Introduction

Tax law is one of the most detail-heavy, documentation-intensive legal fields.

Before an attorney can provide advice or representation, they must collect years of financial data, filing history, IRS notices, business records, and personal information — all of which clients rarely organize properly.

AI intake tools like Retriever streamline this process by gathering structured tax-related information, reviewing document uploads, and screening cases based on your tax law criteria.

Challenges in Tax Law Intake

Tax attorneys often face:

• incomplete financial history

• missing documents

• confused or stressed clients

• IRS notices provided without context

• multiple years of returns to analyze

• complex business structures

• high volume of non-viable inquiries

This leads to slow intake and long delays in representation.

What Is Retriever?

Retriever conducts the initial tax intake for your firm, collecting:

• filing status & history

• income sources

• business details

• IRS/State notices

• penalties

• audit info

• missing returns

• financial documents

It then delivers a structured summary to the attorney.

How AI Helps Tax Attorneys

1. Complete Tax Profile Collection

Retriever gathers key details:

• number of filing years

• prior audits

• tax debt

• penalties

• income categories

• business structures

• dependents

• deductions and credits

2. Document Upload & Categorization

Clients upload:

• 1099s

• W-2s

• past returns

• IRS letters

• bank statements

• business ledgers

• contracts

• receipts

Retriever extracts relevant numbers and organizes them automatically.

3. Screening for Eligibility

AI identifies early:

• audit risks

• filing issues

• debt resolution pathways

• offer-in-compromise viability

• missing filings

• business classification problems

4. Better Client Experience

Many tax clients are anxious.

Retriever provides:

• calm tone

• guided questions

• clear instructions

• 24/7 response

• instant reassurance