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Success stories
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A true competitive advantage
Law firm Zarwin Baum’s embrace of generative AI as the natural next step in the evolution of legal work and their adoption of CoCounsel Legal has helped them achieve remarkable efficiency gains and improved client relationships.
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Workflow transformation drives impact
Brinks, a global leader in secure logistics and security solutions, used CoCounsel to reimagine what was possible with AI tools, turning legal challenges into a competitive advantage.
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The forefront of audit tech
A better auditing workflow solution was the answer to multiple challenges faced by The Mercadien Group. Find out how they achieved greater efficiency by embracing Cloud Audit Suite.
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Recommended products
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CoCounsel Legal
Transform your work with the only AI legal solution uniting research, drafting, and document analysis in a single experience. Designed by legal experts and built on trusted content and advanced AI, CoCounsel Legal accelerates multistep work so you can better serve your clients and grow your business.
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CoCounsel Tax
Transform your tax practice with CoCounsel Tax, an AI-powered assistant that combines trustworthy answers, automation, and firm knowledge into one seamless platform. Enhance efficiency, reduce risk, and improve client confidence with CoCounsel Tax.
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CLEAR Investigate
Intelligently surface critical connections and insights in actionable format through AI-driven research workflows seamlessly integrated with the trusted and transparent CLEAR platform. Accelerate investigations and empower your team to make strategic decisions with confidence.
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Highlights
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2026 SKILLS showcase
Join weekly sessions to experience in-depth demonstrations of the leading legal AI products while connecting with strategic law firm leaders in knowledge management, innovation, and AI.
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Ghosts on the ledger
Payroll fraud is a major compliance risk. Learn how payroll analytics and AI-powered tools can help exorcise phantom employees and employers.
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Future of professionals report 2025
The Thomson Reuters Future of Professionals Report 2025 reveals how AI continues to shape professional work — and what it takes to get ahead. This year’s report shows that increased efficiency, productivity, and cost savings top the list of benefits professionals attribute to AI, making it indispensable for organizations facing rapid change.
Tax professionals
Ready to stop giving your value away for free?
Build the advisory practice you've always wanted — Practice Forward gives you the roadmap to serve your clients better, do meaningful work, and achieve the income you deserve
Turn your existing skills into your competitive edge
Ready to start getting paid for the knowledge, advice, and strategies you already provide to your tax clients?
Practice Forward is the shortcut to get you there.
Tools for success
Build the firm of your dreams with the help of over 280 tools like proposal templates, client deliverables, pricing calculators, checklists, videos, and more.
One-on-one consulting
Gain the confidence you need to fully engage with advisory services and achieve your goals through personalized guidance from your business advisory consultant.
Peer support
Enhance your knowledge of advisory services and connect with other practitioners through the online Practice Forward Group and virtual peer-to-peer roundtables.
Changing the game for our customers
“Before I was swimming in work. Now, we’re in the middle of the week and my office is running without me. Practice Forward has given me the freedom to be a better husband, father, and business owner. It’s a game changer.“
Robert Jones
President and Founder, RC Jones & Associates
133%
increase in average first 12-month billing for new clients reported by Practice Forward members
25%
increase in overall annual revenue within the first 12 months reported by Practice Forward members
113%
increase in average monthly billing for existing clients reported by Practice Forward members