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

Through 成人VR视频 expanding partner ecosystem of legal technology companies and law firm partners, CoCounsel Legal is connected to the tools legal professionals already rely on, from transaction management and case intelligence platforms to enterprise search and specialized practice workflows. This works in both directions: bringing more capabilities into CoCounsel Legal, and embedding CoCounsel Legal capabilities into other solutions, so firms can move faster, work smarter, and deliver better results with connected workflows.听

The outcome is a legal practice that runs the way the practice of law demands: greater speed, sharper insight, and the confidence to deliver.听

A Partner Ecosystem Built on听Shared High听Standards听

Law firms face an overwhelming market of solutions with few reliable ways to evaluate what is trustworthy, what is secure, and what actually belongs in a legal tech stack. 成人VR视频 has done that work. Every partner goes through a rigorous vetting process that evaluates their technology, security controls, commitment to data protection, and alignment with the standards legal professionals rely on.听

The outcome is a shared partner ecosystem where legal professionals have seamless access to the intelligence, tools, and connected workflows they need, without the friction of switching between disconnected systems, and without compromising the standards their profession demands.听

鈥淭he partnerships听we鈥檙e听building around听CoCounsel听Legal reflect how the practice of law听actually works: interconnected,听time鈥憇ensitive, and听outcome鈥慸riven. By integrating intelligence directly into workflows, we help firms move faster and听operate听with greater precision.鈥�

-Steve Assie, General Manager, Global & Large Law Firms, Thomson Reuters

The听Partner Ecosystem听in Action听

听Document Review Inside the Deal Workflow听听

Legal teams rely on transaction management platforms to coordinate the work that moves deals forward: collaboration, transparency, checklists, document organization and version control, deal status monitoring, signature page creation and collection, and generating final closing sets. When document review and analysis happen outside that workflow, teams must move files into separate tools and then bring the results back into the platform. This听adds听friction, delays, and the potential for lost context at the moments when speed and accuracy matter most, particularly in time-sensitive transactions.

DealCloser is a transaction management platform used by law firms and in-house legal teams across a broad range of transaction types, including mergers and acquisitions, banking and finance, real estate, venture capital, private equity, restructuring, and other complex transactions. Through its partnership with 成人VR视频, CoCounsel Legal鈥檚 document review capabilities are now embedded directly within DealCloser, bringing AI-powered review to the full transaction lifecycle. Teams can analyze contracts, amendments, exhibits, and diligence materials without leaving the platform where the deal is being executed 鈥� no manual uploads, no version uncertainty, and no need to reconcile findings across tools.听

: Bringing Firm Knowledge into听CoCounsel听Legal听听

Law firms store years of work product across document management systems, intranets, email archives, and other repositories. Their briefs, memos, negotiated agreements, and templates听contain听valuable institutional knowledge that differentiates them. Yet that information can be difficult to surface and apply quickly, particularly when content is spread across multiple systems.听听

DeepJudge听helps firms realize the full value of that collective knowledge through enterprise search, AI agents and workflows, and governed access controls. Lawyers can rapidly find, analyze, and apply the most relevant information across millions of documents in听iManage, NetDocuments, SharePoint, HighQ, network drives, and many other sources.听听

The partnership between DeepJudge and 成人VR视频 connects this institutional intelligence to CoCounsel Legal. Whether attorneys are working in Microsoft Word, CoCounsel, Westlaw, or Practical Law, they can use DeepJudge to rapidly retrieve and synthesize key language, facts, and precedent from internal documents and work product, making firm knowledge available in CoCounsel Legal for research, analysis, and drafting workflows. Firm precedents and external legal authority are accessible and actionable in the same workflow, with existing permissions and ethical walls carrying through.听

: Practice Management and Legal AI in One Ecosystem听听

Small and mid-sized law firms often have too many disconnected tools. When practice management, document storage, legal research, drafting, billing, and document analysis live in separate systems, lawyers spend time on administrative friction instead of legal work, and lean teams with tight margins feel that cost acutely.听听

