Case study
How CoCounsel helps A&G consultants deliver research-backed client guidance
With CoCounsel's agentic AI and Checkpoint-backed citations, the firm accelerates research, improves deliverables, and builds client trust without disrupting workflows.
Company overview
Agler & Gaeddert Chartered, doing business as A&G Consultants, is a certified public accounting firm serving individuals and businesses from offices in Emporia and Ottawa, Kansas, providing tax, accounting, and advisory services.
Introduction
A&G Consultants adopted Thomson Reuters CoCounsel to solve a growing gap between ambition and capacity across its Emporia and Ottawa offices. After previewing CoCounsel at Synergy and running a live demo during renewal season, the partners purchased four licenses at the beginning of the year. Since then, the team reports markedly faster research cycles and the ability to generate client-ready memos and letters with authoritative citations they can share to reinforce trust. The firm plans to expand usage through training and additional licenses as adoption grows.
4
CoCounsel licenses deployed with plans to expand
1
Workflow to draft and send client deliverables faster
10/10
Rated an essential tool for the team
“We do research so much quicker and I know that I can trust what I'm sending to them.”
Kathleen Centlivre
Shareholder, A&G Consultants
The challenge
The firm wanted to grow, but uneven processes across two locations and tool sprawl slowed progress and strained collaboration. "We wanted to go bigger." After years on Checkpoint, the team had spent the last three years on a different research product; license renewal prompted a reassessment. Staff needed a faster, more reliable way to research complex questions and produce understandable, professional memos and client letters — without jumping among "tons of different places" to piece together answers. The partners also sought a solution they could trust, with citations they could show to clients who like to "double check everything," preserving the human touch even as more tasks became automated.
The solution
After hearing about CoCounsel at Synergy and receiving follow-up from Thomson Reuters, the partners scheduled a demo — and "were blown away." CoCounsel's conversational, scenario-based research lets practitioners "tell it the story of [the] exact client situation" and receive answers with authoritative citations, plus suggested follow-up questions that naturally deepen analysis.
“It's just the speed… the amount of time we're saving to be able to get a product started to get to our clients… the speed is so much faster.”
Kathleen Centlivre
Shareholder, A&G Consultants
The team uses CoCounsel to draft memos and client letters, then iteratively refine them inline — adding details, asking new questions, and tailoring tone and structure without leaving the workspace. Crucially, the ability to trace answers to Checkpoint and primary sources means practitioners can validate findings quickly and share citations with clients who want to review the underlying authority.
The outcome
Turnaround times improved as research and drafting moved into a single, trusted environment; clients "were really impressed with what we've sent out of CoCounsel." Internally, confidence rose as practitioners verified answers against citations without "double check[ing] everything" across random sources. Adoption momentum built quickly; even a long-tenured team member who "doesn't like change" asked for a license after seeing CoCounsel resolve a real client question in minutes. The partners describe CoCounsel as "so robust compared to anything else that we looked at" and rate it a "10."
The firm is now investing in training to deepen day-to-day use and extend benefits across more engagements.
At a glance
Industry
Accounting, Finance & Tax
HQ region
Emporia and Ottawa, Kansas
Solutions
CoCounsel Tax
Year founded
1929
.png){kind=logo}
