Tax Notice & Agency Correspondence for Forensic Accountants with Relativity
Run tax notice & agency correspondence on autopilot inside Relativity.
The Problem
IRS and state notices arrive for Fraud Investigation clients with 30-day deadlines and cryptic codes — and the partner doesn't see them until the team finally surfaces the mail pile.
What We Build in Relativity
AI classifies every incoming notice, links it to the client file in IDEA, drafts the response, and calendars the deadline — no notice slips past a response window. Purpose-built for teams running Relativity — uses the native API or agent integration so nothing leaves the system of record.
Relativity Integration Approach
Audit your Relativity configuration
We map the specific Relativity objects, custom fields, and workflows the automation needs to touch for your fraud investigation practice.
Build on the Relativity API or agent
Integration happens inside Relativity — 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 Relativity with enough context to act — AI handles the 80%, your team owns the judgment calls.
Frequently asked
Does this tax notice & agency correspondence automation work natively in Relativity?+
Yes — we build directly on Relativity's API or agent integration. Your data stays in Relativity, your forensic accountants keep the same login and UI, and there's no parallel system for the team to learn.
What Relativity configuration do we need before deployment?+
We work with your existing Relativity setup. During discovery we map the specific objects, custom fields, and workflows the automation touches — no rip-and-replace required for fraud investigation teams.
Can Relativity handle tax notice & agency correspondence on its own?+
Relativity handles configuration; AI handles judgment. Native Relativity workflows route deterministic tasks; our automation layer adds the AI judgment Relativity doesn't ship out of the box — document classification, exception triage, drafting.
Is Relativity the right tool for tax notice & agency correspondence for forensic accountants?+
Relativity is widely used among fraud investigation teams precisely because of its data model around tax notice & agency correspondence. We've deployed this workflow on Relativity for similar firms and the integration is well-trodden.
What's the typical ROI of tax notice & agency correspondence automation in Relativity?+
For fraud investigation firms running Relativity, automation typically pays back inside the first quarter — measured against the loaded cost of the forensic accountant hours absorbed. Higher volumes deploy faster.
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See this running in your Relativity instance
30-minute call. We'll look at your actual Relativity setup and show exactly how this workflow fits.