Global Connected Platform听

CoCounsel Integration with NetDocuments (Canada)听

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


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Smokeball Knowledge Search Connector (US & Australia)听

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

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Unified Search and Upload Modal听

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

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Built for How You Work

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

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

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Agentic Playbooks in CoCounsel for Word (US)听

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

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

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


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Explore These New CoCounsel Legal Features Today听

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

To learn more, please visit the .听听听听

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

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

Cody Savey, the lead partner of Isler CPA鈥檚 audit department, said: 鈥淲e’re a small firm, and we rely on bigger providers to design our audit methodology. 成人VR视频 impressed us with their advancement in technology and exceptional customer service.鈥�

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

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

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

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

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

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

鈥淔irms of all sizes are looking for practical ways to make audit work more connected, efficient, and scalable,鈥� said Corey Wells, General Manager of Audit at 成人VR视频. 鈥淚sler CPA鈥檚 adoption of CoCounsel Audit, Guided Assurance, and Engagement Manager reflects how firms are focused on innovation and using automation in a focused way 鈥� reducing time spent on manual tasks, improving workflow continuity, and enabling professionals to spend more time on judgment, analysis, and client service.鈥�

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

Why? Because it knows the work.听

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

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

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

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

Meet Thomson听

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

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

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

Thomson Matches the Best. And Beats the Rest.听听

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

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

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

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

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

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

The First Deployment. Not the Last.听

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

Content. Expertise. Tools. Now the Model.听

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

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

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

Rooted in Your Knowledge

Draft an Agreement Based on Your Precedent & Practical Law Content

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

My Clauses

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

Built for How You Work

Draft Editor

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

Region Settings

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

Citations Format Update

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

Tabular Analysis

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

Explore These New CoCounsel Legal Features Today

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

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

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

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

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

The Power of Agentic AI Applied to Legal Research

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

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

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

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

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

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

Version fran莽aise

Rehausser l鈥檈xcellence juridique : Westlaw Advantage maintenant offert au Canada

Aujourd鈥檋ui marque une avanc茅e majeure pour la recherche juridique canadienne alors que 成人VR视频, entreprise mondiale de contenu et de technologies, lance Westlaw Advantage Canada. 脡l茅ment cl茅 de CoCounsel, notre technologie d鈥橧A, cette plateforme de recherche juridique de nouvelle g茅n茅ration est con莽ue pour les cabinets d鈥檃vocats, les services juridiques d鈥檈ntreprise et les organismes gouvernementaux. Elle int猫gre de fa莽on fluide une IA agentique avanc茅e 脿 une collection in茅gal茅e de sources canadiennes fiables en droit primaire et en doctrine, notamment le Canadian Encyclopedic Digest, les collections de doctrine, ainsi que les textes et annotations th茅matiques.

Dans le contexte juridique actuel, en constante acc茅l茅ration, les professionnels doivent composer avec des charges de travail croissantes, des contraintes de temps de plus en plus serr茅es et le d茅fi permanent de rester 脿 jour face 脿 l鈥櫭﹙olution rapide et complexe du droit. Westlaw Advantage a 茅t茅 con莽u avec soin pour r茅pondre 脿 ces enjeux et transformer votre fa莽on d鈥檃border la recherche juridique. Il permet aux professionnels du droit de passer de la recherche 脿 la strat茅gie avec une rapidit茅 et une confiance sans pr茅c茅dent.

芦鈥疞a profession juridique 茅volue rapidement, tout comme les solutions qui la soutiennent鈥�, a d茅clar茅 Mary Acimovic, directrice principale de la gestion des produits chez 成人VR视频. 芦鈥疻estlaw Advantage ne repr茅sente pas une simple mise 脿 jour incr茅mentielle鈥�; il s鈥檃git d鈥檜n v茅ritable changement de paradigme. Nous avons exploit茅 la puissance de l鈥橧A agentique afin de comprendre et d鈥檈x茅cuter des t芒ches de recherche complexes comme le ferait un expert, lib茅rant ainsi les professionnels du droit pour qu鈥檌ls puissent se concentrer sur des travaux strat茅giques 脿 plus forte valeur ajout茅e. Cette plateforme incarne notre engagement envers une innovation qui ne se contente pas de r茅pondre aux besoins de nos clients, mais qui les propulse vers une toute nouvelle fa莽on de servir leurs propres clients.鈥�

La puissance de l鈥橧A agentique appliqu茅e 脿 la recherche juridique

Au c艙ur de Westlaw Advantage se trouve la Recherche approfondie avec l鈥橧A, la premi猫re capacit茅 de recherche juridique professionnelle fond茅e sur une IA agentique offerte dans l鈥檌ndustrie. La fonction Recherche approfondie reproduit les pratiques des chercheurs juridiques chevronn茅s et agit comme un coll猫gue exp茅riment茅 enti猫rement d茅di茅 脿 votre question de recherche. Elle 茅labore un plan de recherche en plusieurs 茅tapes, en s鈥檃ppuyant sur le contenu exclusif de Westlaw et sur des outils essentiels comme KeyCite et le Canadian Abridgment, afin de fournir des r茅ponses exactes, approfondies et compl猫tes. Elle affine 茅galement son processus en temps r茅el pour garantir des r茅sultats optimaux.

