Tax-firm-ready pre-check for legal and notice matters.
Use Smart Legal Pro as an upstream intake layer: structured client information, deadline focus, document context and exportable case building blocks for tax or interdisciplinary work.
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- Law by country
- GDPR-compliant
- No AI training
- PII masking
- Lawyer handover
- Seven languages
Tax firms regularly receive questions that are not tax questions. A client forwards a liability assessment, an audit order or a letter from the pension insurer — asking you to "take a quick look". Legally, that is exactly the boundary where it gets uncomfortable.
Smart Legal Pro can be used as an upstream layer. The client uploads the letter themselves and receives a structured summary: what it is about, which deadline applies, which documents are missing. What reaches you is a sorted record rather than a forwarded email.
The platform expressly provides neither tax advice nor legal advice. It organises, detects deadlines and prepares — and makes visible when a matter belongs with a lawyer rather than with you.
What the upstream step achieves
Four points that separate a forwarded email from a sorted record.
Earlier clarity at first contact
Clients arrive with structured AI pre-check instead of chaotic email threads.
Context instead of one-off questions
Legal questions, chat follow-ups and retests stay documented in the same case context.
Exportable working state
Results can be taken over as PDF/ZIP for firm processes and client communication.
Clear boundary to legal advice
Clean handover to verified partners when lawyer escalation is needed.
- Legal questions without a document
- Chat with follow-ups in the matter
- Analysis, exports, lawyer handover
- Writing assistant & templates
We provide neither tax advice nor legal advice. We make sure that at first contact it is already clear what the matter is.
First contact, compared
What lands in your inbox today — and what arrives with a pre-check
The same client, the same letter, two very different starting points for you.
A forwarded email
- A photo or scan attached, with no indication what it concerns.
- Deadline unknown — it has to be located in the document first.
- Unclear whether this is a tax matter, a legal one, or both.
- Follow-up questions run back and forth over several messages.
A sorted record
- Document read, the essentials summarised, passages highlighted.
- Deadline detected and evidenced with the passage in the original.
- Missing documents named before you have to ask for them.
- Everything on the matter in one place, exportable as a PDF or ZIP.
The right-hand column describes platform features, not a promise about turnaround times.
What the platform is prepared for in substance
Figures from the actual catalogue — no firm, client or time-saving figures we cannot substantiate.
- Case examples on official notices
- 7
- Tax assessments, objection decisions, audit orders, liability notices and more.
- Business case examples
- 15
- The area where tax and legal questions overlap most often.
- Contract types
- 36
- For clients who need a contract before having one reviewed.
Frequent questions from tax firms
How to get a picture of it
The case examples show the process exactly as your clients see it.
Start free
Lexi shows the fastest path: structured assessment first, then a clean handover to vetted lawyers when needed.