This evolution is underway at Thomson Reuters, and it’s redefining what professional-grade AI can — and will — do for professionals. “Agentic AI isn’t a advertising buzzword. It’s a brand new blueprint for a way complicated work will get finished,” mentioned David Wong, Chief Product Officer at Thomson Reuters. “We’re delivering methods that don’t simply help however function contained in the workflows professionals use on daily basis. The AI understands the objective, breaks it into steps, takes motion, and is aware of when to escalate for human enter — all with human oversight inbuilt to make sure accountability and belief.”
The Thomson Reuters agentic platform has been in improvement for over a 12 months, accelerated by its acquisition of Materia, the AI copilot startup specializing in agentic methods for tax and accounting. Its basis is already dwell throughout merchandise being utilized by among the largest accounting companies in america. These new methods are being embedded into authorized, tax, threat, and compliance platforms — all tailor-made to high-stakes environments the place accuracy and belief are non-negotiable. What units the Thomson Reuters method aside is the deeply embedded nature of our brokers.
Somewhat than construct standalone agentic instruments, Thomson Reuters is re-architecting core product experiences. This method includes drawing from essentially the most essential options and content material throughout platforms corresponding to Checkpoint, Westlaw, and Sensible Regulation, exposing their market-leading capabilities as instruments for our brokers to make use of — enabling them to behave and cause inside already accepted business finest practices — and supercharging them with generative AI.
“We’re not simply rebranding AI assistants. We’re engineering full agentic methods — backed by trusted content material, custom-trained fashions, and actual area experience,” Wong mentioned. “What others are calling agentic, we’ve already had available in the market. What we’re launching now units a brand new bar: that is what AI seems like when it’s constructed with actual content material, educated with actual specialists, and trusted by the professionals who do actual work.”
The primary of those new agentic experiences is now dwell: CoCounsel for tax, audit and accounting professionals, a vertical-specific AI agent designed for contemporary tax and accounting professionals. CoCounsel automates actual work — from consumer file evaluation to memo drafting and compliance checks — whereas offering explainable outputs. It connects agency information, Checkpoint, IRS code, and inside paperwork right into a single AI-guided workspace.
“This isn’t GenAI in a prettier wrapper — it’s a completely built-in, clever system constructed to do the work,” mentioned Kevin Merlini, Vice President of Product at Thomson Reuters and former CEO of Materia. “Now CoCounsel doesn’t simply help — it acts with context, navigates complexity, and integrates instantly into how professionals already function. It’s purpose-built for high-stakes work — and it’s solely the start.”
That perspective is shared by OpenAI, whose fashions energy components of CoCounsel, which sees this launch as a real-world instance of what agentic AI can and needs to be.
“As extra platforms launch agentic capabilities, OpenAI is thrilled to energy use instances like those Thomson Reuters is bringing to its huge ecosystem {of professional} customers,” mentioned Olivier Godement, Head of Product, Platform at OpenAI.
Early prospects are already seeing main advantages. “Earlier than CoCounsel, we have been manually evaluating residency and submitting codes throughout 36 states. Every jurisdiction used to take us half per week to totally evaluation—now it takes beneath an hour” mentioned Wealthy Marlatt, Chief Info Officer at BLISS 1041. “We constructed our personal templates in CoCounsel for 1041 returns throughout 50 states and now resulting from agentic analysis and reusable templates, we will feed client-specific elements and immediately perceive how every state handles them.”
The launch of CoCounsel for tax, audit and accounting professionals marks a serious step ahead — however it’s simply the beginning.
Launching Subsequent: Able to Evaluation — an agentic tax prep utility that’s redefining what professional-grade AI can do. Constructed on the GoSystem Tax Engine, it doesn’t simply help with returns — it drafts them, adapts to system suggestions, and resolves diagnostics by itself.
The rollout of agentic methods continues this 12 months with expanded capabilities throughout authorized, threat and commerce, and compliance domains — together with clever workflows for clever drafting, employment coverage era, deposition evaluation, and compliance threat assessments. Many of those experiences exist already inside CoCounsel, Westlaw, and Sensible Regulation, however are actually being upgraded with full agentic orchestration, the place brokers not solely generate output however plan, execute, and adapt throughout instruments in actual time. These methods are:
- Constructed for goal-based execution throughout multi-step authorized and compliance duties
- Designed with task-specific instrument orchestration to interact each Thomson Reuters and third-party platforms
- Ruled by human-in-the-loop oversight for security, accuracy, and accountability
- Powered by clear reasoning and traceable sourcing
- Refined with {custom} LLMs educated by in-house authorized, tax, and compliance specialists
Thomson Reuters isn’t simply increasing capabilities — we’re redefining what GenAI can do within the palms of pros.
The Thomson Reuters method is rooted in unmatched belongings and infrastructure:
- 20B+ paperwork, 15+ petabytes of information, and 500+ trusted content material belongings
- 4,500 material specialists and 180+ AI engineers working side-by-side
- International attain throughout 500,000+ prospects — together with 100% of Fortune 100 and everything of the US federal court docket system
- Deep integrations together with OpenAI, Anthropic, AWS, and Google
- An enterprise-grade platform with ISO 42001 certification and safe, zero-retention structure
The debut of its agentic intelligence is the most recent milestone in Thomson Reuters ongoing evolution into a world know-how powerhouse.
“That is greater than a product launch — it’s a transparent sign of the place the business is heading, and who’s main it,” mentioned Wong. “As we proceed to re-architect the workflows professionals depend on on daily basis, one factor is evident: the way forward for work is already right here — and it’s being constructed inside Thomson Reuters.”
