Custom AI workflows built specifically for tax controversy: deep integrations with the Canopy stack, legal-grade privacy, and workflows that pay back in weeks, not years.
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.
AI drafts personalized case-status updates from live matter state in Canopy on a weekly cadence, and generates on-demand replies when the client asks — client satisfaction climbs, billable hours come back.
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.
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%.
AI drafts the research memo against the firm's prior work product, pulls current authority from Canopy, and produces a cite-checked first draft of the brief — associate refines, doesn't start from zero.
AI redlines against the firm's playbook in Canopy, flags non-standard terms with a risk rating, and drafts a client-ready summary — 80% of low-risk contracts clear without partner time.
AI rewrites narratives to match each client's outside-counsel guidelines in Canopy, flags block-billing, and pre-validates against the portal — write-down rate drops from 12% to under 3%.
AI monitors the docket across Canopy and court portals, calculates response deadlines, calendars every owner, and escalates anything within 72 hours of running — zero missed deadlines, no matter how many matters.
The workflows above are starting points. Every tax controversy operation runs differently — we build what you actually need.
