Predictika · Legal research subscription quotes

An AI sales agent's Westlaw and CoCounsel quote, checked before it goes out

An AI sales agent prepares a subscription quote for Thomson Reuters Westlaw and CoCounsel plans, with a plan, a customer type, coverage, optional add-ons, a term and an attorney count. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the plans and quote rules and returns a verdict, every reason and the monthly and term totals it computed.

Scope: Thomson Reuters Westlaw and CoCounsel subscription quotes: plan eligibility by customer type, coverage, add-ons, term, attorney count and new versus existing customer. See everything this validator covers

This validator models Westlaw and CoCounsel subscription quotes, not just the scenarios shown below.

  • Plans and customer types — Westlaw Edge, Westlaw Edge with AI-Assisted Research, Westlaw Advantage, CoCounsel Essentials, Westlaw Advantage with CoCounsel Essentials and CoCounsel Legal, each offered to some of law firms, corporate legal departments and government agencies.
  • Coverage and add-ons — single-circuit or all-states and federal coverage, and the Practical Law Dynamic Tool Set and CoCounsel Essentials add-ons, which cannot be added where a plan already includes them or where the plan does not allow them.
  • Term, attorneys and customer status — terms of one, two or three years with the term saving, the online pricing limit of 10 attorneys, new versus existing customers, and the monthly and term totals the validator computes.

Any Westlaw or CoCounsel subscription quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: other Thomson Reuters products and enterprise agreements negotiated by a sales representative. The plan names, the 10-attorney online pricing limit, online pricing for new customers only, the 12 and 18 percent term savings and the two Westlaw Advantage starting prices follow Thomson Reuters' public plan pages as read in October 2026; all other prices and the plan eligibility and add-on rules are modeled from comparable products and are not published by Thomson Reuters, so all amounts are illustrative. The validator shows computed monthly and term totals but no line-item table.

The AI sales agentBuilds the subscription quote from the conversation and says it is ready.
Predictika validatorChecks every rule at once and returns the verdict, each finding, and the computed figures.

6 scenarios in 3 groups · each group runs from the agent’s first attempt to the outcome · click one to switch

What the agent proposes

The AI sales agent says

Illustrative agent statement. The validator receives the structured request below.

Proposing agent: AI sales agent (scripted)

Before sending, the agent must call Recorded run

Predictika validator


      

        
        
        
      

      
Waiting for the call.

      
    

  

  
  

    
Where rules-based CPQ gets it wrong
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Our assessment of what a typical rules-based CPQ (product rules, price rules and validation rules, as in Salesforce CPQ) does with the same cases. It is a judgment about effort and reliability, not a claim that nothing can be built.

    
What the validator caughtTypical rules-based CPQPredictika
Plans offered only to some customer typesOnly with care
Each plan is offered to a different mix of law firms, corporate legal departments and government, so each plan needs its own list of customer types.		The plan and the customer type are in one request and checked together on every call.
Add-ons a plan already includesOnly with workarounds
CoCounsel Legal already includes the Practical Law Dynamic Tool Set and CoCounsel Essentials, so a rule must refer to the plan chosen and the add-ons selected.		The plan and the add-ons are in the request, so the conflict is checked on every call.
Coverage that a bundle does not allowOnly with care
CoCounsel Legal is sold with all-states and federal coverage only, so the coverage choice depends on the plan.		The plan and the coverage are checked together, whatever order they were chosen in.
A term of one, two or three years with a saving that depends on itOnly with workarounds
The saving changes the monthly figure and the term total, so the totals must be recalculated for every quote and a fourth or fifth year refused.		The term is checked and the totals are recomputed on every call.
An attorney count above the online pricing limitOnly with workarounds
Quotes above 10 attorneys, like those for existing customers, go to a sales representative, so a separate approval rule is needed.		The attorney count is in the request and returns an approval whatever else is correct.
Every problem returned in one answerOnly with workarounds
Rules tend to fire as the quote is saved or a step is completed, so a rep often fixes one error and meets the next.		All findings come back together, whatever order the choices arrived in.

  

  

    
What this validator catches: findings from its test cases
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Every rule is checked on every call, in any order the choices arrive; one problem never hides another. Blocking findings stop the quote; approval findings need a person to sign off; everything else is computed.

    
1The selected plan is not offered to this customer type; it is offered to law firms, corporate legal departments or government only as listed for that plan.
2CoCounsel Legal includes Westlaw Advantage and is sold with all-states and federal coverage only, not single-circuit coverage.
3Subscription terms are 1, 2 or 3 years; the quote has 4 years.
4A subscription needs at least 1 attorney; the quote has 0.
5Online pricing covers firms with up to 10 attorneys; for 11 attorneys a sales representative must confirm custom pricing and plan options.
6Online pricing is for new customers only; an existing customer needs a sales representative to confirm pricing.
7Online pricing covers firms with up to 10 attorneys; for 25 attorneys a sales representative must confirm custom pricing and plan options.
8CoCounsel Legal already includes the Practical Law Dynamic Tool Set, so it cannot be added again.
9The Practical Law Dynamic Tool Set add-on is not offered on government plans.
10The selected plan already includes CoCounsel Essentials, so it cannot be added as an add-on.
11Online pricing covers firms with up to 10 attorneys; for 18 attorneys a sales representative must confirm custom pricing and plan options.

  

  

    
Scenarios and results
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The recorded result of the validator for each scenario on this page: the request the AI agent sent, the verdict, and every finding, in the order they appear above.

