AI workflow: Consulting suggestions

Introduction

Many law firms know that consulting is more profitable than production, but it happens too rarely—not because there are no issues to address, but because no one has time in their daily routine to continuously "read" the signals in business analyses, accounts, open item lists, and wage quotas. 

use case

TAXPOINT turns ongoing data into concrete consulting triggers —without partners having to manually comb through every business assessment.

• Trigger detection (examples)

  • Margin/cost structure shifts (cost of goods sold, personnel ratio, fixed costs)

  • Liquidity signals (OP development, payment terms, cash stress)

  • Control signals (input tax/VAT patterns, unusual fluctuations)

  • Personnel signals (overtime, turnover, non-wage labor costs)

• Consulting proposal as a package

  • “What stands out?” (1–3 key statements)

  • “Why is this relevant?” (Risk/opportunity)

  • “What questions should I ask?” (Checklist for appointments)

  • Optional: Draft email to client (“Shall we talk for 30 minutes?”)

Why it works better with TAXPOINT DMS

• Data + documents + communication in one file: Consulting is rarely just about numbers, but also about context (contracts, correspondence, investments, personnel events).

• Reusability: The consulting radar generates "living artifacts" (memos, agendas, to-do lists) that can later be reused in file notes, offers, and follow-ups.

• Workflow & Tasks: Triggers are not "just recognized," but are planned, assigned, and tracked as tasks.

• BMD/DATEV integration: Radar inputs come from the current accounting system, without teams having to maintain them twice.

• Private AI: Consulting is based on highly sensitive company data—processing in an Austrian setup is a real selling point for law firms.

procedure

1. Current data and documents are being sent to TAXPOINT

2. TAXPOINT analyzes periodically and identifies consulting triggers

3. AI generates snapshot + agenda + list of questions

4. Partner/manager validates (5–10 min), sets priority

5. Client contact is initiated (email/call), result is documented as a memo in the file

time saving

• Manually: 30–90 minutes per client/quarter (read BWA, search for context, formulate hypotheses, build agenda) – in practice, this often does not happen at all.

• With TAXPOINT: 5–20 min validation + appointment preparation based on AI suggestions
  Savings: 25–70 min per client/quarter and, above all, more consulting takes place because the entry barrier is removed.