Which CoCounsel skill should I use?

Learn how each CoCounsel Skill works with helpful tips

Brian Geran avatar
Written by Brian Geran
Updated over a week ago

Skill

How it works

Helpful tips

Legal Research Memo

Uses A.I. to identify and review relevant legal authorities, then summarizes its findings in a memo, which includes hyperlinks to the top authorities as well as the most relevant quotes. CoCounsel will search the entire primary law – cases, as well as statutes, regulations, and rules.

Use this skill to research legal issues in the same way a human would, but with much greater efficiency.

  • Attorneys should describe their legal research issue using natural language, as if they were speaking to a colleague.

  • The default setting is for CoCounsel to search the primary law from all 50 states and federal jurisdictions. To change this setting, the attorney should specify the preferred jurisdiction in their search query.

  • The memo generated by CoCounsel can be downloaded to Word by clicking on the “download” button at the bottom of the screen.

Search a Database

Can quickly search through large to massive volumes of documents (compiled litigation records, deposition transcripts, etc.) in your firm’s database to find answers to your questions.

CoCounsel will then prepare a memo that summarizes the answer to your question and identifies the documents that answer your question. The memo will include excerpts from each document that CoCounsel identifies as relevant, with hyperlinks to each document.

  • “Search a database” is a good skill to use if you have a large number of documents and want to know if there are any documents that are relevant to a particular topic.

  • “Search a database” is often used in conjunction with Review Documents, identifying relevant documents that you may be interested in running an array of questions against as CoCounsel performs a line-by-line review of your uploads.

Review Documents

Looks for specific information within a set of documents. This skill performs a thorough, line-by-line review of each document to find the answers to your questions

CoCounsel will generate a memo that answers each of your questions and identifies the specific page(s) of your document(s) that contain information that is responsive to your questions.

  • You can submit documents for CoCounsel to review in three ways: (1) upload documents manually, which will allow you to select saved on your computer, or (2) select files from an AllSearch database, or (3) copy and paste text into the dialogue box that appears when you launch this skill.

  • “Review documents” works with PDFs, Word documents, and text files.

Contract Policy Compliance

Use this skill to ensure that the proposed language in a contract complies with company policies. Once you upload the contracts, CoCounsel will then summarize its findings in a memo format, which will identify the contract clause(s) that are relevant to the stated policy and will explain whether there are any differences between the policy and the contract clauses. It will also explain any risks presented by terms in the contract and propose edits to the contract to comply with the policy.

  • This skill allows you to upload up to 10 contracts (manually or from an AllSearch database).

  • “Contract Policy Compliance” works with PDFs, Word documents, and text files.

  • You can download the memo in Word format by clicking the “Download” button at the bottom of the output screen.

Extract Contract Data

You can use this skill to ask questions about a set of contracts. The A.I. will identify and extract relevant clauses from the contracts that answer your questions. It will then prepare a memo that provides a response to each of your questions about each uploaded contract. The A.I. will show you where it found the answer to each of your questions by identifying and hyperlinking to the specific language in each contract that is responsive to your questions.

  • The AI will prepare a spreadsheet summarizing the information it found in each contract that answers your questions.

  • The spreadsheet will include hyperlinks that allow you to immediately click to the relevant portion of each contract where the A.I. found its answers.

Summarize

Leverages machine learning technology to streamline dense legal language into a succinct summary. You can upload complex or voluminous documents and receive a summarized version.

  • Upload your documents or copy and paste the text that you would like CoCounsel to summarize.

  • CoCounsel can summarize a wide variety of document types, including law review articles and complex regulations.

Prepare for a deposition

You can use this skill to get an initial outline of topics and questions that you can ask a witness in a deposition. Just enter a sentence or two describing an upcoming deposition, and CoCounsel will recommend topics and questions that you can include in your deposition outline.

  • You should describe your upcoming deposition to CoCounsel using natural language, as if you were explaining it to a colleague.

  • For best results, you should specify the type of deposition (expert or fact), briefly describe the type of case and claims at issue, and note whether the witness is adverse or has any relationship to a party in the case.

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