Master CoCounsel (by Casetext) with our step-by-step tutorial, detailed feature walkthrough, and expert tips.
Contact Thomson Reuters Sales Request a demo and pricing quote through the Thomson Reuters sales team. CoCounsel is sold as an add
on to Westlaw or as part of a broader Thomson Reuters legal technology bundle. Configure Your Workspace Once provisioned, set up your matter
level workspaces, configure SSO and user roles, and connect your Westlaw Precision subscription for full case law research access. Upload Documents and Run Skills Upload case documents, contracts, or discovery sets to your workspace. Select from CoCounsel's structured skills — such as document review, contract analysis, or legal research — and run them against your uploaded materials. Install CoCounsel Drafting (Optional) If licensed for CoCounsel Drafting, install the Microsoft Word add
in to generate first drafts of motions, briefs, contracts, and correspondence directly within your document editor.
💡 Quick Start: Follow these 4 steps in order to get up and running with CoCounsel (by Casetext) quickly.
Explore the key features that make CoCounsel (by Casetext) powerful for enterprise agents workflows.
Generates research answers and memos backed by Westlaw case law, statutes, regulations, and secondary sources, with inline citations linked to the original authorities for one-click verification.
Ingests very large evidence and discovery sets, applies a consistent legal question or review criteria across every document, and returns structured tables of findings with source citations.
Reviews contracts against firm playbooks or policy standards, flags missing or deviating clauses, and produces redline-ready commentary aligned to defined review checklists.
Extracts key facts, prior inconsistent statements, exhibits, and timelines from transcripts and case files to produce deposition outlines and witness preparation materials.
Embeds AI drafting directly into Word so attorneys can generate first drafts of motions, briefs, contracts, and correspondence using matter context and firm precedent without leaving their document.
Chains multiple skills into multi-step workflows across Westlaw, Practical Law, Document Intelligence, and HighQ, allowing CoCounsel to plan and execute compound matter tasks rather than single prompts.
SOC 2 Type II compliant, with no training on customer data, role-based access controls, matter-level data isolation, audit logging, and SSO support suited to regulated legal environments.
Licensed attorneys, paralegals, in-house legal teams, and — through CoCounsel Core — tax, audit, and risk professionals. It is designed for regulated professional work where citation accuracy, confidentiality, and auditability are required, rather than for casual or consumer use.
CoCounsel is grounded in Westlaw's authoritative legal databases and the documents users upload, with retrieval-augmented generation that links every answer back to source material. This substantially reduces fabricated citations compared to general LLMs, but Thomson Reuters still instructs attorneys to verify every output before relying on it in practice.
No. Thomson Reuters' enterprise terms for CoCounsel state that customer data and uploaded documents are not used to train foundation models, and the platform operates with SOC 2 Type II controls, role-based access, and matter-level data segregation.
Harvey is a custom AI platform aimed primarily at large law firms and competes on bespoke deployment and integrations. Lexis+ AI is the closest direct competitor, grounded in LexisNexis' Shepard's-cited content. CoCounsel's edge is its tight Westlaw and Practical Law grounding plus a mature library of pre-built attorney skills and workflow integrations across Word, Outlook, and HighQ.
Thomson Reuters does not publish public list pricing. CoCounsel is sold via direct sales as part of (or alongside) a Westlaw subscription, with seat- or firm-level pricing negotiated based on user count, modules (Legal, Drafting, Core), and integration needs.
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Tutorial updated March 2026