Smokeball is a cloud-based practice management platform built for small to mid-sized firms, covering intake, matter management, automatic time capture, billing, and client communications. The combination of听CoCounsel听Legal and Smokeball unites deep legal content and advanced AI with comprehensive practice management, powered by technology that understands both the substance of legal work and the mechanics of running a firm.听听

Smokeball matter documents can now be brought directly into听CoCounsel听Legal in bulk,听eliminating听manual uploads and the听version听confusion that comes with moving files between disconnected systems.听听

The result is a more continuous workflow from matter management to substantive legal work. Attorneys can use CoCounsel Legal to rapidly analyze, draft, and research with their actual matter documents at hand, grounded in authoritative Westlaw and Practical Law content. This is just step one in a joint roadmap creating a unified ecosystem for small to mid-sized firms.

A Law Firm as Co-Developer

The partnership with Sterne, Kessler, Goldstein & Fox, one of the leading intellectual property law firms in the United States, takes a different form. Rather than a product integration, this is a co-development relationship in which the firm’s practitioners worked directly alongside Thomson听Reuters听engineers and editorial teams to build a specialized workflow inside听CoCounsel听Legal.听

The focus is Section听101听patent eligibility, a question central to most utility patent disputes, deeply precedent-dependent, and historically requiring significant associate time with no guarantee the research was complete.听

The resulting Patent Claim Eligibility Analyzer inverts the traditional model of legal technology development: instead of practitioners receiving a finished product built by technologists, Sterne Kessler co-developed it from the start, translating the firm’s own Section 101 methodologies into a scalable workflow now available to patent practitioners across听CoCounsel听Legal.听

: Connecting Case Intelligence to Legal听Strategy听听

Personal injury cases are won or lost on facts, and facts live in unstructured records that take too long to organize and are too easy to get wrong. Medical records, treatment timelines, damages calculations, liens, deposition summaries: plaintiff firms are managing all of it, under pressure, against better-resourced opponents.听

Supio Agent changes the equation at every level. At the case level, it ingests every file, every system, every data source the firm runs on and executes the work: medical chronologies, damages summaries, causation analysis, and case-specific drafts grounded in verified facts. At the portfolio level, it surfaces what’s urgent, what’s behind, and what needs to move. At the firm level, it gives leadership real-time visibility into case quality, intake patterns, and institutional knowledge that previously lived only in attorneys’ heads.听

Deep Research with Westlaw Advantage is available natively inside听Supio听Agent, invoked when legal research is needed, running in parallel, and surfacing findings directly in the workflow.听

The result:听Supio听builds the record, compounds the knowledge, and works with Westlaw to verify the law, delivering defensible work product at a scale no case-level tool can touch.听

A Growing Partner Ecosystem听

Thanks to 成人VR视频 partner Anita, German legal research content is now part of the CoCounsel Legal experience, providing authoritative guidance for Germany-based and international teams. A recent document connector integration with practice management solution Litify creates a fast track from matter files to substantive legal work product. 听

Document storage integrations launched early this year with Box and Dropbox extend that reach further, making it easier for firms to work with their documents wherever they live. And with Outlook search now enabled within CoCounsel Legal, users can simultaneously surface and apply relevant information from their email, Westlaw, Practical Law, and other connected sources, all without leaving the platform.听

The听practice听of law looks different depending on where you sit, from solo and small firm practitioners managing tight margins and lean teams, to large global firms and corporations navigating complex,听high-stakes听matters. The听partner听ecosystem is built to serve that full spectrum, meeting legal professionals where they work with the connected intelligence and seamless听workflows听their practice demands.听

As the听legal听profession’s needs evolve, so听will听the听partner听ecosystem.听For lawyers, that means more capability, more connectivity, and more of the intelligence they need,听wherever their work happens.听

