CoCounsel Legal Features

Has a centralized dashboard for users to interact with

Provides a cloud based version of the platform

Is accessible from a mobile device and by users on the go.

Automates some or all operation related tasks

Provides robust sharing options for communication with both internal and external stakeholders.

Provides users with a pre-built library of useable legal document templates

Connects to external systems and applications as needed, specifically legal practice or legal case management software

Allows users to edit documents offline and syncs changes when connected to wifi.

Integrates with or provides built-in e-signature functionality

Enables electronic document transfer between businesses and trading partners.

Translates the EDI data back and forth, basically converts internal data format into the EDI standard format.

Receive data and information in real time

Enables end-to-end automation of key EDI processes without any user intervention.

Detects the EDI errors and instantly notifies and alerts the transmission issue.

Provides a real-time customizable dashboard that allows users to track, monitor and manage transactions.

Track and manage adherence to policies for any service, product, process, or supplier

Automated handling of non-compliant EDI transmissions.

Manage, store and organize emails within the system or via third-party apps

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Store, manage, and track all electronic documents in a centralized location

Manage and track all internal and external communication conducted via calls, email, text, or chat

Track, manage and store the applications of potential future members, customers or candidates

Allows integrations to business applications such as accounting packages, ERP software, E- commerce systems etc to streamline order processing workflow.

Allows integration with third party reporting and business intelligence applications.

Integrate with a third-party accounting system

Integrate with existing ERP systems

Supports encrypted file transfer protocols like VAN, AS2, FTP/sFTP and HTTPS.

Built-in support for a wide variety of traditional and modern EDI standards as well as the ability to define custom standards.

Creates a test environment for EDI transactions to verify them and ensure they adhere to industry compliance requirements.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Include various tax forms for individual, partnership and corporation at federal level

Include various tax forms for individual, partnership and corporation at multi-state level

Able to import client data from multiple sources such as accounting software, spreadsheets or previous tax returns

Able to export completed tax returns for clients or internal records

Import and export data to and from software applications

Allow electronic filing of various tax returns

Allow convenient e-signature collection from clients for any document

Allow automated tax calculation as per tax laws and compliance

Allow tax planning to minimize tax liabilities based on historical and forecasted data

Electronically collect payments for goods or services

Allow access to client using client portal

Provide tax advisor functionality to assist in tax planning

Support mobile app access from anywhere

Allows users to generate text based on a text prompt

Condenses long documents or text into a brief summary

Extract insights from legal texts using natural language processing for better decision-making and analysis

Aid in drafting legal documents, contracts, and correspondence by providing suggested language and structure

Extract key terms, information, categorize sections and summarize the ask reducing manual effort and improving efficiency

Perform due diligence on the M&A, company formation and other legal transactions by reviewing and summarzing contracts, agreements and other documents with reference to large database and libraries

Answer complex legal questions extracting information from www, uploaded legal documents and other sources, thereby predicting potential outcomes and risks

Standardized approach to legal research, document review, and drafting, minimizing the risk of errors or oversights

Encompasses the use of AI to automate various legal processes, such as case preperation, evidence analysis, trial strategy, legal research, and contract management​

Ensuring legal standards are met with regulatory requirements and internal policies along with maintaining high standards of cybersecurity

Intuitive interface and user-friendly design which seamlessly integrate with existing workflows, adapting to various legal practices across global laws, rules and regulations

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Software program that continuously adjusts its behavior based on observed data

Utilize research services such as analysis, articles, reports and more provided by parties from outside your organizations

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Creates and executes structured legal processes composed of multiple tasks.

Manages structured review and approval processes involving multiple participants across defined stages.

Integrates with document management, CLM, matter management, or eSignature platforms.

Routes tasks or approvals based on predefined criteria or data inputs.

Automatically generates tasks and advances workflow stages without manual intervention.

Generates legal documents using structured inputs, templates, or prompts.

Analyzes legal documents to identify issues, risks, or required actions.

Extracts and structures key clauses, terms, or data points from legal documents.

Enables reuse of standardized workflows across matters or teams.

