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. The hardest part of the job often is not the research itself, but identifying everything said in a client 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. During a client conversation, Lawg's Consultation Copilot listens alongside you and surfaces obligations and follow-up questions 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 across seven tax domains (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
• Practitioner-grade Tax Advice Memo, Client Letter, and File Note formats, switchable on demand without rerunning 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 such as 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
• Automatic surfacing of 70 obligations across 21 triggers through the Compliance Cascades knowledge base
• 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. In a live client meeting, if the client mentions that the family trust sold a property last March, the Consultation Copilot will surface the CGT discount eligibility test, trust-streaming considerations, and s 100A reimbursement-agreement red flags before the conversation moves on.