PSK LLP speeds research and elevates client service with Thomson Reuters CoCounsel

The Challenge

Like many firms, PSK's partners balance heavy client loads with the need to deliver fast, clear guidance. Research that should be straightforward often gets deferred amid competing priorities, and drafting consistent, client‑friendly deliverables takes time away from higher‑value work. For busy season one‑off elections and non‑fillable forms, the team needed a way to move quickly without compromising accuracy or documentation. As Kylie Lindsey put it, tasks that were simple in concept still lingered because "in reality, it took me months because I put it off," and it was not clear that traditional tools would lead to "the same clear and concise solution."

The solution

After PSK's Thomson Reuters representative introduced CoCounsel, the firm evaluated it using a real world to do item that had sat for months. CoCounsel's Ask capability returned a precise, citation backed answer in minutes and allowed Lindsey to "drill down further and ask additional questions," then export a PDF for the file. From there, the team expanded its use. They generated clean, client ready bullet lists for quick questions, analyzed uploaded documents — including letters of intent — with prompts that tailor outputs, and tapped the same trusted Thomson Reuters content they already rely on. Adoption was organic — "someone uses it one time and then… this is going to change my day to day" — and CoCounsel is now on the short list of programs PSK opens every morning.

The outcome

CoCounsel materially reduced time-to-answer while improving the clarity and defensibility of PSK's guidance. For everyday client questions, Lindsey can respond in minutes with tailored bullet points that strengthen relationships and demonstrate investment in the client's goals. For high stakes scenarios, such as a $100 million company sale, uploading the LOI and prompting CoCounsel to calculate potential gain and propose diligence questions provided reassurance that existing projections were sound before returning to the client. During the busy season, the team uses CoCounsel to move one off elections and non fillable forms forward instead of postponing them. Most importantly, it has become indispensable. "Now that we use CoCounsel every day, I can't imagine having to go a day without it."

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