Agentic AI, Grounded in Expertise

Draft a Complaint (US)

Drafting a complaint typically means toggling between research, form books, and jurisdiction-specific requirements 鈥� assembling pieces manually. This agentic skill handles that orchestration for you by pulling relevant precedents from Westlaw, integrating guidance from Practical Law, and applying jurisdictional rules to generate a first draft you can refine.

What once took hours now takes minutes 鈥� with the research trail built in.

Know Your Judge (US)

Preparation for oral arguments or a key motion often starts with the same question: how has this judge ruled on similar issues?

The new feature, Know Your Judge, is powered by Litigation Analytics and analyzes a judge’s past rulings, fact patterns, and cited precedents to generate a concise summary of their decision-making tendencies and judicial philosophy.

Now, you can walk into the courtroom knowing what arguments have worked 鈥� and what hasn’t landed 鈥� with the judge you are facing.

AI Jurisdictional Surveys 鈥� Adding State Cases (US)

Gain more comprehensive and well-rounded answers to legal questions leading to faster discovery of important information.听 Jurisdictional surveys now integrate state case law directly into your answers alongside statutes and regulations. This fills gaps where statutory text alone doesn’t tell the full story, giving you more comprehensive responses with the nuance that case law provides.

Rooted in Your Knowledge

Legal work depends on context 鈥� your documents, your counterparty’s positions, your specific research question. These features connect CoCounsel’s intelligence to the materials and situations unique to your matter.

Summarize Changes from Redlines and Comments (US, UK, Canada, Australia)

When a counterparty returns a marked-up contract, the real work is assessing what changed and whether it matters. This skill analyzes the specific document, extracts material changes, organizes them into a structured table with location references, and flags risk levels 鈥� so you can focus attention where it counts.

Take these new CoCounsel features into the new year听

These new CoCounsel capabilities can help you end the year right and start your new year with more productivity.听 If you鈥檙e preparing for a motion 鈥� try Know Your Judge. Reviewing a redlined contract?听 Run Summarize Changes from Redlines.听 Save time reviewing cases or statutes by using Smart Browse to show you what鈥檚 relevant to your matter.

To keep up to date on and new enhancements, sign up for the today.

Continued climb in law firm productivity听

I joined 成人VR视频 in February, and a notable way we鈥檝e seen the impact of generative AI solutions is the uptick in lawyer productivity. For the first time in years, Q2 saw a majority of law firms experience productivity growth. By Q3, an astounding 64% of law firms reported productivity growth, building on the gains made in Q2.听听

This uptick underscores how technology is key to boosting law firm profitability. Law firms that invest in new technology as well as adopt AI and generative AI solutions to streamline workflows and improve the efficiency and quality of their work are best positioned to improve client satisfaction and drive sustainable productivity growth.听

Build, buy, partner strategy听

I鈥檓 pleased with the progress 成人VR视频 has made on our vision to provide all the legal professionals we serve with a professional-grade GenAI assistant to augment their work. We鈥檝e committed to investing $100 million annually in AI over the coming years, including investing more than $200 million to incorporate responsible AI into our solutions鈥�in the past year alone.听听听

This year we continued investing in the latest technology through our build, buy, partner program. On the buy side in the legal space, our acquisition of Safe Sign Technologies 鈥� a UK legal large language model (LLM) startup 鈥� in August is proving a great fit. We鈥檙e incorporating Safe Sign鈥檚 tech and talent into our industry-leading content and expertise to bring customers even greater quality and performance from our AI solutions.鈥�听

On the build side, we introduced 19 legal generative AI solutions in 2024. Highlights include CoCounsel 2.0, the professional-grade GenAI assistant; Claims Explorer, a generative AI skill available in鈥�; CoCounsel Drafting, an end-to-end drafting solution that streamlines and improves the drafting process for legal professionals within Microsoft Word; and Mischaracterization Identification in Quick Check and AI Jurisdictional Surveys 鈥� two generative AI research features that help customers save substantial time and deliver greater confidence that legal research is accurate, thorough, and complete. We also delivered deeper integration of CoCounsel into Westlaw and Practical Law.听

