The CoCounsel User's Guide

Overview of CoCounsel

CoCounsel is presented as the world's first AI legal assistant, designed to leverage advanced machine learning technology for sophisticated legal tasks. It allows legal professionals to delegate substantive work, such as conducting legal research, analyzing large document sets, and summarizing information.

Key features include the ability to interact with CoCounsel conversationally, much like a human, enabling users to instruct it on a wide range of legal tasks and customize outputs. CoCounsel aims to enhance efficiency, allowing for higher-quality legal work in a shorter timeframe, applicable to both litigation and transactional matters.

It is important to note that CoCounsel is a tool to assist attorneys in completing tasks more efficiently and does not replace professional judgment.

Problems CoCounsel Solves

CoCounsel offers various 'skills' tailored to specific legal challenges. For instance, it can help find documents in large datasets using its 'Search a database' skill, conduct thorough document reviews with 'Review documents', analyze contracts with 'Extract Contract Data', prepare legal research memos, assist with deposition preparation, ensure contract policy compliance, and perform market checks.

How CoCounsel Helps Legal Professionals

For litigation attorneys, CoCounsel expedites document review and legal research. Specific skills beneficial for litigators include 'Legal Research Memo' for generating research memos based on queries, 'Review Documents' for detailed analysis of document sets, and 'Search a Database' for quickly finding information within firm databases.

Transactional attorneys can utilize CoCounsel for reviewing, analyzing, and editing transactional documents. Helpful skills include 'Extract Contract Data' for parsing contractual clauses, 'Review Documents' for general document analysis, 'Contract Policy Compliance' for assessing adherence to policies, and 'Search a Database'.

Key Features and Usage

How CoCounsel Works

CoCounsel provides substantive legal assistance using current information sources for real-time requests, rather than relying on static training data. Understanding how each skill operates is crucial for effective use.

Sources of Information

CoCounsel draws information from Casetext's legal database, uploaded documents, AllSearch databases, pasted text, and user-provided descriptions.

Requests and Responses

Users can submit research queries or specific questions. CoCounsel's responses vary by skill, including memos with citations, specific answers in a grid, or granular reviews.

Exporting Results

Results can be exported in various formats, including Word documents, Excel spreadsheets, or copied text, with some skills offering redlined document downloads.

Navigating the Platform

Users access CoCounsel via their Casetext account. The platform allows navigation through a skills menu, document uploads, and organized matter folders.

Chatting with CoCounsel

CoCounsel can be interacted with using natural language, without needing specific keywords. Users can simply type their requests into the chat bar. For optimal results, requests should be specific, concise, and use precise language.

Understanding CoCounsel's Skills

The guide details several core skills:

  • Summarize: Streamlines dense language into succinct summaries.
  • Review Documents: Performs line-by-line analysis to answer specific questions about documents.
  • Legal Research Memo: Generates memos with legal analysis and relevant authorities.
  • Prepare for a Deposition: Assists in creating deposition outlines with topics and questions.
  • Extract Contract Data: Parses contractual clauses to answer specific questions about contracts.
  • Contract Policy Compliance: Checks contract terms against specified policies and suggests edits.
  • Search a Database: Quickly searches large datasets for specific information.
  • Market Check: Analyzes contract databases to identify trending terms and market standards.

For tasks not covered by specific skills, users can engage CoCounsel's chatbot directly, with an option to disable 'safety mode' for more creative responses, though this may impact accuracy.

Models: CoCounsel AI Legal Assistant, CoCounsel, AI Legal Assistant, Assistant

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CoCounsel User's Guide - 2023-05-28

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