Controls access to workflows and features based on user roles and administrative policies.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Active monitoring of systems, applications, or networks

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12)

Supports common databases such as MySQL and Oracle

Allows automated and event-driven transaction scheduling

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Use AI to generate content in the form of text, images, videos, etc.

Automatically create schedules based on business needs or employee availability and qualifications

Assemble applications and processes by dragging over and arranging pre-built components

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

View and track pertinent metrics to find patterns and gain insights from data

Allows users to manage data from a number of sources

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Conduct transmissions via AS2 in addition to other methods such as value-added network (VAN)

Move files across different systems or networks

Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries

Translate EDI formats into data suitable for use with company applications.

Import and export data to and from software applications

Discover, analyse and compare current and/or historic legislation related to taxation for particular jurisdiction(s)

Assemble data from multiple sources

Search libraries and court databases of opinions and legal decisions related to adjudicated cases and precedents

Graphical representation of data

Discover, analyse and compare current and/or historic legislation and regulation for specific jurisdictions

Enables users to search, access, and retrieve information from the system's database without needing technical assistance or support

See a list of all previously conducted search requests and search results

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

See options for potential search queries within the system

Search and filter data across systems to locate required information by entering keywords or certain criteria

Collect data on the quality of legal documents to make recommendations for improvement

Receive a notification when a case you are tracking is listed in court or new information about legislation is available

Highlight content and/or make notations about parts of content

Track changes in laws and regulations and compare previous legislation to current legislation

Oversee the process of issuing refunds

Track and manage adherence to policies for any service, product, process, or supplier

Manage and track all internal and external communication conducted via calls, email, text, or chat

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Store, manage, and track all electronic documents in a centralized location

Manage contact details and communication with clients

Store and organize documents in a centralized system

Electronic signing method that validates the authenticity and integrity of a digital document

Create, manage, and send invoices or bills to customers

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Manage the process of evaluating documents or requests submitted for approval

Set up connections to third-party platforms to improve business processes

Measure and track time including hours worked and paid time off (PTO)

Calculation of consumption tax imposed on properties

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Creation, processing, verification, and execution of invoices till the payment is made

Define levels of authorization for access to specific files or systems

Create, manage and track all task activities and progression

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Use AI to generate content in the form of text, images, videos, etc.

Timed notification for any upcoming task, deadline, appointment, or activity

Pre-designed layouts that can be customized to match preferences and requirements

Compare and match accounting/financial records with corresponding bank statements

Designed for tax practices

Create, design and manage workflows for repetitive tasks

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken

Track the status over time for a request, process, asset, or transaction

Manage and handle various international currencies

Determining value of properties/purchases to calculate tax

Access software remotely via mobile devices

Upload, track, and submit receipts in a central database

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors

Application programming interface that allows for integration with other systems/databases

Declaration of income made to tax authorities

Track and document all activities across devices, networks, and other systems

Application programming interface that allows for integration with other systems/databases

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Estimate or forecast of a future scenario based on the study of present trends

Set up connections to third-party platforms to improve business processes

Create, design and manage workflows for repetitive tasks

Track and report regulatory data to either internal management or external stakeholders

System alerts about the need to escalate an issue or request

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Receive data and information in real time

Manage and handle various international currencies

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Track and manage adherence to policies for any service, product, process, or supplier

Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills

Store, manage, and track all electronic documents in a centralized location

Timed notification for any upcoming task, deadline, appointment, or activity

Observe and track the demand, usage, progress or quality of a system, product, or user

Completes tasks independently without constant human intervention

Creation, administration, and evaluation of assessments or tests

Access software remotely via mobile devices

Define levels of authorization for access to specific files or systems

Active reporting of data and metrics

Graphical representation of data

Accept, record, and reconcile financial transactions

Create, manage and track all task activities and progression

Configure existing workflows to meet your organization's needs

Add customized logos and colors to align with company branding

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Public or private sharing of digital files such as documents, audio/video, images, and more

Manage contact details and communication with clients

Protect sensitive data for digital privacy

Track revisions and updates made to files and navigate between different versions

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Accept and process credit card transactions

Process and analyze human language in text or audio form

Manage and support multiple languages

A record of all activities within the system, including user access, changes made, etc.

