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

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

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

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

Where AI fits in

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

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

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

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

Trust is the harder problem

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

What comes next

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

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

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

��

Agentic AI, Grounded in Expertise

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

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

Web Search��

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

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Patent Claim Eligibility Analyzer��

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

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

Internal Investigation Workflow��

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

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Practical Law Deep Research in CoCounsel��

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

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Litigation Document Analyzer: Arguments and Counterarguments ��

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

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Westlaw Deep Research in��Supio

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

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Capabilities Rooted in Your Own Knowledge and Workflows

Import Your Complex Playbook into CoCounsel for Microsoft Word��

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

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

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Built for How You Work��

DeepJudge Search Integration��

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

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

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

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

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

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Litify��and Smokeball��Document��Connectors

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

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Explore These New CoCounsel Legal Features Today

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

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

Now, we’ve got the answer – by the numbers. ����VR��Ƶ recently commissioned Forrester Consulting to conduct a study to examine the potential return on investment (ROI)law firms can realize by deploying CoCounsel Legal, our AI solution, which brings together legal research, essential workflow automation, intelligent document search and AI-powered legal assistance in a single platform.

Real-World Scenarios, Concrete Results

To produce the analysis, researchers conducted detailed interviews with senior law firm decision-makers who’ve been using CoCounsel Legal for the past several months to understand exactly how they are working with AI inside their firms, what the real-world impacts have been on their business, and the bottom-line costs and benefits linked to their investments in AI. The results of those interviews were then combined to create a single composite organization – a multi-practice law firm with 500 attorneys – and financial impacts were extrapolated over a three-year period.

The research puts some hard numbers behind a value proposition that, until now, has been hard to quantify. It answers the critical question: How exactly are AI-driven efficiency gains creating new growth opportunities for law firms?

Following are some of the key findings for the composite organization:

• Return on investment: 400%
  The headline finding of the analysis is that the total ROI of the composite law firm investment in CoCounsel was 400%, meaning the return after three years, minus costs involved with acquiring the technology, onboarding, and training staff, is five times greater than the initial investment. In this example, that translates to a total of $18.3 million in total value over three years.
• Incremental revenue from increased matter capacity: $20.3 million
  Contrary to much of the recent rhetoric around professional AI adoption, the lion’s share of that value does not come from reduced headcount or productivity gains. While those are factors, the real value CoCounsel Legal delivers is the ability to take on a greater number of matters concurrently by reducing the time required for research, document review, and matter ramp-up. As a result, the composite organization increased attorney matter capacity by 25% without adding headcount, allowing the firm to accept additional work from existing clients and pursue new matters.
• Productivity gains within core legal workflows: $1.7M
  Productivity, of course, is improved with AI, but the interesting finding in the Forrester analysis is that those productivity gains are concentrated in specific law firm workflows. Based on the analysis, attorneys spend less time on repetitive, low-value tasks such as document review, legal research, and drafting, which means CoCounsel is reducing nonbillable time and lowering write-downs on existing matters.

In addition to the quantitative benefits, the research also found several qualitative examples where incorporating CoCounsel into day-to-day tasks helped to improve both the quality of work and quality of life for the firms’ attorneys, such as the following:

• Improved quality and consistency of legal work product
  Attorneys reported that AI-generated summaries, research, and drafts are more reliable and thorough than traditional manual approaches, boosting confidence in the work product, cutting down on partner oversight, and reducing the chance that critical facts or arguments slip through the cracks.
• Greater focus on high-value legal judgment and client strategy
  By reducing time spent searching for information and compiling relevant case law, CoCounsel Legal allows attorneys to devote more effort to strategic analysis, advocacy, and client advisory work, enhancing perceived client value.
• Improved attorney experience and reduced burnout
  The fact that CoCounsel Legal allows attorneys to complete lower-value, repetitive tasks more quickly, while freeing up time to focus on more strategic work, improves day-to-day attorney experience and work-life balance, particularly for junior attorneys handling document-heavy matters.

