applications they use every day. Now we’re revolutionizing workflows with integrations in Microsoft Word, Microsoft Teams, Microsoft Outlook and Microsoft SharePoint.

“I really like this format because I don’t have to sign in to a bunch of different platforms, and I can just access it anytime I need it. It does feel more like an assistant rather than like a task-specific tool.” -Legal Counsel

Market leading end-to-end legal drafting

We’re saving legal customers up to 50% of drafting time with CoCounsel Drafting was our first official integration with Microsoft 365, allowing customers to draft entirely in Microsoft Word while leveraging �������� trusted and authoritative legal research and know-how content. This first-of-its-kind integration was hailed by customers, proving we needed further integration to streamline complex workflows and save our customers hours of work.�� Enter CoCounsel on Teams.

World-leading content, right in your Teams chat

Whether �ٳ���’r�� working with a colleague, or calling a client, legal professionals are always on Teams. We understood the value of being able to access CoCounsel capabilities, from across multiple �������� products, like Westlaw Precision, Practical Law and CoCounsel Core into that conversation. Now our legal customers ��Dz�’t need to toggle between multiple platforms and tools. They can use CoCounsel for Teams on both desktop and mobile apps to pull the information they need right into chat. And later this year, users will be able to invoke CoCounsel in private mode during live meetings, in the same way they can use Microsoft Copilot in private mode.

In Spring 2025 �ɱ�’l�� release “Notifications & Nudges” features to help customers keep up with daily tasks. By receiving timely notifications, users are prompted to revisit and leverage the CoCounsel capabilities in Teams that they might have overlooked, ensuring they make the most of their subscription. Soon, this functionality will be customized to each individual user, suggesting new skills and messages based on the user’s usage and experience with CoCounsel.��

Making life easier with CoCounsel for Outlook

It was only natural that �ɱ�’d introduce CoCounsel’s powerful features into the inbox so many professionals rely on daily. Now lawyers can cut distractions and respond to emails faster with more confident, informed insights by tapping into CoCounsel capabilities directly within Outlook.��

The benefits? Many:

• No more switching between apps: Users can access CoCounsel’s main features without ever leaving Outlook.����

• Effortless matter intake: Users can create new client matters in seconds! Our AI automatically pulls information from emails to pre-populate forms, slashing manual entry time.��

• Instant legal research: Users can access Westlaw and Practical Law directly from within Outlook. The most up-to-date information is always at their fingertips.��

• Lightning-fast Knowledge Search: ����’s easy to find relevant documents and internal knowledge in seconds. No more wasting time digging through files!��

Knowledge Search helps lawyers get a stronger starting point for case work by allowing them to conduct abroad, ambiguous search across multiple repositories simultaneously, including the firm’s DMS, Practical Law, and Westlaw, to produce a collection of relevant documents.

We’re not done yet!����

In late Spring 2025, �ɱ�’l�� integrate CoCounsel with SharePoint Embedded enhancing efficiency and security in document management. Legal professionals will seamlessly leverage the AI capabilities in CoCounsel directly within their familiar Microsoft 365 environments, eliminating workflow disruptions and enhancing productivity. The automatic content mirroring between SharePoint and CoCounsel knowledge bases ensures information remains current across platforms without manual intervention, saving valuable time and reducing the risk of working with outdated materials.����

Perhaps most importantly, this integration addresses critical data security concerns by always keeping sensitive documents within the firm’s control, eliminating the need to upload documents to third-party servers and maintaining compliance with information governance policies. The integration is user-friendly and quick to implement, taking only minutes to get started, which minimizes disruption and allows firms to rapidly benefit from these enhanced capabilities.

As we continue to innovate and expand our partnership with Microsoft, we remain committed to delivering cutting-edge solutions that empower professionals to achieve more. ����’s just one of the ways �������� is poised to revolutionize the way professionals work across various sectors, including Legal, Tax and Accounting, and Tax and Trade. Stay tuned for more exciting developments as we push the boundaries of what’s possible and redefine the future of professional services!

