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CoCounsel Legal

CoCounsel Legal is Thomson Reuters' flagship legal AI product, grounded in Westlaw and Practical Law content. It descends from Casetext, which Thomson Reuters acquired in 2023 and no longer sells under its own name. A new release reached general availability in August 2026, rebuilt as an agentic experience on Anthropic's Claude Agent SDK: a lawyer describes a matter in plain language and the system plans, researches, reasons and drafts with citations.

It sits inside a wider CoCounsel family alongside CoCounsel Essentials, CoCounsel Tax and CoCounsel Audit, and is sold in tiers bundled with Westlaw and Practical Law rather than on its own.

Capability grades

All 15 axes, graded from public sources on the date shown. Hover a grade to see what the letter means on that axis.

AA on AI CentralityThe artificial intelligence is the product. Remove the models and there is nothing left to sell.

AI Centrality

How much of the product is actually AI. Whether the machine learning is the mechanism the buyer is paying for or a feature layered onto conventional software, and whether the vendor is specific about which is which.

The artificial intelligence is the product. CoCounsel Legal exists only as a generative and agentic layer, rebuilt in 2026 on an agent framework so it plans, reasons and executes multi step legal work. Remove the models and there is no product, only the underlying Westlaw and Practical Law content, which the parent sells separately as its own products.

Source: Vendor Published
AA on Citation Accuracy and Hallucination DisclosureMeasured accuracy is published with the test set described and the failure modes named. Output grounds to primary authority the reader can open, citation status is checked, and the system states when it found no support.

Citation Accuracy and Hallucination Disclosure

Whether the vendor publishes measured accuracy on citations and assertions, grounds output to primary sources, and says plainly what its system does when it does not know. Legal has a documented public record of fabricated citations reaching filed briefs, so an untested claim of accuracy is not evidence.

Grounding is described rather than asserted. The research agent identifies key legal concepts, selects Westlaw tools including KeyCite, the Key Number System and annotated statutes, runs multiple search cycles and synthesizes a structured result. Output grounds to primary authority the user can open, with inline citations, a Sources tab with direct links and highlighted excerpts, and KeyCite validity flags shown with the authority.

A citation level verification feature, Deep Research Verify, is published, and prompting guardrails restrict output to content validated by people rather than the open internet. Measurement is independent. CoCounsel took part in the February 2025 Vals Legal AI Report, a third party benchmark against a measured lawyer baseline, scoring between 73.2 and 89.6 percent across four tasks with a 79.5 percent average, each task more than 10 points above the lawyer baseline.

The vendor also publishes CoCounsel Bench, under which attorneys reviewed 50 complex tasks of about six lawyer hours each and judged the product's response stronger than the expert reference answer on nearly 40 percent. The 2025 study measured task accuracy rather than citation validity or hallucination rate, and the vendor did not take part in the later Vals study on citation authoritativeness.

Source: Vendor Published
BB on Autonomy and Oversight ModelA written commitment that the models work alongside a supervising lawyer, with real review surfaces, short of the full control structure: commonly the threshold at which the system stops or what happens after it is wrong.

Autonomy and Oversight Model

What the system decides on its own, what a lawyer must approve, and whether the vendor documents where the review point sits. A tool that drafts under review and a tool that files without one are different products and different risks.

A real published commitment with documented review surfaces, without the full control structure. The vendor states that its AI is built with human oversight at its core and publishes a Fiduciary-Grade AI framework built around transparency and accountability. The product is described as showing its plan before executing: it interprets a request, builds a plan specific to the matter, and returns work product with traceable citations the user can open and check.

Not located: the threshold at which an agent stops and returns to a lawyer, and what the vendor commits to when an agent is wrong. The August 2026 shift from structured skills to a fully agentic experience makes the missing threshold more material than it would have been a year ago.

Source: Vendor Published
AA on Operational and Outcome EvidenceNamed firms or legal departments, dated, with figures for what changed and a method a reader can assess.