Learn more about CoCounsel Legal

For our听customers,听flexibility is powerful. Work can begin in听the听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听keep track of what happened and why?听听The听final output听must听be听accurate, transparent, secure, and defensible.听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 成人VR视频, we call the standard听required听for this work Fiduciary-Grade AI:听AI designed for professionals whose work听is subject to regulatory oversight听and duties听of care听and where听accuracy,听confidentiality, and听accountability听are critical. In the agentic era, that standard becomes even more important because AI is no longer only generating answers. It is beginning to听help听plan work, use tools, coordinate steps, and help complete complex tasks.听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听to,听as it evolves into an听agentic听operating system听for听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听Fiduciary-Grade听AI听at the fingertips of our customers, wherever professional work begins, and ensure that when the work matters, it can be trusted.听That is what we mean by an听agentic听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听a possible answer, or move a task forward in seconds.

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

This need is especially visible in legal, where professionals must ground their work in trusted sources and stand behind the results.听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,听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.听It has to be built into the system itself.听Outputs must be grounded in authoritative, continuously maintained sources. They must be shaped by domain听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听Fiduciary-Grade听AI.

General-purpose AI can be extraordinarily useful for exploration, brainstorming, summarization, and productivity. But high-stakes听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听remains听at the center of professional judgment.

We are seeing this first in legal. CoCounsel Legal combines advanced AI with 成人VR视频 trusted legal content, workflows, and听expertise, including Westlaw, Practical听Law听and听KeyCite,听which can be applied to听customers鈥� own documents and work听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:听鈥淲e’re really excited to be using [CoCounsel Legal] Deep Research鈥� we are using it in Westlaw through our partnership with 成人VR视频, in our听on-premise听AI environment to pull in the Deep Research reports so that people are not doing research in the听ChatGPTs听of the world, they’re doing research in Westlaw. …听Utilize听the trusted听resource听and tools of Westlaw to do your legal research.听Don’t听rely on other AI tools.鈥�

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鈥檚 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 成人VR视频 can bring together content, workflow, context, AI, and various 3rd听party applications and agents听in one trusted environment.

But professional work also starts in many other places. It starts听in听documents, emails, enterprise systems, matter management tools, tax workflows, accounting platforms, customer environments, and increasingly general-purpose AI assistants.听听That is why we are building CoCounsel to听operate听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听demonstrate听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 成人VR视频 trusted legal AI system.

And this is just one part of the broader strategy.

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

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

The same strategy extends beyond听legal. As CoCounsel continues to expand across 成人VR视频, 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听work听faster. They will be the ones professionals can rely on to finish work correctly.

That is the future we are building听toward with听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 成人VR视频.听

At 成人VR视频, we bring auditors advanced audit technologies. and launched in 2025, offering AI-powered solutions to help audit professionals work faster and with greater confidence.

Partnerships are equally central to our innovation strategy, with an approach centered around methodology. When we first shared our , the focus was clear: help firms modernize without asking them to walk away from the methodology they trust and their existing technology investments.

The role of the integrated ecosystem

Audit is not a single workflow, and it won鈥檛 be solved by a single tool. Our intention is to meet firms where they are 鈥� and give them an experience with best-in-class options from trusted providers that meet our standards for quality and reliability.

An open ecosystem approach makes it possible to bring together specialized capabilities and integrate them into a cohesive experience, with data being automatically shared with partners embedded in PPC. For firms, that means more flexibility in how they adopt new technologies and less need to manage disconnected tools across the engagement.

Today, we鈥檙e seeing that partnership vision come to life inside real, integrated audit workflows.

Over the past several months, we鈥檝e been working closely with a curated set of partners to embed AI-powered tools into our . Those integrations roll into , with new automated capabilities available to firms within our software.