Generate quotes or estimates for customers

Gauge satisfaction and receive information for improvement and success

Manage, store and organize emails within the system or via third-party apps

Compliant with HIPAA, which sets standards for sensitive patient data protection

Intuitive interface and user-friendly design which seamlessly integrate with existing workflows

Tickets are automatically assigned to specific agents based on predefined rules

Streamlining repetitive tasks and activities through automated and predefined workflows

Interact with agents using conversational language

Plan, manage, and track the financial activities of an individual or organization

Allows the AI agent to learn from interactions and adapt its responses accordingly.

Initiate timely prompts like nudges for development, simulated difficult conversations, or manager reminders

Manage and track all disruptions and incidents

Create, manage, and track policies and procedures within an organization

Specifically designed to address the needs of law firms and legal departments

Deliver highly accurate and legally compliant solutions that integrate with legal databases internally and externally.

Extract key terms, information, categorize sections and summarize the ask reducing manual effort and improving efficiency

Extracts information from the web and legal documents to answer complex legal questions and predict potential outcomes and risks.

Systematic evaluation of various aspects of a project or service to prevent defects or issues

Create, edit, and revise contracts/written agreements

Ability to break down and plan multi-step processes

Generate a summary of short or long form text

Ensures the security and confidentiality of sensitive legal data through encryption, access controls, and compliance with privacy laws.

Automatically generates text by applying artificial intelligence to user input

Uses AI to automate legal processes like case preparation, evidence analysis, trial strategy, legal research, and contract management.

Works across multiple software systems or databases

Review and summarize contracts and agreements for M&A and other legal transactions using large legal databases for due diligence.

Manage the process of evaluating documents or requests submitted for approval

Create, send, and track purchase orders and their statuses

Integrate with a third-party accounting system

Store and view prior invoices for each account/client

Electronic signing method that validates the authenticity and integrity of a digital document

Create invoices from scratch or have recurring invoices

Investigate and take action at root cause or error in processes to prevent recurring issues

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Real-time price adjustment for a product or service to reflect changing market conditions, geolocation, customer behavior, etc.

Track and ensure quality of products in accordance with food and drug administration (FDA) act

Gateway through which end users can view past bills and pay current invoices

Creation, processing, verification, and execution of invoices till the payment is made

Track employee/learner's progression through training programs

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Anti-money laundering compliance helps businesses uncover suspicious financial activity

Clients can submit payments via mobile devices

Create backups and provide methods to recover deleted/lost data

Regulations on a company's internal process when dealing with financial reporting

Match digital receipt images or data with corresponding expense entries

Compare new data with existing records to detect duplicate entries

Log and record hours worked and costs spent to assist in billing and invoicing

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

A chronological record of actions or occurrences within a network, software, or process

Calculate tax and make deductions on gross income from sources like wages, investments or self-employment

Enforces guidelines set by the Occupational Safety and Health Administration to remain legally compliant

Identify and prevent suspicious activity

Preparing and submitting reports to regulatory authorities in compliance with industry-specific rules, regulations, and standards

Process of sending a large number of documents, messages or emails to multiple recipients at once

Verify, organize, manage & store enterprise data assets in a centralized repository

Legal document used by sellers & buyers to adjust invoice values in case of wrong billing, damaged goods etc.

Encrypts data within the file, which can only be decrypted using a password or encryption key

Verify the identity, suitability, and risks involved with maintaining a business relationship

Real-time updates, analysis, and insights on regulatory changes and developments affecting specific industries or jurisdictions

Maintain personal certifications/qualifications

Process of automatically notifying clients when payments fail to ensure invoices are paid

Guidelines for conforming to environmental laws, regulations and requirements

Business model that charges based on the amount of time spent on an hourly basis

Guidelines set by the International Organization for Standardization

Business model where clients pay their lawyer a fee only if the case is won/settled successfully

Invoices that can be tailored according to company's branding, payment terms and personalized information

Business model that bills clients an amount based on the project/task/job performed

Create, send, and view electronic invoices