# Client Intake & Conflict Screening for Tax Attorneys with Bloomberg Tax

> 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. Purpose-built for teams running Bloomberg Tax — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [Bloomberg Tax](https://calish.com/workflows/tool/bloomberg-tax/)
- **Role:** [Tax Attorney](https://calish.com/workflows/for/tax-attorney/)
- **Specialty:** Tax Controversy
- **Category:** Operations & Workflow
- **Canonical URL:** https://calish.com/workflows/with/client-intake-and-conflict-screening-for-tax-attorney-with-bloomberg-tax/

## The Problem

Every new Tax Controversy lead needs conflict-checked, fee-agreement-drafted, and intake-form-filled before a billable moment happens — and 40% of leads ghost during that gap.

## What We Build in Bloomberg Tax

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. Purpose-built for teams running Bloomberg Tax — uses the native API or agent integration so nothing leaves the system of record.

## Bloomberg Tax Integration Approach

1. **Audit your Bloomberg Tax configuration.** We map the specific Bloomberg Tax objects, custom fields, and workflows the automation needs to touch for your tax controversy practice.
2. **Build on the Bloomberg Tax API or agent.** Integration happens inside Bloomberg Tax — no data leaves the system, no parallel tool for your team to learn, no license changes.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in Bloomberg Tax with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [Client Intake & Conflict Screening for Tax Attorneys](https://calish.com/workflows/client-intake-and-conflict-screening-for-tax-attorney/)
- 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.

## Other Bloomberg Tax Automations

- [Budget vs. Actuals Review for International Tax Specialists](https://calish.com/workflows/with/budget-vs-actuals-review-for-international-tax-specialist-with-bloomberg-tax/)
- [Payroll Variance & Exception Review for International Tax Specialists](https://calish.com/workflows/with/payroll-variance-and-exception-review-for-international-tax-specialist-with-bloomberg-tax/)
- [Tax Notice & Agency Correspondence for International Tax Specialists](https://calish.com/workflows/with/tax-notice-and-agency-correspondence-for-international-tax-specialist-with-bloomberg-tax/)
- [Ledger Reconstruction for Investigations for International Tax Specialists](https://calish.com/workflows/with/ledger-reconstruction-for-investigations-for-international-tax-specialist-with-bloomberg-tax/)
- [Financial Due Diligence Prep for International Tax Specialists](https://calish.com/workflows/with/financial-due-diligence-prep-for-international-tax-specialist-with-bloomberg-tax/)
- [13-Week Cash Flow Forecast for International Tax Specialists](https://calish.com/workflows/with/13-week-cash-flow-forecast-for-international-tax-specialist-with-bloomberg-tax/)
- [Operating KPI Dashboard for International Tax Specialists](https://calish.com/workflows/with/operating-kpi-dashboard-for-international-tax-specialist-with-bloomberg-tax/)
- [Time Entry & WIP Capture for International Tax Specialists](https://calish.com/workflows/with/time-entry-and-wip-capture-for-international-tax-specialist-with-bloomberg-tax/)

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