How to Use Casetext (CoCounsel)

A beginner-friendly guide to getting started with Casetext (CoCounsel) in 2026.

Price Paid only

Best For solo practitioners, small law firms, legal researchers

Rating ★★★★★ 4.5/5

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Getting Started: Step by Step

Create your Casetext (CoCounsel) account

Visit Casetext (CoCounsel)'s website and sign up for a trial. You'll need an email address to get started.

Set up your workspace

Once signed in, configure your Casetext (CoCounsel) workspace. Set your preferences, invite team members if needed, and customize the interface to match your workflow.

Explore ai-research

One of Casetext (CoCounsel)'s key features is ai-research. Navigate to this feature and experiment with it to understand how it fits into your workflow.

Explore brief-analysis

One of Casetext (CoCounsel)'s key features is brief-analysis. Navigate to this feature and experiment with it to understand how it fits into your workflow.

Explore contract-analysis

One of Casetext (CoCounsel)'s key features is contract-analysis. Navigate to this feature and experiment with it to understand how it fits into your workflow.

Integrate with your existing tools

Connect Casetext (CoCounsel) with the other tools you use daily. Most integrations can be set up in the settings or integrations panel.

Start using it for real work

Now that you're set up, start using Casetext (CoCounsel) for actual tasks. The best way to learn is by doing — don't worry about getting everything perfect right away.

Pro Tips

Start with the free plan or trial to explore Casetext (CoCounsel)'s capabilities before committing to a paid subscription.
Use keyboard shortcuts to speed up your workflow — most tools have extensive shortcut systems.
Check Casetext (CoCounsel)'s official documentation and community forums for advanced tips and best practices.
Review your workflow after 2 weeks of use and adjust your setup based on what's working and what isn't.