Case Study

Thomson Reuters enhances tax guidance with Claude in Amazon Bedrock

Thomson Reuters + Anthropic logo lockup

Thomson Reuters uses Claude in Amazon Bedrock as part of its strategy to power their AI platform, CoCounsel, helping legal and tax professionals synthesize expert knowledge and deliver comprehensive advice to clients.

With Claude, Thomson Reuters:

  • Powers AI features that deliver expertise from 3,000+ subject matter experts to users across all domains
  • Built a comprehensive Retrieval-Augmented Generation (RAG) architecture for tax and legal analysis
  • Processes complex contracts and tax documents by deploying a secure, extensive, and reliable AWS Global Cloud Infrastructure
  • Maintains rigorous accuracy through expert validation
  • Implements prompt caching for efficient processing

Building AI solutions that exceed professional standards

Thomson Reuters needed an AI solution to leverage their vast professional knowledge base while meeting strict accuracy and reliability requirements. They needed technology to maintain their high standards while making expert knowledge more accessible—empowering users to better discover subject matter expertise from 3,000 domain experts and over 150 years of authoritative content.

"We combine real expert human knowledge with advanced technology," said Joel Hron, CTO at Thomson Reuters. "We have experts across many different domains generating content and workflows. For us, AI is a tool to facilitate the distribution of that expertise through our software."

Choosing Claude in Amazon Bedrock for enterprise AI

After extensive evaluation against automated and human expert benchmarks, Thomson Reuters selected Claude. Their choice to deploy Claude in Amazon Bedrock emerged from three key factors:

To start, Anthropic's focus on safety aligned with their values. Hron said, "What drew me to Anthropic early on was their stance on safety and ethics—that really aligned with our core ideologies."

In addition, Claude consistently met their rigorous standards. Hron explained, "The risk of providing wrong advice is substantial, so our quality thresholds are extraordinarily high. The partnership with Anthropic has been exceptional—their guidance and support have helped our engineering teams maximize the models."

Finally, deploying Claude in Amazon Bedrock provided significant enterprise advantages. Amazon Bedrock enables Thomson Reuters to rapidly test and deploy new Claude models while maintaining strict security standards. Hron noted, "The continuity of services for our engineering teams is helpful—they can leverage data easily and use existing AWS playbooks. From a security and governance standpoint, it allows us to be more transparent with customers about how we're controlling AI."

The integration with Amazon Bedrock also streamlined development. Hron shares, "We're a very close partner of AWS as well, so leveraging that partnership has been a helpful synergy for us." Their engineering teams can now test new models and features quickly, with Bedrock providing the robust security infrastructure needed for sensitive professional data. "Amazon Bedrock lets us test new models the day they're released. It's essential to our development process."

Amazon Bedrock's enterprise-grade infrastructure enabled Thomson Reuters to build a consistent technology stack, supporting rapid AI innovation while maintaining the strict governance their professional customers require.

How Claude transforms professional analysis

After selecting Claude in Amazon Bedrock, Thomson Reuters developed a comprehensive AI architecture to serve their diverse professional users. They strategically deployed different Claude models across their product suite, using Claude 3 Haiku for rapid processing and Claude 3.5 Sonnet for more complex analysis. "We've been able to leverage a number of Claude's features, such as prompt caching, for features we've been deploying," explained Hron.

Making expert knowledge more accessible

By integrating Claude in Amazon Bedrock, Thomson Reuters helps professionals deliver higher quality work more efficiently. Hron explained, "There's tremendous value in giving professionals multiple sides and perspectives of complex problems. We're not just providing faster information access—we're delivering a more complete and comprehensive view of all sides of an issue."

For tax professionals, this means understanding multiple perspectives on complex issues. For lawyers, it means having deeper insights for contract negotiations and legal strategy. This comprehensive analysis helps professionals make better decisions for their clients."

The impact of these AI solutions is already evident across Thomson Reuters' customer base. Greg Siskind, Founder of Siskind Susser PC, describes CoCounsel as "Outstanding... It's like having an associate lawyer ready to take on an endless number of delegated tasks and deliver it all in minutes."

For many firms, the efficiency gains are transformative. "From a time-saving perspective, I can easily see it cutting the time in half, maybe even more," notes Pete Mayolo, Owner and President of Mayolo and Associates. Colin Calvert, Partner at Fisher Phillips, adds that "CoCounsel will become a foundational tool for our firm. Its efficiency is staggering and frees up more of my time to focus on higher-level, more strategic work."

Advancing the future of professional services

Thomson Reuters continues expanding their use of Claude, exploring agent frameworks for complex tax workflows and computer vision capabilities to help their editorial teams curate content more efficiently. The recent acquisition of Materia AI will help drive these innovations by bringing agentic AI to CoCounsel for the Tax, Audit, and Accounting customers.

"We've been vocal about our AI investment as a strategic part of our products going forward," said Hron. "Our editorial workforce spends significant time building and curating content—we see tremendous potential to accelerate these processes with Anthropic’s computer vision and tool use capabilities."

Thomson Reuters aims to fundamentally transform how legal and tax professionals work by combining Claude's capabilities with their deep domain expertise. Their vision focuses on automating routine tasks while enhancing professionals' ability to deliver strategic insights. Through their ongoing partnership with Anthropic and AWS, they continue pushing the boundaries of what's possible in professional services.