Embedding partners within PPC

The impact is most visible in complex, manual areas of the audit where teams spend the most time today, such as lease accounting, proof of cash, and financial statement review 鈥� and it’s coming to life through our growing network of integrated partners:

: Lease accounting and specialized workflows

Lease accounting continues to be a complex and time-consuming area for many firms. By integrating Crunchafi into audit workflows, teams can automate lease accounting across FASB ASC 842, IFRS 16, and GASB standards, simplifying complex calculations and generating audit-ready schedules and journal entries directly from source contracts.

“Our clients span a wide range of industries and reporting standards, and lease accounting is one of the areas听where听getting the calculations wrong has real consequences,” said Leander Sico, Partner at Hutchinson & Bloodgood LLP. “Having Crunchafi integrated into Guided Assurance means our team is working from audit-ready outputs tied directly to the procedures we’re following. That connection between methodology and software gives us greater confidence in both our team’s execution and the final workpapers.”

: Automated proof of cash

Our integration with Audit Sight brings automated cash analytics directly into the audit workflows – reconciling bank activity against accounting records and producing audit evidence that allows auditors to reduce or eliminate substantive procedures throughout the audit.

“Audit Sight has transformed how we perform substantive testing,” said Mark Welp, Partner at Holbrook & Manter. “By automating testing of routine transactions, our team can focus on higher-value audit work. The recent PPC methodology updates reinforce that this approach is both practical and aligned with professional standards.”

: Financial statement validation

Financial statement validation and version management are some of the most time and judgment-intensive parts of the audit, but much of the underlying work is repeatable. Through our integration with Trullion, we鈥檙e bringing AI-driven automation into math and consistency checks on financial statements, version and prior-year comparisons, and statement structure validation.

“Partnerships drive increased efficiency while enhancing the effectiveness of our audit procedures,鈥� said Mike Reynolds, Partner at Bennett Thrasher. 鈥淭rullion and 成人VR视频 have consistently delivered on the vision, responsiveness, and execution necessary to solve these key components that differentiate market-leading solutions. Trullion鈥檚 financial statement validation capabilities available from 成人VR视频 Guided Assurance creates a fully integrated, AI-powered workflow, reducing friction throughout the entire financial reporting quality control process. We know this is just the tip of the iceberg of what this partnership can unlock and we are excited to see what comes next.”

Across each of these areas, the goal is to reduce manual effort, increase consistency, and keep work anchored in a trusted methodology.

Looking ahead

Audit is steadily becoming more automated and data-driven. The opportunity is to use that shift to improve both efficiency and quality, freeing up time for auditors to focus on risk, judgment, and insight.

By continuing to invest in both our own capabilities and this broader ecosystem, we鈥檙e helping firms evolve their workflows in a way that feels practical, connected, and grounded in the standards they rely on every day. That鈥檚 where we鈥檙e focused, and where we鈥檒l continue to push the pace of innovation in audit.

This post was authored by Corey Wells, General Manager of Audit at 成人VR视频

After convening the first meeting of the Trust in AI Alliance, it is clear this mismatch is emerging as one of the biggest barriers to enterprise AI deployment.

As AI systems move from answering questions to taking action inside professional workflows, a fundamental mismatch is emerging. Execution shifts to the system. Responsibility still sits with the human.

In agentic systems, that model is being reconfigured, but there is still no clear answer to a critical question: how does a human maintain accountability as more of the work is executed by the system?听听

That question was at the center of the inaugural convening of the Trust in AI Alliance, a group bringing together leaders across model development, infrastructure, and enterprise AI deployment, where participants from OpenAI, Google, Anthropic, AWS, and 成人VR视频 discussed what trustworthy agentic systems require in practice.

A clear theme emerged: AI capability is accelerating faster than accountability.

Most systems today are not designed for that standard.

The Shift No One Is Talking About

In the first wave of AI, the defining question was whether a system could produce a correct answer. That is no longer enough.

As AI systems take on multi-step tasks across real workflows, the question is shifting from accuracy to accountability.

