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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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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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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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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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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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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.
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Law firm success checklist: Digital vaults and wills
When it comes to private client work, delivering a superior service is everything. Clients want their lawyers to be responsive, proactive, and operate efficiently and cost-effectively. Today, achieving all this relies as much on deploying technology as it does on human expertise. Clients increasingly expect digitized services to be part of the package.
That’s why the concept of “digital vaults” is starting to gain traction. A digital vault is a secure hub for all an individual’s or family’s financial affairs, used to store their wills, deeds, and other important files and information. A digital vault can be a critical competitive differentiator and help increase client retention.
This kind of digital inheritance tool can also impress the next generation of clients coming up the ranks as the “Great Wealth Transfer” gets underway. So much so that, when the time comes, they may be more likely to stick with your firm rather than take the business elsewhere.
Our checklist will help you assess if digital vaults could give your firm the edge and what issues you may need to think about when implementing by answering these questions:
- How do we improve the customer experience?
- Why give clients more insight and control over their affairs?
- How do we maximize client retention as wealth is transferred?
- Where do we ramp up efficiency in our processes?
- How do we unlock cross-selling opportunities?