# Client Intake & Conflict Screening for Tax Attorneys

> 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.

- **Role:** [Tax Attorney](https://calish.com/workflows/for/tax-attorney/)
- **Category:** [Operations & Workflow](https://calish.com/workflows/category/operations-and-workflow/)
- **Specialty:** [Tax Controversy](https://calish.com/workflows/specialty/tax-controversy/)
- **Action:** Client Intake & Conflict Screening
- **Canonical URL:** https://calish.com/workflows/client-intake-and-conflict-screening-for-tax-attorney/

## The Problem

Every new Tax Controversy lead needs conflict-checked, fee-agreement-drafted, and intake-form-filled before a billable moment happens — and 40% of leads ghost during that gap.

## What We Build

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.

## Tools & Integrations

- Canopy
- Checkpoint Edge
- Bloomberg Tax
- Clio
- Zapier

## How It Works

1. **Discovery call.** We map your current client intake & conflict screening process and identify where AI saves the most time.
2. **Build & integrate.** We build the workflow and connect it to the tools you already use — no software changes required.
3. **Review & refine.** You review the results, we fine-tune until it matches your standards, then it runs on autopilot.

## Tool-Specific Implementations

- [Canopy](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-tax-attorney-with-canopy/) — Client Intake & Conflict Screening built natively in Canopy
- [Checkpoint Edge](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-tax-attorney-with-checkpoint-edge/) — Client Intake & Conflict Screening built natively in Checkpoint Edge
- [Bloomberg Tax](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-tax-attorney-with-bloomberg-tax/) — Client Intake & Conflict Screening built natively in Bloomberg Tax
- [Clio](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-tax-attorney-with-clio/) — Client Intake & Conflict Screening built natively in Clio

## Related Workflows

- [Patent Prior Art Search for Tax Attorneys](https://calish.com/workflows/patent-prior-art-search-for-tax-attorney/)
- [Estate Distribution & Beneficiary Tracking for Tax Attorneys](https://calish.com/workflows/estate-distribution-and-beneficiary-tracking-for-tax-attorney/)
- [Medical Records Retrieval & Chronology for Tax Attorneys](https://calish.com/workflows/medical-records-retrieval-and-chronology-for-tax-attorney/)
- [Demand Package Drafting for Tax Attorneys](https://calish.com/workflows/demand-package-drafting-for-tax-attorney/)
- [Closing Checklist & Disclosure Packet for Tax Attorneys](https://calish.com/workflows/closing-checklist-and-disclosure-packet-for-tax-attorney/)
- [Employment Handbook & Policy Updates for Tax Attorneys](https://calish.com/workflows/employment-handbook-and-policy-updates-for-tax-attorney/)

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