As Michael Gerstenhaber, Vice President of Product Management at Google, said during the discussion: 鈥淒elegating agency to a synthetic agent implies鈥痶rust. The more you delegate, the鈥痬ore you need observability, tracing, and audit. It is not one feature. It is defense鈥痠n鈥痙epth.鈥�

In traditional professional environments, accountability is clear. Humans determine relevance, review source material, verify outputs, and take responsibility for outcomes. In agentic systems, that model is evolving.

Retrieval is automated. Context is lost across steps. Outputs appear grounded in source material without preserving fidelity. Tools execute beyond the user鈥檚 visibility.

As Frank Schilder, Senior Principal Scientist at 成人VR视频, noted: 鈥淲hen we move to an agentic workflow, we automate steps that professionals used to perform manually and that introduces new risks: Context can be silently dropped. Source fidelity can become fragile. Maintaining clear accountability becomes more complex.鈥澨�

These are not edge cases. They are structural risks.听We are automating the work, but not accountability.

If You Can鈥檛 Inspect It, You Can鈥檛 Trust It

In regulated industries, trust has never meant blind confidence. It has always meant the ability to verify. That standard is now colliding with how many AI systems听operate.

Accuracy drives experimentation. Inspection determines adoption.

If a system cannot show its work, it cannot be trusted in high-stakes environments.

As Gayle McElvain, Head of TR Labs at 成人VR视频, put it: 鈥淓rrors create liability. For many professionals, trust means 鈥榯rust but verify.鈥� That means building AI systems where verification is built in.鈥�

Across the discussion, several consistent priorities emerged around what trustworthy systems must provide:听

• • Step-by-step auditability听
  • Traceable reasoning and inspectable tool use听
  • Durable logs and process artifacts听
  • Clear, persistent provenance听

This is not a feature. It is听infrastructure.

Trust Breaks When Source Integrity Breaks

In knowledge-based professions, trust depends on the integrity of source material.

Agentic systems introduce new failure modes. They may paraphrase where precision is required. They may surface outdated information. They may blur the boundary between authoritative sources and generated reasoning.

These are not cosmetic issues. A single altered word in a statute can change its meaning. A misapplied version of a regulation can create real consequences.

As Zach Brock, Engineering Lead at OpenAI, described: 鈥淲e are moving toward agents that share durable scratch spaces. Citations, version identifiers, and hashes of source material can travel through a workflow without being compressed away.鈥�

That level of persistence is听not a technical听detail. It is what makes accountability possible.
Without it, professionals cannot trace how an answer was constructed or verify whether it reflects the correct source at the correct point in time. Without it, accountability breaks.

Accountability does not听emerge听automatically from more capable systems. It must be explicitly defined.

As Byron听Cook, Director of Automated Reasoning at AWS, said: 鈥淲ith AI, some of those socio-technical mechanisms go away. We听have to听define the dividing line between behaviors we听accept听and those we do not鈥攁nd enforce that symbolically. Without that, accountability cannot be听maintained听as systems take on more of the work.鈥�

This Is a Systems Problem

Much of today鈥檚 AI development is听optimized听for performance benchmarks. But in real-world environments, performance is only part of the equation.

As Scott听White, Head of Product, Enterprise at Anthropic, noted: 鈥淏enchmarks measure whether a model can do the task.听Enterprises are asking a bigger question: will the system around it hold up in the environments where the work听actually happens?听A trustworthy agent听requires听the model, the boundaries around it, and the record of what it did. Getting all three right is what turns AI from a powerful tool into a听system enterprises听can trust with important work.听That’s听what will drive the next wave of adoption.鈥�

Trustworthy systems must be designed to operate safely under pressure, with clear boundaries and strong safeguards.

That requires:听

• • Clear separation between system instructions and external content听
  • Built-in safeguards against prompt injection and data leakage听
  • Continuous monitoring and testing听
  • Audit trails aligned with regulatory expectations听

Agentic AI is not just a model challenge. It is a governance challenge.