Reclaiming the Work That Matters in Law

While the intent of the analysis was to deliver a definitive, by-the-numbers calculation of what kind of financial return law firms can expect from their investments in AI, the results revealed much more detail about the role AI is already playing in law firms, today. Importantly, it shines a spotlight on the fact that AI is having an accretive effect on the firms that have embraced it. Put simply, it is helping firms do more work better, ultimately helping them create more capacity and new opportunities for growth.

That’s a fundamental shift from the mainstream narrative on AI, which has often been cast as a productivity and cost-reduction tool. That’s really only a small part of the story. When the right AI tools are deployed effectively, they are removing points of friction and helping attorneys reclaim the work that matters. Importantly, they are also creating significant new growth channels along the way.

to read the full analysis.

At ����VR��Ƶ, 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’t be solved by a single tool. Our intention is to meet firms where they are – 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’re seeing that partnership vision come to life inside real, integrated audit workflows.

Over the past several months, we’ve 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 — 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��where��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’re 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,” said Mike Reynolds, Partner at Bennett Thrasher. “Trullion and ����VR��Ƶ have consistently delivered on the vision, responsiveness, and execution necessary to solve these key components that differentiate market-leading solutions. Trullion’s financial statement validation capabilities available from ����VR��Ƶ 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’re helping firms evolve their workflows in a way that feels practical, connected, and grounded in the standards they rely on every day. That’s where we’re focused, and where we’ll continue to push the pace of innovation in audit.

This post was authored by Corey Wells, General Manager of Audit at ����VR��Ƶ

was��built for��that��purpose.��

Introducing��CoCounsel��Legal Canada��

​​CoCounsel��Legal Canada is the only comprehensive AI solution for Canadian legal professionals that combines advanced AI capabilities with the authoritative depth of Westlaw content and the applied guidance of Practical Law, in a single integrated solution built for the way legal professionals work. Where other tools address parts of the legal workflow,��CoCounsel��Legal Canada is built to handle the full span of it. The result is faster, more��confident��legal work across research, document analysis, drafting, and organizational��know-how.​��

Here is what that looks like in practice:��

• Research that produces work��product.��Canadian legal professionals have had access to Deep Research on Westlaw Advantage, grounded in authoritative Westlaw content. CoCounsel Legal Canada takes that further. Through CoCounsel Legal Canada, Westlaw and Practical Law now are combined into a single query and response, surfacing answers for the user from both premium content sources. Westlaw’s legal authority and Practical Law’s applied, expert-created guidance surfaces the law and how to use it, moving from question to strategy to execution in a single workflow.�� ��
• Document analysis at��genuine��scale.��Tabular analysis allows legal teams to work through large volumes of documents in ways that weren’t previously feasible without significant resource commitment. Whether the task is due diligence, disclosure review, compliance assessment, or privilege review, CoCounsel Legal Canada surfaces risks across multiple issues simultaneously, links findings to source documents, and generates draft reports. The results are designed to be reviewed and challenged, because that is how legal work functions.��
• Drafting within existing environments.��Enhanced drafting within Microsoft Word allows lawyers to produce high-quality first drafts without leaving the tools they already use, drawing on Practical Law content and their own organizational precedents. The goal is not to replace professional judgment. It is to compress the distance between instruction and a verified, defensible final draft.��
• An expert library.��Access expert-created prompts and create custom prompts designed to help legal professionals get started faster and work with greater confidence. The library accelerates AI adoption across an organization while codifying best practices, so teams can build capability consistently rather than starting from scratch on every matter.��

​​​CoCounsel��Legal Canada integrates with Microsoft 365, leading document management systems, and HighQ, working within the infrastructure Canadian legal practices have already built rather than requiring parallel workflows or new platforms.��​​��

​​​Because the work of legal professionals doesn’t stand still, neither does CoCounsel Legal Canada. Looking further ahead, ����VR��Ƶ will continue to build on its foundation, introducing additional agentic drafting capabilities, ways to enable more efficient lawyer verification of outputs, and next-gen capabilities that respond to a plain-language question by forming a theory and executing a plan at the level of a senior associate, drawing on Westlaw, Practical Law, and firm content throughout the workflow.​​��

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

CoCounsel��Legal Canada is built to the standard legal work demands��

Powerful capabilities matter only if professionals can trust the results they produce. Legal work carries liability. Outputs inform advice. Advice affects outcomes. In that environment, “almost right” is not a workable standard.��

