Bankruptcy Schedule & Means Test for Tax Attorneys with Checkpoint Edge
The Problem
Chapter 7 and 13 schedules are 40+ pages of fiddly data entry for Tax Controversy clients who rarely bring complete records on day one.
What We Build in Checkpoint Edge
AI ingests client documents into Canopy, auto-populates schedules, runs the means test, flags inconsistencies, and drafts the creditor matrix — petition filed in days. Purpose-built for teams running Checkpoint Edge — uses the native API or agent integration so nothing leaves the system of record.
Checkpoint Edge Integration Approach
Audit your Checkpoint Edge configuration
We map the specific Checkpoint Edge objects, custom fields, and workflows the automation needs to touch for your tax controversy practice.
Build on the Checkpoint Edge API or agent
Integration happens inside Checkpoint Edge — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Checkpoint Edge with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Checkpoint Edge instance
30-minute call. We'll look at your actual Checkpoint Edge setup and show exactly how this workflow fits.