Private AI for tax lawyers.

Move a matter forward without losing its evidence

Extract parties, dates and issues; compare contract language and find relevant passages within the authorised matter.

Inputs: Consented intake calls, matter records, correspondence, court notices and the firm's calendar.

From observation to completed task

Prepare an intake record, propose calendar entries and route missing-information requests for approval.

Assemble a source-linked factual chronology for a tax matter

The supporting records include approved transaction documents, client correspondence and research notes.

The lawyer confirms facts and current legal analysis.

The systems involved

Matter-management and calendar integrations, conflict-check procedures and permission-aware retrieval.

SOS AI configures the local models and tool permissions for this workflow. Actions in business software follow the authority you approve; uncertain cases and actions outside those limits go to the responsible person.

What a useful result must get right

Lawyers verify deadlines, legal analysis and outbound advice; track missed dates and time spent correcting extracted details.