Operational and Outcome Evidence

Named, dated evidence that the product works in production at real firms or legal departments. Case studies with figures and identified customers count. Unattributed testimonials and launch announcements do not.

Named customers, dated, with figures and a method that can be assessed. The vendor publishes case studies naming Justly Prudent, reporting five times return on investment and a doubling of litigation capacity, and Brinks, on reducing outside counsel spend. It also publishes a commissioned Forrester Total Economic Impact study dated 2026, whose method can be assessed and whose commissioned status is disclosed on the page.

Aggregate figures are published with the population stated, including 2,700 corporate customers using the CoCounsel family and a 61 percent reduction in time to draft correspondence.

Source: Vendor Published
BB on Privilege and Confidentiality PostureSubstantive published commitments on confidentiality and training use, short of the full picture: commonly silence on segregation between users or matters, or on what the underlying model provider may retain.

Privilege and Confidentiality Posture

How client confidences are handled: attorney client privilege and work product treatment, segregation of one client matter from another, whether client data trains any model, and what the vendor commits to in writing rather than in marketing.

Substantive published commitments, with the answer given directly in a published FAQ rather than implied. The vendor states plainly that customer content and prompts are not used to train or improve the product or the underlying models. Third party model partners, including OpenAI and Google, are contractually prohibited from training on customer data, and systemic controls turn off those parties' abuse monitoring so there is no human access to customer data.

The vendor also publishes a zero retention API architecture and data residency controls. Attorney client privilege and work product handling are not addressed directly in located material. Segregation by matter is not documented on the vendor's own pages, although the product is built around matters.

Source: Vendor Published
CC on UPL and Professional Responsibility PostureA boilerplate disclaimer sits in the terms while the marketing describes the product in advice terms, or the intended audience is left ambiguous.

UPL and Professional Responsibility Posture

Whether the vendor is clear that it supplies a tool rather than legal advice, who its audience is, and how it addresses unauthorized practice of law, competence and supervision duties, and jurisdiction limits. ABA Formal Opinion 512 is the reference point. Where the advice line is not the duty a product raises, the axis is read through the nearest professional duty it does raise: judicial conduct rules and the reviewing duty for products sold only to courts, and the duty to bill for time actually spent for products that draft time entries.

The claim is made and the documentation is not published. The product is sold to licensed professionals and distributed to more than 200 law schools and 120,000 law students. The vendor's framing is that the system works at the level of a senior associate under professional supervision. The product page, the AI hub, the trust center and the legal blog were searched. No published position on the advice line, no treatment of competence and supervision duties, and no statement of jurisdiction limits is published.

The senior associate framing is a capability claim rather than a professional responsibility position, and for a product marketed to students it is where a position would matter most.

Source: Vendor Published
BB on AI Governance and Bias DisclosureA published governance framework with real substance, short of testing results or a named owner.

AI Governance and Bias Disclosure

Published governance over model behavior: who owns it inside the vendor, what is tested before release, and what is disclosed about disparate output across matter types, parties, or populations.

A published governance framework with real substance, short of testing results or a named owner. The vendor publishes a named standard it calls Fiduciary-Grade AI with a buying framework attached, describes a dedicated research organization of more than 1,000 specialists, states a figure for annual responsible AI investment, and answers a direct published question on bias: prompting guardrails restrict output to a clearly defined and limited set of human validated content rather than the open internet.

That is a stated mechanism, not a principles page. Not located: a named internal owner of model governance, published pre release testing results, or any disclosure of uneven output across matter types, parties or populations. The bias answer describes a content restriction rather than testing for disparate output.

Source: Vendor Published
BB on AI Safety and Data StewardshipSubstantive published policy covering most of the ground, short of the full set: commonly no named subprocessor list or no stated incident practice.

AI Safety and Data Stewardship

Retention, deletion, access control, and what happens to prompts and documents after they are processed. Whether the vendor states its subprocessors and its incident practice, or leaves the buyer to assume.

