Discovery Document Review for Tax Attorneys with Checkpoint Edge
Run discovery document review on autopilot inside Checkpoint Edge.
The Problem
First-pass review of Tax Controversy discovery docs in Canopy is billed at associate rates but commoditized — it's a margin-killer the client resents paying for.
What We Build in Checkpoint Edge
AI pre-classifies documents by responsiveness, privilege, and hot-doc signal in Canopy, leaving associates to review only the 15% that actually need judgment — review cost drops 60%. 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.
Frequently asked
Does this discovery document review automation work natively in Checkpoint Edge?+
Yes — we build directly on Checkpoint Edge's API or agent integration. Your data stays in Checkpoint Edge, your tax attorneys keep the same login and UI, and there's no parallel system for the team to learn.
What Checkpoint Edge configuration do we need before deployment?+
We work with your existing Checkpoint Edge setup. During discovery we map the specific objects, custom fields, and workflows the automation touches — no rip-and-replace required for tax controversy teams.
Can Checkpoint Edge handle discovery document review on its own?+
Checkpoint Edge handles configuration; AI handles judgment. Native Checkpoint Edge workflows route deterministic tasks; our automation layer adds the AI judgment Checkpoint Edge doesn't ship out of the box — document classification, exception triage, drafting.
Is Checkpoint Edge the right tool for discovery document review for tax attorneys?+
Checkpoint Edge is widely used among tax controversy teams precisely because of its data model around discovery document review. We've deployed this workflow on Checkpoint Edge for similar firms and the integration is well-trodden.
What's the typical ROI of discovery document review automation in Checkpoint Edge?+
For tax controversy firms running Checkpoint Edge, automation typically pays back inside the first quarter — measured against the loaded cost of the tax attorney hours absorbed. Higher volumes deploy faster.
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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.