# AI Automation for Checkpoint Edge

> 8 workflow automations purpose-built on top of Checkpoint Edge — no data leaves your system, no parallel tool for your team to learn.

- **Canonical URL:** https://calish.com/workflows/tool/checkpoint-edge/
- **Automation count:** 8
- **Roles:** Tax Attorney

## Automations

- [Patent Prior Art Search for Tax Attorneys](https://calish.com/workflows/with/patent-prior-art-search-for-tax-attorney-with-checkpoint-edge/) — AI runs the search across USPTO, EPO, and Canopy, ranks hits by claim-overlap relevance, summarizes each, and builds the search report — att
- [Estate Distribution & Beneficiary Tracking for Tax Attorneys](https://calish.com/workflows/with/estate-distribution-and-beneficiary-tracking-for-tax-attorney-with-checkpoint-edge/) — AI tracks every asset and beneficiary in Canopy, generates status updates per beneficiary, drafts receipts and waivers, and escalates missin
- [Medical Records Retrieval & Chronology for Tax Attorneys](https://calish.com/workflows/with/medical-records-retrieval-and-chronology-for-tax-attorney-with-checkpoint-edge/) — AI requests records via HITECH, ingests them into Canopy, builds a chronological medical timeline with visit-level detail, and flags gaps — 
- [Demand Package Drafting for Tax Attorneys](https://calish.com/workflows/with/demand-package-drafting-for-tax-attorney-with-checkpoint-edge/) — AI drafts the demand from the matter file in Canopy, including medical chronology, damages calc, and liability narrative — associate refines
- [Closing Checklist & Disclosure Packet for Tax Attorneys](https://calish.com/workflows/with/closing-checklist-and-disclosure-packet-for-tax-attorney-with-checkpoint-edge/) — AI runs the closing checklist, chases missing docs, assembles the disclosure packet, and validates each item before closing — closings hit s
- [Employment Handbook & Policy Updates for Tax Attorneys](https://calish.com/workflows/with/employment-handbook-and-policy-updates-for-tax-attorney-with-checkpoint-edge/) — AI monitors statutory changes by jurisdiction, identifies affected handbook sections per client in Canopy, drafts redlines, and routes to th
- [Bankruptcy Schedule & Means Test for Tax Attorneys](https://calish.com/workflows/with/bankruptcy-schedule-and-means-test-for-tax-attorney-with-checkpoint-edge/) — AI ingests client documents into Canopy, auto-populates schedules, runs the means test, flags inconsistencies, and drafts the creditor matri
- [Client Intake & Conflict Screening for Tax Attorneys](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-tax-attorney-with-checkpoint-edge/) — AI runs the conflict check against Canopy, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time d

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