On the partner side, we鈥檙e working with Microsoft, OpenAI, Google and others on plugins and integrations to enhance the generative AI-powered capabilities in our solutions.鈥疎very aspect of our build, buy, partner strategy is geared toward helping our customers automate their workflows, provide powerful insights to their clients and drive efficiencies.鈥��听

A maturing market听听

2024 saw the implementation of legal generative AI solutions as well as efforts to benchmark these solutions. Our benchmarking support is reflected in our participation in studies including Vals.ai plus two consortium efforts 鈥� from Stanford and Litig 鈥� exploring how to best evaluate legal AI.听听

I believe that benchmarking can improve both the development and the adoption of AI, but it鈥檚 just鈥痮ne component in how we consider and understand the benefits AI delivers for our customers.鈥疘 look forward to our ongoing collaboration with customers and industry partners as we continue working to minimize inaccuracies and increase the usefulness of the research outcomes for generative AI solutions.听

To date, 15% of law firms have adopted and implemented legal-specific generative AI solutions. I anticipate we鈥檒l soon see a wave of fast followers 鈥� eager to be perceived as innovative 鈥� that will dramatically strengthen generative AI implementation.听

I 肠补苍鈥檛 think of a more exciting time to have joined a business. Where our industry is at now mirrors the early internet era: initial excitement, followed by strategic integration.听听

We鈥檙e fast approaching a maturing market where legal professionals will not just desire but require AI capabilities for their workflows. We鈥檒l see more implementation of generative AI solutions among legal professionals as they increasingly realize the tangible benefits.鈥�鈥�听

For more on how generative AI is shaping the future of the legal profession, please check out my interview.听听

This is a guest post from Raghu Ramanathan, president, Legal Professionals, 成人VR视频.听

成人VR视频 President and CEO Steve Hasker shared a state of the industry outlook, noting generative AI is as disruptive and transformative as previous technology shifts yet is happening even faster. He emphasized what differentiates 成人VR视频, including investments the company is making in generative AI to enable professionals to accelerate and streamline entire workflows and deliver more value for clients. 听听

Hasker said 成人VR视频 has invested more than $200M in AI in the last year. He discussed the company鈥檚 vision to provide each professional it serves with an AI assistant; the launch of CoCounsel 2.0, which generates answers three times faster than the previous version; and new work with Microsoft on autonomous agents to increase revenue, reduce costs, and scale impact for customers.鈥�听

Tax, Audit & Accounting听听

鈥淎I is not just changing the landscape of accounting, it’s reshaping it.鈥� That was the message from Elizabeth Beastrom, president of Tax & Accounting at 成人VR视频. 听

While the profession sees AI as a game-changer to help them work differently, tax and accounting professionals also continue to wrestle with the perennial challenge of a talent shortage. This, combined with escalating complexity and more tax regulations, as well as changing client expectations, leaves tax professionals in need of a critical solution.听

成人VR视频 sees the potential of AI to help alleviate these challenges by augmenting human capabilities. Automating mundane, time-consuming tasks will enhance efficiency for tax professionals, helping them reclaim time to channel into higher value tasks. 成人VR视频 is working to bring the power of generative AI, machine learning and automation into its solutions in the following ways:

1. Saving time in tax preparation:

Coming in beta during the upcoming busy season, 成人VR视频 will launch an AI-assisted tax preparation experience to increase firm efficiency. The solution combines the power of CoCounsel, 成人VR视频 professional-grade generative AI assistant, with workflow automation and software integrations. It supports the delegation of data gathering to simplify mundane tasks and automate tax preparation. 成人VR视频 research shows that customers using this solution will save at least two hours per 1040 tax return on average.听

2. Supporting firms鈥� growth with advisory: 听

As client expectations continue to evolve, they鈥檙e increasingly looking to their accountants as trusted advisors. Firms of all sizes are focusing on growing their advisory practices to help bring their clients additional value, as well as supporting their growth. In 2025, the 成人VR视频 Advisory Solution will combine the power of CoCounsel and Checkpoint content to identify advisory opportunities. Advisory services are integrated directly into a firm鈥檚 practice, with technology empowering junior staff to take on higher-value advisory work and seasoned professionals to move beyond technical expertise to value-added synthesis. 听