Introducing CoCounsel with Agentic Intelligence

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

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

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

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

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

Agentic AI built for how professionals really work

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

Early customers are already seeing major benefits

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

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

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

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

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

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

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

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

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

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

Pioneering Research Highlights

1. Revolutionizing Global Trade Classification: TR Labs’ research on introduces an innovative approach to automating product classification in international trade. This breakthrough work has already been implemented in �������� CoCounsel platform, demonstrating the ability to quickly transform research into practical solutions that benefit customers.
2. Advancing Legal AI Evaluation: The TR Labs team also presented a novel , addressing a critical gap in the field. The approach offers unprecedented accuracy in assessing AI-generated legal content, setting new standards for quality control in legal tech.
3. Enhancing AI Reliability in Legal Applications: The TR Labs research on introduces new benchmarks for ensuring AI reliability in legal applications, reinforcing the �������� commitment to delivering trustworthy solutions.

Industry Impact and Innovation

Our work generated significant interest from both academic and industry leaders, particularly regarding our successful integration of advanced AI research into practical applications. The conference highlighted ��������’ position at the intersection of cutting-edge research and real-world implementation, demonstrating leadership in:

• Development of AI agents for legal applications
• Advancement in Retrieval Augmented Generation (RAG)
• Enhanced LLM safety and security measures
• Innovative approaches to mitigating AI hallucinations

Looking Forward

The conference reinforced ��������’ position as a pioneer in legal tech innovation and the TR Labs research aligns with and often leads industry trends, particularly in developing practical applications of AI that address real-world challenges in the legal and business sectors.

Building Bridges Between Research and Practice

A distinctive aspect of the TR Labs presence at EMNLP was the demonstration of how theoretical research translates into practical applications. The presentations sparked engaging discussions with leading tech companies, including Amazon, underlining the universal relevance of our research in solving complex industry challenges.

Future Directions

The conference reinforced several key areas that will shape future innovation:

• Enhanced focus on AI safety and security in legal applications
• Development of more sophisticated evaluation metrics for legal AI
• Continued advancement in automated legal research and analysis
• Integration of multimodal AI capabilities in legal tech solutions

�������� Labs continues to push the boundaries of what’s possible in legal tech while maintaining focus on practical, reliable solutions that serve customer needs. For more information about �������� Labs and their innovative work, you can visit the website here.

Available now to customers in the United States, this skill helps legal professionals quickly get to answers for complex research questions. This generative AI skill leverages innovation in Casetext, created by taking a “best of” approach using the �������� Generative AI Platform.

With AI-Assisted Research and��, attorneys are empowered with eight generative AI-powered core skills, including AI-Assisted Research on Westlaw Precision, Prepare for a Deposition, Draft Correspondence, Search a Database, Review Documents, Summarize a Document, Extract Contract Data, and Contract Policy Compliance. The company also laid out high-level product roadmaps to develop numerous additional generative AI skills to address customer-specific needs. Each additional skill will be built on a common software framework within the �������� Generative AI Platform.

AI-Assisted Research allows customers to ask complex legal research questions in natural language and quickly receive synthesized answers, with links to supporting authority from Westlaw content and links to further examine that authority. AI-Assisted Research streamlines the initial phase of legal research with sophisticated answers to questions and the authority those answers are based on, saving hours of work. These responses are founded on more than 150 years of �������� classification, analysis, and editorial expertise contributed by subject matter experts and attorney editors.

AI-Assisted Research employs Retrieval Augmented Generation (RAG) to prevent the large language models (LLMs) from making up things like case names and citations by focusing the LLMs on the actual language of Westlaw content. Future plans include expanding generative AI throughout the research process in Westlaw and bringing these capabilities to versions of Westlaw outside the United States.

Also, the company announced that it will be building on the AI assistant experience Casetext created with CoCounsel, the world’s first AI legal assistant. Later in 2024, �������� will launch an AI assistant that will be the interface across �������� products with generative AI capabilities.

The AI assistant, called CoCounsel, will be fully integrated with multiple �������� legal products, including Westlaw Precision, Practical Law Dynamic Tool Set, Document Intelligence, and HighQ, and will continue to be available on the CoCounsel application as a destination site.

In addition, �������� will introduce generative AI within Practical Law Dynamic Tool Set in January 2024. Customers will benefit from generative AI within Practical Law through a new interface with an AI legal assistant, which will quickly provide answers using conversational language – all validated by trusted Practical Law content created and maintained by a team of more than 650 legal experts.

Read the��press release��for more on AI-Assisted Research on Westlaw Precision, the new generative AI assistant connecting all �������� generative AI products, �������� Generative AI Platform, generative AI capabilities in Practical Law, and CoCounsel Core. For more on how �������� is ensuring that its AI products and skills are built responsibly, check out the company’s��Data and AI Ethics Principles.