Substantive published policy covering most of the ground. SOC 2 Type II and ISO 27001 maintained, ISO 42001 certification referenced for the AI management system, a zero retention API architecture published, data residency controls, 24 hour security monitoring and threat detection, corporate identity management integration, and a corporate trust center carrying the information security framework. Not located: a current named subprocessor list for this product, and a stated incident and breach notification practice.

The two named model partners are disclosed in the AI FAQ rather than in a maintained subprocessor list, which is the remaining element of the A bar.

Source: Vendor Published
DD on AI Liability and RecourseNothing published on who bears the loss when the system is wrong.

AI Liability and Recourse

What the vendor stands behind contractually when its output is wrong. Indemnities, caps, carve outs, insurance, and whether any of it is published or only reachable through a negotiated agreement.

No published indemnity scope, liability cap, exclusion, warranty on output or insurance position is published for this product. Commercial terms are reached through a negotiated subscription agreement. The Fiduciary-Grade AI framework treats accountability as a design principle rather than saying who bears the loss when output is wrong. A fiduciary framing sits here without a published liability position.

Source: Operator Verified
BB on Practice Systems Integration DepthReal integrations exist and are documented, short of depth: named connections without a description of what they actually move.

Practice Systems Integration Depth

How deeply the product reaches into the systems legal work already lives in: document management such as iManage and NetDocuments, Word and Outlook, contract lifecycle management, matter management, e-billing, and court filing systems.

Real and documented integrations, short of implementer level depth. Named connections span document management with iManage, NetDocuments and SharePoint, Microsoft 365, the parent's own HighQ collaboration platform and Legal Tracker, contract lifecycle through Icertis, plus DeepJudge, Supio and Smokeball, and a Word add in carrying a personal clause library. An MCP integration lets a lawyer reach the product from a separate AI client without switching platforms, which is a genuinely forward integration surface.

Not located: documentation describing what each integration moves, in which direction, and what an administrator must configure.

Source: Vendor Published
BB on Deployment Model and Data ResidencyDeployment model is stated clearly with partial residency detail, or residency is offered without the processing location being addressed, or the tenancy model is stated on its own with no residency detail published.

Deployment Model and Data Residency

Where the software runs and where the data sits. Multi tenant cloud, single tenant, private deployment, on premises, and whether region of residence is a published option or an enterprise conversation.

Deployment is stated clearly with partial residency detail. The vendor publishes data residency controls that keep information within required geographic boundaries, operates a rollout sequenced by country across the United States, Canada, the United Kingdom and Australia, and holds FedRAMP In Process status for the underlying Westlaw and Practical Law products with stated investment toward authorization for this one.

Not located: the list of available regions, the tenancy model, what changes between tiers, and where processing happens as distinct from where data is stored.

Source: Vendor Published
BB on Security Certifications and Trust CenterCertification is real and stated, short of accessible evidence: a named standard without scope, date, or a way to obtain the report.

Security Certifications and Trust Center

Independent attestation a buyer can pull without a sales call: SOC 2, ISO 27001, penetration test summaries, a trust center with current reports and named scope rather than a badge image.

Certification is real and stated, without accessible evidence. SOC 2 Type II and ISO 27001 are stated as maintained, and ISO 42001 is referenced for the AI management system. FedRAMP In Process status is published for Westlaw and Practical Law, with authorization stated as an investment goal for this product, and a corporate trust center publishes the information security management framework. No attestation report, coverage period, audit scope or named auditor is published, and no route to request the reports without a sales conversation is published either.

Certifications are stated at the parent company level rather than scoped to this product, which is the distinction a buyer's security team asks about.

Source: Vendor Published
BB on Model Supply Chain DisclosureThe supply chain is partly disclosed: providers named without change notification, or architecture described without the providers.

Model Supply Chain Disclosure

Which models sit underneath, whose they are, where they run, and whether the vendor commits to telling customers when that changes. A legal buyer inherits every dependency it cannot see.

The supply chain is partly disclosed, and specifically. The vendor names Anthropic's Claude Agent SDK as the architecture of the current release, names OpenAI and Google as third party AI partners in a published FAQ, and states the contractual position imposed on them. Not located: which model serves which task, where the models run, a maintained subprocessor list for this product, and any commitment to notify customers before the model supply chain changes.

