Agler & Gaeddert Chartered, doing business as A&G Consultants, is a certified public accounting firm serving individuals and businesses from offices in Emporia and Ottawa, Kansas, providing tax, accounting, and advisory services.

A&G Consultants adopted Thomson Reuters CoCounsel to solve a growing gap between ambition and capacity across its Emporia and Ottawa offices. After previewing CoCounsel at Synergy and running a live demo during renewal season, the partners purchased four licenses at the beginning of the year. Since then, the team reports markedly faster research cycles and the ability to generate client-ready memos and letters with authoritative citations they can share to reinforce trust. The firm plans to expand usage through training and additional licenses as adoption grows.

The firm wanted to grow, but uneven processes across two locations and tool sprawl slowed progress and strained collaboration. "We wanted to go bigger." After years on Checkpoint, the team had spent the last three years on a different research product; license renewal prompted a reassessment. Staff needed a faster, more reliable way to research complex questions and produce understandable, professional memos and client letters — without jumping among "tons of different places" to piece together answers. The partners also sought a solution they could trust, with citations they could show to clients who like to "double check everything," preserving the human touch even as more tasks became automated.

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