Tax Research for Professional Review

The Challenge

Tax professionals navigate legislation across multiple Acts, ATO materials, and evolving case law. Research requires cross-referencing sources, understanding how provisions interact, and identifying statements in a client meeting that may require further investigation.

How Lawg Helps

Lawg searches configured Australian tax legislation, ATO materials, and selected court decisions. Query analysis can route a request across relevant configured source groups. With participant consent, Consultation Copilot can transcribe a client conversation and suggest possible obligations or follow-up questions for practitioner review.

Key Capabilities

• Multi-step agentic reasoning across income tax, GST, FBT, and superannuation legislation
• ATO rulings and determinations integrated with legislative provisions
• Query routing across configured source groups including income tax, CGT, GST, FBT, superannuation, FIRB, and corporate law
• Knowledge graph shows how ATO interpretations relate to statutory provisions and court decisions
• Document analysis: upload invoices, receipts, contracts, and statements, and Lawg extracts the tax-relevant facts and reasons about them in context
• Tax Advice Memo, Client Letter, and File Note draft formats for practitioner review, switchable without rerunning the analysis

Real-time Consultation Copilot

Lawg's Consultation Copilot is a live AI support tool for client meetings. It can capture permitted meeting audio, transcribe the conversation, and surface possible obligations, missing facts, and follow-up questions for practitioner review. It is designed for scenarios such as new client intake, Division 7A reviews, CGT planning calls, restructure conversations, and FBT scoping discussions. Obtain all required participant consent before recording.

Consultation Copilot Capabilities

• Supported audio capture can use microphone and tab audio with Azure Speech-to-Text, subject to browser, device, meeting, and consent settings
• Two-stage analysis can surface initial cue cards followed by additional commentary for more complex matters
• Configured compliance triggers can surface possible obligations for practitioner review
• Live cue cards can stream into the session view, while retained context depends on the active consultation session and system limits
• Available source references can help the practitioner investigate a flagged obligation

Use Case Example

Example prompt: "What are the CGT discount eligibility requirements for a trust distribution?" In a live client meeting, a reference to a family trust property sale may cause the Consultation Copilot to flag CGT discount, trust-streaming, or s 100A issues for practitioner investigation.