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 and marketing buzzword. It’s a brand new blueprint for the way advanced work will get accomplished,” stated David Wong, Chief Product Officer at Thomson Reuters. “We’re delivering programs that don’t simply help however function contained in the workflows professionals use each day. 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 in-built to make sure accountability and belief.”
The Thomson Reuters agentic platform has been in growth for over a 12 months, accelerated by its acquisition of Materia, the AI copilot startup specializing in agentic programs for tax and accounting. Its basis is already reside throughout merchandise being utilized by among the largest accounting corporations in the USA. These new programs are being embedded into authorized, tax, danger, and compliance platforms — all tailor-made to high-stakes environments the place accuracy and belief are non-negotiable. What units the Thomson Reuters strategy aside is the deeply embedded nature of our brokers.
Slightly than construct standalone agentic instruments, Thomson Reuters is re-architecting core product experiences. This strategy includes drawing from essentially the most vital options and content material throughout platforms similar 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 motive inside already accepted business greatest practices — and supercharging them with generative AI.
“We’re not simply rebranding AI assistants. We’re engineering full agentic programs — backed by trusted content material, custom-trained fashions, and actual area experience,” Wong stated. “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 appears 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 reside: 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 assessment to memo drafting and compliance checks — whereas offering explainable outputs. It connects agency information, Checkpoint, IRS code, and inner 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,” stated 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 immediately 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 must be.
“As extra platforms launch agentic capabilities, OpenAI is thrilled to energy use circumstances like those Thomson Reuters is bringing to its huge ecosystem {of professional} customers,” stated Olivier Godement, Head of Product, Platform at OpenAI.
Early prospects are already seeing main advantages. “Earlier than CoCounsel, we had been manually evaluating residency and submitting codes throughout 36 states. Every jurisdiction used to take us half every week to totally assessment—now it takes underneath an hour” stated Wealthy Marlatt, Chief Info Officer at BLISS 1041. “We constructed our personal templates in CoCounsel for 1041 returns throughout 50 states and now as a consequence of 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 software 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 programs continues this 12 months with expanded capabilities throughout authorized, danger and commerce, and compliance domains — together with clever workflows for clever drafting, employment coverage technology, deposition evaluation, and compliance danger assessments. Many of those experiences exist already inside CoCounsel, Westlaw, and Sensible Regulation, however at the moment are being upgraded with full agentic orchestration, the place brokers not solely generate output however plan, execute, and adapt throughout instruments in actual time. These programs 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 arms of pros.
The Thomson Reuters strategy is rooted in unmatched belongings and infrastructure:
- 20B+ paperwork, 15+ petabytes of knowledge, and 500+ trusted content material belongings
- 4,500 material specialists and 180+ AI engineers working side-by-side
- World attain throughout 500,000+ prospects — together with 100% of Fortune 100 and the whole lot of the US federal courtroom 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 newest 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,” stated Wong. “As we proceed to re-architect the workflows professionals depend on each day, one factor is obvious: the way forward for work is already right here — and it’s being constructed inside Thomson Reuters.”