That last gap matters here because the product was rebuilt on a different vendor's agent framework within the past year.

Source: Vendor Published
CC on Commercial TransparencyPricing is gated behind a demo request while tier names and feature splits are published, so the shape is visible and the number is not.

Commercial Transparency

Whether a buyer can learn what this costs without entering a sales process: published rates, the unit being charged, what sits behind an enterprise tier, and what implementation adds.

The shape is visible and the number is not. Tier names and feature splits are published and reachable from the main navigation: CoCounsel Essentials, Westlaw Advantage with CoCounsel Essentials, Practical Law Dynamic Tool Set with CoCounsel Essentials, and CoCounsel Legal. Each has its own plans and pricing page, with variants for law firms, corporations and government. Third party analyses report that the pages run a configurator returning a figure for firms of up to ten attorneys and route larger firms to a sales quote.

The configurator could not be checked directly because that subdomain blocks automated access, so no vendor published figure is recorded here; it may say more. The unit of charge is per user per month by third party report rather than vendor statement.

Source: Vendor Published
AA on Firm and Practice CoverageWho the product serves is documented precisely: firm segments, in house and government use, and the practice areas actually supported, with the limits stated.

Firm and Practice Coverage

Who the product is actually built for. AmLaw, midlaw, small firm and solo, in house departments, government and courts, and which practice areas are supported rather than merely claimed.

Who the product serves is documented precisely across many segments. Published navigation separates law firms under ten attorneys from firms over ten, and separately addresses corporations, government (including courts, prosecutors, public defenders, city attorneys and law enforcement), and academic use across more than 200 law schools. Practice areas are listed with their own pages, spanning business and commercial, civil litigation, criminal defense, family, labor and employment, mergers and acquisitions and personal injury.

The limits are stated structurally rather than in prose: the published table of plans shows exactly which content each plan reaches, so a buyer can see where coverage stops.

Source: Vendor Published
Sources on file

6 public documents

The public pages on file for CoCounsel Legal, with the recorded signals each one supports and the date it was last read. Open any of them and check the reading against the record.

Legal Signals

What each signal means

A signal records what public sources say on the date shown. It is not a grade and it is not a recommendation. Where a signal reads Not addressed, it means the index did not locate the material in public sources on that date, which is a statement about disclosure rather than about the product.

Confidentiality and Privilege

Client Data in Training

Can material a lawyer puts into this product be used to train a model?

Never, in policy only

A public policy or trust page states no training on customer content, with no matching term located in the published agreement.

A published FAQ answers the question directly and in the negative, stating that user content and prompts are not used to train or improve the product or the underlying models, and that third party AI partners including OpenAI and Google are contractually prohibited from using customer data to train their models. The vendor also states it has established controls to turn off those third parties' abuse monitoring so there is no human access to customer data.

The commitment as located sits on a public FAQ and trust page. No matching term was located in a published customer agreement as of 29 Aug 2026, and the subscription agreement is not published.

Source: Vendor Publisheduser content and prompts are not used to train or improve CoCounselAs of Aug 29, 2026Evidence

Prompt and Output Retention

How long does the product keep what a lawyer typed, and can that be set to zero?

Customer controlled, no zero option

The customer controls the retention window, by product configuration or by contractual instruction, but zero retention is not stated as available.

The vendor publishes a direct answer in a product FAQ. Retention of user content and prompts is customized to the customer, set at the organization account level with the support of a client manager, and the vendor deletes in line with the customer's own retention policy. Users can also delete their content and prompts in the product at any time. That is real customer control over the window. No retention period is published, so the window is whatever the customer negotiates, and setting it runs through a client manager rather than an administrator control the customer operates alone.

The separately published zero retention statement covers the model provider API layer rather than the product's own storage.

