# Demand Package Drafting for Tax Attorneys

> 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.

- **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:** Demand Package Drafting
- **Canonical URL:** https://calish.com/workflows/demand-package-drafting-for-tax-attorney/

## The Problem

Tax Controversy demand packages are the highest-leverage document in the case — and they're the ones associates have the least time to draft well.

## What We Build

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.

## Tools & Integrations

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

## How It Works

1. **Discovery call.** We map your current demand package drafting 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/demand-package-drafting-for-tax-attorney-with-canopy/) — Demand Package Drafting built natively in Canopy
- [Checkpoint Edge](https://calish.com/workflows/with/demand-package-drafting-for-tax-attorney-with-checkpoint-edge/) — Demand Package Drafting built natively in Checkpoint Edge
- [Bloomberg Tax](https://calish.com/workflows/with/demand-package-drafting-for-tax-attorney-with-bloomberg-tax/) — Demand Package Drafting built natively in Bloomberg Tax
- [Clio](https://calish.com/workflows/with/demand-package-drafting-for-tax-attorney-with-clio/) — Demand Package Drafting 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/)
- [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/)
- [Bankruptcy Schedule & Means Test for Tax Attorneys](https://calish.com/workflows/bankruptcy-schedule-and-means-test-for-tax-attorney/)

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