At the conference, we are unveiling new beta features for CoCounsel Legal that tackle document review and agentic execution in a much more powerful way. Over the coming months, these new features will expand CoCounsel Legal鈥檚 capability to handle the broadest range of legal work with even more precision. We’ve also released several drafting improvements and announced a new partnership to seamlessly bring our trusted, authoritative content together with a law firm鈥檚 proprietary work product.

Built for How You Work

Focusing on speed, security, and collaboration, we’re making CoCounsel Legal faster, more intuitive, and more collaborative 鈥� all while maintaining the professional-grade trust and compliance our customers require.

Bulk Document Review (beta)

The beta release of CoCounsel Legal’s bulk document review redefines the approach to high-volume document analysis. Designed to tackle one of legal practice’s most resource-intensive challenges, this powerful solution will empower legal professionals to ingest vast document sets and receive intelligently structured, sortable results in an intuitive table format.

This capability will overhaul traditional review cycles, moving beyond the limitations of manual methods by enabling the efficient analysis of up to 10,000 documents in a fraction of the time. This can directly reduce the number of write-offs firms take when reviewing documents 鈥� an area that often impacts profitability per attorney.听听 CoCounsel Legal鈥檚 structured analysis provides immediate access to critical data, allowing for rapid filtering and sorting to pinpoint key information across a spectrum of vital workflows: from optimizing litigation discovery and streamlining M&A due diligence to enhancing regulatory compliance reviews and accelerating contract analysis.

Agentic AI, Grounded in Expertise

Leveraging an unmatched foundation of expertise and authoritative content from Westlaw and Practical Law, CoCounsel uses advanced AI to plan and execute complex, multi-step legal workflows.

Independent Execution of Legal Tasks (beta)

CoCounsel Legal will independently plan and execute complex, multistep legal workflows. With a single natural language prompt, legal professionals can trigger sophisticated workflows 鈥� whether conducting legal analysis, drafting documents, or researching case law. The platform intelligently interprets each request, maps the optimal execution strategy, and completes the entire workflow by integrating 成人VR视频 authoritative Westlaw and Practical Law content with the law firm’s proprietary knowledge base. The result? Less time managing tasks, more time delivering strategic counsel.

Custom Workflows (beta)

CoCounsel Legal’s workflow builder lets legal professionals design, save, and share custom workflows that combine 成人VR视频’ trusted content with their firm’s own expertise. It’s a straightforward way to build repeatable processes that capture institutional knowledge and scale best practices across the entire firm鈥攎aking everyone more efficient and consistent in how they work.

Deep Research on Westlaw 鈥� Expanded coverage, enhanced precision

Deep Research now covers state administrative materials in addition to federal sources, giving customers a more complete view of the regulatory landscape. Customers also get timely, curated updates on case law, regulatory changes, and practice developments from JD Supra, Quinlan, and Westlaw Daily Briefings. Plus, the new Clarifying Questions feature asks for additional details when it spots gaps, then reruns the analysis to make each report more precise and tailored to what customers actually need.

Identifying Citation Issues

CoCounsel’s Identifying Citation Issues feature allows users to upload a brief or memo and get an instant review for inaccurate or missing citations eliminating tedious, line by line checks. CoCounsel flags potential errors and presents a clear side by side table showing the original cite and the issue detected, allowing the ability to fix problems fast. Every check is validated against the trusted authority of Westlaw, delivering confidence that the cited sources are accurate before filing. The result: tighter documents, fewer surprises, and more time for the substance of the argument.

AI Overview for Statutes Compare

Comparing statute versions just got easier. With AI Overview in Statutes Compare, users can click once to get a clear, plain language summary of what changed materially between two versions 鈥� so less time is spent wading through long sections and cosmetic edits, and more time spent understanding the impact. It filters out formatting and nonsubstantive tweaks to spotlight the revisions that matter for analysis, improving efficiency, reducing the risk of missing a key change, and briefing clients or colleagues with confidence.

Find Practical Law Drafting Language

Find Practical Law drafting language is a new skill available to quickly find the drafting language needed by simply entering in a prompt for specific clauses or to fit certain scenarios, such as 鈥渇ind me drafting language where party A resides in a different state but agrees to this state鈥檚 forum.鈥� This AI-powered search capability eliminates the need to navigate complex taxonomies or remember exact clause titles, reducing drafting time while maintaining the rigor and reliability users trust and expect from Practical Law.

Practical Law Search & Summarize in Word

Designed to deepen the Practical Law integration within Word, this feature, coming soon, lets legal professionals ask how-to questions and get summarized, synthesized answers pulled from Practical Law’s full collection of practice notes, checklists, and standard documents. Responses include citations to source materials, making it easy to verify information or dig deeper.

Update Contract Terms

CoCounsel can now handle the tedious work of updating contract terms. Upload a term sheet, and it populates your template or precedent agreement with tracked changes and annotations showing what was revised. It’s a straightforward time-saver that reduces manual data entry errors and frees up legal professionals to focus on higher-level work

Rooted in Your Knowledge

By integrating with document management systems, precedents, and templates, CoCounsel Legal delivers insights that draw from both a firm’s institutional knowledge and 成人VR视频 authoritative sources

NetDocuments and the ndConnect Program

A with NetDocuments delivers another advantage for legal professionals. With the introduction of ndConnect, NetDocuments鈥� new interoperability program, legal professionals can securely incorporate AI capabilities from CoCounsel Legal into their document management workflows. Users can now conduct legal research with Westlaw and Practical Law, draft documents based on both their own internal content and that of 成人VR视频, and analyze documents with advanced review capabilities 鈥� all while maintaining their documents鈥� integrity and metadata within NetDocuments.

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