The Next Phase of AI

We are entering a new phase of AI adoption, one defined not by experimentation, but by deployment inside real workflows.

The industry is shifting from outputs to systems, from benchmarks to reliability, and from capability to accountability.

But this shift will not happen automatically. It requires new standards for auditability, clearer approaches to provenance, and systems designed to preserve truth and responsibility across every step of a workflow. These are solvable problems鈥攂ut only if accountability is designed into the system from the start.

The organizations that solve this will define the next generation of AI.

In high-stakes domains, trust is not optional.

It is not a feature. It is the product.

The Trust in AI Alliance was announced in January to bring together leaders across the AI ecosystem to advance practical standards for accountability, transparency, and trust in AI systems. The group will continue to meet regularly, with听select听insights from those discussions shared publicly.听

At 成人VR视频, our starting point is, and will remain, methodology. For decades, firms have relied on 成人VR视频 PPC methodology as the gold standard for audit quality, documentation, and compliance. Our vision for AI in auditing builds on that foundation. We’re not asking firms to change how they practice. We’re focused on making PPC the most AI鈥慳utomated audit methodology in the market鈥攖hrough our own products and through deep partnerships with innovators our customers already trust.

That’s the idea behind our recent partnerships with , , , , , and . Together, we’re embedding PPC into AI鈥慸riven tools across We’re supporting AI-powered automation with , so firms can automate more work while staying grounded in the trusted methodology they already rely on.

Trullion: Methodology鈥�aware automation for financial statement review

Financial statement review is one of the most judgment鈥慽ntensive parts of the audit鈥攂ut many of the underlying procedures are repeatable. Our integration with Trullion brings AI鈥憂ative automation to financial statement review and testing, with full traceability back to PPC methodology and the relevant guidance at every step.

Artie Minson, CEO at Trullion, describes the shift: “This partnership signals a new era for audit automation and lays the foundation for trusted and truly agentic workflows. Our vertical AI solution is built for auditors by auditors, ensuring our outputs are within the framework of professional standards. This integration creates methodology-aware automation. Auditors can now focus their time on applying judgment to fully evidenced, agentic outputs, rather than searching for them, delivering audits with unmatched efficiency, accuracy, and quality.”

For us, “methodology鈥慳ware” is key: automation is valuable only when it operates within the same professional framework firms already use to define, document, and support their work.

Audit Sight: Substantive analytics that reduce testing

Substantive testing is another area where firms feel the strain. Even when technology is available, many teams still default to large samples and manual procedures.

As T.C. Whittaker, Co鈥慒ounder and CEO of Audit Sight, puts it: “Audit firms are seeking smarter ways to expand capacity and elevate quality without adding headcount. Bringing automated testing together with 成人VR视频’ PPC methodology 鈥� and enabling it through Guided Assurance 鈥� is the ultimate unlock for auditors. It transforms the audit plan itself, making it intelligent and dynamic by tailoring procedures, eliminating unnecessary tests, and reducing sample sizes based on automated evidence and client-specific risk. This partnership represents a shared vision to redefine how assurance is delivered in the modern era.”

Crunchafi: Automating lease procedures inside PPC

Lease accounting has become a complex, time鈥慶onsuming area for many firms. Too often, teams spend hours on calculations and reconciliations instead of higher鈥憊alue work.

By integrating Crunchafi into Guided Assurance, we bring seamless lease accounting automation directly into PPC鈥慴ased workflows, eliminating manual lease calculations and providing audit-ready journal entries, amortization schedules and footnote disclosures while preserving firms’ established methodology.

Mike Cooke, CRO at听Crunchafi, explains: “Audit teams want efficiency without sacrificing quality. By aligning听Crunchafi鈥檚 automation with the PPC Methodology, we鈥檙e giving firms a clearer, more reliable way to handle lease accounting from the start of the engagement to the final deliverable.”

