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CoCounsel
How does CoCounsel work?
How does CoCounsel work?
Learn the sources of information, requests, responses, and export formats for each CoCounsel Skill
Ryan Groff avatar
Written by Ryan Groff
Updated this week

CoCounsel provides substantive legal assistance with responses you can quickly review. CoCounsel does not respond "from memory" with years-old training data. Instead, each CoCounsel skill uses current sources of information to provide unique responses to real-time requests with familiar exporting formats.

Why is this important? Knowing how each CoCounsel skill works is the first step to working effectively with CoCounsel. For example, you will expect legal analysis from Casetext's legal database when you use the Legal Research Memo skill, but you will expect specific answers to questions about your documents from the Review Documents skill. You will also know to create an AllSearch database before trying to use a skill that uses AllSearch as its source of information. But the benefits are endless.

Sources of Information

This chart indicates the sources of information for each CoCounsel skill, including:

  • Casetext's legal database of case law, statutes, regulations, codes, rules, and more for 50 state and federal jurisdictions;

  • Uploaded documents from your device or from a dropdown menu of previously uploaded files;

  • AllSearch database of your large datasets;

  • Passage of text copied and pasted from anywhere; or

  • Description of your legal situation.

Skill

Casetext's legal database

Uploaded document

AllSearch database

Passage of text

Description

Legal Research Memo

Summarize

Review Documents

Contract Policy Compliance

Extract Contract Data

Search a Database

Market Check

Prepare for a Deposition

⚠️ CoCounsel Chat responses do not use a source of information.

Requests

This chart indicates the requests CoCounsel receives for each skill, including:

  • Research queries for answers across a large database;

  • Specific questions for specific answers; or

  • Filters, selections, or samples to focus CoCounsel's responses.

Skill

Research

queries

Specific questions

Filters, selections, or samples

Legal Research Memo

Search a Database

Market Check

Review Documents

Contract Policy Compliance

Extract Contract Data

Prepare for a Deposition

Summarize*

* The Summarize skill does not need additional request after a source of information is identified because the skill works the same way each time.

⚠️ CoCounsel Chat can receive text requests, but responses do not use a source of information. See Sources of Information.

Responses

This chart indicates CoCounsel's responses for each skill, including:

  • Memos with answers and analysis followed by a list of the relevant sources of information with clickable citations;

  • Specific answers in a grid with visible short answers; mouseover for explanations and page citations, or click to open the source for closer review; or

  • Other responses with specific relevance for that skill.

Skill

Memos

Specific answers

Other responses

Legal Research Memo

Search a Database

Market Check

Review Documents

Extract Contract Data

Contract Policy Compliance

Granular review of relevant clauses

Prepare for a Deposition

List of relevant topics and questions

Summarize

Bulleted summary

⚠️ CoCounsel Chat responses do not use a source of information. See Sources of Information.

Exporting

This chart indicates how results from each skill can be exported, including:

  • Download Word Documents;

  • Copy the response to paste somewhere else;

  • Download Excel Spreadsheets; or

  • Download Redlined Docs to download a Word Document with tracked changes representing the suggested redline edits (available when a contract is uploaded to Contract Policy Compliance as a Word Document).

Skill

Download Word

Copy

Download Excel

Download Redlined Docs

Legal Research Memo

Search a Database

Market Check

Prepare for a Deposition

Summarize

Review Documents

✅ *

Contract Policy Compliance

Extract Contract Data

*There are two download options, "With Explanations and Sources" or "Short Answers Only."

Get the most out of CoCounsel!

Download the user's guide

The most current information about CoCounsel is always found in the articles at Help Center > CoCounsel, but you may also download the most recent version of our User's Guide at the link below.

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