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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.
White paper
What every firm needs to know about AI tools and data security
AI is revolutionizing the way tax professionals conduct research, assess risk, and deliver client services. But with this transformation comes a new set of challenges — especially when it comes to safeguarding sensitive financial and personal data.
As firms adopt AI-powered tools to boost efficiency and accuracy, they must also navigate a complex landscape of data privacy regulations, cybersecurity threats, and ethical considerations. The stakes are high — a single misstep can erode client trust, trigger compliance violations, or expose your firm to reputational damage.
This white paper is your essential guide to understanding the risks and rewards of AI in tax research — and how to implement it securely.
Inside, you'll learn:
- How AI is reshaping tax workflows and compliance
- The top data security risks introduced by generative AI (GenAI)
- Key regulations every firm must follow, including IRS Pub. 4557, GLBA, CCPA, and more
- Best practices for secure AI implementation
- How to build client trust through transparency and governance
Whether you're evaluating AI tools or already using them, this guide will help you navigate the intersection of innovation and information security with confidence.
Download your copy now and learn how to future-proof your firm securely with AI.