​​����VR��Ƶ uses the term Fiduciary-Grade AI��to describe what AI must be��in order to��function reliably in high-stakes professional environments, and it is the architectural foundation of��CoCounsel��Legal Canada.��​��

​​​​It means outputs grounded in authoritative, curated content, not the open internet. It means privacy and security built into the system’s architecture, not layered on as policy. It means transparent, traceable reasoning that a lawyer, client, court, or regulator can examine and challenge. And it means the continuous involvement of credentialed subject-matter experts. ����VR��Ƶ employs thousands of lawyer editors whose work is not incidental to the product’s reliability. It is the product’s reliability.​​​��

“The reality is from what��we’re��seeing out��there,��it’s��not a fair fight right now.��CoCounsel��nailed it in terms of the user interface and making it easy for even non-technical people like me to use.”
— Ian Hull, Co-Founding Partner, Hull & Hull LLP��

The practices built today define the profession tomorrow��

The decisions being made now (the tools adopted, the workflows built, the institutional knowledge developed around how to deploy AI effectively) are the foundations of what Canadian legal practice looks like on the other side of this transition. Getting there successfully means choosing AI built for professional work, not just productivity, and investing in the workflow integration that turns capability into��a competitive��advantage.��

Canada has something valuable to contribute to the global conversation about what responsible AI adoption in regulated professions should look like. A professional culture built on precision, accountability, and trust is not an obstacle to AI adoption. It is the foundation for doing it right. The legal profession has always been defined by the trust placed in it. The practices that move deliberately now will be the ones defining what excellent Canadian legal work looks like in the years ahead.��

CoCounsel��Legal Canada is available now, and��we’re��proud to bring it to the professionals who set that standard.��

Ready to see��CoCounsel��Legal Canada in action?��.��

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

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

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

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

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

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

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

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

Key technical features include:

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

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

A ����VR��Ƶ customer, Crowe is one of the largest public accounting and consulting firms in the United States. The firm’s decision to add Additive to its technology stack reflects both an immediate opportunity to enhance K-1 processing and a larger commitment to building a more connected, data-driven tax operation supported by modern AI tools.

For tax professionals, the challenge of ingesting and processing K-1 documents is often highly manual, time-intensive, and dependent on spreadsheet-based workflows that can slow down downstream processes during compressed compliance cycles. Additive addresses that challenge by using a GenAI-native platform to ingest and structure data from complex K-1 documents efficiently and at scale. That structured output then feeds into Crowe’s downstream partnership calculation engines and connects with other solutions across the firm’s technology ecosystem, including .

Before making its decision, Crowe conducted a rigorous cross-functional pilot of Additive across its tax practice, bringing in specialists from international, private equity, state and local, and global and high-net-worth individual tax services. The pilot helped validate not only the platform’s ability to automate complex data extraction, but also its potential to improve the quality, speed, and consistency of service delivery across multiple tax disciplines.

“The biggest advantage of Additive is how it helps us better support our clients,” said Jeffrey Mull, Partner, Crowe. “By turning complex, unstructured K-1 data into usable information more efficiently, our teams can spend less time on manual aggregation and more time focused on analysis, insights, and getting clients the answers they need, especially during compressed compliance timelines.”

For Crowe, the value of Additive extends beyond solving a single workflow issue. As tax practices become more digital and data-intensive, firms need technology that fits into real professional workflows, works across systems, and helps experienced practitioners spend more of their time where expertise matters most. The firm sees modern AI tools as an important part of how it will continue to innovate and deliver strong client outcomes in an increasingly complex environment.

“Having access to the latest technology is essential to how we continue to innovate and deliver value to our clients,” Mull added. “From an AI transformation perspective, modern tools like Additive help us unlock the value of our data in new ways, improving how we analyze information and generate insights. It also reinforces our commitment to innovation, ensuring that we are not only keeping pace with change but actively shaping how technology is used to improve the client experience.”

For ����VR��Ƶ, Crowe’s adoption of Additive reflects a broader shift underway in the profession. Firms are increasingly looking for AI solutions that move beyond experimentation and solve practical operational challenges while strengthening the quality of professional work.