鈥淚t helps firms build their advisory practice with confidence to deliver unprecedented value to meet clients鈥� evolving needs,鈥� said Nancy Hawkins, vice president of Product Management, Research.听

3. Transforming audit efficiency:听

Halving sample sizes, boosting efficiency and sharpening the focus on high-risk areas are all at the heart of 成人VR视频 Audit Intelligence Analyze solution, which launched in October. Further functionality will be coming in 2025 as it expands the Audit Intelligence suite capabilities. 鈥楾est鈥� will support with automating substantive testing with dynamic transaction tracing, while 鈥楶lan鈥� will harness full data populations with cutting-edge analytics for superior risk assessment. Both will launch with beta programs next year, along with the addition of CoCounsel to the Audit Intelligence suite.听

All three solutions 鈥� Review Ready, 成人VR视频 Advisory Solution and the Audit Intelligence suite 鈥� will be further enhanced with 惭补迟别谤颈补鈥檚 generative and agentic AI capabilities.听

Corporates听

Laura Clayton McDonnell, president of the Corporates segment, shared how enterprise technology, including AI and generative AI, is revolutionizing the profession with innovative and emerging solutions. She emphasized that companies are taking a streamlined and proactive approach to addressing risk and compliance across the enterprise, while driving towards their business goals, will maintain their competitive advantage. Clayton McDonnell also shared how organizations are using solutions including ONESOURCE Pagero, CoCounsel Core, Legal Tracker, Checkpoint Edge with CoCounsel and CLEAR to solve challenges and realize value for their business.听

In addition, Ray Grove, head of Corporate Tax and Trade, 成人VR视频, highlighted the company鈥檚 efforts to build a seamless, integrated compliance network, and Kevin Appold, vice president of US Public Records, 成人VR视频, shared how the company鈥檚 risk and fraud solutions play a critical role in the convergence of compliance and commerce. Also, Valerie McConnell, senior director of CoCounsel Customer Success, discussed how CoCounsel is transforming the general counsel鈥檚 office.听

Legal听

A highlight from the Legal Professionals segment included an in-depth look at the 成人VR视频 2025 AI product roadmap from David Wong, chief product officer; Mike Dahn, head of Westlaw Product; and Valerie McConnell, senior director of CoCounsel Customer Success. They outlined upcoming generative AI features and innovations to support legal professionals, including deeper integration of CoCounsel 2.0 in Westlaw and Practical Law plus generative AI research features including Claims Explorer, Mischaracterization Identification in Quick Check and AI Jurisdictional Surveys.听

Legal SYNERGY attendees also participated in interactive sessions and CLE courses on advanced prompting techniques, the science behind large language models, and optimizing generative AI for tasks like drafting and legal research. Sessions offered attendees a comprehensive view of the future of AI in law.鈥�听

SYNERGY 2024 also included several customer panels and executive briefing sessions. Watch the Innovation Blog for highlights from these sessions and for 2025 product and innovation highlights.听

Roth鈥檚 session, , explored how companies worldwide 鈥� from startups to global enterprises 鈥� are taking action to move faster and take advantage of the opportunities that generative AI technology offers. She discussed how 成人VR视频 has embraced generative AI tools and transformed from a content company to an engineering-focused technology company.

She highlighted the seven generative AI products 成人VR视频 released in the past year, noting how the company transitioned from releasing product updates quarterly to rolling out 85% of its updates weekly. Roth also shared the lessons 成人VR视频 has learned 鈥� from success and failures 鈥� to become a leader in the commercialization of generative AI solutions.

Check out Roth鈥檚 full TechCrunch Disrupt presentation .

Below, CJ Lechtenberg, senior director, Westlaw Product Management, 成人VR视频, shares her insights on developing Mischaracterization Identification, a generative AI capability to help detect mischaracterizations and omissions in legal briefs.

In the five years since Quick Check was introduced, you鈥檝e added many enhancements including Quick Check Contrary Authority Identification, Quick Check Judicial and Quick Check Quotation Analysis. How did integrating generative AI make the Mischaracterization Identification enhancement different than previous ones?

