Client Intake & Conflict Screening for Tax Attorneys 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
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.
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.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Bloomberg Tax with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Bloomberg Tax instance
30-minute call. We'll look at your actual Bloomberg Tax setup and show exactly how this workflow fits.