This is the pattern we’re aiming for: automation that plugs into how firms already work, rather than asking them to start from scratch.

Fieldguide: Empowering Firms with Flexible Paths to Automate PPC Methodology

Many firms also want a more connected environment where methodology, evidence, and automation all live together. Our goal is to meet firms where they are 鈥� and give them options.

That is why we鈥檝e partnered with Fieldguide to embed Guided Assurance鈥攚hich delivers PPC methodology鈥攄irectly into Fieldguide’s professional鈥慻rade agentic AI platform. This creates a unified experience where trusted PPC content and intelligent automation collaborate to execute engagements efficiently and consistently.

Whether firms choose to automate audits with 成人VR视频 or Fieldguide, they can be confident they鈥檙e using the most trusted and automated methodology in the profession. This flexibility reflects our commitment to innovation and the unique needs of our customers.

Jin Chang, Co-Founder and CEO of Fieldguide says: 鈥淔irms are under pressure to do more with less. They need trusted methodology and AI agents that work the way they do. By embedding 成人VR视频 PPC methodology into our platform, we鈥檙e helping firms deliver higher quality work with more consistency and less effort. This partnership reflects a shared commitment to the future of the profession.鈥�

Validis: Data as the foundation for AI鈥�driven auditing

AI is only as good as the data behind it. For many firms, getting clean, audit鈥憆eady data from clients is one of the toughest operational challenges.

Through , our work with Validis focuses on solving that. Validis powers secure, on鈥慸emand ingestion of client trial balance, general ledger, and subledger data directly into Audit Intelligence. From there, we use AI and machine learning to focus testing on high鈥憆isk areas, segment populations by risk, and reduce the number of items to be tested, with anomaly detection automatically surfacing unusual items and generating the required documentation.

As Jeff Gramlich, Managing Director at Validis, explains: “We’re excited to collaborate with 成人VR视频, a true market leader and innovator, to deliver audit-ready data through our cutting-edge ingestion capabilities. This partnership provides auditors with the data breadth and granularity crucial for effective AI-driven auditing. By integrating our technology into the Audit Intelligence suite, we’re empowering auditors to conduct data-driven audits with enhanced efficiency and risk analysis, ultimately transforming the process to benefit both auditors and their clients.”

Valid8 Financial: Turning evidence gathering into an automated workflow

Finally, there’s the everyday work of matching samples to evidence and documenting that work in a way that stands up to inspection and peer review. This is some of the most manual and time鈥慶onsuming work in an audit.

, developed with Valid8 Financial, automates the matching and documentation of samples to supporting evidence, dynamically tracing accounting transactions to banking activity to confirm occurrence. It brings technology traditionally used in advisory, forensic, and financial crime work into an integrated audit workflow.

Brett Suchor, CEO of Valid8 Financial, says: “We built our technology to solve real problems auditors face every day 鈥� reducing the manual, time-consuming work of matching samples to evidence. Through our collaboration with 成人VR视频, we’re delivering a faster, more reliable testing experience to audit professionals across the industry.”

The future of Audit

In the next 3-5 years, we鈥檙e going to see big changes to the audit profession. Audit is moving decisively toward an automated, data-driven future. Using the right tools to increase efficiency and quality so teams can focus on higher risk areas and deliver better outcomes for clients is paramount.

In today鈥檚 environment, firms are being asked to do more with less, navigating tighter deadlines, increasing complexity, and growing client expectations. At 成人VR视频, we are bringing auditors advanced audit technologies, with our听newest audit solutions听increasing efficiency and accuracy.

We’ll keep investing in our own AI capabilities and in this partner ecosystem so firms can modernize at their own pace, on their own terms鈥攚ithout walking away from the methodology that has served them well for decades.

This post was authored by Dave Wyle, General Manager of Audit at 成人VR视频.