Source: Vendor PublishedRetention of user content and prompts is customized to fit customer needsAs of Aug 29, 2026Evidence

Ethical Walls and Matter Segregation

Does retrieval respect the firm’s ethical walls, or can the model read across them?

Not addressed

No located public material addresses walls or matter level segregation.

Searched the product page, the AI hub, the corporate trust center, the legal blog and the published integration announcements on 29 Aug 2026. Integrations with iManage, NetDocuments and SharePoint are named, and corporate identity management integration is stated, but no vendor material was located addressing whether retrieval enforces source system permissions at query time per user, or how ethical walls and matter level segregation are handled.

A third party review refers to granular roles and ethical walls, which is not vendor material and was not treated as evidence.

Source: Operator VerifiedAs of Aug 29, 2026

Third Party Request and Subpoena Notice

If someone subpoenas the vendor for a firm’s data, does the firm hear about it first?

Not addressed

No located term or policy addresses third party requests for customer data.

Searched the product page, the AI hub, the corporate trust center and the corporate terms of use on 29 Aug 2026. No clause addressing government or law enforcement requests for customer data was located for this product, and no transparency report was located. Noted for a future reader: a commitment to inform the customer of third party data access requests, audited under ISO 27701, was located on the trust center for a different Thomson Reuters product line, ONESOURCE Pagero. It was not treated as covering this product and does not support a value here.

Source: Operator VerifiedAs of Aug 29, 2026
Accuracy and Authority

Primary Law Corpus Provenance

Where does the law in this product come from, and does the vendor have the right to use it?

Sources named, basis unstated

Sources are identified without stating the license or rights basis.

The source collection is named consistently and prominently. Output is grounded in Westlaw and Practical Law, proprietary databases the vendor owns and sells separately, maintained by more than 1,200 full time attorney editors. Vendor material is explicit that the system draws on this content rather than scraping the public internet. The rights basis is ownership rather than a stated license, and no update cadence or lag for the underlying content was located as of 29 Aug 2026.

Source: Vendor PublishedAs of Aug 29, 2026Evidence

Good Law Verification

Does the product tell you when the authority it just cited has been overruled?

Licensed citator, surfaced inline

Treatment signals come from a named commercial citator and appear with the authority.

Treatment signals come from KeyCite, the vendor's own named commercial citation service, and appear with the authority. Vendor engineering material states that reports carry inline citations, KeyCite flags and excerpts, and that the research agent uses KeyCite warnings to flag questioned or overruled cases and adjusts its strategy accordingly. Separate vendor material describes the system recognizing red and yellow validity flags and factoring them into its analysis rather than only displaying them.

Source: Vendor PublishedThe main report includes inline citations, KeyCite flags, and excerptsAs of Aug 29, 2026Evidence

Refusal and Uncertainty Behavior

What does the product do when the answer is not in the corpus?

Not addressed

No located public material addresses what the product does when it cannot ground an answer.

Searched the product page, the AI hub, the legal blog, the engineering blog and the trust center on 29 Aug 2026. Vendor material describes transparent research logs, step by step reasoning, an audit trail and prompting guardrails that restrict output to a defined set of validated content. None of that states what the product does when it cannot ground an answer. No explicit no answer or abstention path was located, and no confidence or grounding score exposed to the user was located either.

Source: Operator VerifiedAs of Aug 29, 2026

Fabricated Citation Record

Does a public court record exist addressing fabricated or hallucinated legal citations in output from this product?

Record addresses filer conduct

A court record exists in which the product is mentioned and the court’s findings address the filer’s verification failure rather than the product.

A court record exists in which a predecessor brand of this product is mentioned. In Fletcher v. Experian Information Solutions, No. 25-20086, the Fifth Circuit sanctioned appellate counsel $2,500 on 18 Feb 2026 after a reply brief was found to contain 16 fabricated quotations and 5 further misrepresentations of law or fact. The court's findings address counsel's conduct: failure to verify, and evasive and misleading responses to the show cause order, which the court treated as conduct unbecoming under FRAP 46(c).

