# AI Automation for CPA Global FoundationIP

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

- **Canonical URL:** https://calish.com/workflows/tool/cpa-global-foundationip/
- **Automation count:** 8
- **Roles:** IP Attorney

## Automations

- [Bankruptcy Schedule & Means Test for IP Attorneys](https://calish.com/workflows/with/bankruptcy-schedule-and-means-test-for-ip-attorney-with-cpa-global-foundationip/) — AI ingests client documents into ipManager, auto-populates schedules, runs the means test, flags inconsistencies, and drafts the creditor ma
- [Client Intake & Conflict Screening for IP Attorneys](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-ip-attorney-with-cpa-global-foundationip/) — AI runs the conflict check against ipManager, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult tim
- [Deposition Summary Generation for IP Attorneys](https://calish.com/workflows/with/deposition-summary-generation-for-ip-attorney-with-cpa-global-foundationip/) — AI ingests the transcript, produces a page-line summary with topic tags and exhibit cross-references, and flags contradictions across witnes
- [Discovery Document Review for IP Attorneys](https://calish.com/workflows/with/discovery-document-review-for-ip-attorney-with-cpa-global-foundationip/) — AI pre-classifies documents by responsiveness, privilege, and hot-doc signal in ipManager, leaving associates to review only the 15% that ac
- [Legal Research & Brief Drafting for IP Attorneys](https://calish.com/workflows/with/legal-research-and-brief-drafting-for-ip-attorney-with-cpa-global-foundationip/) — AI drafts the research memo against the firm's prior work product, pulls current authority from ipManager, and produces a cite-checked first
- [Contract Review & Redlining for IP Attorneys](https://calish.com/workflows/with/contract-review-and-redlining-for-ip-attorney-with-cpa-global-foundationip/) — AI redlines against the firm's playbook in ipManager, flags non-standard terms with a risk rating, and drafts a client-ready summary — 80% o
- [Client Case Status Updates for IP Attorneys](https://calish.com/workflows/with/client-case-status-updates-for-ip-attorney-with-cpa-global-foundationip/) — AI drafts personalized case-status updates from live matter state in ipManager on a weekly cadence, and generates on-demand replies when the
- [Billing Narrative Cleanup for IP Attorneys](https://calish.com/workflows/with/billing-narrative-cleanup-for-ip-attorney-with-cpa-global-foundationip/) — AI rewrites narratives to match each client's outside-counsel guidelines in ipManager, flags block-billing, and pre-validates against the po

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