Traceable Tax Compliance Guidance

The Challenge

Tax professionals navigate complex legislation across multiple acts, hundreds of ATO rulings, and evolving case law. Finding definitive answers requires cross-referencing multiple sources and understanding how provisions interact. And the hardest part of the job often isn't the research itself — it's catching everything the client says in a meeting that should trigger an obligation, a planning opportunity, or a follow-up question.

How Lawg Helps

Lawg integrates Australian tax legislation (ITAA 1997, ITAA 1936, FBTAA, GST Act), ATO rulings (TRs, TDs, LCRs), and relevant court decisions into a unified knowledge base. Intent recognition automatically routes your query to the right sources. And when you're in a client conversation, Lawg's Consultation Copilot listens alongside you — so the obligations and follow-ups are surfaced while the client is still in the room.

Key Capabilities

• Multi-step agentic reasoning across income tax, GST, FBT, and superannuation legislation
• ATO rulings and determinations integrated with legislative provisions
• Automatic intent recognition for 7 tax domains (Income Tax, CGT, GST, FBT, Super, FIRB, Corporate)
• Knowledge graph shows how ATO interpretations relate to statutory provisions and court decisions
• Document analysis: upload invoices, receipts, contracts and statements — Lawg extracts the tax-relevant facts and reasons about them in context
• Practitioner-grade output formats: Tax Advice Memo, Client Letter, Research Summary and File Note, switchable on demand without re-running the analysis

Real-time Consultation Copilot

Tax outcomes are often decided in the client conversation, not at the desk. Lawg's Consultation Copilot is a live AI co-pilot for client meetings — it captures both sides of the conversation, transcribes them in real time, and surfaces compliance obligations, missing facts, and follow-up questions as the discussion unfolds. No other Australian tax research platform offers this. It is purpose-built for scenarios like new client intake, Division 7A reviews, CGT planning calls, restructure conversations, and FBT scoping discussions.

Consultation Copilot Capabilities

• Dual-stream audio capture (microphone + tab audio) via Azure Speech-to-Text — works for in-person meetings and video calls alike
• Two-Wave LLM analysis: a fast cascade surfaces cue cards in roughly a second, while a strategic depth pass adds richer commentary for complex obligations
• Compliance Cascades knowledge base — 70 obligations across 21 triggers automatically surfaced when relevant facts are mentioned
• Live cue cards stream into the session view via SSE, with session memory retained across the entire consultation
• Every flagged obligation links back to the underlying legislation or ATO ruling — same citation discipline as the research workflow

Use Case Example

"What are the CGT discount eligibility requirements for a trust distribution?" — Lawg provides the legislative requirements, relevant ATO guidance, and any court cases that have clarified the rules. And in a live client meeting, when the client mentions "we sold the property held in the family trust last March", the Consultation Copilot will surface the CGT discount eligibility test, the trust streaming considerations, and the s100A reimbursement-agreement red flags — before the conversation moves on.