From a tax question to work for the client file

The Challenge

A client question needs to become work another practitioner can follow. That means recording the relevant facts, source material, reasoning, open questions and next steps, so the position can be reviewed and explained when needed.

How Lawg Helps

Research Australian tax questions, inspect available legislation, ATO materials and selected decisions, and prepare the written explanation for the client file. With participant consent, Consultation Copilot can also help capture a client conversation and surface questions to investigate.

Key Capabilities

• Research income tax, CGT, GST, FBT and superannuation questions across available sources
• Read available ATO materials alongside legislative provisions and selected decisions
• Use supported invoices, receipts, contracts and statements to investigate the facts relevant to the tax question
• Prepare a Tax Advice Memo, Client Letter or File Note draft from the research

Real-time Consultation Copilot

Keep track of the tax questions raised in a client meeting. Consultation Copilot can transcribe permitted meeting audio and surface possible obligations, missing facts and follow-up questions for practitioner review. Use it to support intake discussions, Division 7A reviews, CGT planning calls, restructures and FBT scoping. Obtain all required participant consent before recording.

Consultation Copilot Capabilities

• Follow the conversation with a live transcript
• See possible obligations, missing facts and follow-up questions during the discussion
• Investigate flagged questions using available source references
• Audio capture depends on supported browsers, devices and meeting permissions; cues depend on the conversation available in the active session

Use Case Example

Example research prompt: "Help me investigate the Australian tax questions in a proposed family trust property sale. Separate the facts, assumptions, sources to inspect and issues requiring further research."

Source review

Check the complete facts, source support, versions and relevant period. Source availability varies. All outputs require professional review before filing, client use or responding to the ATO. Lawg does not guarantee ATO acceptance or any audit outcome.