CoCounsel by Thomson Reuters

GenAI assistant created exclusively for professionals.

CoCounsel by Thomson Reuters Overview

What is CoCounsel by Thomson Reuters?

CoCounsel, previously known as Casetext, is a Gen AI assistant developed by Thomson Reuters. It is designed to cater to professionals in legal, tax, audit, and accounting sectors, providing an integrated AI solution for their multifaceted needs. Mainly utilized to enhance the efficiency of workflow and accelerate multistep tasks, CoCounsel is aimed at empowering professionals to better serve their clients and develop their business. Its suite includes CoCounsel Legal and CoCounsel Tax. The former amalgamates research, drafting, and document analysis, while the latter optimizes tax practice by merging trustworthy answers, automation and firm knowledge in one platform. Compatible with distinguished platforms such as Westlaw, Practical Law, Checkpoint and Microsoft 365, CoCounsel supports smooth transition between tasks by engaging agentic and generative AI. The AI models developed are based on trusted content and do not incorporate user data for training purposes, ensuring data privacy. CoCounsel strives to provide innovative solutions to professionals by leveraging advanced AI to deliver quicker insights and manage complex workflows. Help other people by letting them know if this AI was useful. Add your own prompts and outputs to help others understand how to use this AI.

Screenshot gallery

Pros & Cons

Pros

Serves multiple professions
Workflow efficiency
Multistep tasks acceleration
Client service improvement
Business development tool
Dedicated legal suite
Dedicated tax suite
Compatible with Westlaw
Practical Law compatible
Microsoft 365 compatible
Transitions smoothly between tasks
Trustworthy content basis
Doesn't use user data
Ensures data privacy
Distinguished platforms compatibility
Delivers quicker insights
Manages complex workflows
Exclusively designed for professionals
Optimizes tax practice
Firm knowledge merge
Drafting tool included
Legal-tech tool
Audit tool
Accounting Tool
Confidentiality of user data
Incorporates Research, Drafting, Document Analysis
Supports Task Transition
Time Efficiency enhancement
Checkpoint Compatible

Cons

No user-data driven training
Limited to legal professionals
Not fully independent, requires supplements like Westlaw
Data centers solely US-based
Strictly professional grade, not for individuals
No revealed API access
No explicit multi-language support
Unknown cost structure

A Professional Framework to Evaluate CoCounsel by Thomson Reuters

When considering CoCounsel by Thomson Reuters for integration into your organizational workflow, we recommend deploying a structured score card across three critical operational pillars: Security & Compliance, Integration Friction, and long-term Price Scalability. Rather than looking only at basic feature lists, modern procurement teams must assess how a software platform behaves under high load and how well it fits into the team's data security guidelines.

1. Security and Database Compliance

Depending on your operating region and field, ensure that CoCounsel by Thomson Reuters supports standard security layers such as SOC 2 Type II certifications, GDPR compliance, or HIPAA-compliant database encryption. If the tool connects directly to client database tables or handles user passwords, verify that they implement multi-factor authentication (MFA), single sign-on (SSO) integrations, and end-to-end data encryption in transit and at rest.

2. API Coverage and Custom Integrations

Siloed data is the primary cause of operational friction. Evaluate if CoCounsel by Thomson Reuters has native connectors for your current project trackers, messaging hubs, and customer communication channels. For custom developer requirements, check if they provide a fully documented REST API with reasonable rate limits, comprehensive Webhooks support, and robust SDK packages in your language. A flexible API layer saves hundreds of hours of manual copy-paste overhead.

3. Total Cost of Ownership (TCO)

SaaS pricing packages are often deceptively simple. When reviewing CoCounsel by Thomson Reuters's billing structure, map out your team's projected expansion over the next 12 to 24 months. Determine how costs scale as your customer database increases or as you add team members. Factor in setup costs, mandatory support plan upgrades, API access fees, and storage overage rates to understand the true cost before committing to a contract.

By combining verified user reviews from our directory with internal workflow pilot tests, your procurement team can make an informed decision that drives productivity without creating capital waste.