Custom AI workflows built specifically for tax controversy: deep integrations with the Canopy stack, legal-grade privacy, and workflows that pay back in weeks, not years.
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.
The workflows above are starting points. Every tax controversy operation runs differently — we build what you actually need.