Lechtenberg: This enhancement takes researchers beyond the step of knowing what might be a potential mischaracterization to an explanation of why something might be a potential mischaracterization 鈥� and that is radically different from any feature we鈥檝e deployed in Quick Check before.

I鈥檓 sure it鈥檒l come as no surprise when I say that generative AI is just a completely different beast. Lay people may think about the law as being black and white.听You can do this; you 肠补苍鈥檛 do that.听But legal professionals know that the law is really a sea of varying shades of gray. With machine learning, we wrestled with how we could ever give the machine enough data to figure out all the different ways an attorney may mischaracterize the law.

In Quick Check Quotation Analysis prior to the Mischaracterization Identification enhancement, we highlighted the actual textual differences 鈥� additions, omissions, and changes 鈥� in the quotations and showed the context around the quotes.听Doing so certainly saved researchers a significant amount of time and helped them spot issues they might not otherwise find, but the onus was still on researchers to review everything and determine what the precise differences were and how material they might be, if at all.听Even with the additional context provided, it could still be difficult to determine whether the quotations were taken out of context, especially if the quotes themselves didn鈥檛 appear to be different.

In developing Mischaracterization Identification, we recognized that the task of analyzing quotations and their context is so nuanced that attorneys will have different expectations for whether a mischaracterization occurred, so we needed to provide more than just categorizations. We found that large language models (LLMs) can generate nuanced descriptions of potential mischaracterizations, versus just explicit categorizations, and do it well, which is hugely beneficial for this type of task.

How will using Mischaracterization Identification give legal professionals and law firms a competitive advantage? How will judges using it benefit?听

Lechtenberg: The advantages of using the new Mischaracterization Identification are substantial for both legal professionals and the judiciary 鈥� both in terms of speed of review and quality of work product.听When we launched Quick Check Quotation Analysis in 2020, customers, both legal professionals and the judiciary, lamented about how time-consuming it is for them to review quotations and how challenging it is to spot differences. It is a mentally taxing task and often our brains fill in the blanks 鈥� interpreting what we think a brief maybe should say but actually doesn鈥檛.听 Attorneys never have a surplus of time, so the last thing they want to do is spend the little bit they have on the most tedious of tasks and still end up missing potential problems.

For attorneys, Mischaracterization Identification will help them efficiently and accurately make contextual misstatement and omission determinations for their opponents鈥� and their own quotations and the context surrounding those quotations. The fear of missing their own mistakes is very real for attorneys, but the possibility of missing the opportunity to capitalize on their opponents鈥� mistakes is an even larger concern. This new enhancement reduces both of those worries and will help attorneys be even better advocates for their clients.

Judges will also be able to effectively review the filings of parties in matters before them much faster. Attorneys owe a duty of candor to the judiciary and the Mischaracterization Identification feature will help flag any potential issues quickly. An added benefit, which members of the judiciary or their staff perhaps haven鈥檛 considered, is the ability to analyze their own orders and opinions to ensure that they haven鈥檛 made mistakes that could be appealed. This new enhancement will help alert judges and law clerks to potential issues before they finalize their opinions.

What early feedback are you hearing from customers?

Lechtenberg: In a recent survey, 93% of law firm professionals told us they鈥檝e seen opposing counsel misuse a quotation, 66% said they鈥檝e seen misrepresentations by an associate or colleague, and 65% of corporate respondents said they check the accuracy of outside counsel鈥檚 quotations.听The need to review opposing counsels鈥� and colleagues鈥� briefs for mischaracterizations of the law is still a very real issue for attorneys. Likewise, attorneys have said they鈥檙e always concerned about the accuracy of their work and that maintaining their reputation as a credible litigator with courts and opposing counsel is incredibly important.

Customers are extremely excited about this new Quick Check enhancement to help combat these concerns and we鈥檝e received positive feedback from them.听One law firm managing partner stated that they would use this tool a lot.听They cite-check their opponents鈥� briefs, so any shortcuts are beneficial to them. They recognize that most of the time, errors are harmless, but occasionally there are things they want to bring to the court鈥檚 attention and this feature will help them spot those issues more quickly and accurately.

