AI App Catalog · Legal AI

CoCounsel at Work: Risk and Controls

Thomson Reuters · Legal AI. What an MSP needs to know to govern CoCounsel on client devices.

At a Glance

VendorThomson Reuters
CategoryLegal AI
Default Risk RatingMedium
Default Status for New ClientsUnapproved
Recognized ByDomain: casetext.com, cocounsel.thomsonreuters.com
Desktop App InventoriedWeb only

The risk rating and default status are ProctoredAI's starting points for a new client. Each partner sets the status per client.

What to Know About CoCounsel

Legal research assistant; casetext.com now redirects to Thomson Reuters, and the product runs on cocounsel.thomsonreuters.com.

Why Legal AI Tools Need Governing

Legal AI tools take privileged and confidential documents by design.

Approve only tools under the firm's agreement and apply the Confidential Documents pack to the rest.

How ProctoredAI Governs CoCounsel

  • See it. The agent reports every device and account using CoCounsel.
  • Decide it. Mark it Approved, Unapproved or Blocked for each client. Unapproved use can ask the person for a business reason first.
  • Protect what is sent. Prompts and uploads are inspected on the device, and credentials, health and payment data and sensitive documents are stopped, redacted or warned on by the client's rules.
  • Prove it. Usage, decisions and blocked events land in the client's monthly report as evidence.

Policy Packs That Fit

  • Confidential Documents. Warn when confidentiality-marked content is shared.
  • Sensitive Documents. Contracts, financial statements, HR and medical records, customer lists and credential files may only go to approved AI apps.

Other Legal AI Apps

All 230 AI apps in the catalog · What ProctoredAI does

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