Deposition Summary Generation for Tax Attorneys

Stop letting deposition summary generation eat your tax attorney's week.

The Problem

Tax Controversy cases generate 200-page deposition transcripts that associates summarize by hand — each summary burns 4–6 billable hours the client won't pay for in full.

What We Build

AI ingests the transcript, produces a page-line summary with topic tags and exhibit cross-references, and flags contradictions across witnesses — associate produces a defensible summary in 30 minutes.

Tools & Integrations

Canopy Checkpoint Edge Bloomberg Tax Clio Zapier

How It Works

1

Discovery Call

We map your current deposition summary generation process and identify exactly where AI saves the most time.

2

Build & Integrate

We build the AI workflow and connect it to the tools you already use — no software changes required.

3

Review & Refine

You review the results, we fine-tune until the workflow matches your standards — then it runs on autopilot.

Frequently asked

How long does deposition summary generation take manually for tax attorneys?+

In most tax controversy firms, deposition summary generation consumes hours per matter or per week that AI can absorb. The exact savings depend on volume, but firms with mature workflows typically see meaningful improvement within the first quarter after deployment.

Can AI handle deposition summary generation without losing accuracy?+

Yes — every workflow uses human-in-the-loop. AI does the deterministic 80% (data extraction, classification, routing); your tax attorney keeps every judgment call. Nothing ships without a defined approval point.

Will this require switching from Canopy?+

No. The automation runs on top of your existing Canopy setup using its API or agent integration — no migration, no parallel system, no license changes. Your team keeps using Canopy exactly as before.

How quickly can a tax attorney team deploy this?+

Most engagements ship the first working workflow in 2–4 weeks from kickoff: discovery call → fixed-price scope → build → review/refine. After that it runs on autopilot, with us monitoring for drift.

Is deposition summary generation automation worth it for a small tax controversy firm?+

If your tax attorneys spend 5+ hours per week on deposition summary generation, the ROI is clear. The build pays back inside the first quarter at that volume — and the time savings compound, since the workflow keeps running once deployed.

What happens when Canopy or our process changes?+

Workflows are versioned and monitored. When Canopy pushes API changes or your firm changes process, we update the workflow within days — no rebuild required.

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Ready to automate deposition summary generation?

Book a free 30-minute call. We'll walk through your current process and show you exactly how this workflow would work for your team.

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