“Leading firms are looking for AI solutions that fit into real workflows and deliver measurable impact,” said Erica Butcher, General Manager of Tax, Audit & Accounting Professionals at ����VR��Ƶ. “Crowe’s adoption of Additive shows how firms can take a focused, practical approach to using AI to improve how work gets done and strengthen client outcomes.”

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

Almost Right is Not Good Enough��

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

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

High Stakes Professional Work Requires a Different Standard

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

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

The Four Principles of Fiduciary-Grade AI��

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

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

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

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

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

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

Nowhere is that truer than in Section 101 patent eligibility, one of the most consequential and frustrating challenges in patent practice today, and the problem that brought and ����VR��Ƶ together to build something new inside CoCounsel Legal.��

Why��Section��101? Why Now?��

Section 101 patent eligibility is a question at the center of most��utility��patent disputes today. It is often a decisive factor in patent litigation, and one of the quickest ways to win or lose a case. The legal test asks whether a��technical��invention is the kind of subject matter the patent system protects, meaning it must be more than a general idea and must��represent��a concrete, technical improvement.��

��In theory, the framework is clear. In practice, it is anything but:��

• Key concepts lack precise definitions, leaving��wide��room��for interpretation.����
• The analysis is deeply precedent-dependent, and��outcomes hinge on finding the right prior cases among hundreds of fact-specific��decisions.��Missing a key precedent can mean the difference between��a strong argument��and a weak one.��

And all of this unfolds under constant pressure. Clients need answers��fast;��matters are often fixed-fee, and the uncertainty is genuinely difficult to explain.��

For patent owners seeking to assert a patent, understanding its vulnerability under Section 101 is essential before litigation begins.��For defendants, a fast, reliable eligibility assessment can reveal a path to an early win.��For both sides, the current reality often looks the same: assign a��junior associate to research similar cases, spend hours or sometimes days finding the right precedents, and still wonder whether something important was missed.��

This is the kind of problem that demands a fiduciary-grade solution:��one built not��for the average task, but��for the specific, high-stakes reality of patent practice.��

Unmatched IP Expertise, Delivered at Scale��

The��Patent Claim Eligibility Analyzer��was not built by technologists who then consulted practitioners. It was built with practitioners at the center of every decision — and with a caliber of technical��expertise��on both sides that distinction shapes everything about what the��Patent Claim Eligibility Analyzer��can do.��

����VR��Ƶ engaged Sterne Kessler through a��forward deployed engineering motion, a model that pairs engineers who combine strong legal backgrounds with deep AI and technical��expertise��and��embeds them directly alongside practitioners.��The Thomson��Reuters��engineering team worked side by side with Sterne Kessler’s IP litigators to deeply understand their workflows, co-build the solution in rapid iterations, and move with��speed and flexibility.����

The result is a��tool��shaped by the kind of tight, trust-based collaboration that only happens when both sides bring genuine depth to the table.��

Sterne Kessler brings decades of litigation-tested intellectual property��expertise��to this partnership. The firm worked alongside ����VR��Ƶ’ engineers and editorial teams to translate the way experienced IP��practitioners��approach Section 101 — their analytical frameworks, their precedent instincts, their litigation-proven methodologies — into a repeatable, scalable workflow now inside��CoCounsel��Legal.��

That meant curating��an initial��corpus of approximately 200 highly relevant Federal Circuit Section 101��decisions,��cases selected not by keyword, but by their factual and analytical relevance to the kinds of claims practitioners��encounter��in real matters. ����VR��Ƶ editorial teams then reviewed and augmented that corpus, applying the same editorial rigor that underpins Westlaw.��

The result is a workflow grounded in practitioner intelligence, trusted legal content,��and engineering��— combined at a depth that general-purpose AI��tools simply cannot replicate.��

Built��for Real IP Work

The��Patent Claim Eligibility Analyzer��reflects how IP work is��actually done.

