Custom AI workflow automation for tax attorneys operating in the Orlando market — built on the Canopy and Checkpoint Edge stack most Orlando tax controversy teams already run.
Tax Attorneys in Orlando compete on speed — the firms that automate the back-office work on Canopy win the market for tax controversy clients, and the ones that don't fall behind on margin.
AI runs the search across USPTO, EPO, and Canopy, ranks hits by claim-overlap relevance, summarizes each, and builds the search report — attorney starts from a triaged list, not a raw dump.
AI tracks every asset and beneficiary in Canopy, generates status updates per beneficiary, drafts receipts and waivers, and escalates missing items — administration closes in months, not years.
AI requests records via HITECH, ingests them into Canopy, builds a chronological medical timeline with visit-level detail, and flags gaps — demand package goes out in days, not weeks.
AI drafts the demand from the matter file in Canopy, including medical chronology, damages calc, and liability narrative — associate refines tone and strategy, doesn't start from zero.
AI runs the closing checklist, chases missing docs, assembles the disclosure packet, and validates each item before closing — closings hit schedule, no scramble day-of.
AI monitors statutory changes by jurisdiction, identifies affected handbook sections per client in Canopy, drafts redlines, and routes to the attorney — clients stay compliant, firm retains the work.
AI ingests client documents into Canopy, auto-populates schedules, runs the means test, flags inconsistencies, and drafts the creditor matrix — petition filed in days.
AI runs the conflict check against Canopy, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours.
Remote-first engagement. We work with tax attorneys in Orlando and the surrounding metro — no travel required, no software switch.