Optimis茅e pour une utilisation en fran莽ais et en anglais, et prenant en charge tant la common law que le droit civil, la Recherche approfondie ne laisse rien au hasard听: elle couvre l鈥櫭﹖at actuel du droit, les changements r茅cents, les incidences pratiques, les lois applicables et bien plus encore. Les utilisateurs b茅n茅ficient d鈥檜ne transparence in茅gal茅e gr芒ce 脿 des notes de recherche d茅taill茅es, 茅tape par 茅tape, qui aboutissent 脿 un rapport complet et approfondi, r茅duisant consid茅rablement les efforts manuels et acc茅l茅rant le passage de la recherche 脿 l鈥檃ction strat茅gique.

芦听La recherche juridique traditionnelle, surtout lorsqu鈥檌l s鈥檃git d鈥檜ne question 脿 la p茅riph茅rie de mon champ de pratique, peut fournir des fragments d鈥檌nformation utiles, mais rarement une vue d鈥檈nsemble compl猫te. Ce qui rend l鈥檕util Recherche approfondie de Westlaw si puissant, c鈥檈st son approche en plusieurs 茅tapes, qui permet de rassembler ces fragments en une r茅ponse beaucoup plus compl猫te, en rep茅rant et en comblant les lacunes afin d鈥檕btenir une compr茅hension globale de ce que je dois savoir听禄, explique Doug Higgins, avocat associ茅, Hull & Hull LLP.

Westlaw Advantage a r茅cemment 茅t茅 lanc茅 aux 脡tats-Unis et au Royaume-Uni, et les clients reconnaissent d茅j脿 ses avantages consid茅rables. 芦 La recherche approfondie avec l鈥橧A est vraiment facile 脿 utiliser. Elle est nettement sup茅rieure 脿 tous les outils de recherche juridique bas茅s sur l’IA que nous avons utilis茅s, car elle produit des analyses beaucoup plus approfondies et compl猫tes. Elle peut faire en 15 minutes ce qui prendrait une journ茅e enti猫re 脿 un 锚tre humain pour le faire manuellement 禄, a d茅clar茅 Sam Dixon, directeur de l’innovation et associ茅 chez Womble Bond Dickinson UK.

Westlaw Advantage Canada est bien plus qu鈥檜n simple outil de recherche鈥�: il constitue un 茅l茅ment strat茅gique de CoCounsel, notre technologie d鈥橧A, accessible 脿 tous les professionnels du droit au Canada. Il acc茅l猫re la recherche, renforce la confiance 脿 l鈥櫭ゞard des r茅sultats, met en lumi猫re des liens juridiques souvent cach茅s et rassemble tous les documents pertinents sur une seule plateforme. R茅sultat鈥�: des strat茅gies mieux inform茅es, une pr茅paration sup茅rieure pour les proc猫s et les rencontres avec les clients, et une valeur accrue pour la client猫le.

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

Tax, Audit and Accounting has always been a profession built on rigor and responsibility. But the reality of running a modern practice is complexity keeps rising, timelines keep tightening, and client expectations keep evolving. Firms are being asked to do more, faster鈥攚ithout compromising quality.

Why this matters for firms

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

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

Restoring time for professional judgment

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

The opportunity here is to shift time back to the professional鈥攕o firms can:

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

Honorable Mention: Ready to Advise

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

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

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

Elizabeth Beastrom is President, Tax, Audit & Accounting Professionals at 成人VR视频

听

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

For too long, firms have been stuck in a pattern that everyone recognizes as unsustainable鈥攅ver more complex returns, tighter deadlines, and mounting pressure on teams already stretched thin. Busy season has become synonymous with burnout and staffing strain. AI alone won鈥檛 fix that. But AI put to work in the right way鈥攖hrough agentic AI deeply embedded into tax workflows鈥攃an fundamentally change the equation.听

A Better Way Through Busy Season

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

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

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

The Next Step for 1040 Prep

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

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

Elizabeth Beastrom is President of Tax, Audit & Accounting Professionals at 成人VR视频

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

Built for How You Work

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

Bulk Document Review (beta)

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

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

Agentic AI, Grounded in Expertise

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

Independent Execution of Legal Tasks (beta)

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

Custom Workflows (beta)

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

Deep Research on Westlaw 鈥� Expanded coverage, enhanced precision

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

Identifying Citation Issues

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

AI Overview for Statutes Compare

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

Find Practical Law Drafting Language

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

Practical Law Search & Summarize in Word

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

Update Contract Terms

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

Rooted in Your Knowledge

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

NetDocuments and the ndConnect Program

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

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

At 成人VR视频, we view compliance not as a constraint, but as a catalyst for growth.听

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

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

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

This is a pivotal moment.听We鈥檙e听not just delivering听tools,听we鈥檙e听pioneering a new category:听Intelligent Compliance.听And听we鈥檙e听doing it with the depth, breadth, and trust that only 成人VR视频 can offer.听

Turning Compliance into Competitive Advantage听

It鈥檚听time to stop viewing compliance as a cost center.听Let鈥檚听start using it to propel business forward.听

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