Patent Prior Art Search for Tax Attorneys with Bloomberg Tax

Bloomberg Tax Tax Attorney Tax Controversy

The Problem

Prior art searches for Tax Controversy matters take days in Canopy, and the attorney still has to read every hit to judge relevance.

What We Build in Bloomberg Tax

AI runs the search across USPTO, EPO, and Canopy, ranks hits by claim-overlap relevance, summarizes each, and builds the search report — attorney starts from a triaged list, not a raw dump. 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

1

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.

2

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.

3

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.

More About This Workflow

Patent Prior Art Search for Tax Attorneys

AI runs the search across USPTO, EPO, and Canopy, ranks hits by claim-overlap relevance, summarizes each, and builds the search report — attorney starts from a triaged list, not a raw dump.

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