Launching Agentic AI Solutions

Agentic AI for Legal Acceleration

Lawyers operate on complex timelines; they need a trusted accelerant, not a new tool to learn. We focused the experience for CoCounsel Legal with Deep AI Research to function autonomously, like a trusted colleague, handling complex legal tasks autonomously. Hand it a thorny issue, and it:

• Plans work so nothing slips through the cracks.
• Explains reasoning step by step.
• Anchors every conclusion in 50 years of Westlaw and 30 years of Practical Law expertise.

This results in a transparent research trail and bulletproof logic, freeing up professionals for high-value work. It's no surprise CoCounsel is already trusted by 20,000 law firms and corporate legal departments, including the majority of Am Law 100 firms.

End-to-End Automation in Tax & Accounting

The tax landscape, burdened by complexity and talent shortages, needs a true transformation, not incremental tools. Our answer was an exceptional use of Agentic AI that automates workflows from start to filing, transforming compliance into a streamlined, seamless experience. This is achieved through a multi-prong approach to integrating AI into the professional solution: spanning autonomous agentic workflows, inline question and answer capabilities, and serving as the core engine powering downstream professional solutions.

This end-to-end approach saves professionals hours of manual tasks and unlocks their ability to move into higher-value advisory services, proving Agentic AI is ready for the professional world.

Solving the AI Cold Start Problem

The Cold Start Problem is déjà vu. Customers hear technology is amazing, but early missteps create frustration and abandonment.

To solve this, I drove the creative effort launching a centralized Skills Library housing common, accessible tasks. Between Q4 2024 and Q2 2025, we saw a 92% rise in skill executions, definitively proving that expert-created prompts were our the missing cold start remedy.

Integrating AI at the Point of Work

The strategic reality is simple: meet them where they are.

True productivity required combining trusted content and AI with their organizational data, all within Microsoft's environment. I oversaw the creative strategy integrating CoCounsel directly into Microsoft Copilot. This allowed our customers to execute intricate workloads, traditionally taking days, in mere seconds with a click of a button.