The products counsel identified as the possible source were named by the court as Casetext and vLex, described as generative AI products. Casetext is the brand Thomson Reuters acquired in 2023 and no longer sells under its own name, and CoCounsel is the surviving product. The court made no finding about either product's own output. The AI Hallucination Cases database maintained by Damien Charlotin was also searched.

Source: Bar Guidance or Court RecordFletcher v. Experian Info. Solutions, No. 25-20086 (5th Cir. Feb. 18, 2026)As of Aug 29, 2026Evidence
Professional Responsibility

Bar Guidance Alignment

Has the vendor engaged in public with the ethics opinions its buyers are bound by?

Generic reference

Public materials refer to professional responsibility in general terms without naming guidance.

Searched the product page, the AI hub, the legal insights hub, the legal blog and the published Fiduciary-Grade AI material on 29 Aug 2026. The vendor publishes a substantial named framework and a buying guide addressed to professional standards in general terms, and markets a responsible AI position to courts and government. No engagement with any named ethics opinion was located, including ABA Formal Opinion 512 and state bar guidance.

Source: Operator VerifiedAs of Aug 29, 2026

Billing and Fee Posture

Does the vendor address what happens to the bill when the work takes an hour instead of six?

Savings claims only

Public materials claim time savings without addressing billing or disclosure, and the product sits inside a fee relationship between a lawyer and a client where those savings would change the bill.

Vendor material leads with time compression and quantifies it: a 61 percent reduction in time to draft correspondence, a customer story reporting an hour's task completed in five minutes or less, and a commissioned return on investment study. The product page, the AI hub, the legal blog and the customer stories were searched on 29 Aug 2026. No per matter record of AI assisted work intended for fee purposes was located, and no published guidance on billing, fee or client disclosure treatment. The savings figures are published without anything on the client's side.

Source: Vendor PublishedAs of Aug 29, 2026Evidence

Outside Counsel Guideline Readiness

Can a firm get this vendor through a client’s AI clause without a bespoke negotiation?

Subprocessors listed

A current subprocessor or model provider list is published.

A published FAQ names the third party model providers that may process customer content, OpenAI and Google, and states the contractual prohibition imposed on them, with no agreement needed to read it. A corporate trust center publishes the information security framework. Not located as of 29 Aug 2026: a maintained subprocessor list for this product, and any consent or notification pack a firm could forward to its own client.

Source: Vendor PublishedAs of Aug 29, 2026Evidence

Court Disclosure Support

If a judge’s standing order requires an AI disclosure, can the product produce one?

Partial record

Some elements of the record are available, short of a document level export.

Several elements of a disclosure record are available and documented. Vendor material states that each research report includes transparent research logs with verifiable citations and step by step reasoning. Sources are hyperlinked with highlighted excerpts in a dedicated tab, and KeyCite validity flags appear with the authority, which together show what was retrieved and its status. Two elements are missing. The model used is not identified per output, since the vendor says the system works across multiple providers, and no export per document covering model, sources and human verification together was located as of 29 Aug 2026.

Source: Vendor PublishedAs of Aug 29, 2026Evidence
Contact

Correct a record, or ask how something was graded

Every grade and every signal on this index is drawn from public sources and dated. If a record is wrong, out of date, or missing an artifact the index did not locate, send the source and it will be reviewed and the record redated. Vendors are welcome to submit documentation. Nothing on this index is for sale, including a listing, a placement, or a grade.

AI Legal Index

The AI Legal Index is an independent index that tracks changes to AI vendors in legal. It holds 430 vendors across 9 categories, each graded on the same 15 capability axes and recorded against 12 legal signals, from public sources. No vendor pays for inclusion, placement, or rating.

Index Status
Last index update
October 14, 2026
The AI Legal Index is an editorial reference. It is not a regulatory body, not a law firm, and nothing published here is legal advice or a recommendation to retain or avoid a vendor. Records are verified against published sources, bar guidance and public court records. Where a record reads not addressed, the material was not located in public sources on the date shown. See the Methodology page for evaluation standards and limitations.
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