How the��Patent Claim Eligibility Analyzer��Works

1. Enter a patent claim: Select the��Patent Claim Eligibility Analyzer in��CoCounsel��Legal and paste a claim directly into the chat.
2. CoCounsel applies the same Step 1 / Step 2 logic that courts use:��The��Patent Claim Eligibility Analyzer��structures the analysis the way judges do, first asking whether the claim is directed to a general or abstract idea, then whether it adds a meaningful technical improvement.
3. CoCounsel finds the most relevant court decisions for that specific claim: Using semantic analysis rather than keyword search,��the��Patent Claim Eligibility Analyzer��matches the claim to prior Section 101 cases with similar fact patterns, so practitioners surface the right cases, not just the most��frequently��cited ones.
4. It draws from a curated corpus built by Sterne Kessler and ����VR��Ƶ editors: The workflow leverages an initial set of approximately 200 highly relevant Section 101 cases, curated by Sterne Kessler and reviewed and augmented by ����VR��Ƶ editorial teams.
5. It explains why each cited case matters: Rather than listing citations, CoCounsel provides reasoning that connects the claim’s language to the reasoning and outcomes in those cases, giving practitioners a litigation-ready foundation, not just a list of results.
6. Citations link directly to Westlaw: Every source is verifiable. Practitioners can validate citations and continue deeper research as needed, maintaining full accountability for the final work product.

The��Patent Claim Eligibility Analyzer��surfaces both binding and persuasive authority when factually relevant, reflecting how Section 101 arguments are��actually made��in practice.��The goal is not to replace attorney judgment. It is to give attorneys a faster, more consistent, more defensible foundation from which to exercise it, so less time is spent on the research��phase��and more time is spent on strategy, client counsel, and the work that requires human��expertise.��

For patent owners, that means a stronger, faster assessment of a patent’s eligibility risk before litigation begins.��For defendants, it means a rapid, precedent-backed read on Section 101 positions from the outset of a case.��

For both, it means a head start on brief writing, a more consistent work product across matters and experience levels, and greater confidence that no key precedent has been missed.��

A New Model��for Legal Product Innovation��

Beyond the��Patent Claim Eligibility Analyzer��itself, this partnership��represents��something worth examining at a higher level: a fundamentally different model for how legal AI products can and should be built.��

While��building useful legal technology has always required thinking like a lawyer,��the traditional approach to legal technology development��across the industry��follows a familiar pattern. Technologists��identify��a problem, build a solution, and bring it to��market. Practitioners are consulted��but they are��largely recipients��of the finished product.��Expertise��flows in one direction.��

This partnership inverts that model. Sterne Kessler did not simply advise on the��Patent Claim Eligibility Analyzer, they co-developed it, inspired by the firm’s practical methodologies for Section 101.

What began as a co-development initiative has evolved into a scalable market offering available to patent practitioners across CoCounsel Legal. In doing so, it has demonstrated what is possible when practitioners and technologists collaborate.��

That model also opens new possibilities��for how law firms think about their own��expertise. Firms are��evolving��the ways they create value from their knowledge, and this partnership is an example of what it looks like when a firm’s internal intelligence becomes a repeatable, scalable offering.��

CoCounsel��Legal’s architecture��is��designed to enable exactly this kind of��forward-deployed, domain-specific innovation, making it possible to translate specialized��expertise��into scalable, trusted AI experiences. The��Patent Claim Eligibility Analyzer��is the first proof point.��

Additional co-developed workflows are already in development, with the ambition of bringing the same practitioner-built, precedent-grounded approach to other complex areas of patent law, signaling what is possible across specialized legal domains where expertise is the differentiator and where the stakes are��too��high��for approximation.��

The Standard the Profession Deserves��

What makes the��Patent Claim Eligibility Analyzer��meaningful is not just what it does. It is the standard it was built to. Every output is grounded in a curated, editorially reviewed body of case law. Every citation links to a verifiable Westlaw source.��The analytical structure mirrors the reasoning courts��actually apply.��And the workflow is explicitly designed to support attorney judgment, not substitute for it.��

That is��fiduciary-grade AI. It is��not a general-purpose��tool��adapted��for legal work, but a purpose-built solution grounded in authoritative content, shaped by the��expertise��of practitioners who��perform��this work at the highest level, and accountable to the professional standards that patent practice demands.��

The ����VR��Ƶ and Sterne Kessler partnership was built on that standard. And as the collaboration deepens and expands, it is the standard we��will��keep.��

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

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

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

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

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

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

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

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