Demand Package Drafting for Tax Attorneys with Checkpoint Edge
The Problem
Tax Controversy demand packages are the highest-leverage document in the case — and they're the ones associates have the least time to draft well.
What We Build in Checkpoint Edge
AI drafts the demand from the matter file in Canopy, including medical chronology, damages calc, and liability narrative — associate refines tone and strategy, doesn't start from zero. 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.
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.