Another law firm partner said this new feature is the 鈥渦ltimate security blanket鈥� because everything attorneys do is based on their credibility, and this feature alerting them to quotes being taken out of context before filing with the court would calm some of those fears.

Any surprising or unexpected moments as the team worked on developing or launching Mischaracterization Identification?

Lechtenberg: The fact that we鈥檝e accomplished this now with the use of LLMs is exciting, a little surprising and a long time coming. I鈥檓 an attorney who leads a team of attorneys; we鈥檙e literally trained to question everything and have a healthy dose of skepticism.听But I have been dreaming about a mischaracterization identification feature in Quick Check ever since we developed Quotation Analysis more than five years ago. At my core, I believed someday this could be achieved, but for years traditional machine learning approaches were just not powerful or nuanced enough to do it well.

Leveraging LLMs for a use case like this is a new frontier like we鈥檝e never seen before.听The LLM鈥檚 ability to analyze text from an uploaded document and compare that text to the text from the cited case used to support the argument and then go beyond highlighting textual differences and provide an actual explanation of what may be problematic 鈥� whether that鈥檚 a selective quote, omitted context or a misinterpreted holding 鈥� has been absolutely astounding.

What鈥檚 the one thing you want everyone to know about Mischaracterization Identification?

Lechtenberg: Mischaracterization Identification will not only help researchers spot contextual misstatements and omissions in their opponents鈥� or their own quotations and contextual statements faster and with more accuracy, but most importantly it will help them understand why those misstatements or omissions may be problematic. And, spoiler alert: Mischaracterization Identification is just the beginning of how 成人VR视频 will harness the power of generative AI in Quick Check to solve important customer problems.

For more on Mischaracterization Identification, read the press release or check out the by Mike Dahn, head of Westlaw Product Management, 成人VR视频.

Customers will experience a more seamless workflow within CoCounsel 2.0, the professional-grade GenAI assistant, across legal research products, including CoCounsel Core. The deeper integrations, available in late October, will further a user-centric experience throughout the 成人VR视频 legal solutions portfolio and improve ease of use.

The deeper integrations will improve ease of use in two ways:

• The full CoCounsel AI assistant will be available in the user interface of Westlaw and Practical Law, enabling users to be able to use CoCounsel Core skills seamlessly.
• Users will soon be able to create an on-page analysis of Westlaw and Practical Law content with CoCounsel.

In addition, two new GenAI research features 鈥� Mischaracterization Identification and AI Jurisdictional Surveys 鈥� will help customers save substantial time and deliver greater confidence that legal research is accurate, thorough, and complete.

Mischaracterization Identification and AI Jurisdictional Surveys

Mischaracterization Identification is a new generative AI capability to help detect mischaracterizations and omissions in legal briefs. Customers can upload a brief to Westlaw Precision with CoCounsel and see where opposing counsel has mischaracterized the law, and judges using this feature will be able to see where all litigants may have mischaracterized the law in their filings.

鈥淚 often find that opposing counsel has miscited or overstated case authority, and when that happens, we can use it to great advantage with the court.鈥疶his tool would save tons of time in finding those opportunities,鈥� said Scott Matney, general counsel, FPS Inc.

鈥淭his enhancement [Mischaracterization Identification] is one of the most innovative legal tools available,鈥� said Susan Verbonitz, partner, Weir Greenblatt Pierce. 鈥淚t not only reduces time spent on the rinse-and-repeat task associated with human research, but it also identifies potential weaknesses in opponent鈥檚 arguments.鈥�

AI Jurisdictional Surveys on Westlaw Precision with CoCounsel is a generative AI skill that enables customers to do 50-state-survey research much faster than with traditional methods, saving hours of time. It provides relevant statute language for legal questions for each jurisdiction selected for federal and state jurisdictions and U.S. territories.

鈥淭ime is valuable and there is never enough of it,鈥� Verbonitz said. 鈥淎I Jurisdictional Surveys and the new mischaracterizations enhancement expand our research capabilities while also saving us time and reducing cost.鈥�

Read the press release for more on the deeper integrations with CoCounsel and new Westlaw features as well as upcoming product enhancements, including CoCounsel Drafting UK, and more generative AI in Practical Law and Contract Express.