    
1. Plan, coverage, add-ons and term: A CoCounsel Legal quote with single-circuit coverage, both add-ons and a four-year term

    
The agent's request. Please quote CoCounsel Legal for a law firm with 8 attorneys and single-circuit coverage, with the Practical Law Dynamic Tool Set and CoCounsel Essentials added, on a 4-year term. The customer is new to Thomson Reuters. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Subscription term not available. Subscription terms are 1, 2 or 3 years; the quote has 4 years.
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  • CoCounsel Legal needs all-states coverage. CoCounsel Legal includes Westlaw Advantage and is sold with all-states and federal coverage only, not single-circuit coverage.
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  • Practical Law already included in CoCounsel Legal. CoCounsel Legal already includes the Practical Law Dynamic Tool Set, so it cannot be added again.
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  • CoCounsel Essentials already included. The selected plan already includes CoCounsel Essentials, so it cannot be added as an add-on.
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2. Plan, coverage, add-ons and term: The agent resubmits after fixing the errors

    
The agent's request. Please quote CoCounsel Legal for a law firm with 8 attorneys and all-states and federal coverage, on a 3-year term. The customer is new to Thomson Reuters. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. About 655 USD per month after a 18 percent term saving; about 23,586 USD over the term (modeled prices, not Thomson Reuters list prices except the Westlaw Advantage starting prices).
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3. Customer type, add-on and attorney count: A Westlaw Edge with AI-Assisted Research quote for a government agency with Practical Law and 25 attorneys

    
The agent's request. Please quote Westlaw Edge with AI-Assisted Research for a government agency with 25 attorneys and all-states and federal coverage, with the Practical Law Dynamic Tool Set added, on a 1-year term. The customer is new to Thomson Reuters. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Plan not offered to this customer type. The selected plan is not offered to this customer type; it is offered to law firms, corporate legal departments or government only as listed for that plan.
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  • Practical Law add-on not for government. The Practical Law Dynamic Tool Set add-on is not offered on government plans.
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  • More than 10 attorneys. Online pricing covers firms with up to 10 attorneys; for 25 attorneys a sales representative must confirm custom pricing and plan options.
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4. Customer type, add-on and attorney count: The agent resubmits after fixing the errors

    
The agent's request. Please quote Westlaw Advantage for a government agency with 25 attorneys and all-states and federal coverage, on a 1-year term. The customer is new to Thomson Reuters. It is ready to send.

    
Verdict: Needs approval.

    
    
      
  • More than 10 attorneys. Online pricing covers firms with up to 10 attorneys; for 25 attorneys a sales representative must confirm custom pricing and plan options.
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  • Quote summary. About 399 USD per month after a 0 percent term saving; about 4,797 USD over the term (modeled prices, not Thomson Reuters list prices except the Westlaw Advantage starting prices).
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5. Plan, add-on and term for corporate legal: A Westlaw Advantage with CoCounsel Essentials quote for a corporate legal department with both add-ons and a five-year term

    
The agent's request. Please quote Westlaw Advantage with CoCounsel Essentials for a corporate legal department with 6 attorneys and all-states and federal coverage, with the Practical Law Dynamic Tool Set and CoCounsel Essentials added, on a 5-year term. The customer is new to Thomson Reuters. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Plan not offered to this customer type. The selected plan is not offered to this customer type; it is offered to law firms, corporate legal departments or government only as listed for that plan.
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  • Subscription term not available. Subscription terms are 1, 2 or 3 years; the quote has 5 years.
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  • CoCounsel Essentials already included. The selected plan already includes CoCounsel Essentials, so it cannot be added as an add-on.
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6. Plan, add-on and term for corporate legal: The agent resubmits after fixing the errors

    
The agent's request. Please quote Westlaw Advantage for a corporate legal department with 6 attorneys and all-states and federal coverage, with the Practical Law Dynamic Tool Set and CoCounsel Essentials added, on a 3-year term. The customer is new to Thomson Reuters. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary. About 670 USD per month after a 18 percent term saving; about 24,139 USD over the term (modeled prices, not Thomson Reuters list prices except the Westlaw Advantage starting prices).
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Narration transcript
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The text of the narrated walkthrough, step by step.

    
    
      
  1. Welcome to a demo of Predictika's Validator. An AI sales agent prepares a subscription quote for Thomson Reuters Westlaw and CoCounsel plans, with a plan, a customer type, coverage, optional add-ons, a term and an attorney count. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the plans and quote rules and returns a verdict, every reason and the monthly and term totals it computed.
    2. 
      
  2. I will start with the first request by the agent.
    3. 
      
  3. The agent says. Please quote CoCounsel Legal for a law firm with 8 attorneys and single-circuit coverage, with the Practical Law Dynamic Tool Set and CoCounsel Essentials added, on a 4-year term. The customer is new to Thomson Reuters. The rest of the request is on screen.
    4. 
      
  4. Before it goes out, the agent calls the validator.
    5. 
      
  5. Blocked, with four findings, all in one answer. Subscription terms are 1, 2 or 3 years; the quote has 4 years. CoCounsel Legal includes Westlaw Advantage and is sold with all-states and federal coverage only, not single-circuit coverage. CoCounsel Legal already includes the Practical Law Dynamic Tool Set, so it cannot be added again. The other one is on screen.
    6. 
      
  6. The validator returned four blocking findings in one answer. A check that reads one field at a time would pass most of this; it shows only when the choices in the quote are checked against each other.
    7. 
      
  7. What this shows: for add-ons a plan already includes, a rules-based CPQ can do this only with workarounds.
    8. 
      
  8. Now the agent resubmits.
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  9. The corrected request. It changes the coverage to all states and federal, the Practical Law Dynamic Tool Set add-on to no, the CoCounsel Essentials add-on to no and the term to 3 years.
    10. 
      
  10. It calls the validator again.
    11. 
      
  11. This time the validator clears it.
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  12. All four earlier findings are cleared.
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  13. Four problems caught in one call, fixed in one pass, and a clean quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.
    14.