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AI assistant for legal, tax, audit, and accounting work

CoCounsel is Thomson Reuters’ AI assistant for professionals in legal, tax, audit, and accounting. It connects to trusted content and existing workflows to help you research, review, and draft faster.

Agenticness = how independently a tool can take action, scored across 9 dimensions. Scored independently by David Kooi, Skylark Creations — see full rubric →

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What's happened with Casetext (CoCounsel) lately

  • Score change
    Rubric upgrade v3_0 → v3.1: score 7/32 → 6/3676/36(-1)

    Rubric upgrade: agenticness v3.0 (8 dims, /32) → v3.1 (9 dims, /36). Adds Dim 9 (Operator Sovereignty), splits Dim 6 into 6a/6b lenses, tightens Dim 4 autonomous-retry distinction. Not a product change — score shift reflects new dimension + recalibrated rubric, not a change in the tool. Fanout suppressed.

    See the news that prompted this

News mentions sourced from our news feed; score changes from periodic re-evaluations.

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About

What It Is

CoCounsel is a professional AI assistant from Thomson Reuters aimed at legal, tax, audit, and accounting teams. The product is positioned as “industry-leading AI for professionals” and is built around trusted domain content rather than general-purpose chat.

What To Know

The strongest signal in the content is trust and security: Thomson Reuters says CoCounsel uses authoritative content, is backed by its AI and machine-learning experts, and is not used to train AI models with customer data. That makes it a better fit...

Key Features
Grounded answers and workflows for legal, tax, audit, and accounting professionals
Integrates with Westlaw, Practical Law, Checkpoint, Microsoft 365, and document management partners
Supports legal research, tax calculations, compliance reviews, and contract drafting
Uses authoritative content and domain-specific expert oversight
States that customer data is not used to train AI models
Use Cases
A law firm uses CoCounsel to speed up legal research and contract drafting
A tax team uses it to support tax calculations and review workflows
An audit group uses it to help with compliance review tasks
Agenticness: Guided Assistant

Executes tasks you assign, one step at a time, within narrow domains.

High evidence
Last evaluated: May 23, 2026

Dimension Breakdown

Action Capability
Autonomy
Planning
Adaptation
State & Memory
Reliability
Interoperability
Safety
Operator Sovereignty

Categories

Pricing

Pricing not publicly available.

Details
AddedApril 1, 2026
RefreshedApril 13, 2026
Agenticness
Quick Facts
DeploymentCloud-hosted
AutonomyCopilot (human-in-loop)
Model supportMulti-model
Open sourceNo
Team supportEnterprise
Pricing modelSubscription
Interfaceweb, api
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