Closing Checklist & Disclosure Packet for Tax Attorneys with Canopy
The Problem
Every Tax Controversy deal closing runs on a 60-item checklist spread across Canopy, email, and the title company — and a single missing disclosure can blow up the close.
What We Build in Canopy
AI runs the closing checklist, chases missing docs, assembles the disclosure packet, and validates each item before closing — closings hit schedule, no scramble day-of. Purpose-built for teams running Canopy — uses the native API or agent integration so nothing leaves the system of record.
Canopy Integration Approach
Audit your Canopy configuration
We map the specific Canopy objects, custom fields, and workflows the automation needs to touch for your tax controversy practice.
Build on the Canopy API or agent
Integration happens inside Canopy — 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 Canopy with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Canopy instance
30-minute call. We'll look at your actual Canopy setup and show exactly how this workflow fits.